$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
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 | 2024-05-02 |
| 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 |
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.