First Pacific Financial Purchases in Q3 2025

First Pacific Financial

  • $544 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
106
+ 13.64%
$279.83 - $293.74 $29.7K - $31.1K
883 $259K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.56K
+ 21.22%
$24.03 - $24.57 $37.4K - $38.3K
8.89K $217K
VB
Vanguard Small Cap ETF

ETFs
75
+ 6.86%
$237.58 - $259.17 $17.8K - $19.4K
1.17K $296K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.29%
$121.35 - $144.54 $485 - $578
1.37K $197K
PSA
Public Storage

Real Estate
90
New
$271.94 - $298.09 $24.5K - $26.8K
90 $25K
VEA
Vanguard Ftse Developed Market

ETFs
35
+ 0.47%
$56.02 - $60.3 $1.96K - $2.11K
7.48K $448K
AMAT
Applied Materials Inc

Technology
3
+ 0.3%
$156.25 - $204.95 $469 - $615
1K $205K
FNDX
Schwab Fundamental U S Large C

ETFs
43
+ 0.41%
$24.38 - $26.34 $1.05K - $1.13K
10.6K $278K
GE
General Electric CO

Industrials
45
+ 28.13%
$244.75 - $305.63 $11K - $13.8K
205 $61K
SCHA
Schwab Strategic Tr Us Small C

ETFs
21
+ 0.31%
$25.29 - $28.33 $531 - $595
6.8K $189K
DHR
Danaher Corp

Healthcare
75
+ 2.35%
$181.46 - $212.2 $13.6K - $15.9K
3.27K $648K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16
+ 0.5%
$49.43 - $54.52 $791 - $872
3.19K $172K
FRNW
Fidelity Covington Tr Clean En
16
+ 0.43%
$15.74 - $19.43 $252 - $311
3.76K $73K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5
+ 0.3%
$108.03 - $117.04 $540 - $585
1.69K $197K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.23%
$567.09 - $607.37 $567 - $607
432 $257K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.2%
$339.37 - $366.46 $339 - $366
508 $185K
SPGI
S&P Global Inc.

Financial Services
25
+ 51.02%
$484.94 - $564.15 $12.1K - $14.1K
74 $36K
SPG
Simon Property Group Inc

Real Estate
4
+ 1.28%
$159.93 - $187.67 $640 - $751
316 $59K
BAC
Bank Of America Corp

Financial Services
2
+ 0.1%
$44.92 - $52.42 $89.8 - $105
2.07K $106K
EMR
Emerson Electric CO

Industrials
94
+ 4.35%
$128.6 - $149.63 $12.1K - $14.1K
2.25K $295K
DUK
Duke Energy Corp

Utilities
8
+ 0.7%
$116.31 - $125.93 $930 - $1.01K
1.16K $143K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.82%
$192.76 - $203.86 $1.16K - $1.22K
740 $150K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.51%
$291.67 - $316.99 $875 - $951
589 $178K
MCHP
Microchip Technology Inc

Technology
103
+ 100.98%
$60.95 - $75.26 $6.28K - $7.75K
205 $13K
LDOS
Leidos Holdings, Inc.

Technology
2
+ 1.15%
$159.2 - $188.96 $318 - $378
176 $33K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
120
+ 20.73%
$24.02 - $27.91 $2.88K - $3.35K
699 $19K
WRB
Berkley W R Corp

Financial Services
2
+ 0.13%
$67.78 - $76.62 $136 - $153
1.5K $114K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41
+ 0.97%
$26.38 - $27.95 $1.08K - $1.15K
4.26K $116K
CARR
Carrier Global Corp

Industrials
93
+ 117.72%
$58.75 - $80.73 $5.46K - $7.51K
172 $10K
COLB
Columbia Banking System, Inc.

Financial Services
20
+ 1.33%
$23.26 - $27.31 $465 - $546
1.52K $39K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
51
+ 50.0%
$72.04 - $77.35 $3.67K - $3.94K
153 $11K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
91
+ 1.11%
$25.0 - $25.33 $2.28K - $2.31K
8.32K $210K
OTIS
Otis Worldwide Corp

Industrials
35
New
$84.93 - $101.07 $2.97K - $3.54K
35 $3K
SJM
J M Smucker CO

Consumer Defensive
25
+ 75.76%
$102.24 - $113.2 $2.56K - $2.83K
58 $6K
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.22%
$70.54 - $76.83 $70.5 - $76.8
457 $34K
PSX
Phillips 66

Energy
1
+ 0.8%
$118.37 - $139.46 $118 - $139
126 $17K
MNST
Monster Beverage Corp

Consumer Defensive
22
+ 5.9%
$58.65 - $67.31 $1.29K - $1.48K
395 $26K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.41%
$108.08 - $121.73 $108 - $122
242 $29K
ENS
Ener Sys

Industrials
25
+ 192.31%
$86.09 - $112.96 $2.15K - $2.82K
38 $4K
FIW
First Trust Water ETF

ETFs
1
+ 0.18%
$107.54 - $115.08 $108 - $115
571 $64K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 6.06%
$420.11 - $472.68 $840 - $945
35 $16K
PTC
Ptc Inc.

Technology
4
+ 18.18%
$173.07 - $216.53 $692 - $866
26 $5K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.53%
$181.56 - $190.33 $182 - $190
191 $36K
POOL
Pool Corp

Industrials
3
+ 30.0%
$292.13 - $333.62 $876 - $1K
13 $4K
NTAP
Net App, Inc.

Technology
6
+ 9.52%
$101.1 - $126.36 $607 - $758
69 $8K
QCOM
Qualcomm Inc

Technology
1
+ 0.35%
$145.84 - $173.55 $146 - $174
287 $47K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.37%
$92.18 - $95.14 $369 - $381
1.07K $102K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.33%
$89.27 - $100.33 $89.3 - $100
301 $29K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.3%
$82.29 - $90.77 $82.3 - $90.8
329 $29K
Activity Summary
Buys All Purchases 241 New Holdings 80 Increased Positions 161 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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