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The Analysis of PACIFIC SUN FINANCIAL CORP's Holdings & P&L

Currently, PACIFIC SUN FINANCIAL CORP holds 201 types of securities in its portfolio with a total value $206.5M. In the most recent quarter, they have increased their positions in SGOV (+3.9K shares, valued at $394.0K), FCOM (+5.6K shares, valued at $379.8K), QQQI (+6.4K shares, valued at $317.8K); decreased their positions in PSCH (-5.4K shares, valued at $222.6K), PSCC (-4.7K shares, valued at $149.6K), DIS (-783 shares, valued at $75.5K); initiated new positions in SGOV (+3.9K shares, valued at $394.0K), QQQI (+6.4K shares, valued at $317.8K), JEPQ (+5.5K shares, valued at $305.5K).

1M P&L

+6.1M+2.84%

3M P&L

-11.4M-4.94%

HY P&L

-381.6K-0.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A155.8M

80.2%

2Consumer Electronics10.6M

5.4%

3Auto Manufacturers3.5M

1.8%

Top Industries by Stock Count

1N/A154 stocks

79.4%

2Software - Infrastructure3 stocks

1.5%

3Drug Manufacturers - General2 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC41.6K shares0.59%2026-03-312026-05-08

FDN FIRST TR EXCHANGE-TRADED FD28.7K shares-0.08%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.5K shares2.94%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR41.1K shares4.66%2026-03-312026-05-08

SLYG SPDR SERIES TRUST52.0K shares0.20%2026-03-312026-05-08

PPA INVESCO EXCHANGE TRADED FD T29.5K shares1.31%2026-03-312026-05-08

XAR SPDR SERIES TRUST17.9K shares0.25%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD60.6K shares3.75%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.2K shares4.12%2026-03-312026-05-08

IJT ISHARES TR23.0K shares-2.15%2026-03-312026-05-08

TSLA TESLA INC8.4K shares-0.41%2026-03-312026-05-08

MDYG SPDR SERIES TRUST28.6K shares-0.16%2026-03-312026-05-08

ROBO EXCHANGE TRADED CONCEPTS TRU37.7K shares-0.29%2026-03-312026-05-08

NVDA NVIDIA CORPORATION13.0K shares5.16%2026-03-312026-05-08

FVD FIRST TR EXCHANGE-TRADED FD47.6K shares-1.90%2026-03-312026-05-08

PNQI INVESCO EXCHANGE TRADED FD T48.2K shares-0.41%2026-03-312026-05-08

Sponsored

CZA INVESCO EXCHANGE TRADED FD T19.5K shares-0.31%2026-03-312026-05-08

SOXX ISHARES TR6.5K shares8.63%2026-03-312026-05-08

RWJ INVESCO EXCH TRADED FD TR II41.6K shares2.72%2026-03-312026-05-08

SLYV SPDR SERIES TRUST22.1K shares-0.14%2026-03-312026-05-08

PKW INVESCO EXCHANGE TRADED FD T15.8K shares2.46%2026-03-312026-05-08

MSFT MICROSOFT CORP5.5K shares10.49%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS13.5K shares0.18%2026-03-312026-05-08

