PC
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Pacific Center for Financial Services13F | |
| Pacific Center for Financial Services | |
| Last update 2025-05-15 | 471 Stocks (10 new) |
| Value $377.00 Mil | Turnover 10 % |
Pacific Center for Financial S... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSB | Vanguard Ultra-Short Bond ETF | 971,046 | 48,411.5 | +6.97% | 12.840 | +0.84% | 0.970 | +1.01% | +2.38% | 5,299.9 | ||
QQQ | INVESCO QQQ Trust | 97,394 | 45,669.8 | -3.04% | 12.110 | -0.40% | 0.020 | +24.17% | +10.57% | 359,485.3 | ||
VTI | Vanguard Total Stock Market ETF | 140,049 | 38,491.0 | -1.02% | 10.210 | -0.11% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
JEPI | JPMorgan Equity Premium Income ETF | 671,810 | 38,387.2 | +0.43% | 10.180 | +0.04% | 0.100 | +8.30% | +3.93% | 41,325.8 | ||
SMLF |
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
| 403,430 | 25,077.2 | -1.04% | 6.650 | -0.07% | 1.570 | +20.05% | +5.60% | 1,952.5 | ||
VO | Vanguard Mid-Cap ETF | 92,107 | 23,820.7 | +444.69% | 6.320 | +5.16% | 0.030 | +15.88% | +9.89% | 80,725.0 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 241,062 | 22,577.9 | +83.45% | 5.990 | +2.72% | 0.090 | +4.35% | +6.58% | 23,840.5 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 175,286 | 15,870.4 | -0.19% | 4.210 | -0.01% | 0.040 | +7.03% | +5.41% | 34,182.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 230,180 | 13,431.0 | -1.32% | 3.560 | -0.05% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
MGK | Vanguard Mega Cap Growth ETF | 34,980 | 10,804.5 | -3.06% | 2.870 | -0.10% | 0.050 | +25.88% | +9.87% | 25,819.4 |
Pacific Center for Financial Services's Historical Top Holdings Breakdowns
Pacific Center for Financial Services'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Reduce Reduce | -5.46% | 89.18 ($97.46) 104.04 | $102.65 | 5.33% | Reduce -94.2% | 13,292 | -215,739 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +5.16% | 251.87 ($268.43) 277.95 | $287.85 | 7.23% | Add 444.69% | 92,107 | 75,197 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.82% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -79.38% | 4,848 | -18,659 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Add Add | +2.72% | 87.68 ($92.03) 94.57 | $93.97 | 2.11% | Add 83.45% | 241,062 | 109,656 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +0.84% | 49.61 ($49.73) 49.89 | $49.80 | 0.14% | Add 6.97% | 971,046 | 63,293 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.42% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 2 | 2 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.40% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -3.04% | 97,394 | -3,050 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-03-31 | Reduce Reduce | -0.17% | 68.32 ($72.22) 75.06 | $73.48 | 1.74% | Reduce -14.27% | 57,406 | -9,559 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.11% | 271.18 ($290.53) 303.12 | $312.41 | 7.53% | Reduce -1.02% | 140,049 | -1,439 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.10% | 307.43 ($337.36) 357.48 | $376.49 | 11.60% | Reduce -3.06% | 34,980 | -1,106 |
Pacific Center for Financial Services Total Holding History ($B)
Pacific Center for Financial Services's Asset Allocation
Pacific Center for Financial Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pacific Center for Financial Services's Hypothetical Growth since 2025-03-31
Pacific Center for Financial Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pacific Center for Financial Services's Holdings Heat Map
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Pacific Center for Financial Services's Holdings Bubble Chart
Pacific Center for Financial Services News
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