Pacific Wealth Strategies Group, Inc. Incresed Positions in Q3 2024

Pacific Wealth Strategies Group, Inc.

  • $134 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.1K
+ 8.8%
$95.1 - $106.76 $1.06M - $1.19M
137K $14.7M
PKW
Invesco Exchange Traded Fd Tr

ETFs
9.05K
+ 8.61%
$102.34 - $114.52 $926K - $1.04M
114K $13.1M
IGR
Cbre Global Real Estate Income Fund

Financial Services
65.2K
+ 10.87%
$5.02 - $6.62 $327K - $432K
665K $4.37M
CHY
Calamos Convertible & High Income Fund

Financial Services
64.3K
+ 10.02%
$11.13 - $12.01 $716K - $773K
706K $8.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.95K
+ 10.03%
$434.77 - $502.96 $850K - $983K
21.4K $10.5M
XLV
Select Sector Spdr Fund Health

ETFs
5.97K
+ 321.88%
$143.3 - $157.24 $856K - $939K
7.83K $1.21M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.05K
+ 5.18%
$92.63 - $105.69 $468K - $534K
103K $10.7M
FNDX
Schwab Fundamental U S Large C

ETFs
5.83K
+ 7.23%
$65.36 - $71.76 $381K - $419K
86.5K $6.21M
AAPL
Apple Inc.

Technology
475
+ 1.72%
$207.23 - $234.82 $98.4K - $112K
28.1K $6.54M
AMZN
Amazon Com Inc

Consumer Cyclical
4.85K
+ 17.72%
$161.02 - $200.0 $781K - $970K
32.2K $6M
OHI
Omega Healthcare Investors Inc

Real Estate
4.58K
+ 7.96%
$33.55 - $41.29 $154K - $189K
62.1K $2.52M
GOOGL
Alphabet Inc.

Communication Services
5.05K
+ 23.05%
$148.65 - $191.18 $750K - $965K
26.9K $4.47M
MSFT
Microsoft Corp

Technology
1.43K
+ 14.23%
$395.15 - $467.56 $564K - $667K
11.5K $4.93M
LMT
Lockheed Martin Corp

Industrials
113
+ 3.92%
$460.3 - $584.56 $52K - $66.1K
3K $1.75M
CAT
Caterpillar Inc

Industrials
123
+ 2.15%
$316.8 - $391.12 $39K - $48.1K
5.83K $2.28M
DHI
Horton D R Inc

Consumer Cyclical
644
+ 14.17%
$135.21 - $197.06 $87.1K - $127K
5.19K $989K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
15K
+ 21.83%
$22.61 - $22.79 $339K - $342K
83.7K $1.9M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
12.4K
+ 18.22%
$22.94 - $23.16 $285K - $288K
80.6K $1.86M
SO
Southern CO

Utilities
743
+ 4.24%
$77.0 - $90.52 $57.2K - $67.3K
18.3K $1.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.29K
+ 12.4%
$71.45 - $75.64 $164K - $173K
20.8K $1.56M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.5K
+ 24.71%
$20.47 - $20.71 $214K - $217K
52.8K $1.09M
KO
Coca Cola CO

Consumer Defensive
372
+ 1.72%
$62.69 - $73.01 $23.3K - $27.2K
22K $1.58M
TTD
Trade Desk, Inc.

Technology
17
+ 0.1%
$83.08 - $110.79 $1.41K - $1.88K
16.3K $1.79M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.75K
+ 15.35%
$11.4 - $11.99 $111K - $117K
73.2K $870K
PG
Procter & Gamble CO

Consumer Defensive
360
+ 3.87%
$160.76 - $177.82 $57.9K - $64K
9.66K $1.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
+ 0.94%
$77.02 - $85.06 $13.1K - $14.5K
18.3K $1.55M
CVX
Chevron Corp

Energy
1.35K
+ 15.21%
$137.88 - $161.97 $187K - $219K
10.2K $1.51M
XLK
Technology Sector Spdr

ETFs
500
+ 14.84%
$197.34 - $237.68 $98.7K - $119K
3.87K $873K
V
Visa Inc.

Financial Services
175
+ 3.66%
$253.74 - $291.56 $44.4K - $51K
4.95K $1.36M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.53K
+ 4.29%
$21.05 - $21.17 $95.4K - $95.9K
110K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 4.59%
$517.38 - $573.86 $30.5K - $33.9K
1.34K $771K
Bank America Corp
88
+ 29.24%
N/A
389 $0
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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