Pacific Wealth Strategies Group
Latest statistics and disclosures from Pacific Wealth Strategies Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NOBL, PKW, SCHG, CHY, QQQ, and represent 40.95% of Pacific Wealth Strategies Group's stock portfolio.
- Added to shares of these 10 stocks: QQQ, NOBL, PKW, SCHG, MCD, FNDX, SPY, JNJ, CVX, MSFT.
- Started 1 new stock position in MCD.
- Reduced shares in these 10 stocks: Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf, CAT, BSCO, NKX, TSLA, AAPL, AMZN, ULTA, TD.
- Sold out of its positions in Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf.
- Pacific Wealth Strategies Group was a net buyer of stock by $253k.
- Pacific Wealth Strategies Group has $105M in assets under management (AUM), dropping by 10.49%.
- Central Index Key (CIK): 0001766571
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Pacific Wealth Strategies Group holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Pacific Wealth Strategies Group
SEC 13F filings are viewable for Pacific Wealth Strategies Group going back to 2018
- Pacific Wealth Strategies Group 2023 Q4 filed Feb. 1, 2024
- Pacific Wealth Strategies Group 2023 Q3 filed Nov. 6, 2023
- Pacific Wealth Strategies Group 2023 Q2 filed July 25, 2023
- Pacific Wealth Strategies Group 2023 Q1 filed May 2, 2023
- Pacific Wealth Strategies Group 2022 Q4 filed Jan. 11, 2023
- Pacific Wealth Strategies Group 2022 Q3 filed Oct. 18, 2022
- Pacific Wealth Strategies Group 2022 Q2 filed July 19, 2022
- Pacific Wealth Strategies Group 2022 Q1 filed April 25, 2022
- Pacific Wealth Strategies Group 2021 Q4 filed Jan. 24, 2022
- Pacific Wealth Strategies Group 2021 Q3 filed Oct. 14, 2021
- Pacific Wealth Strategies Group 2021 Q2 filed July 22, 2021
- Pacific Wealth Strategies Group 2021 Q1 filed April 26, 2021
- Pacific Wealth Strategies Group 2020 Q4 filed Jan. 13, 2021
- Pacific Wealth Strategies Group 2020 Q3 filed Oct. 22, 2020
- Pacific Wealth Strategies Group 2020 Q2 filed July 17, 2020
- Pacific Wealth Strategies Group 2020 Q1 filed April 13, 2020