The Analysis of PACIFIC SUN FINANCIAL CORP's Holdings

Currently, PACIFIC SUN FINANCIAL CORP holds 196 types of securities in its portfolio with a total value $207.0M. In the most recent quarter, they have increased their positions in IHAK (+6.2K shares, valued at $324.0K), COST (+338 shares, valued at $312.9K), BA (+1.2K shares, valued at $265.9K); decreased their positions in PSCH (-7.0K shares, valued at $291.0K), XLG (-2.8K shares, valued at $161.1K), SCHB (-4.1K shares, valued at $105.9K); initiated new positions in IHAK (+6.2K shares, valued at $324.0K), BA (+1.2K shares, valued at $265.9K), GOOGL (+1.0K shares, valued at $246.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC47.7K shares0.29%2025-09-302025-11-13

FDN FIRST TR EXCHANGE-TRADED FD29.1K shares-0.75%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL13.3K shares4.04%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR19.6K shares0.54%2025-09-302025-11-13

SLYG SPDR SERIES TRUST53.6K shares-1.62%2025-09-302025-11-13

PPA INVESCO EXCHANGE TRADED FD T29.1K shares0.38%2025-09-302025-11-13

CIBR FIRST TR EXCHANGE TRADED FD56.6K shares1.80%2025-09-302025-11-13

XAR SPDR SERIES TRUST18.0K shares-1.05%2025-09-302025-11-13

Sponsored

TSLA TESLA INC8.5K shares1.58%2025-09-302025-11-13

QQQ INVESCO QQQ TR5.9K shares-0.39%2025-09-302025-11-13

IJT ISHARES TR23.8K shares-1.45%2025-09-302025-11-13

PNQI INVESCO EXCHANGE TRADED FD T48.5K shares-0.82%2025-09-302025-11-13

MDYG SPDR SERIES TRUST28.8K shares-0.60%2025-09-302025-11-13

MSFT MICROSOFT CORP5.0K shares0.36%2025-09-302025-11-13

ROBO EXCHANGE TRADED CONCEPTS TRU38.0K shares-0.21%2025-09-302025-11-13

META META PLATFORMS INC3.3K shares0.52%2025-09-302025-11-13

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD49.4K shares-0.20%2025-09-302025-11-13

NVDA NVIDIA CORPORATION12.0K shares4.22%2025-09-302025-11-13

CZA INVESCO EXCHANGE TRADED FD T19.8K shares-1.10%2025-09-302025-11-13

REZ ISHARES TR23.9K shares0.11%2025-09-302025-11-13

SLYV SPDR SERIES TRUST22.8K shares-3.63%2025-09-302025-11-13

PKW INVESCO EXCHANGE TRADED FD T15.3K shares-1.42%2025-09-302025-11-13

RWJ INVESCO EXCH TRADED FD TR II40.6K shares0.98%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS13.7K shares-3.66%2025-09-302025-11-13

