$294 Million is the total value of Pacific Center for Financial Services's 448 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -200 | -100.0% | -0.00% | – |
| EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -390 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -275 | -100.0% | -0.01% | – |
| JSCP | Exit | J P MORGAN EXCHANGE TRADED Fshort dura core | $0 | – | -618 | -100.0% | -0.01% | – |
| SONO | Exit | SONOS INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -1,204 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q3 2023 | 12.3% |
| ISHARES TR | 27 | Q3 2023 | 15.2% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 9.4% |
| ISHARES TR | 27 | Q3 2023 | 7.9% |
| ISHARES TR | 27 | Q3 2023 | 8.5% |
| SPDR S&P MIDCAP 400 ETF TR | 27 | Q3 2023 | 5.3% |
| ISHARES TR | 27 | Q3 2023 | 4.3% |
| VANGUARD STAR FDS | 27 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 7.8% |
View Pacific Center for Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-20 |
| 13F-HR | 2024-02-20 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Pacific Center for Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.