$150 Million is the total value of PACIFIC SUN FINANCIAL CORP's 174 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $6,574,088 | – | 39,867 | +100.0% | 4.40% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $4,847,114 | – | 32,784 | +100.0% | 3.24% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $4,206,316 | – | 57,035 | +100.0% | 2.81% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,890,687 | – | 12,601 | +100.0% | 2.60% | – |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $3,132,071 | – | 18,378 | +100.0% | 2.10% | – |
| PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $3,060,376 | – | 23,367 | +100.0% | 2.05% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $3,001,142 | – | 27,298 | +100.0% | 2.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $2,729,657 | – | 18,076 | +100.0% | 1.83% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $2,490,252 | – | 45,509 | +100.0% | 1.66% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,481,766 | – | 58,053 | +100.0% | 1.66% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $2,411,748 | – | 29,941 | +100.0% | 1.61% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $2,271,734 | – | 29,821 | +100.0% | 1.52% | – |
| XAR | New | SPDR SER TRaerospace def | $2,269,340 | – | 19,411 | +100.0% | 1.52% | – |
| PSCC | New | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $2,252,100 | – | 20,496 | +100.0% | 1.51% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $2,134,917 | – | 31,194 | +100.0% | 1.43% | – |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $2,120,785 | – | 13,029 | +100.0% | 1.42% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $2,088,481 | – | 52,004 | +100.0% | 1.40% | – |
| REZ | New | ISHARES TRresidential mult | $1,954,479 | – | 27,676 | +100.0% | 1.31% | – |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $1,881,914 | – | 21,556 | +100.0% | 1.26% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,758,181 | – | 11,341 | +100.0% | 1.18% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,741,366 | – | 5,426 | +100.0% | 1.16% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,728,407 | – | 16,383 | +100.0% | 1.16% | – |
| XHE | New | SPDR SER TRhlth cr equip | $1,634,992 | – | 17,466 | +100.0% | 1.09% | – |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,543,520 | – | 13,763 | +100.0% | 1.03% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,528,625 | – | 8,064 | +100.0% | 1.02% | – |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $1,482,093 | – | 22,024 | +100.0% | 0.99% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $1,477,373 | – | 10,486 | +100.0% | 0.99% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,459,613 | – | 13,744 | +100.0% | 0.98% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,434,281 | – | 10,698 | +100.0% | 0.96% | – |
| TSLA | New | TESLA INC | $1,408,446 | – | 6,789 | +100.0% | 0.94% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,383,622 | – | 26,405 | +100.0% | 0.92% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $1,360,336 | – | 19,576 | +100.0% | 0.91% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,359,810 | – | 25,191 | +100.0% | 0.91% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,310,503 | – | 15,405 | +100.0% | 0.88% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,295,463 | – | 34,703 | +100.0% | 0.87% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,260,357 | – | 10,188 | +100.0% | 0.84% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $1,149,115 | – | 139,795 | +100.0% | 0.77% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,137,250 | – | 8,645 | +100.0% | 0.76% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,071,607 | – | 2,780 | +100.0% | 0.72% | – |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $1,057,471 | – | 13,094 | +100.0% | 0.71% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $1,052,579 | – | 6,630 | +100.0% | 0.70% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,042,603 | – | 27,892 | +100.0% | 0.70% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $1,024,554 | – | 11,389 | +100.0% | 0.68% | – |
