Pacific Wealth Strategies Group, Inc.
Q4 2024 13F Holdings
- Locationsanta barbara, CA
- Num holdings
55
- Value ($000)
$143,831
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $13.93M | 10 % | 139,967 | ||
PKW INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | $13.17M | 9 % | 114,419 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $11.10M | 8 % | 398,314 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.05M | 8 % | 21,617 | ||
AAPL APPLE INC | COM | 037833100 | $9.91M | 7 % | 39,590 | ||
XCHYX CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | $8.81M | 6 % | 726,109 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.41M | 5 % | 55,164 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.07M | 5 % | 32,240 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $6.24M | 4 % | 263,384 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.29M | 4 % | 12,550 |
Rows Per Page
1 - 10 of 5510
- 10
- 50
- 100