RSPM INVESCO EXCHANGE TRADED FD T50.0K shares-3.62%2026-03-312026-05-08

Sponsored

NXTG FIRST TR EXCHANGE-TRADED FD17.1K shares-0.18%2026-03-312026-05-08

REZ ISHARES TR22.7K shares-0.76%2026-03-312026-05-08

META META PLATFORMS INC3.2K shares-3.36%2026-03-312026-05-08

VGT VANGUARD WORLD FD2.6K shares3.07%2026-03-312026-05-08

FXO FIRST TR EXCHANGE-TRADED FD32.0K shares2.30%2026-03-312026-05-08

FCOM FIDELITY COVINGTON TRUST26.1K shares27.22%2026-03-312026-05-08

AMZN AMAZON COM INC8.5K shares4.31%2026-03-312026-05-08

ITA ISHARES TR7.9K shares0.30%2026-03-312026-05-08

Sponsored

VB VANGUARD INDEX FDS6.5K shares0.25%2026-03-312026-05-08

VOE VANGUARD INDEX FDS8.9K shares-0.23%2026-03-312026-05-08

RSPS INVESCO EXCHANGE TRADED FD T54.7K shares-2.09%2026-03-312026-05-08

IWS ISHARES TR10.9K shares-2.35%2026-03-312026-05-08

XLRE SELECT SECTOR SPDR TR37.3K shares7.35%2026-03-312026-05-08

DLR DIGITAL RLTY TR INC8.4K shares1.87%2026-03-312026-05-08

FBT FIRST TR EXCHANGE-TRADED FD7.5K shares-0.40%2026-03-312026-05-08

PSCC INVESCO EXCH TRADED FD TR II44.9K shares-9.57%2026-03-312026-05-08

Sponsored

POWA INVESCO EXCH TRD SLF IDX FD15.4K shares-0.32%2026-03-312026-05-08

PSCT INVESCO EXCH TRADED FD TR II22.0K shares-0.14%2026-03-312026-05-08

SDY SPDR SERIES TRUST9.0K shares-1.05%2026-03-312026-05-08

XMLV INVESCO EXCH TRADED FD TR II20.8K shares1.42%2026-03-312026-05-08

FPX FIRST TR EXCHANGE-TRADED FD8.2K shares6.92%2026-03-312026-05-08

VBR VANGUARD INDEX FDS6.0K shares0.00%2026-03-312026-05-08

QTEC FIRST TR EXCHANGE-TRADED FD5.9K shares1.54%2026-03-312026-05-08

IHI ISHARES TR22.9K shares-0.29%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO1.3K shares0.30%2026-03-312026-05-08

WELL WELLTOWER INC6.1K shares0.00%2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T11.5K shares4.63%2026-03-312026-05-08

FNX FIRST TR EXCHANGE-TRADED ALP9.1K shares-1.51%2026-03-312026-05-08

IVW ISHARES TR10.2K shares2.24%2026-03-312026-05-08

DON WISDOMTREE TR21.8K shares-0.59%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR7.7K shares10.99%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.1K shares2.91%2026-03-312026-05-08

Sponsored

WCN WASTE CONNECTIONS INC6.8K shares0.26%2026-03-312026-05-08

VIOV VANGUARD ADMIRAL FDS INC10.9K shares-1.45%2026-03-312026-05-08

IMCG ISHARES TR13.2K shares4.85%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.6K shares0.37%2026-03-312026-05-08

XHE SPDR SERIES TRUST13.0K shares-3.33%2026-03-312026-05-08

QDEF FLEXSHARES TR12.6K shares0.88%2026-03-312026-05-08

IJR ISHARES TR7.9K shares-1.93%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR31.6K shares-3.51%2026-03-312026-05-08

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T21.4K shares-0.42%2026-03-312026-05-08

PSCH INVESCO EXCH TRADED FD TR II23.3K shares-18.85%2026-03-312026-05-08

RSPU INVESCO EXCHANGE TRADED FD T11.7K shares-5.63%2026-03-312026-05-08

ONEV SPDR SERIES TRUST7.0K shares7.38%2026-03-312026-05-08

RSPF INVESCO EXCHANGE TRADED FD T12.8K shares5.59%2026-03-312026-05-08

ONEQ FIDELITY COMWLTH TR10.5K shares0.19%2026-03-312026-05-08

IJH ISHARES TR13.1K shares0.38%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR14.4K shares6.92%2026-03-312026-05-08

Sponsored

VUG VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-08

VIOO VANGUARD ADMIRAL FDS INC7.2K shares2.54%2026-03-312026-05-08

FNCL FIDELITY COVINGTON TRUST11.4K shares27.95%2026-03-312026-05-08

IGV ISHARES TR10.0K shares2.41%2026-03-312026-05-08

BXMT BLACKSTONE MORTGAGE TRUST IN40.6K shares50.18%2026-03-312026-05-08

SMLV SPDR SERIES TRUST5.8K shares-2.07%2026-03-312026-05-08

BBH VANECK ETF TRUST4.1K shares0.49%2026-03-312026-05-08

ARKW ARK ETF TR6.4K shares-3.34%2026-03-312026-05-08

Sponsored

MDYV SPDR SERIES TRUST9.0K shares0.22%2026-03-312026-05-08

XMMO INVESCO EXCHANGE TRADED FD T5.2K shares1.57%2026-03-312026-05-08

EVX VANECK ETF TRUST19.1K shares3.41%2026-03-312026-05-08

EZM WISDOMTREE TR10.9K shares0.46%2026-03-312026-05-08

GGME INVESCO EXCHANGE TRADED FD T14.2K shares-0.28%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-03-312026-05-08

