103 is the total number of securities Pacific Sage Partners, LLC has owned. The longest Pacific Sage Partners, LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHO | SCHWAB STRATEGIC TR | 4 | 4 | 19.08% | 20.33% | 21.54% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 16.62% | 18.36% | 19.76% | Q4 2022 | Q3 2023 | 4 |
IEI | ISHARES TR | 4 | 4 | 11.18% | 11.68% | 12.26% | Q4 2022 | Q3 2023 | 4 |
SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 6.69% | 8.08% | 9.04% | Q4 2022 | Q3 2023 | 4 |
IWD | ISHARES TR | 4 | 4 | 5.52% | 6.37% | 7.23% | Q4 2022 | Q3 2023 | 4 |
SCHA | SCHWAB STRATEGIC TR | 4 | 4 | 1.57% | 2.44% | 2.74% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES TR | 4 | 4 | 1.79% | 1.95% | 2.08% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 1.47% | 1.93% | 2.44% | Q4 2022 | Q3 2023 | 4 |
SCHM | SCHWAB STRATEGIC TR | 4 | 4 | 1.58% | 1.84% | 2.49% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 1.46% | 1.72% | 1.94% | Q4 2022 | Q3 2023 | 4 |
IBTD | ISHARES TR | 4 | 4 | 1.37% | 1.48% | 1.60% | Q4 2022 | Q3 2023 | 4 |
PHYS | SPROTT PHYSICAL GOLD TR | 4 | 4 | 1.38% | 1.45% | 1.58% | Q4 2022 | Q3 2023 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 1.14% | 1.36% | 1.56% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 1.05% | 1.08% | 1.14% | Q4 2022 | Q3 2023 | 4 |
SBUX | STARBUCKS CORP | 4 | 4 | 0.86% | 0.97% | 1.06% | Q4 2022 | Q3 2023 | 4 |
PSLV | SPROTT PHYSICAL SILVER TR | 4 | 4 | 0.88% | 0.96% | 1.04% | Q4 2022 | Q3 2023 | 4 |
BA | BOEING CO | 4 | 4 | 0.57% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
DE | DEERE & CO | 4 | 4 | 0.52% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 0.53% | 0.56% | 0.61% | Q4 2022 | Q3 2023 | 4 |
ORCL | ORACLE CORP | 4 | 4 | 0.48% | 0.55% | 0.62% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.41% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.38% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
PCAR | PACCAR INC | 4 | 4 | 0.40% | 0.44% | 0.46% | Q4 2022 | Q3 2023 | 4 |
FFIV | F5 INC | 4 | 4 | 0.33% | 0.41% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PANW | PALO ALTO NETWORKS INC | 4 | 4 | 0.29% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
AMAT | APPLIED MATLS INC | 4 | 4 | 0.33% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.31% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.30% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.32% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
TSLA | TESLA INC | 4 | 4 | 0.09% | 0.32% | 0.53% | Q4 2022 | Q3 2023 | 4 |
PGR | PROGRESSIVE CORP | 4 | 4 | 0.28% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.28% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
CI | THE CIGNA GROUP | 4 | 4 | 0.23% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.19% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
LLY | LILLY ELI & CO | 4 | 4 | 0.17% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 4 | 4 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
INTC | INTEL CORP | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.10% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 4 | 4 | 0.10% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
TMO | THERMO FISHER SCIENTIF... | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
DHR | DANAHER CORPORATION | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CMCSA | COMCAST CORP NEW | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FXY | INVESCO CURRENCYSHARES... | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DIS | DISNEY WALT CO | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
T | AT&T INC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 4 | 4 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
EFA | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BAC | BANK AMERICA CORP | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CRM | SALESFORCE INC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
UPS | UNITED PARCEL SERVICE INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
UNP | UNION PAC CORP | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
VUG | VANGUARD INDEX FDS | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TT | TRANE TECHNOLOGIES PLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TMUS | T-MOBILE US INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
REGN | REGENERON PHARMACEUTICALS | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DBO | INVESCO DB MULTI-SECTO... | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CRESY | CRESUD S A C I F Y A | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GGN | GAMCO GLOBAL GOLD NAT ... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BITF | BITFARMS LTD | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IVOO | VANGUARD ADMIRAL FDS INC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PI | IMPINJ INC | 3 | 3 | 0.06% | 0.11% | 0.15% | Q4 2022 | Q2 2023 | 3 |
FDX | FEDEX CORP | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
MRK | MERCK & CO INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
JPST | J P MORGAN EXCHANGE TR... | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
SRE | SEMPRA | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
PEP | PEPSICO INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
LUMN | LUMEN TECHNOLOGIES INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SSUS | STRATEGY SHS | 2 | 2 | 1.54% | 2.22% | 2.91% | Q2 2023 | Q3 2023 | 2 |
EWJ | ISHARES INC | 2 | 2 | 1.49% | 1.50% | 1.50% | Q2 2023 | Q3 2023 | 2 |
SPEU | SPDR INDEX SHS FDS | 2 | 2 | 1.22% | 1.44% | 1.67% | Q4 2022 | Q1 2023 | 2 |
IVE | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CVS | CVS HEALTH CORP | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q1 2023 | 2 |
ABBV | ABBVIE INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 2 |
INFI | INFINITY PHARMACEUTICA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
XLU | SELECT SECTOR SPDR TR | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2022 | Q4 2022 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2022 | Q4 2022 | 1 |
MBB | ISHARES TR | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2023 | Q3 2023 | 1 |
EMXC | ISHARES INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2023 | Q1 2023 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
SFBC | SOUND FINL BANCORP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
ASXC | ASENSUS SURGICAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, MICROSOFT CORP, and ISHARES TR, are the highest-conviction holdings of Pacific Sage Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Pacific Sage Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Pacific Sage Partners, LLC owns currently or has owned in the past.