| IBB | New | ISHARES TRishares biotech | $1,013,519 | – | 7,847 | +100.0% | 0.68% | – |
| DON | New | WISDOMTREE TRus midcap divid | $997,535 | – | 24,342 | +100.0% | 0.67% | – |
| BBH | New | VANECK ETF TRUSTbiotech etf | $988,587 | – | 6,099 | +100.0% | 0.66% | – |
| ITA | New | ISHARES TRus aer def etf | $988,767 | – | 8,592 | +100.0% | 0.66% | – |
| WCN | New | WASTE CONNECTIONS INC | $987,397 | – | 7,100 | +100.0% | 0.66% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $969,347 | – | 15,617 | +100.0% | 0.65% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $917,697 | – | 9,490 | +100.0% | 0.61% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $908,917 | – | 10,814 | +100.0% | 0.61% | – |
| CSB | New | VICTORY PORTFOLIOS II | $902,489 | – | 17,389 | +100.0% | 0.60% | – |
| AMZN | New | AMAZON COM INC | $894,801 | – | 8,663 | +100.0% | 0.60% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $867,524 | – | 8,252 | +100.0% | 0.58% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $861,152 | – | 12,692 | +100.0% | 0.58% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $854,168 | – | 28,406 | +100.0% | 0.57% | – |
| RYU | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $850,274 | – | 7,498 | +100.0% | 0.57% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $835,133 | – | 6,399 | +100.0% | 0.56% | – |
| PBS | New | INVESCO EXCHANGE TRADED FD Tdynmc media | $753,180 | – | 21,741 | +100.0% | 0.50% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $745,862 | – | 12,958 | +100.0% | 0.50% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $738,973 | – | 2,954 | +100.0% | 0.49% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $727,767 | – | 13,748 | +100.0% | 0.49% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $724,449 | – | 11,339 | +100.0% | 0.48% | – |
| FB | New | META PLATFORMS INCcl a | $716,993 | – | 3,383 | +100.0% | 0.48% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $711,375 | – | 14,095 | +100.0% | 0.48% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $687,426 | – | 9,613 | +100.0% | 0.46% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $685,580 | – | 13,142 | +100.0% | 0.46% | – |
| MSFT | New | MICROSOFT CORP | $680,637 | – | 2,361 | +100.0% | 0.46% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $660,775 | – | 7,442 | +100.0% | 0.44% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $660,097 | – | 5,585 | +100.0% | 0.44% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $655,469 | – | 17,909 | +100.0% | 0.44% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $649,526 | – | 18,343 | +100.0% | 0.43% | – |
| DIS | New | DISNEY WALT CO | $638,553 | – | 6,377 | +100.0% | 0.43% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $638,267 | – | 9,659 | +100.0% | 0.43% | – |
| PG | New | PROCTER AND GAMBLE CO | $636,096 | – | 4,278 | +100.0% | 0.42% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $636,078 | – | 15,170 | +100.0% | 0.42% | – |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $620,271 | – | 13,738 | +100.0% | 0.42% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $610,744 | – | 2,213 | +100.0% | 0.41% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $586,708 | – | 10,944 | +100.0% | 0.39% | – |
| IGV | New | ISHARES TRexpanded tech | $573,141 | – | 1,881 | +100.0% | 0.38% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $569,167 | – | 11,870 | +100.0% | 0.38% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $565,231 | – | 2,266 | +100.0% | 0.38% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $563,058 | – | 11,320 | +100.0% | 0.38% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $563,268 | – | 7,675 | +100.0% | 0.38% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $562,445 | – | 3,652 | +100.0% | 0.38% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $555,495 | – | 10,200 | +100.0% | 0.37% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $536,796 | – | 2,931 | +100.0% | 0.36% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $532,787 | – | 8,610 | +100.0% | 0.36% | – |
| EVX | New | VANECK ETF TRUSTenvironmental sr | $528,256 | – | 3,630 | +100.0% | 0.35% | – |
