The Analysis of PACIFIC FINANCIAL GROUP INC's Holdings
Currently, PACIFIC FINANCIAL GROUP INC holds 61 types of securities in its portfolio with a total value $135.0M. In the most recent quarter, they have increased their positions in IVV (+1.8K shares, valued at $1.2M), AVGE (+5.4K shares, valued at $448.7K), EFA (+4.1K shares, valued at $380.6K); decreased their positions in IJR (-10.2K shares, valued at $1.2M), QQQ (-1.4K shares, valued at $836.3K), IVW (-4.5K shares, valued at $542.2K); initiated new positions in AVGE (+5.4K shares, valued at $448.7K), IGSB (+3.8K shares, valued at $202.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR32.7K shares5.88%2025-09-302025-11-12
QQQ INVESCO QQQ TR24.4K shares-5.41%2025-09-302025-11-12 IVW ISHARES TR95.1K shares-4.51%2025-09-302025-11-12 IJR ISHARES TR53.0K shares-16.10%2025-09-302025-11-12 IVE ISHARES TR28.9K shares0.25%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR7.9K shares-1.80%2025-09-302025-11-12 IMCB ISHARES TR60.1K shares-7.18%2025-09-302025-11-12 DGRO ISHARES TR72.2K shares-6.76%2025-09-302025-11-12 IJH ISHARES TR72.6K shares2.15%2025-09-302025-11-12 SPYV SPDR SERIES TRUST85.3K shares-2.72%2025-09-302025-11-12 VUG VANGUARD INDEX FDS7.4K shares-3.60%2025-09-302025-11-12 IJK ISHARES TR28.5K shares-1.05%2025-09-302025-11-12 VTV VANGUARD INDEX FDS14.0K shares-2.91%2025-09-302025-11-12 SPIB SPDR SERIES TRUST62.4K shares2.70%2025-09-302025-11-12 IJT ISHARES TR13.2K shares-1.11%2025-09-302025-11-12 OVLH LISTED FDS TR47.0K shares-2.84%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS22.6K shares0.07%2025-09-302025-11-12 SHY ISHARES TR21.0K shares2.02%2025-09-302025-11-12 VTI VANGUARD INDEX FDS4.7K shares-2.50%2025-09-302025-11-12 IWF ISHARES TR3.2K shares0.03%2025-09-302025-11-12 IWB ISHARES TR4.0K shares0.00%2025-09-302025-11-12 IJJ ISHARES TR11.3K shares-0.59%2025-09-302025-11-12 IJS ISHARES TR12.5K shares-0.67%2025-09-302025-11-12 VV VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS19.2K shares20.69%2025-09-302025-11-12 EEM ISHARES TR20.9K shares14.48%2025-09-302025-11-12 AGG ISHARES TR11.0K shares-0.37%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR1.7K shares1.34%2025-09-302025-11-12 IWD ISHARES TR5.0K shares1.34%2025-09-302025-11-12 IWR ISHARES TR10.4K shares-1.13%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE2.1K shares-1.27%2025-09-302025-11-12 EFA ISHARES TR10.3K shares65.51%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS11.9K shares-4.48%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS18.4K shares-0.01%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II3.4K shares6.34%2025-09-302025-11-12 SGOL ETFS GOLD TR22.5K shares-2.35%2025-09-302025-11-12 MBB ISHARES TR8.5K shares7.74%2025-09-302025-11-12 EWJ ISHARES INC9.6K shares-0.13%2025-09-302025-11-12 SPEU SPDR INDEX SHS FDS15.1K shares0.59%2025-09-302025-11-12 IEI ISHARES TR6.1K shares3.48%2025-09-302025-11-12 GOVT ISHARES TR30.4K shares1.71%2025-09-302025-11-12 IWY ISHARES TR2.3K shares-2.01%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-8.09%2025-09-302025-11-12 DIVO AMPLIFY ETF TR12.3K shares-2.81%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS6.8K shares-7.73%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS5.7K shares-2.98%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F8.4K shares24.91%2025-09-302025-11-12 AVGE AMERICAN CENTY ETF TR5.4K sharesnew addition2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS9.2K shares-1.12%2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS6.0K shares-0.92%2025-09-302025-11-12 IEF ISHARES TR4.4K shares8.54%2025-09-302025-11-12 IWM ISHARES TR1.7K shares-2.50%2025-09-302025-11-12 IWS ISHARES TR2.3K shares0.00%2025-09-302025-11-12 VOO VANGUARD INDEX FDS492 shares-3.53%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS5.0K shares0.26%2025-09-302025-11-12 AGZ ISHARES TR2.4K shares0.00%2025-09-302025-11-12 FELG FIDELITY COVINGTON TRUST6.0K shares0.08%2025-09-302025-11-12 VB VANGUARD INDEX FDS960 shares13.34%2025-09-302025-11-12 TCAF T ROWE PRICE ETF INC6.1K shares0.00%2025-09-302025-11-12 IWX ISHARES TR2.4K shares-3.56%2025-09-302025-11-12 IGSB ISHARES TR3.8K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available