Pacific Wealth Strategies Group, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Santa Barbara, CA
CIK
0001766571
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 49 134,861 NOBL, PKW, SCHG, QQQ 13F-HR 10/28/2024 000176657124000007
Q2 2024 48 121,092 NOBL, PKW, SCHG, QQQ 13F-HR 7/22/2024 000176657124000005
Q1 2024 49 119,857 NOBL, PKW, SCHG, QQQ 13F-HR 5/2/2024 000176657124000004
Q4 2023 46 104,873 NOBL, PKW, SCHG, CHY 13F-HR 2/1/2024 000176657124000003
Q3 2023 47 94,914 NOBL, PKW, CHY, SCHG 13F-HR 11/6/2023 000176657123000009
Q2 2023 49 97,701 NOBL, AAPL, PKW, QQQ 13F-HR 7/25/2023 000176657123000008
Q1 2023 48 87,620 NOBL, AAPL, PKW, QQQ 13F-HR 5/2/2023 000176657123000007
Q4 2022 44 74,695 NOBL, AAPL, PKW, CHY 13F-HR 1/11/2023 000175496023000015
Q3 2022 40 71,777 AAPL, NOBL, PKW, SCHG 13F-HR 10/18/2022 000175496022000258
Q2 2022 45 77,630 AAPL, NOBL, SCHG, QQQ 13F-HR 7/19/2022 000176657122000006
Q1 2022 76 238,637 AAPL, SCHG, NOBL, QQQ 13F-HR 4/25/2022 000176657122000004
Q4 2021 89 287,160 AAPL, SCHG, QQQ, NOBL 13F-HR 1/24/2022 000176657122000002
Q3 2021 88 270,201 AAPL, SCHG, QQQ, NOBL 13F-HR 10/14/2021 000176657121000010
Q2 2021 86 261,322 AAPL, SCHG, QQQ, NOBL 13F-HR 7/22/2021 000176657121000008
Q1 2021 84 238,396 AAPL, SCHG, NOBL, QQQ 13F-HR 4/26/2021 000176657121000005
Q4 2020 84 231,528 AAPL, SCHG, NOBL, QQQ 13F-HR 1/13/2021 000176657121000002
Q3 2020 78 190,295 AAPL, AMZN, NAC, XLK 13F-HR 10/22/2020 000176657120000011
Q2 2020 77 179,956 AAPL, XLK, AMZN, NOBL 13F-HR 7/17/2020 000176657120000008
Q1 2020 75 146,598 AAPL, XLK, NAC, AMZN 13F-HR 4/13/2020 000176657120000005
Q4 2019 83 181,014 AAPL, SCHG, SCHB, NAC 13F-HR 1/15/2020 000176657120000002
Q3 2019 82 162,438 AAPL, NAC, SCHG, SCHB 13F-HR 10/9/2019 000176657119000017
Q2 2019 82 159,601 AAPL, NAC, SCHG, CHY 13F-HR 7/10/2019 000176657119000015
Q1 2019 80 154,831 AAPL, NAC, CHY, SCHG 13F-HR 4/22/2019 000176657119000013
Q4 2018 81 139,434 NAC, AAPL, SCHG, CHY 13F-HR 2/12/2019 000176657119000002
Q3 2018 80 156,367 AAPL, CHY, NAC, SCHG 13F-HR 3/6/2019 000176657119000011
Q2 2018 80 144,901 NAC, CHY, AAPL, SCHG 13F-HR 3/6/2019 000176657119000010
Q1 2018 82 140,508 CLAYMORE EXCHANGE TRD FD TR, AAPL, CHY, NAC 13F-HR 3/6/2019 000176657119000009
Q4 2017 81 140,746 CLAYMORE EXCHANGE TRD FD TR, NAC, AAPL, CHY 13F-HR 3/6/2019 000176657119000008
Q3 2017 78 126,743 CLAYMORE EXCHANGE TRD FD TR, NAC, SCHG, AAPL 13F-HR 3/6/2019 000176657119000007
Q2 2017 76 117,179 CLAYMORE EXCHANGE TRD FD TR, NAC, SCHG, AAPL 13F-HR 3/6/2019 000176657119000006
Q1 2017 76 115,276 CLAYMORE EXCHANGE TRD FD TR, NAC, CHY, AAPL 13F-HR 3/6/2019 000176657119000005
Q4 2016 70 101,477 CLAYMORE EXCHANGE TRD FD TR, NAC, CHY, NOBL 13F-HR 3/6/2019 000176657119000004