Pacific Wealth Management Purchases and Sells in Q3 2025

Pacific Wealth Management

$199 Million
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	11K + 6.23%	$617.65 - $666.84 $6.79M - $7.33M	187K $125M
QUAL	3.51K + 15.26%	$182.33 - $194.5 $640K - $683K	26.5K $5.16M
AAPL	646 + 40.89%	$202.38 - $256.87 $131K - $166K	2.23K $566K
IEF	1.31K + 0.97%	$93.91 - $97.26 $123K - $127K	135K $13.1M
VCIT	109 + 0.12%	$81.75 - $84.54 $8.91K - $9.21K	89.2K $7.5M
MSFT	1 + 0.11%	$491.09 - $535.64 $491 - $536	949 $491K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRE	2.87K New	$74.14 - $89.98 $213K - $258K	2.87K $258K
VSAT	8.53K New	$14.47 - $32.92 $123K - $281K	8.53K $249K
ONTO	1.74K New	$90.0 - $136.73 $156K - $238K	1.74K $224K
PHYS	7.57K New	$25.02 - $29.62 $189K - $224K	7.57K $224K

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-69.8K - 10.5%	$22.64 - $23.22 $1.58M - $1.62M	595K $13.7M
QLTA	-13K - 4.07%	$47.11 - $48.77 $612K - $634K	306K $14.8M
QCOM	-345 - 16.78%	$145.84 - $173.55 $50.3K - $59.9K	1.71K $284K
VOO	-10 - 1.92%	$567.77 - $614.76 $5.68K - $6.15K	510 $312K

Activity Summary All Purchases 10 New Holdings 4 Increased Positions 6 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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