Pacific Financial Group Inc Portfolio Holdings

Pacific Financial Group Inc

  • $134 Million
  • Q4 2024

Pacific Financial Group Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.4M, Invesco Qqq Trust, Series 1 with a value of $15.4M, Ishares S&P 500 Growth ETF with a value of $11.1M, Ishares Core S&P Sm Cap ETF with a value of $7.91M, and Ishares S&P 500 Value ETF with a value of $6.8M.

Examining the 13F form we can see an decrease of $1.98M in the current position value, from $136M to 134M.

Below you can find more details about Pacific Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $134 Million
Technology: $216,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $134 Million
  • Prior Value $136 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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