| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 59.3% |
| ISHARES TR | 15 | Q2 2024 | 30.0% |
| INVESCO QQQ TR | 15 | Q2 2024 | 16.5% |
| ISHARES TR | 15 | Q2 2024 | 13.1% |
| QUALCOMM INC | 15 | Q2 2024 | 0.3% |
| GENERAL DYNAMICS CORP | 14 | Q1 2024 | 1.4% |
| APPLE INC | 14 | Q2 2024 | 0.2% |
| ISHARES TR | 10 | Q1 2024 | 7.0% |
| ISHARES TR | 10 | Q1 2024 | 7.7% |
| ISHARES TR | 10 | Q1 2024 | 4.9% |
View Pacific Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-03-08 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-12 |
View Pacific Wealth Management'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.