Pacific Wealth Management Portfolio Holdings

Pacific Wealth Management has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $107M, Ishares Trust Aaa A Rated Corp with a value of $14.7M, Janus Detroit Str Tr Janus Hen with a value of $13.1M, Ishares U.S. Treasury Bond ETF with a value of $10.6M, and J P Morgan Exchange Traded Fd with a value of $10.1M.

Examining the 13F form we can see an decrease of $26.1M in the current position value, from $215M to 189M.

Below you can find more details about Pacific Wealth Management portfolio as well as his latest detailed transactions.