Sponsored

VGT VANGUARD WORLD FD2.5K shares-0.04%2025-09-302025-11-13

FXO FIRST TR EXCHANGE TRADED FD31.4K shares-3.69%2025-09-302025-11-13

AMZN AMAZON COM INC8.3K shares1.08%2025-09-302025-11-13

RSPS INVESCO EXCHANGE TRADED FD T61.5K shares-2.42%2025-09-302025-11-13

PSCC INVESCO EXCH TRADED FD TR II54.1K shares-2.24%2025-09-302025-11-13

NXTG FIRST TR EXCHANGE-TRADED FD17.2K shares-0.92%2025-09-302025-11-13

RSPM INVESCO EXCHANGE TRADED FD T54.0K shares-1.93%2025-09-302025-11-13

VB VANGUARD INDEX FDS6.7K shares-1.48%2025-09-302025-11-13

Sponsored

ITA ISHARES TR7.9K shares-0.19%2025-09-302025-11-13

PSCH INVESCO EXCH TRADED FD TR II38.8K shares-15.26%2025-09-302025-11-13

SOXX ISHARES TR5.9K shares2.89%2025-09-302025-11-13

IWS ISHARES TR11.4K shares-0.13%2025-09-302025-11-13

VOE VANGUARD INDEX FDS8.9K shares-5.14%2025-09-302025-11-13

POWA INVESCO EXCH TRD SLF IDX FD15.7K shares-1.69%2025-09-302025-11-13

FBT FIRST TR EXCHANGE-TRADED FD7.9K shares-2.16%2025-09-302025-11-13

IHI ISHARES TR23.2K shares3.92%2025-09-302025-11-13

Sponsored

FCOM FIDELITY COVINGTON TRUST19.5K shares0.73%2025-09-302025-11-13

XLRE SELECT SECTOR SPDR TR32.7K shares3.34%2025-09-302025-11-13

XMLV INVESCO EXCH TRADED FD TR II21.1K shares-0.26%2025-09-302025-11-13

QTEC FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2025-09-302025-11-13

FPX FIRST TR EXCHANGE-TRADED FD8.0K shares-0.62%2025-09-302025-11-13

DLR DIGITAL RLTY TR INC7.5K shares12.99%2025-09-302025-11-13

VBR VANGUARD INDEX FDS6.0K shares-1.79%2025-09-302025-11-13

SDY SPDR SERIES TRUST9.0K shares0.00%2025-09-302025-11-13

Sponsored

ARKW ARK ETF TR7.0K shares0.00%2025-09-302025-11-13

WCN WASTE CONNECTIONS INC6.8K shares0.83%2025-09-302025-11-13

DON WISDOMTREE TR22.8K shares-0.35%2025-09-302025-11-13

IVW ISHARES TR9.8K shares0.00%2025-09-302025-11-13

FNX FIRST TR EXCHANGE-TRADED ALP9.4K shares-7.32%2025-09-302025-11-13

PSCT INVESCO EXCH TRADED FD TR II22.1K shares-0.17%2025-09-302025-11-13

XMHQ INVESCO EXCHANGE TRADED FD T10.5K shares1.06%2025-09-302025-11-13

VIOV VANGUARD ADMIRAL FDS INC11.5K shares-1.54%2025-09-302025-11-13

Sponsored

WELL WELLTOWER INC6.1K shares0.00%2025-09-302025-11-13

XHE SPDR SERIES TRUST13.7K shares-1.29%2025-09-302025-11-13

QDEF FLEXSHARES TR13.2K shares-0.23%2025-09-302025-11-13

LLY ELI LILLY & CO1.4K shares0.37%2025-09-302025-11-13

IGV ISHARES TR9.1K shares4.01%2025-09-302025-11-13

IMCG ISHARES TR12.0K shares-1.84%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR33.2K shares-1.19%2025-09-302025-11-13

IJR ISHARES TR8.2K shares-2.04%2025-09-302025-11-13

Sponsored

XLV SELECT SECTOR SPDR TR6.9K shares6.66%2025-09-302025-11-13

RSPT INVESCO EXCHANGE TRADED FD T21.6K shares0.00%2025-09-302025-11-13

RSPU INVESCO EXCHANGE TRADED FD T12.5K shares0.00%2025-09-302025-11-13

RSPF INVESCO EXCHANGE TRADED FD T12.1K shares-0.08%2025-09-302025-11-13

ONEQ FIDELITY COMWLTH TR10.5K shares0.00%2025-09-302025-11-13

VUG VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-13

GGME INVESCO EXCHANGE TRADED FD T14.2K shares-0.28%2025-09-302025-11-13

GOOG ALPHABET INC3.7K shares2.27%2025-09-302025-11-13

Sponsored

COST COSTCO WHSL CORP NEW925 shares57.58%2025-09-302025-11-13

IJH ISHARES TR13.1K shares0.00%2025-09-302025-11-13

ONEV SPDR SERIES TRUST6.1K shares1.15%2025-09-302025-11-13

SMLV SPDR SERIES TRUST6.0K shares-2.99%2025-09-302025-11-13

VIOO VANGUARD ADMIRAL FDS INC7.0K shares-0.28%2025-09-302025-11-13

FXG FIRST TR EXCHANGE TRADED FD12.2K shares-5.57%2025-09-302025-11-13

MDYV SPDR SERIES TRUST8.9K shares-3.05%2025-09-302025-11-13

ILCB ISHARES TR7.9K shares0.00%2025-09-302025-11-13

Sponsored

EZM WISDOMTREE TR10.9K shares-0.55%2025-09-302025-11-13

QDF FLEXSHARES TR9.0K shares-0.77%2025-09-302025-11-13

BBH VANECK ETF TRUST4.2K shares-3.41%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-0.09%2025-09-302025-11-13

NFLX NETFLIX INC574 shares1.59%2025-09-302025-11-13

EVX VANECK ETF TRUST17.5K shares4.48%2025-09-302025-11-13

CSB VICTORY PORTFOLIOS II11.5K shares-4.57%2025-09-302025-11-13

ISCV ISHARES TR10.0K shares-1.76%2025-09-302025-11-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.1K shares-3.15%2025-09-302025-11-13

