Pacific Center For Financial Services Top Holdings and 13F Report (2025) About Pacific Center For Financial ServicesInvestment ActivityPacific Center For Financial Services has $388.54 million in total holdings as of December 31, 2024.Pacific Center For Financial Services owns shares of 487 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Pacific Center For Financial Services has purchased 470 new stocks and bought additional shares in 82 stocks.Pacific Center For Financial Services sold shares of 38 stocks and completely divested from 11 stocks this quarter.Largest Holdings Invesco QQQ $51,349,634Vanguard Ultra-Short Bond ETF $45,042,678Vanguard Total Stock Market ETF $41,004,697JPMorgan Equity Premium Income ETF $38,482,308iShares U.S. Small Cap Equity Factor ETF $27,516,424 Largest New Holdings this Quarter 594972408 - Strategy $95,575 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $31,089 Holding718546104 - Phillips 66 $26,546 Holding92537N108 - Vertiv $22,722 Holding23128Q101 - CURBLINE PPTYS CORP $9,056 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 110,217 shares (about $5.47M)iShares U.S. Small Cap Equity Factor ETF 12,927 shares (about $872.57K)Invesco S&P MidCap Quality ETF 7,061 shares (about $695.29K)Vanguard Total Stock Market ETF 2,137 shares (about $619.32K)JPMorgan Equity Premium Income ETF 9,048 shares (about $520.53K) Largest Sales this Quarter Palo Alto Networks 1 shares (about $∞T)Invesco QQQ 1,522 shares (about $778.09K)Apple 2,161 shares (about $541.16K)iShares Ultra Short-Term Bond Active ETF 4,765 shares (about $240.30K)Vanguard Mega Cap Growth ETF 421 shares (about $144.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Center For Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$51,349,634$778,087 ▼-1.5%100,44413.2%FinanceVUSBVanguard Ultra-Short Bond ETF$45,042,678$5,468,964 ▲13.8%907,75311.6%ETFVTIVanguard Total Stock Market ETF$41,004,697$619,325 ▲1.5%141,48810.6%ETFJEPIJPMorgan Equity Premium Income ETF$38,482,308$520,531 ▲1.4%668,9099.9%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$27,516,424$872,572 ▲3.3%407,6517.1%ETFXMHQInvesco S&P MidCap Quality ETF$22,552,625$695,295 ▲3.2%229,0315.8%ETFVNQVanguard Real Estate ETF$15,643,941$382,598 ▲2.5%175,6174.0%ETFIJHiShares Core S&P Mid-Cap ETF$14,534,916$352,363 ▲2.5%233,2683.7%ETFSPYSPDR S&P 500 ETF Trust$13,776,729$114,283 ▼-0.8%23,5073.5%FinanceMGKVanguard Mega Cap Growth ETF$12,392,298$144,576 ▼-1.2%36,0863.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,667,506$83,462 ▲0.7%131,4063.0%ETFAAPLApple$8,348,285$541,160 ▼-6.1%33,3372.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,587,808$142,392 ▼-1.8%13,3222.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$4,687,570$27,300 ▼-0.6%66,9651.2%ETFVOVanguard Mid-Cap ETF$4,466,345$64,710 ▼-1.4%16,9101.1%ETFBRK.BBerkshire Hathaway$3,986,145$21,304 ▼-0.5%8,7941.0%FinanceVYMVanguard High Dividend Yield ETF$3,919,500$224,307 ▲6.1%30,7191.0%ETFNVDANVIDIA$2,574,112$940 ▼0.0%19,1680.7%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$2,478,755$175,654 ▲7.6%60,9480.6%ETFVXFVanguard Extended Market ETF$2,211,787$1,520 ▲0.1%11,6420.6%ETFCVXChevron$2,181,755$1,448 ▲0.1%15,0630.6%EnergyMSFTMicrosoft$2,089,511$86,413 ▼-4.0%4,9570.5%Computer and TechnologyVVisa$1,691,995$78,705 ▼-4.4%5,3530.4%Business ServicesVXUSVanguard Total International Stock ETF$1,404,617$25,163 ▲1.8%23,8350.4%ETFPGProcter & Gamble$1,400,575$168 ▲0.0%8,3540.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,262,837$922 ▲0.1%10,9600.3%ETFIHIiShares U.S. Medical Devices ETF$1,258,660$2,334 ▲0.2%21,5710.3%ETFVOOVanguard S&P 500 ETF$1,163,202$154,088 ▲15.3%2,1590.3%ETFAMZNAmazon.com$1,154,6850.0%5,2630.3%Retail/WholesaleWFCWells Fargo & Company$1,054,630$2,739 ▼-0.3%15,0150.3%FinanceGOOGAlphabet$998,287$19,044 ▲1.9%5,2420.3%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$979,713$5,240 ▼-0.5%23,7450.3%ETFSOXXiShares Semiconductor ETF$961,731$1,508 ▲0.2%4,4630.2%ETFTAT&T$914,714$8,493 ▼-0.9%40,1720.