Pacific Wealth Management
Q1 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
18
- Value ($000)
$181,900
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001852338
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $103.43M | 57 % | 184,899 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $15.35M | 8 % | 667,669 | ||
QLTA ISHARES TR | A RATE CP BD ETF | 46429B291 | $15.15M | 8 % | 318,748 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $13.28M | 7 % | 261,878 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $9.21M | 5 % | 168,230 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $8.31M | 5 % | 39,649 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.25M | 4 % | 88,725 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $3.89M | 2 % | 22,764 | ||
ABT ABBOTT LABS | COM | 002824100 | $3.38M | 2 % | 25,505 | ||
INTU INTUIT | COM | 461202103 | $386.20K | 0 % | 629 |
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