IMCV ISHARES TR8.1K shares-0.25%2025-09-302025-11-13

FNCL FIDELITY COVINGTON TRUST8.5K shares2.82%2025-09-302025-11-13

BAC BANK AMERICA CORP12.5K shares0.11%2025-09-302025-11-13

IJK ISHARES TR6.7K shares0.00%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR22.7K shares-3.93%2025-09-302025-11-13

VO VANGUARD INDEX FDS2.1K shares0.57%2025-09-302025-11-13

FDM FIRST TR EXCHANGE-TRADED FD8.2K shares0.00%2025-09-302025-11-13

Sponsored

FXR FIRST TR EXCHANGE TRADED FD8.0K shares0.00%2025-09-302025-11-13

VBK VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO3.9K shares0.70%2025-09-302025-11-13

RFG INVESCO EXCHANGE TRADED FD T11.7K shares0.00%2025-09-302025-11-13

RZG INVESCO EXCHANGE TRADED FD T10.9K shares-2.59%2025-09-302025-11-13

IBB ISHARES TR4.1K shares-3.98%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR886 shares0.00%2025-09-302025-11-13

AVB AVALONBAY CMNTYS INC3.1K shares78.42%2025-09-302025-11-13

Sponsored

XLE SELECT SECTOR SPDR TR6.5K shares10.50%2025-09-302025-11-13

VHT VANGUARD WORLD FD2.2K shares-1.33%2025-09-302025-11-13

SPSM SPDR SERIES TRUST12.5K shares-1.23%2025-09-302025-11-13

UDR UDR INC15.3K shares22.43%2025-09-302025-11-13

IYF ISHARES TR4.5K shares0.00%2025-09-302025-11-13

IGPT INVESCO EXCHANGE TRADED FD T10.3K shares0.00%2025-09-302025-11-13

DIS DISNEY WALT CO4.8K shares-2.64%2025-09-302025-11-13

SOXQ INVESCO EXCH TRADED FD TR II10.9K shares1.69%2025-09-302025-11-13

Sponsored

VIOG VANGUARD ADMIRAL FDS INC4.5K shares-1.11%2025-09-302025-11-13

CVX CHEVRON CORP NEW3.5K shares-1.13%2025-09-302025-11-13

PHO INVESCO EXCHANGE TRADED FD T7.5K shares3.45%2025-09-302025-11-13

FTEC FIDELITY COVINGTON TRUST2.4K shares0.00%2025-09-302025-11-13

XLY SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-11-13

MGC VANGUARD WORLD FD2.2K shares-14.06%2025-09-302025-11-13

FSTA FIDELITY COVINGTON TRUST10.5K shares-1.62%2025-09-302025-11-13

HDV ISHARES TR4.1K shares-0.72%2025-09-302025-11-13

Sponsored

RACE FERRARI N V1.0K shares2.54%2025-09-302025-11-13

IWF ISHARES TR1.0K shares0.00%2025-09-302025-11-13

VOT VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-13

IYK ISHARES TR6.6K shares7.18%2025-09-302025-11-13

NUSC NUSHARES ETF TR10.2K shares-3.21%2025-09-302025-11-13

FHLC FIDELITY COVINGTON TRUST6.8K shares3.92%2025-09-302025-11-13

PSL INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2025-09-302025-11-13

XLP SELECT SECTOR SPDR TR5.6K shares-0.36%2025-09-302025-11-13

Sponsored

PM PHILIP MORRIS INTL INC2.6K shares-3.00%2025-09-302025-11-13

RDVY FIRST TR EXCHANGE TRADED FD6.1K shares0.00%2025-09-302025-11-13

PSA PUBLIC STORAGE OPER CO1.4K shares25.51%2025-09-302025-11-13

RITM RITHM CAPITAL CORP35.3K shares0.34%2025-09-302025-11-13

HD HOME DEPOT INC976 shares3.94%2025-09-302025-11-13

ORCL ORACLE CORP1.4K shares0.21%2025-09-302025-11-13

FLQM FRANKLIN TEMPLETON ETF TR7.0K shares-0.14%2025-09-302025-11-13

PYZ INVESCO EXCHANGE TRADED FD T3.7K shares-2.88%2025-09-302025-11-13

Sponsored

DIA SPDR DOW JONES INDL AVERAGE845 shares0.00%2025-09-302025-11-13

VFMO VANGUARD WELLINGTON FD2.0K shares-0.49%2025-09-302025-11-13

FXH FIRST TR EXCHANGE TRADED FD3.5K shares-7.35%2025-09-302025-11-13

V VISA INC1.1K shares0.18%2025-09-302025-11-13

XTL SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-13

AIRR FIRST TR EXCHANGE TRADED FD3.9K shares3.79%2025-09-302025-11-13

IJS ISHARES TR3.4K shares-2.14%2025-09-302025-11-13

WMT WALMART INC3.6K shares6.12%2025-09-302025-11-13

Sponsored

PBE INVESCO EXCHANGE TRADED FD T5.2K shares-7.71%2025-09-302025-11-13

SBUX STARBUCKS CORP4.3K shares-0.35%2025-09-302025-11-13

RWL INVESCO EXCH TRADED FD TR II3.2K shares0.00%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR13.5K shares-23.36%2025-09-302025-11-13

