Pacific Center For Financial Services Top Holdings and 13F Report (2025) About Pacific Center For Financial ServicesInvestment ActivityPacific Center For Financial Services has $368.62 million in total holdings as of June 30, 2025.Pacific Center For Financial Services owns shares of 465 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 0.19% 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 66 stocks.Pacific Center For Financial Services sold shares of 58 stocks and completely divested from 11 stocks this quarter.Largest Holdings Invesco QQQ $53,192,272Vanguard Ultra-Short Bond ETF $48,284,788Vanguard Total Stock Market ETF $42,453,601iShares U.S. Small Cap Equity Factor ETF $27,119,119Vanguard Mid-Cap ETF $25,620,180 Largest New Holdings this Quarter 84612A200 - SP FUNDS TRUST $37,949 Holding35952H700 - FUELCELL ENERGY INC $3,944 Holding433000106 - Hims & Hers Health $549 Holding26142V105 - DraftKings $515 Holding750940108 - RALLIANT CORP $146 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 1,496 shares (about $199.43K)iShares Short Treasury Bond ETF 1,280 shares (about $141.37K)Vanguard S&P 500 ETF 124 shares (about $70.43K)Fastenal 1,200 shares (about $50.40K)SP FUNDS TRUST 1,555 shares (about $37.95K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 512,937 shares (about $29.16M)Invesco QQQ 968 shares (about $533.99K)iShares U.S. Small Cap Equity Factor ETF 4,326 shares (about $293.95K)Invesco S&P MidCap Quality ETF 2,936 shares (about $288.44K)iShares Core S&P Mid-Cap ETF 3,058 shares (about $189.66K) 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$53,192,272$533,986 ▼-1.0%96,42614.4%FinanceVUSBVanguard Ultra-Short Bond ETF$48,284,788$136,431 ▼-0.3%968,31013.1%ETFVTIVanguard Total Stock Market ETF$42,453,601$111,238 ▼-0.3%139,68311.5%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$27,119,119$293,952 ▼-1.1%399,1047.4%ETFVOVanguard Mid-Cap ETF$25,620,180$154,187 ▼-0.6%91,5567.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$22,513,011$115,460 ▼-0.5%239,8326.1%ETFVNQVanguard Real Estate ETF$15,516,965$93,958 ▼-0.6%174,2314.2%ETFIJHiShares Core S&P Mid-Cap ETF$14,086,141$189,658 ▼-1.3%227,1223.8%ETFMGKVanguard Mega Cap Growth ETF$12,760,913$47,602 ▼-0.4%34,8503.5%ETFJEPIJPMorgan Equity Premium Income ETF$9,031,892$29,160,346 ▼-76.4%158,8732.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$7,369,913$33,422 ▼-0.5%13,0102.0%ETFAAPLApple$6,800,286$40,213 ▼-0.6%33,1451.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$4,537,273$199,435 ▲4.6%34,0351.2%ETFBRK.BBerkshire Hathaway$4,212,598$59,750 ▼-1.4%8,6721.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$4,185,427$5,097 ▲0.1%57,4761.1%ETFNVDANVIDIA$3,027,970$158 ▲0.0%19,1660.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,951,075$44,489 ▼-1.5%4,7760.8%FinanceXLREReal Estate Select Sector SPDR Fund$2,599,869$4,929 ▲0.2%62,7690.7%ETFMSFTMicrosoft$2,423,083$5,472 ▲0.2%4,8710.7%Computer and TechnologyVXFVanguard Extended Market ETF$2,188,167$56,270 ▼-2.5%11,3550.6%ETFCVXChevron$2,008,606$97,080 ▼-4.6%14,0280.5%EnergyVVisa$1,792,119$46,161 ▼-2.5%5,0470.5%Business ServicesVOOVanguard S&P 500 ETF$1,654,040$70,433 ▲4.4%2,9120.4%ETFBRK.ABerkshire Hathaway$1,457,6000.0%20.4%FinanceVXUSVanguard Total International Stock ETF$1,375,918$5,182 ▼-0.4%19,9150.4%ETFIHIiShares U.S. Medical Devices ETF$1,319,786$32,198 ▼-2.4%21,0690.4%ETFPGProcter & Gamble$1,310,294$9,719 ▼-0.7%8,2240.4%Consumer StaplesAMZNAmazon.com$1,131,834$9,214 ▲0.8%5,1590.3%Retail/WholesaleWFCWells Fargo & Company$1,123,377$31,167 ▼-2.7%14,0210.3%FinanceRPGInvesco S&P 500 Pure Growth ETF$1,061,918$25,265 ▼-2.3%23,2010.3%ETFGLDSPDR Gold Shares$1,023,010$22,557 ▲2.3%3,3560.3%FinanceXMHQInvesco S&P MidCap Quality ETF$1,017,403$288,441 ▼-22.1%10,3560.3%ETFTAT&T$1,000,914$133,529 ▼-11.8%34,5860.3%Computer and TechnologyJPMJPMorgan Chase & Co.$975,402$2,900 ▲0.3%3,3640.3%FinanceCOSTCostco Wholesale$939,341$8,908 ▼-0.9%9490.3%Retail/WholesaleGOOGAlphabet$934,314$4,435 ▲0.5%5,2670.