PACIFIC FINANCIAL GROUP INC
Q2 2025 13F Holdings
- Locationnashville, TN
- Num holdings
61
- Value ($000)
$128,109
- Date Filed07/21/2025
- Form type13F-HR
- CIK0001279926
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.17M | 15 % | 30,871 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.20M | 11 % | 25,746 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.96M | 9 % | 99,572 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.90M | 5 % | 63,128 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.63M | 4 % | 28,798 | ||
IMCB ISHARES TR | MRGSTR MD CP ETF | 464288208 | $5.16M | 4 % | 64,764 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.99M | 4 % | 8,075 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.95M | 4 % | 77,380 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $4.59M | 4 % | 87,693 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.41M | 3 % | 71,088 |
Rows Per Page
10
- 10
- 50
- 100