Pacific Sun Financial Corp Portfolio Holdings
Pacific Sun Financial Corp
- $173 Million
- Q4 2024
Pacific Sun Financial Corp has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, First Tr Fd Dow Jones with a value of $7.28M, Berkshire Hathaway Inc Class B with a value of $5.54M, Spdr S&P 600 Small Cap Growth with a value of $5M, and Technology Sector Spdr with a value of $4.31M.
Examining the 13F form we can see an increase of $3.18M in the current position value, from $169M to 173M.
Below you can find more details about Pacific Sun Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$173 Million
ETFs: $132 Million
Technology: $15.8 Million
Consumer Cyclical: $6.88 Million
Financial Services: $6.44 Million
Communication Services: $3.63 Million
Real Estate: $2.58 Million
Industrials: $1.86 Million
Consumer Defensive: $1.49 Million
Other: $1.84 Million