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Pimco shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $24M 909k 26.65

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Falcon Wealth Planning

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Family Investment Center
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
WCG Wealth Advisors
Falcon Wealth Planning
TCG Advisory Services
Cardinal Point Capital Management, ULC
Kelman-Lazarov
Wealth Alliance Advisory Group

View all funds holding Pimco