PDP INVESCO EXCHANGE TRADED FD T2.9K shares-2.69%2025-09-302025-11-13

DVY ISHARES TR2.4K shares0.00%2025-09-302025-11-13

IWP ISHARES TR2.3K shares0.00%2025-09-302025-11-13

SMH VANECK ETF TRUST1.0K shares7.42%2025-09-302025-11-13

Sponsored

AMD ADVANCED MICRO DEVICES INC2.0K shares-1.45%2025-09-302025-11-13

SPLV INVESCO EXCH TRADED FD TR II4.4K shares-2.43%2025-09-302025-11-13

IHAK ISHARES TR6.2K sharesnew addition2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T1.7K shares-19.95%2025-09-302025-11-13

DES WISDOMTREE TR9.5K shares-0.42%2025-09-302025-11-13

RPG INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2025-09-302025-11-13

ARKK ARK ETF TR3.6K shares-3.45%2025-09-302025-11-13

MSI MOTOROLA SOLUTIONS INC654 shares-1.51%2025-09-302025-11-13

Sponsored

NOC NORTHROP GRUMMAN CORP490 shares0.00%2025-09-302025-11-13

FIW FIRST TR EXCHANGE-TRADED FD2.5K shares-6.27%2025-09-302025-11-13

AIQ GLOBAL X FDS5.7K shares18.45%2025-09-302025-11-13

FAB FIRST TR EXCHANGE-TRADED ALP3.1K shares0.00%2025-09-302025-11-13

CSM PROSHARES TR3.5K shares0.00%2025-09-302025-11-13

SPHD INVESCO EXCH TRADED FD TR II5.4K shares-1.47%2025-09-302025-11-13

BA BOEING CO1.2K sharesnew addition2025-09-302025-11-13

MCD MCDONALDS CORP866 shares-22.40%2025-09-302025-11-13

Sponsored

ABBV ABBVIE INC1.1K shares0.00%2025-09-302025-11-13

USMV ISHARES TR2.8K shares0.00%2025-09-302025-11-13

IWY ISHARES TR942 shares0.00%2025-09-302025-11-13

UNP UNION PAC CORP1.1K shares0.00%2025-09-302025-11-13

IWR ISHARES TR2.6K shares0.00%2025-09-302025-11-13

GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-11-13

VOOG VANGUARD ADMIRAL FDS INC545 shares0.00%2025-09-302025-11-13

XLG INVESCO EXCHANGE TRADED FD T4.0K shares-40.94%2025-09-302025-11-13

Sponsored

PSR INVESCO ACTIVELY MANAGED EXC2.5K shares0.20%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-13

EMR EMERSON ELEC CO1.7K shares0.00%2025-09-302025-11-13

VPU VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR2.5K shares0.00%2025-09-302025-11-13

FXU FIRST TR EXCHANGE TRADED FD4.8K shares-14.29%2025-09-302025-11-13

NET CLOUDFLARE INC1.0K sharesnew addition2025-09-302025-11-13

CGW INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-09-302025-11-13

Sponsored

OKLO OKLO INC1.9K sharesnew addition2025-09-302025-11-13

PSI INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2025-09-302025-11-13

LGLV SPDR SERIES TRUST1.1K shares0.00%2025-09-302025-11-13

CUBE CUBESMART5.0K shares6.58%2025-09-302025-11-13

COWZ PACER FDS TR3.5K sharesnew addition2025-09-302025-11-13

VLU SPDR SERIES TRUST990 sharesnew addition2025-09-302025-11-13

MO ALTRIA GROUP INC3.0K sharesnew addition2025-09-302025-11-13

FYC FIRST TR EXCHANGE-TRADED ALP2.2K sharesnew addition2025-09-302025-11-13

Sponsored

BXMT BLACKSTONE MTG TR INC10.1K sharesnew addition2025-09-302025-11-13

ACHR ARCHER AVIATION INC12.4K sharesnew addition2025-09-302025-11-13

TTEC TTEC HLDGS INC14.5K shares0.00%2025-09-302025-11-13

MODD MODULAR MED INC26.5K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available