Pacific Center For Financial Services Incresed Positions in Q3 2025

Pacific Center For Financial Services

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
531
+ 0.58%
$279.83 - $293.74 $149K - $156K
92.1K $27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.51K
+ 1.11%
$62.09 - $66.51 $156K - $167K
230K $15M
VNQ
Vanguard Specialized Funds Van

ETFs
1.86K
+ 1.07%
$88.47 - $93.24 $164K - $173K
176K $16.1M
VXF
Vanguard Extended Market ETF

ETFs
1.15K
+ 10.08%
$193.58 - $213.07 $222K - $244K
12.5K $2.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
895
+ 2.63%
$132.9 - $142.03 $119K - $127K
34.9K $4.92M
SOXX
Ishares Semiconductor ETF

ETFs
858
+ 22.09%
$236.93 - $271.12 $203K - $233K
4.74K $1.29M
IDV
Ishares Tr

ETFs
8.28K
+ 49.82%
$34.54 - $37.28 $286K - $309K
24.9K $909K
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 2.95%
$617.65 - $666.84 $87.1K - $94K
4.92K $3.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
166
+ 5.7%
$567.77 - $614.76 $94.2K - $102K
3.08K $1.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 5.15%
$68.24 - $73.73 $69.9K - $75.6K
20.9K $1.54M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.81K
+ 14.36%
$50.52 - $50.75 $91.6K - $92K
14.4K $732K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
61
+ 0.72%
$108.46 - $120.63 $6.62K - $7.36K
8.55K $1.02M
KMI
Kinder Morgan, Inc.

Energy
3.84K
+ 13.37%
$26.23 - $28.5 $101K - $109K
32.6K $922K
XLRE
Select Sector Spdr Tr Real Est

ETFs
791
+ 1.26%
$40.94 - $42.85 $32.4K - $33.9K
63.6K $2.68M
GE
General Electric CO

Industrials
1
+ 0.06%
$244.75 - $305.63 $245 - $306
1.78K $536K
CAT
Caterpillar Inc

Industrials
2
+ 0.29%
$390.92 - $477.15 $782 - $954
690 $329K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.19%
$155.17 - $185.42 $466 - $556
1.57K $290K
RPG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.04%
$45.41 - $48.26 $454 - $483
23.2K $1.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
118
+ 1.14%
$53.81 - $57.52 $6.35K - $6.79K
10.5K $602K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.07%
$126.64 - $135.65 $380 - $407
4.26K $577K
XOM
Exxon Mobil Corp

Energy
2
+ 0.04%
$105.83 - $117.22 $212 - $234
5.5K $620K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
325
+ 15.42%
$82.38 - $83.0 $26.8K - $27K
2.43K $201K
PFF
Ishares Trust Ishares Pfd And

ETFs
273
+ 1.6%
$30.67 - $32.13 $8.37K - $8.77K
17.4K $549K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$357.4 - $423.42 $357 - $423
588 $238K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 1.94%
$293.94 - $444.72 $882 - $1.33K
158 $70K
XLE
Energy Sector Spdr

ETFs
32
+ 0.81%
$84.25 - $91.99 $2.7K - $2.94K
4K $357K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.12%
$435.72 - $463.74 $436 - $464
813 $377K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
48
+ 0.7%
$23.82 - $25.84 $1.14K - $1.24K
6.93K $178K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$42.04 - $45.23 $84.1 - $90.5
4.55K $205K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16
+ 3.76%
$225.11 - $247.9 $3.6K - $3.97K
442 $109K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
94
+ 0.97%
$26.38 - $27.95 $2.48K - $2.63K
9.83K $268K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
18
+ 0.41%
$60.96 - $64.31 $1.1K - $1.16K
4.4K $279K
XLF
Financial Sector Spdr

ETFs
12
+ 0.24%
$51.37 - $54.25 $616 - $651
4.95K $266K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
55
+ 13.1%
$82.96 - $95.7 $4.56K - $5.26K
475 $42K
VFVA
Vanguard Wellington Fd U S Val

ETFs
1
+ 0.18%
$116.21 - $129.7 $116 - $130
549 $70K
PFE
Pfizer Inc

Healthcare
8
+ 0.18%
$23.29 - $25.88 $186 - $207
4.5K $114K
PCG
Pg&E Corp

Utilities
5
+ 0.11%
$13.0 - $15.73 $65 - $78.7
4.75K $71K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.23%
$109.47 - $119.06 $109 - $119
441 $52K
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$550.18 - $598.96 $550 - $599
454 $258K
AOM
Ishares Tr Core Moderate Alloc

ETFs
13
+ 0.84%
$45.4 - $47.61 $590 - $619
1.57K $74K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.74%
$133.81 - $152.16 $268 - $304
273 $38K
PAVE
Global X Fds Us Infrastructure

ETFs
1
+ 0.22%
$44.02 - $47.63 $44 - $47.6
446 $21K
F
Ford Motor CO

Consumer Cyclical
17
+ 0.88%
$10.82 - $12.09 $184 - $206
1.96K $23K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 2.11%
$71.86 - $87.45 $144 - $175
97 $8K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.5%
$108.22 - $120.47 $325 - $361
604 $67K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.31%
N/A
2.28K $415K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
3
+ 0.81%
$12.7 - $15.07 $38.1 - $45.2
373 $5K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.27%
$32.02 - $36.34 $32 - $36.3
378 $13K
IFRA
Ishares Tr

ETFs
1
+ 0.34%
$49.77 - $52.82 $49.8 - $52.8
293 $15K
Activity Summary
Buys All Purchases 78 New Holdings 16 Increased Positions 62 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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