Pacific Wealth Strategies Group, Inc.
Q1 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
53
- Value ($000)
$134,563
- Date Filed04/25/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $14.54 M | 11 % | 142,250 | ||
PKW INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | $12.93 M | 10 % | 114,774 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.19 M | 8 % | 21,724 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.93 M | 7 % | 396,697 | ||
AAPL APPLE INC | COM | 037833100 | $8.57 M | 6 % | 38,575 | ||
XCHYX CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | $7.21 M | 5 % | 713,841 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.54 M | 5 % | 60,371 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $6.29 M | 5 % | 266,422 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.11 M | 5 % | 32,107 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.49 M | 3 % | 11,969 |
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