Pacific Wealth Management Top Holdings and 13F Report (2024) → Global crypto currency reset (41 major banks signed up) (From Stansberry Research) (Ad) About Pacific Wealth ManagementInvestment ActivityPacific Wealth Management has $175.28 million in total holdings as of March 31, 2024.Pacific Wealth Management owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.This quarter, Pacific Wealth Management has purchased 24 new stocks and bought additional shares in 0 stocks.Pacific Wealth Management sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $73,410,341iShares Aaa - A Rated Corporate Bond ETF $21,848,933iShares Core Dividend Growth ETF $14,461,202Vanguard Intermediate-Term Corporate Bond ETF $12,465,368iShares 1-3 Year Treasury Bond ETF $8,091,067 Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$73,410,3410.0%154,44741.9%FinanceQLTAiShares Aaa - A Rated Corporate Bond ETF$21,848,9330.0%453,95712.5%ETFDGROiShares Core Dividend Growth ETF$14,461,2020.0%268,6968.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,465,3680.0%153,3637.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,091,0670.0%98,6234.6%ManufacturingCOWZPacer US Cash Cows 100 ETF$7,817,8680.0%150,3734.5%ETFABBVAbbVie$6,147,8460.0%39,6713.5%MedicalIEFiShares 7-10 Year Treasury Bond ETF$5,859,5800.0%60,7903.3%ETFXLIIndustrial Select Sector SPDR Fund$4,525,6410.0%39,7022.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,994,8770.0%34,1062.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,954,4400.0%35,7352.3%FinanceXLCCommunication Services Select Sector SPDR Fund$3,229,3270.0%44,4441.8%ETFABTAbbott Laboratories$2,984,0360.0%27,1101.7%MedicalQQQInvesco QQQ$2,447,2200.0%5,9761.4%FinanceGDGeneral Dynamics$962,3370.0%3,7060.5%AerospaceTLTiShares 20+ Year Treasury Bond ETF$452,6390.0%4,5780.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$443,0900.0%4,0930.3%ETFINTUIntuit$383,1430.0%6130.2%Computer and TechnologyQCOMQUALCOMM$377,4840.0%2,6100.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$330,0600.0%3,3260.2%FinanceAAPLApple$304,1970.0%1,5800.2%Computer and TechnologyMSFTMicrosoft$293,3020.0%7800.2%Computer and TechnologyONTOOnto Innovation$280,8770.0%1,8370.2%Computer and TechnologyBRK.BBerkshire Hathaway$218,2760.0%6120.1%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
