Pacific Wealth Strategies Group, Inc. Top Holdings and 13F Report (2025) About Pacific Wealth Strategies Group, Inc.Investment ActivityPacific Wealth Strategies Group, Inc. has $152.46 million in total holdings as of June 30, 2025.Pacific Wealth Strategies Group, Inc. owns shares of 59 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 29.43% of the portfolio was purchased this quarter.About 27.59% of the portfolio was sold this quarter.This quarter, Pacific Wealth Strategies Group, Inc. has purchased 53 new stocks and bought additional shares in 23 stocks.Pacific Wealth Strategies Group, Inc. sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $22,155,668ProShares S&P 500 Aristocrats ETF $18,347,706NVIDIA $11,919,780Invesco BuyBack Achievers ETF $10,203,352Apple $9,174,499 Largest New Holdings this Quarter 22788C105 - CrowdStrike $2,099,659 Holding46138J643 - Invesco BulletShares 2028 Corporate Bond ETF $824,544 Holding032108664 - AMPLIFY ETF TR $384,127 Holding46138J577 - Invesco BulletShares 2029 Corporate Bond ETF $351,704 Holding369604301 - GE Aerospace $332,614 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 33,689 shares (about $21.29M)ProShares S&P 500 Aristocrats ETF 38,036 shares (about $3.87M)Eli Lilly and Company 5,028 shares (about $3.72M)CrowdStrike 4,619 shares (about $2.10M)Microsoft 3,090 shares (about $1.65M) Largest Sales this Quarter Invesco QQQ 21,221 shares (about $11.99M)Schwab U.S. Large-Cap Growth ETF 258,398 shares (about $7.81M)Schwab Fundamental U.S. Large Company ETF 252,436 shares (about $6.24M)Invesco BuyBack Achievers ETF 33,127 shares (about $4.14M)Invesco BulletShares 2025 High Yield Corporate Bond ETF 68,813 shares (about $1.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Strategies Group, Inc. 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$22,155,668$21,294,143 ▲2,471.7%35,05214.5%FinanceNOBLProShares S&P 500 Aristocrats ETF$18,347,706$3,870,924 ▲26.7%180,28612.0%ETFNVDANVIDIA$11,919,780$1,181,590 ▲11.0%67,0147.8%Computer and TechnologyPKWInvesco BuyBack Achievers ETF$10,203,352$4,139,851 ▼-28.9%81,6476.7%ETFAAPLApple$9,174,499$1,167,569 ▲14.6%44,2006.0%Computer and TechnologyAMZNAmazon.com$8,212,997$696,473 ▲9.3%35,0825.4%Retail/WholesaleMSFTMicrosoft$8,033,894$1,648,498 ▲25.8%15,0595.3%Computer and TechnologyCHYCalamos Convertible and High Income Fund$7,019,562$804,135 ▼-10.3%640,4714.6%Financial ServicesGOOGLAlphabet$6,004,743$773,357 ▲14.8%31,2913.9%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$4,179,396$7,808,788 ▼-65.1%138,2992.7%ETFLLYEli Lilly and Company$3,976,396$3,721,072 ▲1,457.4%5,3732.6%MedicalIGRCBRE Global Real Estate Income Fund$3,073,802$343,921 ▼-10.1%635,0832.0%Financial ServicesOHIOmega Healthcare Investors$2,619,332$66,402 ▲2.6%67,3351.7%FinanceBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$2,348,720$541,304 ▲29.9%100,7171.5%ETFBNDVanguard Total Bond Market ETF$2,153,544$61,781 ▼-2.8%29,4201.4%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,145,843$1,028,928 ▲92.1%110,0151.4%ETFCRWDCrowdStrike$2,099,659$2,099,659 ▲New Holding4,6191.4%Computer and TechnologyVVisa$1,721,957$2,418 ▲0.1%4,9841.1%Business ServicesBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,698,962$1,248,267 ▲277.0%86,6191.1%ETFSOSouthern$1,653,494$199,542 ▼-10.8%17,5011.1%UtilitiesGSThe Goldman Sachs Group$1,647,614$177,280 ▲12.1%2,2771.1%FinanceCVXChevron$1,615,724$23,959 ▲1.5%10,6551.1%EnergyTTDTrade Desk$1,523,191$107,309 ▲7.6%17,5161.