Pacific Wealth Management Portfolio Holdings by Sector
Pacific Wealth Management
- $215 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY GOVT QLTA JAAA VCIT COWZ QUAL LQD 10 stocks |
$201,713
93.79% of portfolio
|
  7  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$7,949
3.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$3,075
1.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$443
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$411
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$367
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ONTO 1 stocks |
$360
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$336
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$281
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
VSAT 1 stocks |
$133
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|