HoldingsChannel.com
All Stocks Held By Pacific Wealth Management
As of  09/30/2022, we find all stocks held by Pacific Wealth Management to be as follows, presented in the table below with each row detailing each Pacific Wealth Management position, ordered by largest to smallest position size. The all-stocks-held-by-Pacific Wealth Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Pacific Wealth Management as of the latest filing.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (DGRO) 546,563 -24,636 $24,306
     DGRO546,563-24,636$24,306
SPDR S&P 500 ETF TR (SPY) 63,680 -4,377 $22,745
     SPY63,680-4,377$22,745
ISHARES TR (SHY) 210,882 +210,882 $17,126
     SHY210,882+210,882$17,126
ISHARES TR (TLT) 84,139 +44,465 $8,620
     TLT84,139+44,465$8,620
PACER FDS TR 148,501 +2,707 $6,092
     COWZ148,501+2,707$6,092
ISHARES TR (IEF) 61,549 -870 $5,908
     IEF61,549-870$5,908
ABBVIE INC 40,806 +40,806 $5,477
     ABBV40,806+40,806$5,477
ISHARES TR (LQD) 42,915 -1,783 $4,397
     LQD42,915-1,783$4,397
ISHARES TR (TLH) 39,828 +3,158 $4,339
     TLH39,828+3,158$4,339
ABBOTT LABS 43,140 +43,140 $4,174
     ABT43,140+43,140$4,174
FIRST TR MORNINGSTAR DIVID L (FDL) 92,287 -149 $2,965
     FDL92,287-149$2,965
INVESCO QQQ TR 10,411 -8,371 $2,782
     QQQ10,411-8,371$2,782
ISHARES TR (IGLB) 36,986 +22,542 $1,784
     IGLB36,986+22,542$1,784
GENERAL DYNAMICS CORP 5,663 +81 $1,202
     GD5,663+81$1,202
MICROSOFT CORP 1,189 +1,189 $277
     MSFT1,189+1,189$277
APPLE INC 1,580 -47 $218
     AAPL1,580-47$218
QUALCOMM INC 1,778 UNCH $201
     QCOM1,778UNCH$201
PAVMED INC 30,000 +0 $26
     PAVM30,000UNCH$26
BLOOM ENERGY CORP 0 -19,000 $0 (exited)
     BE0-19,000$0

See Summary: Pacific Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Pacific Wealth Management

EntityShares/Amount
Change
Position Value
Change
SHY +210,882+$17,126
ABBV +40,806+$5,477
ABT +43,140+$4,174
MSFT +1,189+$277
EntityShares/Amount
Change
Position Value
Change
BE -19,000-$314
EntityShares/Amount
Change
Position Value
Change
TLT +44,465+$4,063
IGLB +22,542+$1,014
TLH +3,158-$67
COWZ +2,707-$187
GD +81-$33
QCOM UNCH-$26
PAVM UNCH-$2
AAPL -47-$4
FDL -149-$291
IEF -870-$477
EntityShares/Amount
Change
Position Value
Change
DGRO -24,636-$2,906
QQQ -8,371-$2,482
SPY -4,377-$2,930
LQD -1,783-$521
Size ($ in 1000's)
At 09/30/2022: $112,639
At 06/30/2022: $90,748

Pacific Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pacific Wealth Management 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Pacific Wealth Management | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.