Pacific Wealth Strategies Group, Inc.
Q3 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
64
- Value ($000)
$163,007
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001766571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $23.29 M | 14 % | 34,968 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $18.67 M | 12 % | 181,097 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.51 M | 8 % | 67,049 | ||
AAPL APPLE INC | COM | 037833100 | $11.90 M | 7 % | 46,725 | ||
PKW INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | $10.51 M | 6 % | 79,297 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.89 M | 5 % | 15,237 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.68 M | 5 % | 34,974 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.49 M | 5 % | 30,827 | ||
XCHYX CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | $7.14 M | 4 % | 636,552 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.79 M | 3 % | 150,022 |
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