The Analysis of Pacific Wealth Strategies Group, Inc.'s Holdings
Currently, Pacific Wealth Strategies Group, Inc. holds 61 types of securities in its portfolio with a total value $176.6M. In the most recent quarter, they have increased their positions in SCHG (+291.8K shares, valued at $9.5M), SPY (+2.4K shares, valued at $1.7M), BSJS (+57.1K shares, valued at $1.3M); decreased their positions in PKW (-58.0K shares, valued at $7.8M), LMT (-2.3K shares, valued at $1.1M), CRWD (-1.8K shares, valued at $839.5K); initiated new positions in NFLX (+3.6K shares, valued at $342.2K), DVY (+1.6K shares, valued at $229.8K), DIS (+2.0K shares, valued at $223.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR37.4K shares7.00%2025-12-312026-02-09
NOBL PROSHARES TR190.6K shares5.24%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR441.8K shares194.48%2025-12-312026-02-09 AAPL APPLE INC47.5K shares1.60%2025-12-312026-02-09 NVDA NVIDIA CORPORATION65.4K shares-2.51%2025-12-312026-02-09 ALPHABET INC ALPHABET INC30.7K shares-0.52%2025-12-312026-02-09 AMZN AMAZON COM INC36.4K shares3.96%2025-12-312026-02-09 MSFT MICROSOFT CORP15.8K shares3.85%2025-12-312026-02-09 CHY CALAMOS CONV & HIGH INCOME F580.1K shares-8.87%2025-12-312026-02-09 LLY ELI LILLY & CO5.7K shares0.94%2025-12-312026-02-09 OHI OMEGA HEALTHCARE INVS INC70.2K shares4.84%2025-12-312026-02-09 BSCQ INVESCO EXCH TRD SLF IDX FD155.2K shares34.00%2025-12-312026-02-09 BSCR INVESCO EXCH TRD SLF IDX FD149.4K shares62.46%2025-12-312026-02-09 BSJQ INVESCO EXCH TRD SLF IDX FD125.6K shares24.95%2025-12-312026-02-09 PKW INVESCO EXCHANGE TRADED FD T21.3K shares-73.20%2025-12-312026-02-09 BSJR INVESCO EXCH TRD SLF IDX FD116.2K shares67.61%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC2.4K shares7.78%2025-12-312026-02-09 BSJS INVESCO EXCH TRD SLF IDX FD93.1K shares158.44%2025-12-312026-02-09 BSCS INVESCO EXCH TRD SLF IDX FD98.2K shares100.01%2025-12-312026-02-09 ALPHABET INC ALPHABET INC6.4K shares17.66%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS24.3K shares-17.18%2025-12-312026-02-09 V VISA INC5.1K shares3.99%2025-12-312026-02-09 BSCT INVESCO EXCH TRD SLF IDX FD82.8K shares232.76%2025-12-312026-02-09 XLV SELECT SECTOR SPDR TR9.7K shares-8.68%2025-12-312026-02-09 SO SOUTHERN CO16.7K shares-2.04%2025-12-312026-02-09 CVX CHEVRON CORP NEW9.4K shares-9.19%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR51.6K shares-5.12%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC2.9K shares-38.38%2025-12-312026-02-09 BSJT INVESCO EXCH TRD SLF IDX FD54.2K shares209.52%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD3.5K shares0.00%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR6.7K shares100.00%2025-12-312026-02-09 HACK AMPLIFY ETF TR11.0K shares96.15%2025-12-312026-02-09 HD HOME DEPOT INC2.5K shares164.52%2025-12-312026-02-09 WMT WALMART INC7.3K shares134.95%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-09 VCV INVESCO CALIF VALUE MUN INCO66.7K shares0.00%2025-12-312026-02-09 NAC NUVEEN CA QUALTY MUN INCOME57.9K shares-5.54%2025-12-312026-02-09 RIET ETF SER SOLUTIONS57.7K shares-22.99%2025-12-312026-02-09 BAC-PL BANK AMERICA CORP371 shares-12.09%2025-12-312026-02-09 ABBV ABBVIE INC2.0K shares105.76%2025-12-312026-02-09 NET CLOUDFLARE INC2.0K shares0.00%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.2K shares0.00%2025-12-312026-02-09 BAC BANK AMERICA CORP6.8K shares-17.06%2025-12-312026-02-09 NKX NUVEEN CALIFORNIA AMT QLT MU28.0K shares0.00%2025-12-312026-02-09 TSLA TESLA INC766 shares-9.88%2025-12-312026-02-09 NFLX NETFLIX INC3.6K sharesnew addition2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP681 shares-76.95%2025-12-312026-02-09 NOW SERVICENOW INC2.1K shares593.18%2025-12-312026-02-09 BROADCOM INC BROADCOM INC895 shares16.23%2025-12-312026-02-09 XOM EXXON MOBIL CORP2.0K shares0.00%2025-12-312026-02-09 DVY ISHARES TR1.6K sharesnew addition2025-12-312026-02-09 DIS DISNEY WALT CO2.0K sharesnew addition2025-12-312026-02-09 TTD THE TRADE DESK INC5.7K shares-68.77%2025-12-312026-02-09 SNOW SNOWFLAKE INC940 shares0.00%2025-12-312026-02-09 BOE BLACKROCK ENHANCED GLOBAL DI10.0K shares0.00%2025-12-312026-02-09 JPC NUVEEN PFD & INCOME OPPORTUN13.0K shares0.00%2025-12-312026-02-09 NNY NUVEEN N Y MUN VALUE FD10.0K shares0.00%2025-12-312026-02-09 MNKD MANNKIND CORP13.6K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available