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,438,844$76,718 ▼-5.1%54,2960.9%ETFXLVHealth Care Select Sector SPDR Fund$1,404,340$103,040 ▲7.9%10,7670.9%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$1,384,787$1,131,051 ▲445.8%61,1250.9%ETFLMTLockheed Martin$1,282,305$13,050 ▼-1.0%3,0460.8%AerospaceXLKTechnology Select Sector SPDR Fund$1,016,5410.0%3,8690.7%ETFGOOGAlphabet$997,670$33,944 ▼-3.3%5,1730.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$841,562$228,331 ▲37.2%3,4830.6%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$824,544$824,544 ▲New Holding40,3990.5%ETFBRK.ABerkshire Hathaway$719,850$719,850 ▼-50.0%10.5%FinanceRIETHoya Capital High Dividend Yield ETF$703,011$48,036 ▲7.3%75,1080.5%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$687,340$435,029 ▲172.4%31,3280.5%ManufacturingNACNuveen California Quality Municipal Income Fund$675,023$151,310 ▼-18.3%61,3100.4%Financial ServicesVCVINV VK CA VALU$667,497$144,524 ▼-17.8%66,6830.4%FinanceBANK AMERICA CORP$514,840$18,300 ▲3.7%4220.3%7.25%CNV PFD LBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$423,105$1,586,828 ▼-78.9%18,3480.3%ETFNETCloudflare$415,3600.0%2,0000.3%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$403,668$965,080 ▼-70.5%19,5150.3%ETFAMPLIFY ETF TR$384,127$384,127 ▲New Holding4,5250.3%AMPLIFY CYBERSECBACBank of America$356,935$18,530 ▲5.5%7,5510.2%FinanceBSCTInvesco BulletShares 2029 Corporate Bond ETF$351,704$351,704 ▲New Holding18,8630.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$345,594$6,237,692 ▼-94.8%13,9860.2%ETFGEGE Aerospace$332,614$332,614 ▲New Holding1,2270.2%AerospaceBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$331,302$331,302 ▲New Holding15,4850.2%ETFNUVEEN CALIFORNIA AMT QLT MU$322,280$24,735 ▼-7.1%28,0000.2%COMQQQInvesco QQQ$284,200$11,990,076 ▼-97.7%5030.2%FinanceCOSTCostco Wholesale$271,556$271,556 ▲New Holding2890.2%Retail/WholesaleBRK.BBerkshire Hathaway$258,590$478,958 ▼-64.9%5480.2%FinanceAVGOBroadcom$226,149$226,149 ▲New Holding7700.1%Computer and TechnologyXOMExxon Mobil$223,280$5,582 ▼-2.4%2,0000.1%EnergySNOWSnowflake$210,090$210,090 ▲New Holding9400.1%Computer and TechnologyTSLATesla$208,082$208,082 ▲New Holding6750.1%Auto/Tires/TrucksBOEBlackRock Enhanced Global Dividend Trust$113,400$76,874 ▼-40.4%10,0000.1%Financial ServicesRAILFreightcar America$102,057$102,057 ▲New Holding10,0450.1%TransportationJPCNuveen Preferred & Income Opportunities Fund$80,7000.0%10,0000.1%Financial ServicesNNYNuveen New York Municipal Valu$80,3000.0%10,0000.1%FinanceMNKDMannKind$51,408$302 ▼-0.6%13,6000.0%MedicalPGProcter & Gamble$0$1,690,566 ▼-100.0%00.0%Consumer StaplesHDHome Depot$0$1,648,536 ▼-100.0%00.0%Retail/WholesaleKOCocaCola$0$1,636,732 ▼-100.0%00.0%Consumer StaplesDHID.R. Horton$0$698,961 ▼-100.0%00.0%ConstructionJSMDSmall/Mid Cap Growth Alpha ETF$0$530,244 ▼-100.0%00.0%ManufacturingShowing 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. 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