PS

PACIFIC SUN FINANCIAL CORP

13F
PACIFIC SUN FINANCIAL CORP
Last update 2024-10-10 184 Stocks (10 new)
Value $181.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(5.83%)FDN(3.50%)BRK.B(3.06%)SLYG(2.84%)XLK(2.28%)
Summary Stock Picks Current Portfolio
PACIFIC SUN FINANCIAL CORP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
45,342
10,564.7
-0.06%
5.830
0%
0.000
+11.64%
+29.51%
3,750,689.2
Hardware
FDN 		First Trust Dow Jones Internet Index Fund
29,991
6,353.0
-1.36%
3.500
-0.05%
0.110
+25.89%
+36.24%
7,103.8
 
BRK.B 		Berkshire Hathaway Inc
12,047
5,544.6
-1.21%
3.060
-0.04%
0.000
+2.30%
+28.39%
986,915.5
Insurance
SLYG 		SPDR S&P 600 Small Cap Growth ETF
55,344
5,153.1
-0.84%
2.840
-0.02%
0.140
+6.29%
+14.92%
3,810.8
 
XLK 		Technology Select Sector SPDR ETF
18,298
4,131.0
+1.22%
2.280
+0.03%
0.010
+8.44%
+24.19%
74,226.4
 
IJT 		IJTiShares S&P Small-Cap 600 Growth ETF
25,223
3,518.4
-1.33%
1.940
-0.03%
0.050
+5.98%
+14.92%
6,759.3
 
CIBR 		First Trust NASDAQ CEA Cybersecurity ETF
56,388
3,339.9
+0.93%
1.840
+0.02%
0.050
+13.06%
+21.73%
7,524.0
 
PPA 		Invesco Aerospace & Defense ETF
28,266
3,249.7
-1.54%
1.790
-0.03%
0.070
+5.23%
+27.58%
4,595.0
 
XAR 		SPDR S&P Aerospace & Defense ETF
18,599
2,926.4
-1.38%
1.610
-0.02%
0.120
+10.01%
+24.29%
2,659.3
 
QQQ 		INVESCO QQQ Trust
5,711
2,787.4
+0.71%
1.540
+0.01%
0.000
+11.61%
+29.55%
328,530.7
 

PACIFIC SUN FINANCIAL CORP's Historical Top Holdings Breakdowns

PACIFIC SUN FINANCIAL CORP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RHS 		RHS2023-09-30Add
+1.50%
●
29.93 ($51.81) 168.9
$166.46
221.29%
Add 390.4%
90,125
71,747
PSCH 		PowerShares S&P SmallCap Health Care Portfolio2023-09-30Add
+1.11%
●
37.55 ($41.69) 45.05
$46.17
10.75%
Add 182.81%
66,085
42,718
RTM 		RTM2023-09-30Add
+1.10%
●
30.61 ($50.89) 165.24
$156.82
208.15%
Add 392.71%
64,195
51,166
PSCC 		PowerShares S&P SmallCap Consumer Staples Ptf2023-09-30Add
+0.95%
●
34.64 ($36.5) 38.37
$40.32
10.46%
Add 192.05%
59,858
39,362
PNQI 		PowerShares NASDAQ Internet Portfolio2023-09-30Add
+0.88%
●
30.16 ($31.92) 33.7
$48.62
52.32%
Add 394.47%
51,850
41,364
RWJ 		Invesco S&P SmallCap 600 Revenue ETF2023-09-30Add
+0.66%
●
35.65 ($38.49) 40.43
$48.25
25.36%
Add 191.24%
40,084
26,321
MPW 		Medical Properties Trust Inc2023-09-30Reduce
-0.60%
●
5.03 ($8.01) 10.62
$3.98
-50.31%
Reduce -77.29%
31,745
-108,050
AAPL 		Apple Inc2022-12-31Reduce
-0.59%
●
126.04 ($142.91) 155.74
$248.13
73.63%
Reduce -13.2%
39,900
-6,068
PSCT 		PowerShares S&P SmallCap Information Tech Ptf2023-09-30Add
+0.50%
●
42.69 ($46.57) 50.15
$50.64
8.74%
Add 190.11%
25,080
16,435
AAPL 		Apple Inc2024-03-31Add
+0.48%
●
169 ($181.83) 195.18
$248.13
36.46%
Add 11.94%
45,426
4,846

PACIFIC SUN FINANCIAL CORP Total Holding History ($B)

To

PACIFIC SUN FINANCIAL CORP's Asset Allocation

To

PACIFIC SUN FINANCIAL CORP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PACIFIC SUN FINANCIAL CORP's Hypothetical Growth since 2024-09-30

PACIFIC SUN FINANCIAL CORP's Yearly Returns

Year Portfolio % % Excess Gain %

PACIFIC SUN FINANCIAL CORP's Holdings Heat Map

Size field:

PACIFIC SUN FINANCIAL CORP's Holdings Bubble Chart

PACIFIC SUN FINANCIAL CORP News

  • 1

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