Pacific Wealth Strategies Group, Inc.
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationsanta barbara, CA
- CIK0001766571
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
59 | $152.47M | SPY, NOBL, NVDA, PKW | 13F-HR | Aug 5, 2025 | 000176657125000006 | ||
53 | $134.56M | NOBL, PKW, NDQ, SCHG | 13F-HR | Apr 25, 2025 | 000176657125000003 | ||
55 | $143.83M | NOBL, PKW, SCHG, NDQ | 13F-HR | Jan 28, 2025 | 000176657125000002 | ||
49 | $134.86M | NOBL, PKW, SCHG, NDQ | 13F-HR | Oct 28, 2024 | 000176657124000007 | ||
48 | $121.09M | NOBL, PKW, SCHG, NDQ | 13F-HR | Jul 22, 2024 | 000176657124000005 | ||
49 | $119.86M | NOBL, PKW, SCHG, NDQ | 13F-HR | May 2, 2024 | 000176657124000004 | ||
46 | $104.87M | NOBL, PKW, SCHG, XCHYX | 13F-HR | Feb 1, 2024 | 000176657124000003 | ||
47 | $94.92M | NOBL, PKW, XCHYX, SCHG | 13F-HR | Nov 6, 2023 | 000176657123000009 | ||
49 | $97.70M | NOBL, AAPL, PKW, NDQ | 13F-HR | Jul 25, 2023 | 000176657123000008 | ||
48 | $87.62M | NOBL, AAPL, PKW, NDQ | 13F-HR | May 2, 2023 | 000176657123000007 | ||
44 | $74.70M | NOBL, AAPL, PKW, XCHYX | 13F-HR | Jan 11, 2023 | 000175496023000015 | ||
40 | $71.78M | AAPL, NOBL, PKW, SCHG | 13F-HR | Oct 18, 2022 | 000175496022000258 | ||
45 | $77.63M | AAPL, NOBL, SCHG, NDQ | 13F-HR | Jul 19, 2022 | 000176657122000006 | ||
76 | $238.64M | AAPL, SCHG, NOBL, NDQ | 13F-HR | Apr 25, 2022 | 000176657122000004 | ||
89 | $287.16M | AAPL, SCHG, NDQ, NOBL | 13F-HR | Jan 24, 2022 | 000176657122000002 | ||
88 | $270.20M | AAPL, SCHG, NDQ, NOBL | 13F-HR | Oct 14, 2021 | 000176657121000010 | ||
86 | $261.32M | AAPL, SCHG, NDQ, NOBL | 13F-HR | Jul 22, 2021 | 000176657121000008 | ||
84 | $238.40M | AAPL, SCHG, NOBL, NDQ | 13F-HR | Apr 26, 2021 | 000176657121000005 | ||
84 | $231.53M | AAPL, SCHG, NOBL, NDQ | 13F-HR | Jan 13, 2021 | 000176657121000002 | ||
78 | $190.29M | AAPL, AMZN, NAC, XLK | 13F-HR | Oct 22, 2020 | 000176657120000011 | ||
77 | $179.96M | AAPL, XLK, AMZN, NOBL | 13F-HR | Jul 17, 2020 | 000176657120000008 | ||
75 | $146.60M | AAPL, XLK, NAC, AMZN | 13F-HR | Apr 13, 2020 | 000176657120000005 | ||
83 | $181.01M | AAPL, SCHG, SCHB, NAC | 13F-HR | Jan 15, 2020 | 000176657120000002 | ||
82 | $162.44M | AAPL, NAC, SCHG, SCHB | 13F-HR | Oct 9, 2019 | 000176657119000017 | ||
82 | $159.60M | AAPL, NAC, SCHG, XCHYX | 13F-HR | Jul 10, 2019 | 000176657119000015 | ||
80 | $154.83M | AAPL, NAC, XCHYX, SCHG | 13F-HR | Apr 22, 2019 | 000176657119000013 | ||
81 | $139.43M | NAC, AAPL, SCHG, XCHYX | 13F-HR | Feb 12, 2019 | 000176657119000002 | ||
80 | $156.37M | AAPL, XCHYX, NAC, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000011 | ||
80 | $144.90M | NAC, XCHYX, AAPL, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000010 | ||
82 | $140.51M | AAPL, XCHYX, NAC, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000009 | ||
81 | $140.75M | NAC, AAPL, XCHYX, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000008 | ||
78 | $126.74M | NAC, SCHG, AAPL, PKWUSD | 13F-HR | Mar 6, 2019 | 000176657119000007 | ||
76 | $117.18M | NAC, SCHG, AAPL, XCHYX | 13F-HR | Mar 6, 2019 | 000176657119000006 | ||
76 | $115.28M | NAC, XCHYX, AAPL, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000005 | ||
70 | $101.48M | NAC, XCHYX, NOBL, SCHG | 13F-HR | Mar 6, 2019 | 000176657119000004 |