| NUSA | New | NUSHARES ETF TRnuveen esg 1-5 | $525,504 | – | 22,810 | +100.0% | 0.35% | – |
| PBE | New | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $523,802 | – | 8,345 | +100.0% | 0.35% | – |
| WELL | New | WELLTOWER INC | $518,892 | – | 7,238 | +100.0% | 0.35% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $517,458 | – | 2,170 | +100.0% | 0.35% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $518,003 | – | 1,130 | +100.0% | 0.35% | – |
| ONEV | New | SPDR SER TRrussell low vol | $504,799 | – | 4,780 | +100.0% | 0.34% | – |
| ILCB | New | ISHARES TRmorningstr us eq | $503,177 | – | 8,920 | +100.0% | 0.34% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $502,046 | – | 3,878 | +100.0% | 0.34% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $500,552 | – | 4,655 | +100.0% | 0.34% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $478,841 | – | 8,620 | +100.0% | 0.32% | – |
| PSL | New | INVESCO EXCHANGE TRADED FD Tdwa staples | $463,377 | – | 5,381 | +100.0% | 0.31% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $462,758 | – | 2,194 | +100.0% | 0.31% | – |
| FDM | New | FIRST TR DOW JONES SELECT MI | $461,591 | – | 8,603 | +100.0% | 0.31% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $461,819 | – | 2,134 | +100.0% | 0.31% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $460,587 | – | 6,165 | +100.0% | 0.31% | – |
| HDV | New | ISHARES TRcore high dv etf | $453,302 | – | 4,459 | +100.0% | 0.30% | – |
| PYZ | New | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $438,652 | – | 5,160 | +100.0% | 0.29% | – |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $437,876 | – | 4,622 | +100.0% | 0.29% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $435,234 | – | 4,290 | +100.0% | 0.29% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $432,933 | – | 5,660 | +100.0% | 0.29% | – |
| IYK | New | ISHARES TRus consm staples | $421,969 | – | 2,118 | +100.0% | 0.28% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $409,889 | – | 2,741 | +100.0% | 0.27% | – |
| BA | New | BOEING CO | $406,379 | – | 1,913 | +100.0% | 0.27% | – |
| DLR | New | DIGITAL RLTY TR INC | $390,291 | – | 3,970 | +100.0% | 0.26% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $389,147 | – | 4,158 | +100.0% | 0.26% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $387,321 | – | 7,260 | +100.0% | 0.26% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $380,896 | – | 2,661 | +100.0% | 0.26% | – |
| KARS | New | KRANESHARES TRelec veh futur | $376,014 | – | 12,256 | +100.0% | 0.25% | – |
| IYF | New | ISHARES TRu.s. finls etf | $370,070 | – | 5,202 | +100.0% | 0.25% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $367,809 | – | 7,800 | +100.0% | 0.25% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $361,670 | – | 5,796 | +100.0% | 0.24% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $347,811 | – | 2,405 | +100.0% | 0.23% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $342,695 | – | 5,575 | +100.0% | 0.23% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $341,658 | – | 200 | +100.0% | 0.23% | – |
| PJP | New | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $335,920 | – | 4,420 | +100.0% | 0.22% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $324,156 | – | 11,350 | +100.0% | 0.22% | – |
| ARKK | New | ARK ETF TRinnovation etf | $320,905 | – | 7,955 | +100.0% | 0.22% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $315,212 | – | 7,025 | +100.0% | 0.21% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $314,659 | – | 946 | +100.0% | 0.21% | – |
| HD | New | HOME DEPOT INC | $308,991 | – | 1,047 | +100.0% | 0.21% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $305,003 | – | 1,565 | +100.0% | 0.20% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $299,474 | – | 3,942 | +100.0% | 0.20% | – |
| FLQM | New | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $298,581 | – | 6,902 | +100.0% | 0.20% | – |
| DVY | New | ISHARES TRselect divid etf | $297,872 | – | 2,542 | +100.0% | 0.20% | – |
