Pacific Center for Financial Services Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$389K

Holdings

487

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (487 positions)

StockValue
VUSBVANGUARD BD INDEX FDS
$45.0M
VTIVANGUARD INDEX FDS
$41.0M
JEPIJ P MORGAN EXCHANGE TRADED F
$38.5M
SMLFISHARES TR
$27.5M
XMHQINVESCO EXCHANGE TRADED FD T
$22.6M
VNQVANGUARD INDEX FDS
$15.6M
IJHISHARES TR
$14.5M
MGKVANGUARD WORLD FD
$12.4M
USMVISHARES TR
$11.7M
AAPLAPPLE INC
$8.3M
SPLVINVESCO EXCH TRADED FD TR II
$4.7M
VOVANGUARD INDEX FDS
$4.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.0M
VYMVANGUARD WHITEHALL FDS
$3.9M
NVDANVIDIA CORPORATION
$2.6M
XLRESELECT SECTOR SPDR TR
$2.5M
VXFVANGUARD INDEX FDS
$2.2M
CVXCHEVRON CORP NEW
$2.2M
MSFTMICROSOFT CORP
$2.1M
VVISA INC
$1.7M
VXUSVANGUARD STAR FDS
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
IJRISHARES TR
$1.3M
IHIISHARES TR
$1.3M
AMZNAMAZON COM INC
$1.2M
WFCWELLS FARGO CO NEW
$1.1M
GOOGALPHABET INC
$998K
RPGINVESCO EXCHANGE TRADED FD T
$979K
SOXXISHARES TR
$961K
TAT&T INC
$914K
XLVSELECT SECTOR SPDR TR
$894K
PRFZINVESCO EXCHANGE TRADED FD T
$856K
VHTVANGUARD WORLD FD
$836K
JPMJPMORGAN CHASE & CO.
$803K
GQ9SPDR GOLD TR
$700K
GOOGLALPHABET INC
$667K
ICSHISHARES TR
$639K
ETNEATON CORP PLC
$620K
XOMEXXON MOBIL CORP
$591K
SUSAISHARES TR
$525K
ABBVABBVIE INC
$503K
DISDISNEY WALT CO
$494K
EFAVISHARES TR
$484K
KMIKINDER MORGAN INC DEL
$448K
CPRTCOPART INC
$443K
VIGVANGUARD SPECIALIZED FUNDS
$437K
IDV*ISHARES TR
$414K
XBISPDR SER TR
$392K
NEENEXTERA ENERGY INC
$391K
AVTAVNET INC
$347K
DONSPDR DOW JONES INDL AVERAGE
$345K
HONHONEYWELL INTL INC
$338K
KOCOCA COLA CO
$337K
XLKSELECT SECTOR SPDR TR
$326K
VLOVALERO ENERGY CORP
$325K
JEPQJ P MORGAN EXCHANGE TRADED F
$322K
FUODOLBY LABORATORIES INC
$322K
BACBANK AMERICA CORP
$309K
SPYXSPDR SER TR
$303K
BACVERIZON COMMUNICATIONS INC
$298K
GEGE AEROSPACE
$296K
AQLTISHARES TR
$282K
XMLVINVESCO EXCH TRADED FD TR II
$273K
IWFISHARES TR
$270K
SCHDSCHWAB STRATEGIC TR
$261K
TRVCCITIGROUP INC
$260K
VOOGVANGUARD ADMIRAL FDS INC
$259K
MRKMERCK & CO INC
$251K
ADPAUTOMATIC DATA PROCESSING IN
$248K
CATCATERPILLAR INC
$247K
WMTWALMART INC
$243K
ORCLORACLE CORP
$228K
HDHOME DEPOT INC
$227K
JNJJOHNSON & JOHNSON
$226K
IWVISHARES TR
$210K
CMCSACOMCAST CORP NEW
$208K
LINLINDE PLC
$206K
BANFBANCFIRST CORP
$205K
REZISHARES TR
$198K
VOOVVANGUARD ADMIRAL FDS INC
$186K
VOEVANGUARD INDEX FDS
$184K
PFFISHARES TR
$184K
PRFINVESCO EXCHANGE TRADED FD T
$183K
SSDSIMPSON MFG INC
$183K
EDCONSOLIDATED EDISON INC
$178K
PHYS/USPROTT PHYSICAL GOLD TR
$176K
SHYISHARES TR
$172K
AEPAMERICAN ELEC PWR CO INC
$168K
CMGCHIPOTLE MEXICAN GRILL INC
$162K
XLUSELECT SECTOR SPDR TR
$161K
MRSHMARSH & MCLENNAN COS INC
$159K
ROSTROSS STORES INC
$157K
BMYBRISTOL-MYERS SQUIBB CO
$155K
SCHBSCHWAB STRATEGIC TR
$151K
VPUVANGUARD WORLD FD
$150K
MINTPIMCO ETF TR
$143K
CSCOCISCO SYS INC
$142K
BMIBADGER METER INC
$142K
HACKAMPLIFY ETF TR
$141K
DYHTARGET CORP
$136K
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