IMCV ISHARES TR8.3K shares1.16%2026-03-312026-05-08

ILCB ISHARES TR7.8K shares1.30%2026-03-312026-05-08

Sponsored

IJK ISHARES TR6.9K shares1.92%2026-03-312026-05-08

SOXQ INVESCO EXCH TRADED FD TR II11.5K shares4.84%2026-03-312026-05-08

VO VANGUARD INDEX FDS2.4K shares9.30%2026-03-312026-05-08

FTEC FIDELITY COVINGTON TRUST3.2K shares23.78%2026-03-312026-05-08

RITM RITHM CAPITAL CORP70.5K shares71.34%2026-03-312026-05-08

FDM FIRST TR EXCHANGE-TRADED FD8.1K shares0.25%2026-03-312026-05-08

CSB VICTORY PORTFOLIOS II10.7K shares-1.52%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-0.33%2026-03-312026-05-08

Sponsored

FXG FIRST TR EXCHANGE-TRADED FD10.2K shares-3.86%2026-03-312026-05-08

FXR FIRST TR EXCHANGE-TRADED FD7.9K shares0.13%2026-03-312026-05-08

ISCV ISHARES TR9.3K shares-2.51%2026-03-312026-05-08

VHT VANGUARD WORLD FD2.3K shares6.34%2026-03-312026-05-08

RFG INVESCO EXCHANGE TRADED FD T11.6K shares0.00%2026-03-312026-05-08

NLR VANECK ETF TRUST4.7K shares60.41%2026-03-312026-05-08

CVX CHEVRON CORPORATION3.0K shares0.00%2026-03-312026-05-08

VBK VANGUARD INDEX FDS2.0K shares-0.49%2026-03-312026-05-08

Sponsored

SCHA SCHWAB STRATEGIC TR20.9K shares-3.17%2026-03-312026-05-08

NFLX NETFLIX INC.6.3K shares3.42%2026-03-312026-05-08

AIRR FIRST TR EXCHANGE TRADED FD5.4K shares21.80%2026-03-312026-05-08

IHAK ISHARES TR13.7K shares42.59%2026-03-312026-05-08

QDF FLEXSHARES TR7.6K shares-2.33%2026-03-312026-05-08

SPSM SPDR SERIES TRUST12.3K shares0.58%2026-03-312026-05-08

BAC BANK AMERICA CORP12.1K shares-1.30%2026-03-312026-05-08

IBB ISHARES TR3.4K shares0.29%2026-03-312026-05-08

Sponsored

QTUM ETF SER SOLUTIONS5.4K shares87.60%2026-03-312026-05-08

IYF ISHARES TR4.8K shares7.36%2026-03-312026-05-08

VIOG VANGUARD ADMIRAL FDS INC4.5K shares3.88%2026-03-312026-05-08

PG PROCTER & GAMBLE CO3.9K shares0.26%2026-03-312026-05-08

RZG INVESCO EXCHANGE TRADED FD T9.8K shares-3.17%2026-03-312026-05-08

FHLC FIDELITY COVINGTON TRUST7.8K shares19.06%2026-03-312026-05-08

MGC VANGUARD WORLD FD2.3K shares4.78%2026-03-312026-05-08

IGPT INVESCO EXCHANGE TRADED FD T9.3K shares-2.73%2026-03-312026-05-08

Sponsored

UDR UDR INC15.9K shares3.80%2026-03-312026-05-08

AVB AVALONBAY CMNTYS INC3.2K shares5.13%2026-03-312026-05-08

PHO INVESCO EXCHANGE TRADED FD T8.0K shares2.51%2026-03-312026-05-08

HDV ISHARES TR3.9K shares0.00%2026-03-312026-05-08

XTL SPDR SERIES TRUST2.8K shares1.82%2026-03-312026-05-08

IWF ISHARES TR1.2K shares15.16%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR4.5K shares1.77%2026-03-312026-05-08

