Pacific Center For Financial Services Top Holdings and 13F Report (2025) About Pacific Center For Financial ServicesInvestment ActivityPacific Center For Financial Services has $377.08 million in total holdings as of March 31, 2025.Pacific Center For Financial Services owns shares of 471 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.89% 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 486 new stocks and bought additional shares in 63 stocks.Pacific Center For Financial Services sold shares of 51 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard Ultra-Short Bond ETF $48,411,493Invesco QQQ $45,669,778Vanguard Total Stock Market ETF $38,490,982JPMorgan Equity Premium Income ETF $38,387,196iShares U.S. Small Cap Equity Factor ETF $25,077,183 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,884 Holding46141D104 - Invesco DB US Dollar Index Bearish Fund $94,191 Holding25809K105 - DOORDASH INC $27,416 Holding72651A207 - Plains GP $9,805 Holding55336V100 - Mplx $7,975 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 75,197 shares (about $19.45M)iShares MSCI USA Min Vol Factor ETF 109,656 shares (about $10.27M)Vanguard Ultra-Short Bond ETF 63,293 shares (about $3.16M)Berkshire Hathaway 2 shares (about $1.60M)Kinder Morgan 12,190 shares (about $347.78K) Largest Sales this Quarter Invesco S&P MidCap Quality ETF 215,739 shares (about $19.75M)SPDR S&P 500 ETF Trust 18,659 shares (about $10.44M)Invesco QQQ 3,050 shares (about $1.43M)Invesco S&P 500 Low Volatility ETF 9,559 shares (about $714.25K)Vanguard Total Stock Market ETF 1,439 shares (about $395.49K) 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 PortfolioSectorVUSBVanguard Ultra-Short Bond ETF$48,411,493$3,155,472 ▲7.0%971,04612.8%ETFQQQInvesco QQQ$45,669,778$1,430,199 ▼-3.0%97,39412.1%FinanceVTIVanguard Total Stock Market ETF$38,490,982$395,494 ▼-1.0%140,04910.2%ETFJEPIJPMorgan Equity Premium Income ETF$38,387,196$165,763 ▲0.4%671,81010.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$25,077,183$262,377 ▼-1.0%403,4306.7%ETFVOVanguard Mid-Cap ETF$23,820,709$19,447,445 ▲444.7%92,1076.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$22,577,865$10,270,380 ▲83.4%241,0626.0%ETFVNQVanguard Real Estate ETF$15,870,376$29,969 ▼-0.2%175,2864.2%ETFIJHiShares Core S&P Mid-Cap ETF$13,430,980$180,184 ▼-1.3%230,1803.6%ETFMGKVanguard Mega Cap Growth ETF$10,804,528$341,618 ▼-3.1%34,9802.9%ETFAAPLApple$7,405,935$889 ▲0.0%33,3412.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$6,971,977$134,969 ▼-1.9%13,0691.8%ETFBRK.BBerkshire Hathaway$4,684,042$533 ▲0.0%8,7951.2%FinanceSPLVInvesco S&P 500 Low Volatility ETF$4,289,356$714,245 ▼-14.3%57,4061.1%ETFVYMVanguard High Dividend Yield ETF$4,196,180$234,704 ▲5.9%32,5391.1%ETFSPYSPDR S&P 500 ETF Trust$2,711,755$10,437,012 ▼-79.4%4,8480.7%FinanceXLREReal Estate Select Sector SPDR Fund$2,621,924$71,229 ▲2.8%62,6500.7%ETFCVXChevron$2,460,115$59,721 ▼-2.4%14,7060.7%EnergyNVDANVIDIA$2,077,137$325 ▼0.0%19,1650.6%Computer and TechnologyVXFVanguard Extended Market ETF$2,006,391$861 ▲0.0%11,6470.5%ETFMSFTMicrosoft$1,824,525$36,415 ▼-2.0%4,8600.5%Computer and TechnologyVVisa$1,814,546$61,688 ▼-3.3%5,1770.5%Business ServicesBRK.ABerkshire Hathaway$1,596,884$1,596,884 ▲New Holding20.4%FinanceVOOVanguard S&P 500 ETF$1,432,724$323,237 ▲29.1%2,7880.4%ETFPGProcter & Gamble$1,411,866$11,758 ▼-0.8%8,2850.4%Consumer StaplesIHIiShares U.S. Medical Devices ETF$1,299,063$722 ▲0.1%21,5830.3%ETFVXUSVanguard Total International Stock ETF$1,241,351$238,769 ▼-16.1%19,9900.3%ETFXMHQInvesco S&P MidCap Quality ETF$1,216,624$19,746,708 ▼-94.2%13,2920.3%ETFTAT&T$1,108,572$27,488 ▼-2.4%39,2000.3%Computer and TechnologyWFCWells Fargo & Company$1,034,475$43,432 ▼-4.0%14,4100.3%FinanceAMZNAmazon.com$973,561$27,778 ▼-2.8%5,1170.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$972,752$173,385 ▼-15.1%9,3020.3%ETFGLDSPDR Gold Shares$945,677$111,798 ▲13.4%3,2820.3%FinanceRPGInvesco S&P 500 Pure Growth ETF$908,536$306 ▲0.0%23,7530.2%ETFCOSTCostco Wholesale$906,4950.0%9580.2%Retail/WholesaleVHTVanguard Health Care ETF$875,567$2,383 ▲0.3%3,3070.2%ETFXLVHealth Care Select Sector SPDR Fund$847,252$102,494 ▼-10.8%5,8030.2%ETFJPMJPMorgan Chase & Co.