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$927,922$88,629 ▼-8.7%8,4910.3%ETFSOXXiShares Semiconductor ETF$927,199$23,156 ▼-2.4%3,8840.3%ETFKMIKinder Morgan$844,903$4,792 ▲0.6%28,7380.2%EnergyPRFZInvesco RAFI US 1500 Small-Mid ETF$838,295$935 ▲0.1%20,6120.2%ManufacturingVHTVanguard Health Care ETF$830,677$9,437 ▲1.1%3,3450.2%ETFXLVHealth Care Select Sector SPDR Fund$767,896$14,288 ▼-1.8%5,6970.2%ETFETNEaton$667,9290.0%1,8710.2%IndustrialsMETAMeta Platforms$651,4830.0%8830.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$640,164$1,014 ▼-0.2%12,6240.2%ETFGOOGLAlphabet$621,2110.0%3,5250.2%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$607,825$32,951 ▲5.7%7,2310.2%ETFXOMExxon Mobil$593,044$216 ▲0.0%5,5010.2%EnergyIDViShares International Select Dividend ETF$573,333$31,405 ▲5.8%16,6130.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$562,938$8,432 ▲1.5%10,3480.2%ETFDISWalt Disney$540,059$248 ▲0.0%4,3550.1%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$539,225$254 ▲0.0%4,2540.1%ETFPFFiShares Preferred and Income Securities ETF$524,310$9,020 ▲1.8%17,0900.1%ETFASMLASML$470,4160.0%5870.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$465,842$7,164 ▲1.6%2,2760.1%ETFGEGE Aerospace$458,687$515 ▲0.1%1,7820.1%AerospaceNFLXNetflix$413,7920.0%3090.1%Consumer DiscretionaryKOCocaCola$383,8190.0%5,4250.1%Consumer StaplesCPRTCopart$379,2630.0%7,7290.1%Business ServicesXBISPDR S&P Biotech ETF$361,5490.0%4,3600.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$357,9950.0%8120.1%FinanceVLOValero Energy$357,2000.0%2,6570.1%EnergyXLKTechnology Select Sector SPDR Fund$355,7890.0%1,4050.1%ETFAVTAvnet$352,4520.0%6,6400.1%Computer and TechnologyNEENextEra Energy$340,846$39,430 ▼-10.4%4,9100.1%UtilitiesXLEEnergy Select Sector SPDR Fund$336,820$9,500 ▼-2.7%3,9710.1%ETFBACBank of America$334,411$946 ▲0.3%7,0670.1%FinanceHONHoneywell International$328,361$11,411 ▼-3.4%1,4100.1%Multi-Sector ConglomeratesSPYXSPDR S&P Fossil Fuel Reserves Free ETF$321,899$407 ▲0.1%6,3200.1%ETFCCitigroup$314,5190.0%3,6950.1%Financial ServicesDLBDolby Laboratories$306,7690.0%4,1310.1%Consumer DiscretionaryVZVerizon Communications$292,636$24,751 ▼-7.8%6,7630.1%Computer and TechnologyBKNGBooking$289,4620.0%500.1%Retail/WholesaleDVYiShares Select Dividend ETF$289,085$1,992 ▲0.7%2,1770.1%ETFIWFiShares Russell 1000 Growth ETF$285,7430.0%6730.1%ETFVOOGVanguard S&P 500 Growth ETF$280,7510.0%7080.1%ETFJPMORGAN CHASE FINL CO LLC$275,390$3,813 ▲1.4%9,1010.1%CAL LKD 44ORCLOracle$270,664$28,641 ▼-9.6%1,2380.1%Computer and TechnologyXMLVInvesco S&P MidCap Low Volatility ETF$270,023$8,386 ▼-3.0%4,3790.1%ETFCATCaterpillar$266,898$1,164 ▲0.4%6880.1%IndustrialsADPAutomatic Data Processing$262,1400.0%8500.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$258,401$628 ▲0.2%4,9340.1%ETFSCHDSchwab US Dividend Equity ETF$258,059$2,518 ▲1.0%9,7380.1%ETFMAMastercard$254,6200.0%4530.1%Business ServicesWMTWalmart$249,437$13,689 ▼-5.2%2,5510.1%Retail/WholesaleJNJJohnson & Johnson$238,704$1,374 ▼-0.6%1,5630.1%MedicalLINDE PLC$231,7750.0%4940.1%SHSABBVAbbVie$229,2410.0%1,2350.1%MedicalSPROTT PHYSICAL GOLD TR$221,8130.0%8,7500.1%UNITIWViShares Russell 3000 ETF$221,1300.0%6300.1%ETFVGTVanguard Information Technology ETF$218,2200.0%3290.1%ETFBANFBancFirst$216,3350.0%1,7500.1%FinanceHDHome Depot$215,113$733 ▲0.3%5870.1%Retail/WholesaleMCKMcKesson$209,5760.0%2860.1%MedicalSHViShares Short Treasury Bond ETF$207,084$141,369 ▲215.1%1,8750.1%ETFREZiShares Residential and Multisector Real Estate ETF$202,1520.0%2,4550.1%ETFEDConsolidated Edison$200,7000.0%2,0000.1%UtilitiesMRKMerck & Co., Inc.$199,9590.0%2,5260.1%MedicalVOEVanguard Mid-Cap Value ETF$198,7060.0%1,2090.1%ETFPRFInvesco RAFI US 1000 ETF$192,376$85 ▲0.0%4,5510.1%ETFShowing 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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