Pacific Wealth Management
Q4 2024 13F Holdings
- Locationsan diego, CA
- Num holdings
20
- Value ($000)
$188,955
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001852338
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $107.21M | 57 % | 182,925 | ||
QLTA ISHARES TR | A RATE CP BD ETF | 46429B291 | $14.74M | 8 % | 314,927 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $13.07M | 7 % | 257,797 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $10.60M | 6 % | 461,135 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $10.07M | 5 % | 218,533 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $9.36M | 5 % | 165,749 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $7.09M | 4 % | 39,886 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.97M | 4 % | 86,838 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.01M | 2 % | 22,540 | ||
ABT ABBOTT LABS | COM | 002824100 | $2.93M | 2 % | 25,894 |
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