VFMO VANGUARD WELLINGTON FD2.4K shares13.32%2026-03-312026-05-08

Sponsored

FSTA FIDELITY COVINGTON TRUST9.1K shares-2.09%2026-03-312026-05-08

WMT WALMART INC3.7K shares1.25%2026-03-312026-05-08

IYK ISHARES TR6.4K shares-1.99%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.6K shares-1.54%2026-03-312026-05-08

PYZ INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2026-03-312026-05-08

XMVM INVESCO EXCHANGE TRADED FD T6.5K shares2.68%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR5.2K shares-3.92%2026-03-312026-05-08

SMH VANECK ETF TRUST1.1K shares-0.55%2026-03-312026-05-08

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD6.1K shares0.00%2026-03-312026-05-08

AIQ GLOBAL X FDS8.9K shares33.96%2026-03-312026-05-08

IJS ISHARES TR3.5K shares1.77%2026-03-312026-05-08

VOT VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-08

FLQM FRANKLIN TEMPLETON ETF TR7.4K shares4.49%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND854 shares1.18%2026-03-312026-05-08

SGOV ISHARES TR3.9K sharesnew addition2026-03-312026-05-08

OKLO OKLO INC7.9K shares76.32%2026-03-312026-05-08

Sponsored

PSA PUBLIC STORAGE OPER CO1.4K shares-0.42%2026-03-312026-05-08

NUSC NUSHARES ETF TR8.6K shares-8.01%2026-03-312026-05-08

FXH FIRST TR EXCHANGE-TRADED FD3.5K shares0.00%2026-03-312026-05-08

PBE INVESCO EXCHANGE TRADED FD T4.8K shares-0.83%2026-03-312026-05-08

SBUX STARBUCKS CORP4.2K shares0.00%2026-03-312026-05-08

DVY ISHARES TR2.5K shares4.18%2026-03-312026-05-08

RACE FERRARI N V1.1K shares2.33%2026-03-312026-05-08

RWL INVESCO EXCH TRADED FD TR II3.2K shares0.63%2026-03-312026-05-08

Sponsored

PSL INVESCO EXCHANGE TRADED FD T3.3K shares-9.06%2026-03-312026-05-08

V VISA INC1.2K shares2.76%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR13.5K shares0.00%2026-03-312026-05-08

IWP ISHARES TR2.5K shares4.96%2026-03-312026-05-08

DES WISDOMTREE TR8.9K shares-1.65%2026-03-312026-05-08

QQQI NEOS ETF TRUST6.4K sharesnew addition2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares-1.78%2026-03-312026-05-08

DIS DISNEY WALT CO3.3K shares-19.29%2026-03-312026-05-08

Sponsored

PDP INVESCO EXCHANGE TRADED FD T2.6K shares-3.03%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F5.5K sharesnew addition2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP440 shares0.00%2026-03-312026-05-08

FAB FIRST TR EXCHANGE-TRADED ALP3.1K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-05-08

HD HOME DEPOT INC874 shares-4.90%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.9K shares0.00%2026-03-312026-05-08

Sponsored

MSI MOTOROLA SOLUTIONS INC654 shares0.00%2026-03-312026-05-08

XHB SPDR SERIES TRUST2.9K shares44.24%2026-03-312026-05-08

XSVM INVESCO EXCHANGE TRADED FD T4.6K shares0.44%2026-03-312026-05-08

PSI INVESCO EXCHANGE TRADED FD T2.9K shares0.34%2026-03-312026-05-08

FIW FIRST TR EXCHANGE-TRADED FD2.6K shares0.38%2026-03-312026-05-08

CSM PROSHARES TR3.6K shares1.41%2026-03-312026-05-08

IWY ISHARES TR1.1K shares12.17%2026-03-312026-05-08

COWZ PACER FDS TR4.2K shares10.95%2026-03-312026-05-08

Sponsored

UNP UNION PAC CORP1.1K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP1.7K shares8.84%2026-03-312026-05-08

