Pacific Financial Group Inc Closed Holding Positions

Pacific Financial Group Inc

  • $134 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SRE
Sempra Energy

Utilities
Q4 2020 Filed on Jan 12, 2021
2,008
$119.13 - $135.96 $239K - $273K
AAL
American Airlines Group Inc.

Industrials
Q4 2020 Filed on Jan 12, 2021
470
$10.95 - $17.99 $5.15K - $8.46K
KMI
Kinder Morgan, Inc.

Energy
Q4 2020 Filed on Jan 12, 2021
140
$11.48 - $14.97 $1.61K - $2.1K
HD
Home Depot, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
14
$261.72 - $290.36 $3.66K - $4.07K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
15
$337.32 - $568.34 $5.06K - $8.53K
LI
Li Auto Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
8
$16.8 - $43.96 $134 - $352
ROKU
Roku, Inc

Communication Services
Q4 2020 Filed on Jan 12, 2021
30
$200.0 - $360.56 $6K - $10.8K
RY
Royal Bank Of Canada

Financial Services
Q4 2020 Filed on Jan 12, 2021
26
$68.48 - $83.58 $1.78K - $2.17K
DOW
Dow Inc.

Basic Materials
Q4 2020 Filed on Jan 12, 2021
3
$45.18 - $57.73 $136 - $173
VGLT
Vanguard Long Term Treasury Et

ETFs
Q4 2020 Filed on Jan 12, 2021
74
$94.69 - $99.7 $7.01K - $7.38K
ABBV
Abb Vie Inc.

Healthcare
Q4 2020 Filed on Jan 12, 2021
62
$80.49 - $108.67 $4.99K - $6.74K
CCL
Carnival Corp

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
6
$12.3 - $23.57 $73.8 - $141
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Jan 12, 2021
76
$56.65 - $64.55 $4.31K - $4.91K
META
Meta Platforms, Inc.

Communication Services
Q4 2020 Filed on Jan 12, 2021
20
$258.12 - $294.68 $5.16K - $5.89K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
170
$53.03 - $96.09 $9.02K - $16.3K
AIG
American International Group, Inc.

Financial Services
Q4 2020 Filed on Jan 12, 2021
128
$27.72 - $40.98 $3.55K - $5.25K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2020 Filed on Jan 12, 2021
1,716
N/A
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q4 2020 Filed on Jan 12, 2021
517
$22.36 - $27.18 $11.6K - $14.1K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
43
$85.97 - $106.98 $3.7K - $4.6K
XLU
Utilities Sector Spdr

ETFs
Q4 2020 Filed on Jan 12, 2021
1,535
$59.98 - $66.76 $92.1K - $102K
SPYG
Spdr Portfolio

ETFs
Q4 2020 Filed on Jan 12, 2021
14,043
$48.59 - $55.29 $682K - $776K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2020 Filed on Jan 12, 2021
20
$31.39 - $37.85 $628 - $757
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2020 Filed on Jan 12, 2021
5
$216.78 - $272.28 $1.08K - $1.36K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2020 Filed on Jan 12, 2021
7
$111.89 - $142.79 $783 - $1K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
Q4 2020 Filed on Jan 12, 2021
196
$23.22 - $27.55 $4.55K - $5.4K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
Q4 2020 Filed on Jan 12, 2021
571
$29.2 - $33.92 $16.7K - $19.4K
XLK
Technology Sector Spdr

ETFs
Q4 2020 Filed on Jan 12, 2021
37,747
$110.86 - $130.52 $4.18M - $4.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Jan 12, 2021
39,326
$61.66 - $67.88 $2.42M - $2.67M
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Jan 12, 2021
144
$78.99 - $92.58 $11.4K - $13.3K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 12, 2021
165,065
$37.11 - $42.11 $6.13M - $6.95M
UPS
United Parcel Service Inc

Industrials
Q4 2020 Filed on Jan 12, 2021
125
$155.78 - $176.54 $19.5K - $22.1K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2020 Filed on Jan 12, 2021
11,365
$58.74 - $67.48 $668K - $767K
IR
Ingersoll Rand Inc.

Industrials
Q4 2020 Filed on Jan 12, 2021
9
$34.94 - $46.03 $314 - $414
SQ
Block, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
20
$154.88 - $241.58 $3.1K - $4.83K
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2020 Filed on Jan 12, 2021
296
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2020 Filed on Jan 12, 2021
20
$96.54 - $127.07 $1.93K - $2.54K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2020 Filed on Jan 12, 2021
12
$132.59 - $154.32 $1.59K - $1.85K
VFF
Village Farms International, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 12, 2021
30
$4.53 - $12.0 $136 - $360
ACB
Aurora Cannabis Inc

Healthcare
Q4 2020 Filed on Jan 12, 2021
150
$3.83 - $11.68 $575 - $1.75K
SLV
I Shares Silver Trust

ETFs
Q4 2020 Filed on Jan 12, 2021
757
$21.05 - $24.76 $15.9K - $18.7K
NIO
Nio Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
35
$20.67 - $55.38 $723 - $1.94K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2020 Filed on Jan 12, 2021
2,882
$52.03 - $56.23 $150K - $162K
INTC
Intel Corp

Technology
Q4 2020 Filed on Jan 12, 2021
39
$44.11 - $54.58 $1.72K - $2.13K
XPEV
Xpeng Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
10
$18.19 - $72.17 $182 - $722
PINS
Pinterest, Inc.

Communication Services
Q4 2020 Filed on Jan 12, 2021
100
$43.01 - $72.99 $4.3K - $7.3K
CMCSA
Comcast Corp

Communication Services
Q4 2020 Filed on Jan 12, 2021
71
$41.4 - $52.4 $2.94K - $3.72K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Nov 09, 2020
49,112
$40.45 - $44.44 $1.99M - $2.18M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2020 Filed on Nov 09, 2020
10,908
$31.77 - $35.05 $347K - $382K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on Apr 08, 2020
730,984
$37.71 - $57.78 $27.6M - $42.2M
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