First Pacific Financial Incresed Positions in Q4 2025

First Pacific Financial

  • $554 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
178K
+ 10.21%
$47.34 - $48.01 $8.44M - $8.56M
1.93M $91.2M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
106K
+ 9.81%
$22.38 - $22.69 $2.38M - $2.41M
1.19M $26.7M
CGDV
Capital Group Divid Value ETF

ETFs
45.8K
+ 54.24%
$41.33 - $43.47 $1.89M - $1.99M
130K $5.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.61K
+ 1.91%
$92.24 - $96.56 $517K - $542K
300K $28.6M
ING
Ing Groep Nv

Financial Services
39K
+ 665.35%
$23.66 - $26.51 $922K - $1.03M
44.8K $1.16M
NEE
Nextera Energy Inc

Utilities
10.5K
+ 115.78%
$78.18 - $86.03 $819K - $901K
19.5K $1.67M
NGG
National Grid PLC

Utilities
11.7K
+ 194350.0%
$72.53 - $78.09 $846K - $911K
11.7K $902K
SPG
Simon Property Group Inc

Real Estate
4.82K
+ 1526.27%
$173.35 - $185.76 $836K - $896K
5.14K $939K
NVS
Novartis Ag

Healthcare
5.76K
+ 16.78%
$121.8 - $132.39 $701K - $762K
40.1K $5.27M
IBM
International Business Machines Corp

Technology
1.62K
+ 8.02%
$275.97 - $314.98 $447K - $510K
21.8K $6.48M
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.7K
+ 9.58%
$30.89 - $32.15 $548K - $571K
203K $6.38M
VTI
Vanguard Total Stock Market Et

ETFs
1.48K
+ 51.75%
$321.8 - $337.95 $475K - $499K
4.33K $1.43M
FNDF
Schwab Fundamental Intl Large

ETFs
5.49K
+ 7.02%
$42.35 - $45.18 $232K - $248K
83.6K $3.75M
AEP
American Electric Power CO Inc

Utilities
218
+ 0.65%
$112.75 - $122.73 $24.6K - $26.8K
34K $4.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.02K
+ 27.57%
$49.98 - $50.59 $301K - $305K
27.9K $1.4M
WFC
Wells Fargo & Company

Financial Services
3.35K
+ 86.91%
$77.62 - $87.3 $260K - $292K
7.2K $600K
EFG
Msci Eafe Growth ETF

ETFs
1.92K
+ 4.93%
$112.91 - $117.61 $217K - $226K
40.8K $4.68M
PLD
Prologis, Inc.

Real Estate
205
+ 0.86%
$111.23 - $127.18 $22.8K - $26.1K
23.9K $2.96M
NUSC
Nuveen Esg Small Cap ETF

ETFs
9.87K
+ 3.86%
$42.98 - $45.55 $424K - $449K
265K $11.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.72K
+ 5.73%
$23.04 - $23.36 $224K - $227K
179K $4.14M
TRV
Travelers Companies, Inc.

Financial Services
122
+ 0.6%
$261.57 - $287.42 $31.9K - $35.1K
20.4K $5.85M
XLK
Technology Sector Spdr

ETFs
591
+ 99.83%
$278.39 - $304.13 $165K - $180K
1.18K $340K
IVV
Ishares Core S&P 500 ETF

ETFs
230
+ 32.08%
$656.2 - $690.71 $151K - $159K
947 $639K
VTV
Vanguard Value ETF

ETFs
741
+ 31.02%
$182.87 - $189.72 $136K - $141K
3.13K $585K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.71K
+ 101.54%
$72.17 - $75.74 $124K - $130K
3.4K $254K
CAT
Caterpillar Inc

Industrials
4
+ 0.3%
$480.82 - $585.49 $1.92K - $2.34K
1.36K $749K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.77K
+ 55.6%
$52.54 - $55.77 $93K - $98.8K
4.96K $271K
VBK
Vanguard Small Cap Growth ETF

ETFs
295
+ 48.92%
$291.71 - $309.36 $86.1K - $91.3K
898 $261K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
84
+ 1.71%
$600.51 - $631.95 $50.4K - $53.1K
5.01K $3.09M
NOW
Service Now, Inc.

Technology
77
+ 592.31%
$835.79 - $946.29 $64.4K - $72.9K
90 $75K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
713
+ 5.08%
$97.52 - $102.52 $69.5K - $73.1K
14.8K $1.44M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
825
+ 8.19%
$42.88 - $45.39 $35.4K - $37.4K
10.9K $485K
VNQ
Vanguard Specialized Funds Van

ETFs
453
+ 41.79%
$88.13 - $92.69 $39.9K - $42K
1.54K $137K
BND
Vanguard Bd Index Fd Inc Total

ETFs
529
+ 3.17%
$74.09 - $75.1 $39.2K - $39.7K
17.2K $1.28M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
467
+ 3.61%
$34.86 - $37.59 $16.3K - $17.6K
13.4K $494K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
18
+ 0.13%
$132.94 - $139.8 $2.39K - $2.52K
14.1K $1.93M
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.41%
$141.95 - $152.82 $1.14K - $1.22K
1.95K $295K
TJX
Tjx Companies Inc

Consumer Cyclical
150
+ 10.96%
$138.56 - $147.63 $20.8K - $22.1K
1.52K $221K
RUN
Sunrun Inc.

Technology
1K
+ 72.41%
$17.13 - $21.29 $17.1K - $21.3K
2.38K $44K
VEA
Vanguard Ftse Developed Market

ETFs
176
+ 2.35%
$59.18 - $62.09 $10.4K - $10.9K
7.66K $469K
ICLN
Ishares

ETFs
764
+ 24.98%
$15.78 - $18.1 $12.1K - $13.8K
3.82K $65K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
262
+ 5.38%
$88.9 - $93.29 $23.3K - $24.4K
5.13K $462K
AMGN
Amgen Inc

Healthcare
1
+ 0.5%
$290.13 - $341.71 $290 - $342
201 $68K
AAXJ
Ishares Msci All Country Asia

ETFs
36
+ 1.21%
$89.0 - $96.2 $3.2K - $3.46K
3.02K $283K
DDOG
Datadog, Inc.

Technology
54
+ 234.78%
$151.17 - $199.72 $8.16K - $10.8K
77 $14K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.44%
$66.1 - $71.61 $529 - $573
1.84K $130K
PCAR
Paccar Inc

Industrials
106
+ 11.13%
$93.0 - $101.08 $9.86K - $10.7K
1.06K $101K
MGC
Vanguard Mega Cap ETF

ETFs
7
+ 0.45%
$239.57 - $253.74 $1.68K - $1.78K
1.56K $385K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 3.85%
$429.59 - $576.2 $859 - $1.15K
54 $29K
Activity Summary
Buys All Purchases 254 New Holdings 63 Increased Positions 191 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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