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$894,869$138 ▲0.0%6,5050.2%ETFCOSTCostco Wholesale$877,887$12,829 ▼-1.4%9580.2%Retail/WholesalePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$856,310$16,561 ▼-1.9%20,5790.2%ManufacturingVHTVanguard Health Care ETF$836,692$5,074 ▲0.6%3,2980.2%ETFJPMJPMorgan Chase & Co.$803,378$479 ▲0.1%3,3510.2%FinanceGLDSPDR Gold Shares$700,725$33,172 ▲5.0%2,8940.2%FinanceGOOGLAlphabet$667,2830.0%3,5250.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$639,251$240,299 ▼-27.3%12,6760.2%ETFETNEaton$620,9290.0%1,8710.2%IndustrialsXOMExxon Mobil$591,387$215 ▲0.0%5,4980.2%EnergySUSAiShares MSCI USA ESG Select ETF$525,203$365 ▲0.1%4,3190.1%ETFMETAMeta Platforms$516,6900.0%8820.1%Computer and TechnologyABBVAbbVie$503,992$36,964 ▲7.9%2,8360.1%MedicalDISWalt Disney$494,2160.0%4,4380.1%Consumer DiscretionaryEFAViShares MSCI EAFE Min Vol Factor ETF$484,026$52,186 ▼-9.7%6,8450.1%ETFKMIKinder Morgan$448,953$1,123 ▲0.3%16,3850.1%EnergyCPRTCopart$443,5680.0%7,7290.1%Business ServicesVIGVanguard Dividend Appreciation ETF$437,357$2,546 ▲0.6%2,2330.1%ETFIDViShares International Select Dividend ETF$415,494$958 ▲0.2%15,1750.1%ETFASMLASML$406,8380.0%5870.1%Computer and TechnologyXBISPDR S&P Biotech ETF$392,6270.0%4,3600.1%ETFNEENextEra Energy$391,708$932 ▲0.2%5,4640.1%UtilitiesAVTAvnet$347,4050.0%6,6400.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$345,389$8,932 ▼-2.5%8120.1%FinanceHONHoneywell International$338,384$137,341 ▲68.3%1,4980.1%Multi-Sector ConglomeratesKOCoca-Cola$337,7700.0%5,4250.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$326,6910.0%1,4050.1%ETFVLOValero Energy$325,7700.0%2,6570.1%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$322,7760.0%5,7250.1%ETFDLBDolby Laboratories$322,6320.0%4,1310.1%Consumer DiscretionaryBACBank of America$309,492$59,859 ▲24.0%7,0420.1%FinanceSPYXSPDR S&P Fossil Fuel Reserves Free ETF$303,514$385 ▲0.1%6,3030.1%ETFVZVerizon Communications$302,885$11,877 ▲4.1%7,5740.1%Computer and TechnologyGEGE Aerospace$296,648$333 ▲0.1%1,7790.1%IndustrialsDVYiShares Select Dividend ETF$282,121$26,387 ▼-8.6%2,1490.1%ETFNFLXNetflix$275,4300.0%3090.1%Consumer DiscretionaryXMLVInvesco S&P MidCap Low Volatility ETF$273,276$1,034 ▲0.4%4,4930.1%ETFIWFiShares Russell 1000 Growth ETF$270,2640.0%6730.1%ETFSCHDSchwab US Dividend Equity ETF$261,115$174,896 ▲202.9%9,5580.1%ETFCCitigroup$260,0920.0%3,6950.1%FinanceVOOGVanguard S&P 500 Growth ETF$259,1710.0%7080.1%ETFMRKMerck & Co., Inc.$251,287$49,740 ▲24.7%2,5260.1%MedicalADPAutomatic Data Processing$248,8210.0%8500.1%Business ServicesBKNGBooking$248,4210.0%500.1%Retail/WholesaleCATCaterpillar$247,592$1,088 ▲0.4%6830.1%IndustrialsWMTWalmart$243,1320.0%2,6910.1%Retail/WholesaleMAMastercard$238,0500.0%4520.1%Business ServicesORCLOracle$228,131$9,998 ▼-4.2%1,3690.1%Computer and TechnologyHDHome Depot$227,044$778 ▲0.3%5840.1%Retail/WholesaleJNJJohnson & Johnson$226,937$434 ▲0.2%1,5690.1%MedicalIWViShares Russell 3000 ETF$210,5780.0%6300.1%ETFCMCSAComcast$208,968$23,682 ▼-10.2%5,5680.1%Consumer DiscretionaryLINDE PLC$206,8230.0%4940.1%SHSBANFBancFirst$205,0650.0%1,7500.1%FinanceVGTVanguard Information Technology ETF$204,5730.0%3290.1%ETFUNHUnitedHealth Group$199,833$25,295 ▼-11.2%3950.1%MedicalREZiShares Residential and Multisector Real Estate ETF$198,9110.0%2,4550.1%ETFVOEVanguard Mid-Cap Value ETF$195,207$162 ▲0.1%1,2070.1%ETFVOOVVanguard S&P 500 Value ETF$186,7250.0%1,0120.0%ETFPFFiShares Preferred and Income Securities ETF$184,538$3,772 ▲2.1%5,8700.0%ETFPRFInvesco FTSE RAFI US 1000 ETF$183,402$81 ▲0.0%4,5460.0%ETFSSDSimpson Manufacturing$183,2430.0%1,1050.0%ConstructionEDConsolidated Edison$178,4600.0%2,0000.0%UtilitiesSPROTT PHYSICAL GOLD TR$176,2250.0%8,7500.0%UNITSHYiShares 1-3 Year Treasury Bond ETF$172,8140.0%2,1080.0%ManufacturingAEPAmerican Electric Power$168,3200.0%1,8250.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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