$822,654$736 ▲0.1%3,3540.2%FinanceGOOGAlphabet$818,9580.0%5,2420.2%Computer and TechnologyKMIKinder Morgan$815,234$347,776 ▲74.4%28,5750.2%EnergyPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$779,516$379 ▲0.0%20,5890.2%ManufacturingSOXXiShares Semiconductor ETF$748,999$90,685 ▼-10.8%3,9810.2%ETFXOMExxon Mobil$654,047$119 ▲0.0%5,4990.2%EnergyICSHiShares Ultra Short-Term Bond Active ETF$641,051$1,622 ▼-0.3%12,6440.2%ETFGOOGLAlphabet$545,1060.0%3,5250.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$532,912$468 ▼-0.1%6,8390.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$527,799$231,355 ▲78.0%10,1930.1%ETFPFFiShares Preferred and Income Securities ETF$516,128$335,747 ▲186.1%16,7960.1%ETFMETAMeta Platforms$508,678$576 ▲0.1%8830.1%Computer and TechnologyETNEaton$508,5940.0%1,8710.1%IndustrialsSUSAiShares MSCI USA ESG Select ETF$488,374$7,695 ▼-1.6%4,2520.1%ETFIDViShares International Select Dividend ETF$487,117$16,379 ▲3.5%15,7030.1%ETFCPRTCopart$437,3850.0%7,7290.1%Business ServicesVIGVanguard Dividend Appreciation ETF$434,744$1,552 ▲0.4%2,2410.1%ETFDISWalt Disney$429,638$8,389 ▼-1.9%4,3530.1%Consumer DiscretionaryASMLASML$388,9640.0%5870.1%Computer and TechnologyKOCoca-Cola$388,5390.0%5,4250.1%Consumer StaplesNEENextEra Energy$388,341$992 ▲0.3%5,4780.1%UtilitiesXLEEnergy Select Sector SPDR Fund$381,568$345,869 ▲968.8%4,0830.1%ETFGEGE Aerospace$356,290$200 ▲0.1%1,7800.1%IndustrialsXBISPDR S&P Biotech ETF$353,5670.0%4,3600.1%ETFVLOValero Energy$350,9560.0%2,6570.1%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$341,0040.0%8120.1%FinanceVZVerizon Communications$332,716$10,841 ▼-3.2%7,3350.1%Computer and TechnologyDLBDolby Laboratories$331,7610.0%4,1310.1%Consumer DiscretionaryAVTAvnet$319,3180.0%6,6400.1%Computer and TechnologyHONHoneywell International$308,944$8,258 ▼-2.6%1,4590.1%Multi-Sector ConglomeratesBACBank of America$294,083$209 ▲0.1%7,0470.1%FinanceJPMORGAN CHASE FINL CO LLC$291,524$254,917 ▲696.4%8,9750.1%CAL LKD 44DVYiShares Select Dividend ETF$290,268$1,745 ▲0.6%2,1620.1%ETFXLKTechnology Select Sector SPDR Fund$290,1050.0%1,4050.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$288,776$412 ▲0.1%6,3120.1%ETFNFLXNetflix$288,1520.0%3090.1%Consumer DiscretionaryXMLVInvesco S&P MidCap Low Volatility ETF$278,641$1,358 ▲0.5%4,5150.1%ETFSCHDSchwab US Dividend Equity ETF$269,626$2,377 ▲0.9%9,6430.1%ETFCCitigroup$262,3090.0%3,6950.1%FinanceJNJJohnson & Johnson$260,740$498 ▲0.2%1,5720.1%MedicalADPAutomatic Data Processing$259,7010.0%8500.1%Business ServicesABBVAbbVie$258,758$335,443 ▼-56.5%1,2350.1%MedicalMAMastercard$248,069$548 ▲0.2%4530.1%Business ServicesXLFFinancial Select Sector SPDR Fund$245,158$182,598 ▲291.9%4,9220.1%ETFIWFiShares Russell 1000 Growth ETF$243,0140.0%6730.1%ETFVOOGVanguard S&P 500 Growth ETF$236,8120.0%7080.1%ETFWMTWalmart$236,2430.0%2,6910.1%Retail/WholesaleBKNGBooking$230,3460.0%500.1%Retail/WholesaleLINDE PLC$230,0270.0%4940.1%SHSMRKMerck & Co., Inc.$226,7340.0%2,5260.1%MedicalCATCaterpillar$225,913$660 ▲0.3%6850.1%IndustrialsEDConsolidated Edison$221,1800.0%2,0000.1%UtilitiesHDHome Depot$214,448$367 ▲0.2%5850.1%Retail/WholesaleREZiShares Residential and Multisector Real Estate ETF$212,1690.0%2,4550.1%ETFSPROTT PHYSICAL GOLD TR$210,5250.0%8,7500.1%UNITCMCSAComcast$206,124$664 ▲0.3%5,5860.1%Consumer DiscretionaryUNHUnitedHealth Group$201,644$5,238 ▼-2.5%3850.1%MedicalIWViShares Russell 3000 ETF$200,1140.0%6300.1%ETFAEPAmerican Electric Power$199,4180.0%1,8250.1%UtilitiesVOEVanguard Mid-Cap Value ETF$193,969$321 ▲0.2%1,2090.1%ETFMCKMcKesson$192,4760.0%2860.1%MedicalBANFBancFirst$192,2730.0%1,7500.1%FinanceORCLOracle$191,4000.0%1,3690.1%Computer and TechnologyShowing 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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