| MCD | New | MCDONALDS CORP | $296,387 | – | 1,060 | +100.0% | 0.20% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $294,756 | – | 6,160 | +100.0% | 0.20% | – |
| FAB | New | FIRST TR MULTI CP VAL ALPHA | $292,656 | – | 4,200 | +100.0% | 0.20% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $286,791 | – | 6,359 | +100.0% | 0.19% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $285,927 | – | 698 | +100.0% | 0.19% | – |
| PM | New | PHILIP MORRIS INTL INC | $282,803 | – | 2,908 | +100.0% | 0.19% | – |
| COST | New | COSTCO WHSL CORP NEW | $282,719 | – | 569 | +100.0% | 0.19% | – |
| XTL | New | SPDR SER TR | $280,062 | – | 3,455 | +100.0% | 0.19% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $269,785 | – | 1,785 | +100.0% | 0.18% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $266,345 | – | 6,310 | +100.0% | 0.18% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $259,002 | – | 3,097 | +100.0% | 0.17% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $256,006 | – | 6,045 | +100.0% | 0.17% | – |
| NKE | New | NIKE INCcl b | $253,987 | – | 2,071 | +100.0% | 0.17% | – |
| USMV | New | ISHARES TRmsci usa min vol | $251,753 | – | 3,461 | +100.0% | 0.17% | – |
| V | New | VISA INC | $250,486 | – | 1,111 | +100.0% | 0.17% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $249,747 | – | 2,996 | +100.0% | 0.17% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $244,966 | – | 3,219 | +100.0% | 0.16% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $245,887 | – | 843 | +100.0% | 0.16% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $243,075 | – | 3,591 | +100.0% | 0.16% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $237,120 | – | 2,280 | +100.0% | 0.16% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $231,588 | – | 4,850 | +100.0% | 0.16% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $228,352 | – | 4,460 | +100.0% | 0.15% | – |
| NFLX | New | NETFLIX INC | $228,017 | – | 660 | +100.0% | 0.15% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $226,395 | – | 490 | +100.0% | 0.15% | – |
| SBUX | New | STARBUCKS CORP | $223,984 | – | 2,151 | +100.0% | 0.15% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $224,790 | – | 2,570 | +100.0% | 0.15% | – |
| PSCM | New | INVESCO EXCH TRADED FD TR IIs&p smlcp matl | $220,838 | – | 3,270 | +100.0% | 0.15% | – |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $220,455 | – | 3,375 | +100.0% | 0.15% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $218,793 | – | 2,403 | +100.0% | 0.15% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $218,678 | – | 1,130 | +100.0% | 0.15% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $216,845 | – | 2,110 | +100.0% | 0.14% | – |
| UNP | New | UNION PAC CORP | $213,336 | – | 1,060 | +100.0% | 0.14% | – |
| IWR | New | ISHARES TRrus mid cap etf | $211,158 | – | 3,020 | +100.0% | 0.14% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $209,356 | – | 1,530 | +100.0% | 0.14% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $209,879 | – | 859 | +100.0% | 0.14% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $206,580 | – | 2,963 | +100.0% | 0.14% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $203,515 | – | 6,200 | +100.0% | 0.14% | – |
| MO | New | ALTRIA GROUP INC | $200,567 | – | 4,495 | +100.0% | 0.13% | – |
| NRZ | New | RITHM CAPITAL CORP | $143,480 | – | 17,935 | +100.0% | 0.10% | – |
| JPS | New | NUVEEN PFD & INCOME SECS FD | $64,600 | – | 10,000 | +100.0% | 0.04% | – |
| New | SONDER HOLDINGS INC | $8,707 | – | 11,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q2 2023 | 4.5% |
| META PLATFORMS INC | 16 | Q2 2023 | 2.3% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 1.2% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 1.1% |
| VANGUARD INDEX FDS | 16 | Q2 2023 | 2.4% |
| ISHARES TR | 16 | Q2 2023 | 0.7% |
| AMAZON COM INC | 16 | Q2 2023 | 0.8% |
| MICROSOFT CORP | 16 | Q2 2023 | 0.8% |
| ISHARES TR | 16 | Q2 2023 | 0.6% |
| PROCTER & GAMBLE CO | 16 | Q2 2023 | 0.6% |
View PACIFIC SUN FINANCIAL CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2020-11-12 |
View PACIFIC SUN FINANCIAL CORP'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.