FP
| |
First Pacific Financial13F | |
| First Pacific Financial | |
| Last update 2025-04-23 | 526 Stocks (154 new) |
| Value $493.00 Mil | Turnover 25 % |
First Pacific Financial Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 1,639,575 | 77,125.6 | New Holding | 15.650 | +15.65% | 1.240 | +1.74% | +3.56% | 6,935.2 | ||
VUG | Vanguard Growth ETF | 97,600 | 36,192.1 | -1.63% | 7.340 | -0.15% | 0.020 | +27.36% | +9.41% | 166,966.7 | ||
DFAW | Dimensional World Equity ETF | 541,786 | 33,200.6 | +10.88% | 6.740 | +0.66% | 5.190 | +17.25% | +9.56% | 782.5 | ||
MDYV | SPDR S&P 400 Mid Cap Value ETF | 353,181 | 27,212.6 | +0.95% | 5.520 | +0.05% | 1.180 | +14.42% | +2.22% | 2,442.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 297,326 | 24,309.3 | +3.23% | 4.930 | +0.15% | 0.050 | +3.05% | +4.83% | 53,325.9 | ||
JPST | JPMorgan Ultra-Short Income ETF | 464,030 | 23,493.8 | +512.84% | 4.770 | +3.99% | 0.080 | +1.34% | +2.73% | 32,074.7 | ||
NUBD |
NuShares ESG U.S. Aggregate Bond ETF
NuShares ESG U.S. Aggregate Bond ETF
| 1,047,489 | 23,238.5 | +3.08% | 4.720 | +0.14% | 5.660 | +1.12% | +2.95% | 395.9 | ||
FNDA |
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
| 833,479 | 22,829.0 | +1.84% | 4.630 | +0.08% | 0.260 | +16.36% | -0.46% | 8,500.3 | ||
GMF | SPDR S&P Emerging Asia Pacific ETF | 171,342 | 19,817.8 | +7.23% | 4.020 | +0.27% | 5.620 | +18.84% | +12.76% | 368.7 | ||
VGSR |
Vert Global Sustainable Real Estate ETF
Vert Global Sustainable Real Estate ETF
| 1,310,393 | 13,287.4 | +0.99% | 2.700 | +0.03% | 3.130 | +6.45% | +4.88% | 418.2 |
First Pacific Financial's Historical Top Holdings Breakdowns
First Pacific Financial's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | New Buy New Buy | +15.65% | 45.56 ($46.5) 47.23 | $46.55 | 0.10% | New holding | 1,639,575 | 1,639,575 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Reduce Reduce | -4.78% | 268.35 ($287.14) 300.35 | $309.60 | 7.82% | Reduce -65.29% | 37,825 | -71,163 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +3.99% | 50.39 ($50.51) 50.66 | $50.59 | 0.17% | Add 512.84% | 464,030 | 388,312 | |
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -2.02% | 42.4 ($43.35) 44.11 | $43.53 | 0.43% | Reduce -98.05% | 4,018 | -202,212 | |
CVSB |
Calvert Ultra-Short Investment Grade ETF
Calvert Ultra-Short Investment Grade ETF
| 2025-03-31 | Add Add | +1.72% | 50.6 ($50.75) 50.86 | $50.73 | -0.04% | Add 722.89% | 191,034 | 167,819 | |
DFAW | Dimensional World Equity ETF | 2025-03-31 | Add Add | +0.66% | 60.42 ($63.31) 65.39 | $67.90 | 7.25% | Add 10.88% | 541,786 | 53,142 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.32% | 663000 ($729331) 801950 | $711,195.46 | -2.49% | New holding | 2 | 2 | |
GMF | SPDR S&P Emerging Asia Pacific ETF | 2025-03-31 | Add Add | +0.27% | 110.75 ($116.52) 119.93 | $129.38 | 11.04% | Add 7.23% | 171,342 | 11,553 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.24% | 461.52 ($511.2) 548.18 | $282.87 | -44.67% | Reduce -98.66% | 27 | -1,991 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.20% | 206.38 ($226.74) 242.18 | $260.68 | 14.97% | Reduce -62.03% | 2,332 | -3,810 |
First Pacific Financial Total Holding History ($B)
First Pacific Financial's Asset Allocation
First Pacific Financial Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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First Pacific Financial's Hypothetical Growth since 2025-03-31
First Pacific Financial's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
First Pacific Financial's Holdings Heat Map
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First Pacific Financial's Holdings Bubble Chart
First Pacific Financial News
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