The Analysis of Pacific Wealth Strategies Group, Inc.'s Holdings
Currently, Pacific Wealth Strategies Group, Inc. holds 64 types of securities in its portfolio with a total value $163.0M. In the most recent quarter, they have increased their positions in AAPL (+2.5K shares, valued at $642.9K), HD (+964 shares, valued at $390.6K), SCHG (+11.7K shares, valued at $374.1K); decreased their positions in PKW (-2.4K shares, valued at $311.3K), IGR (-41.9K shares, valued at $215.2K), XLK (-500 shares, valued at $140.9K); initiated new positions in HD (+964 shares, valued at $390.6K), WMT (+3.1K shares, valued at $318.4K), NOW (+308 shares, valued at $283.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR35.0K shares-0.24%2025-09-302025-11-05
NOBL PROSHARES TR181.1K shares0.45%2025-09-302025-11-05 NVDA NVIDIA CORPORATION67.0K shares0.05%2025-09-302025-11-05 AAPL APPLE INC46.7K shares5.71%2025-09-302025-11-05 PKW INVESCO EXCHANGE TRADED FD T79.3K shares-2.88%2025-09-302025-11-05 MSFT MICROSOFT CORP15.2K shares1.18%2025-09-302025-11-05 AMZN AMAZON COM INC35.0K shares-0.31%2025-09-302025-11-05 GOOGL ALPHABET INC30.8K shares-1.48%2025-09-302025-11-05 CHY CALAMOS CONV & HIGH INCOME F636.6K shares-0.61%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR150.0K shares8.48%2025-09-302025-11-05 LLY ELI LILLY & CO5.6K shares4.84%2025-09-302025-11-05 IGR CBRE GBL REAL ESTATE INC FD593.2K shares-6.59%2025-09-302025-11-05 OHI OMEGA HEALTHCARE INVS INC66.9K shares-0.61%2025-09-302025-11-05 BSJQ INVESCO EXCH TRD SLF IDX FD100.5K shares-0.21%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC4.7K shares1.04%2025-09-302025-11-05 BSCQ INVESCO EXCH TRD SLF IDX FD115.8K shares5.28%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS29.4K shares-0.20%2025-09-302025-11-05 BSCR INVESCO EXCH TRD SLF IDX FD92.0K shares6.16%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC2.2K shares-4.08%2025-09-302025-11-05 V VISA INC4.9K shares-2.45%2025-09-302025-11-05 SO SOUTHERN CO17.1K shares-2.31%2025-09-302025-11-05 CVX CHEVRON CORP NEW10.3K shares-2.98%2025-09-302025-11-05 BSJR INVESCO EXCH TRD SLF IDX FD69.3K shares13.40%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR54.4K shares0.10%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP3.0K shares-2.99%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR10.6K shares-1.69%2025-09-302025-11-05 GOOG ALPHABET INC5.4K shares4.95%2025-09-302025-11-05 BSCS INVESCO EXCH TRD SLF IDX FD49.1K shares21.58%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD3.5K shares0.00%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR3.4K shares-12.92%2025-09-302025-11-05 TTD THE TRADE DESK INC18.2K shares3.91%2025-09-302025-11-05 BSJS INVESCO EXCH TRD SLF IDX FD36.0K shares14.97%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-05 RIET ETF SER SOLUTIONS75.0K shares-0.18%2025-09-302025-11-05 VCV INVESCO CALIF VALUE MUN INCO66.7K shares0.00%2025-09-302025-11-05 NAC NUVEEN CA QUALTY MUN INCOME61.3K shares0.00%2025-09-302025-11-05 BAC-PL BANK AMERICA CORP422 shares0.00%2025-09-302025-11-05 HACK AMPLIFY ETF TR5.6K shares24.02%2025-09-302025-11-05 BSCT INVESCO EXCH TRD SLF IDX FD24.9K shares31.89%2025-09-302025-11-05 NET CLOUDFLARE INC2.0K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP8.2K shares8.24%2025-09-302025-11-05 BSJP INVESCO EXCH TRD SLF IDX FD17.8K shares-2.92%2025-09-302025-11-05 BSCP INVESCO EXCH TRD SLF IDX FD18.9K shares-2.94%2025-09-302025-11-05 HD HOME DEPOT INC964 sharesnew addition2025-09-302025-11-05 QQQ INVESCO QQQ TR643 shares27.83%2025-09-302025-11-05 TSLA TESLA INC850 shares25.93%2025-09-302025-11-05 BSJT INVESCO EXCH TRD SLF IDX FD17.5K shares13.11%2025-09-302025-11-05 GE GE AEROSPACE1.2K shares0.00%2025-09-302025-11-05 FNDX SCHWAB STRATEGIC TR13.7K shares-2.10%2025-09-302025-11-05 NKX NUVEEN CALIFORNIA AMT QLT MU28.0K shares0.00%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL698 shares27.37%2025-09-302025-11-05 WMT WALMART INC3.1K sharesnew addition2025-09-302025-11-05 NOW SERVICENOW INC308 sharesnew addition2025-09-302025-11-05 COST COSTCO WHSL CORP NEW289 shares0.00%2025-09-302025-11-05 AVGO BROADCOM INC770 shares0.00%2025-09-302025-11-05 B BARRICK MNG CORP6.9K sharesnew addition2025-09-302025-11-05 XOM EXXON MOBIL CORP2.0K shares0.00%2025-09-302025-11-05 ABBV ABBVIE INC955 sharesnew addition2025-09-302025-11-05 SNOW SNOWFLAKE INC940 shares0.00%2025-09-302025-11-05 BOE BLACKROCK ENHANCED GLOBAL DI10.0K shares0.00%2025-09-302025-11-05 JPC NUVEEN PFD & INCOME OPPORTUN13.0K shares30.00%2025-09-302025-11-05 RAIL FREIGHTCAR AMER INC10.0K shares0.00%2025-09-302025-11-05 NNY NUVEEN N Y MUN VALUE FD10.0K shares0.00%2025-09-302025-11-05 MNKD MANNKIND CORP13.6K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available