PACIFIC SUN FINANCIAL CORP

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Aliso Viejo, CA
CIK
0000947517
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 176 169,076 AAPL, FDN, BRK-B, SLYG 13F-HR 7/19/2024 000108514624003112
Q1 2024 179 171,763 AAPL, FDN, BRK-B, SLYG 13F-HR 5/1/2024 000108514624002175
Q4 2023 172 158,368 AAPL, FDN, SLYG, BRK-B 13F-HR 2/7/2024 000108514624000853
Q3 2023 169 144,293 AAPL, FDN, BRK-B, SLYG 13F-HR 1/11/2024 000108514624000211
Q2 2023 174 149,528 AAPL, FDN, SLYG, BRK-B 13F-HR 7/11/2023 000108514623002653
Q4 2022 174 141,913 AAPL, SLYG, FDN, BRK-B 13F-HR 2/14/2023 000108514623001303
Q3 2022 172 142,399 AAPL, FDN, SLYG, PSCH 13F-HR 11/14/2022 000108514622003977
Q2 2022 178 151,663 AAPL, FDN, SLYG, PSCH 13F-HR 7/28/2022 000108514622002633
Q1 2022 186 182,506 AAPL, FDN, SLYG, BRK-B 13F-HR 5/4/2022 000108514622001727
Q4 2021 177 187,373 FDN, AAPL, SLYG, PSCH 13F-HR 2/9/2022 000108514622000698
Q3 2021 174 174,092 FDN, AAPL, SLYG, PSCH 13F-HR 11/12/2021 000108514621003210
Q3 2020 148 119,788 FDN, SLYG, AAPL, PSCH 13F-HR 11/12/2020 000108514620002891
Q2 2020 140 110,860 FDN, SLYG, AAPL, PSCH 13F-HR 7/20/2020 000108514620001819
Q1 2020 124 87,100 FDN, SLYG, PSCH, RHS 13F-HR 5/7/2020 000108514620001339
Q4 2019 143 113,442 FDN, SLYG, IJT, PSCH 13F-HR 2/12/2020 000108514620000596
Q3 2019 134 105,992 FDN, SLYG, IJT, RHS 13F-HR 11/5/2019 000108514619002723
Q2 2019 133 104,637 FDN, SLYG, IJT, PSCH 13F-HR 8/14/2019 000108514619002265
Q2 2018 124 97,088 FDN, SLYG, IJT, REZ 13F-HR 8/14/2018 000108514618002040
Q1 2018 107 75,740 FDN, SLYG, IJT, REZ 13F-HR 5/14/2018 000108514618001409
Q4 2017 141 182,598 CLAYMORE EXCHANGE TRD FD TR, BRK-B, VEA, VWO 13F-HR 3/9/2018 000108514618000942