| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 10.5% |
| PROSHARES TR | 31 | Q2 2024 | 10.8% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 8.1% |
| CALAMOS CONV & HIGH INCOME F | 31 | Q2 2024 | 7.1% |
| NUVEEN CA QUALTY MUN INCOME | 31 | Q2 2024 | 6.0% |
| AMAZON COM INC | 31 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 31 | Q2 2024 | 4.2% |
| ALPHABET INC | 31 | Q2 2024 | 3.3% |
| NUVEEN CALIFORNIA AMT QLT MU | 31 | Q2 2024 | 4.2% |
| HOME DEPOT INC | 31 | Q2 2024 | 2.4% |
View Pacific Wealth Strategies Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-13 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
View Pacific Wealth Strategies Group, Inc.'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.