IWR ISHARES TR2.6K shares0.00%2026-03-312026-05-08

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-05-08

SPHD INVESCO EXCH TRADED FD TR II4.9K shares0.00%2026-03-312026-05-08

FXU FIRST TR EXCHANGE-TRADED FD4.8K shares0.00%2026-03-312026-05-08

MGV VANGUARD WORLD FD1.6K shares8.02%2026-03-312026-05-08

VPU VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-05-08

Sponsored

XLU SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC565 shares3.67%2026-03-312026-05-08

PSR INVESCO ACTIVELY MANAGED EXC2.4K shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO1.7K shares0.00%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T4.1K shares0.99%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC638 sharesnew addition2026-03-312026-05-08

FYC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2026-03-312026-05-08

PSCM INVESCO EXCH TRADED FD TR II2.2K sharesnew addition2026-03-312026-05-08

Sponsored

USMV ISHARES TR2.3K shares0.00%2026-03-312026-05-08

VLU SPDR SERIES TRUST990 shares0.00%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T317 shares-4.52%2026-03-312026-05-08

NET CLOUDFLARE INC1.0K sharesnew addition2026-03-312026-05-08

ARKK ARK ETF TR3.0K shares-6.80%2026-03-312026-05-08

ACHR ARCHER AVIATION INC31.9K shares19.61%2026-03-312026-05-08

JOBY JOBY AVIATION INC15.2K sharesnew addition2026-03-312026-05-08

TTEC TTEC HLDGS INC14.5K shares0.00%2026-03-312026-05-08

Sponsored

SGMO SANGAMO THERAPEUTICS INC24.0K sharesnew addition2026-03-312026-05-08

AAPL

APPLE INC

0.59%

Shares41.6K

Event2026-03-31

Filed2026-05-08

FDN

FIRST TR EXCHANGE-TRADED FD

-0.08%

Shares28.7K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

2.94%

Shares13.5K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

4.66%

Shares41.1K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

0.20%

Shares52.0K

Event2026-03-31

Filed2026-05-08

PPA

INVESCO EXCHANGE TRADED FD T

1.31%

Shares29.5K

Event2026-03-31

Filed2026-05-08

XAR

SPDR SERIES TRUST

0.25%

Shares17.9K

Event2026-03-31

Filed2026-05-08

CIBR

FIRST TR EXCHANGE-TRADED FD

3.75%

Shares60.6K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

4.12%

Shares6.2K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

-2.15%

Shares23.0K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-0.41%

Shares8.4K

Event2026-03-31

Filed2026-05-08

MDYG

SPDR SERIES TRUST

-0.16%

Shares28.6K

Event2026-03-31

Filed2026-05-08

ROBO

EXCHANGE TRADED CONCEPTS TRU

-0.29%

Shares37.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

5.16%

Shares13.0K

Event2026-03-31

Filed2026-05-08

FVD

FIRST TR EXCHANGE-TRADED FD

-1.90%

Shares47.6K

Event2026-03-31

Filed2026-05-08

PNQI

INVESCO EXCHANGE TRADED FD T

-0.41%

Shares48.2K

Event2026-03-31

Filed2026-05-08

CZA

INVESCO EXCHANGE TRADED FD T

-0.31%

Shares19.5K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES TR

8.63%

Shares6.5K

Event2026-03-31

Filed2026-05-08

RWJ

INVESCO EXCH TRADED FD TR II

2.72%

Shares41.6K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-0.14%

Shares22.1K

Event2026-03-31

Filed2026-05-08

PKW

INVESCO EXCHANGE TRADED FD T

2.46%

Shares15.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

10.49%

Shares5.5K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.18%

Shares13.5K

Event2026-03-31

Filed2026-05-08

RSPM

INVESCO EXCHANGE TRADED FD T

-3.62%

Shares50.0K

Event2026-03-31

Filed2026-05-08

NXTG

FIRST TR EXCHANGE-TRADED FD

-0.18%

Shares17.1K

Event2026-03-31

Filed2026-05-08

REZ

ISHARES TR

-0.76%

Shares22.7K

Event2026-03-31

Filed2026-05-08