Pacific Financial Group Inc Top Holdings and 13F Report (2025) About Pacific Financial Group IncInvestment ActivityPacific Financial Group Inc has $123.91 million in total holdings as of March 31, 2025.Pacific Financial Group Inc owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Pacific Financial Group Inc has purchased 58 new stocks and bought additional shares in 17 stocks.Pacific Financial Group Inc sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,199,405Invesco QQQ $13,569,165iShares S&P 500 Growth ETF $9,981,125iShares Core S&P Small-Cap ETF $7,069,575iShares S&P 500 Value ETF $6,735,280 Largest New Holdings this Quarter 78463X103 - SPDR Portfolio Europe ETF $671,509 Holding Largest Purchases this Quarter SPDR Portfolio Europe ETF 15,258 shares (about $671.51K)Vanguard Total International Bond ETF 2,830 shares (about $138.16K)Vanguard Short-Term Bond ETF 1,653 shares (about $129.40K)Vanguard Mortgage-Backed Securities ETF 1,395 shares (about $64.60K)Amplify YieldShares CWP Dividend & Option Income ETF 1,534 shares (about $62.54K) Largest Sales this Quarter iShares Russell 2000 ETF 4,606 shares (about $919.03K)Invesco QQQ 1,206 shares (about $565.52K)abrdn Physical Gold Shares ETF 16,737 shares (about $499.10K)SPDR Portfolio High Yield Bond ETF 13,913 shares (about $325.85K)Vanguard Real Estate ETF 3,430 shares (about $310.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Financial Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,199,405$284,881 ▼-1.5%34,16915.5%ETFQQQInvesco QQQ$13,569,165$565,519 ▼-4.0%28,93711.0%FinanceIVWiShares S&P 500 Growth ETF$9,981,125$207,012 ▼-2.0%107,5208.1%ETFIJRiShares Core S&P Small-Cap ETF$7,069,575$105,825 ▼-1.5%67,6065.7%ETFIVEiShares S&P 500 Value ETF$6,735,280$50,504 ▼-0.7%35,3415.4%ETFSPYSPDR S&P 500 ETF Trust$4,887,199$107,958 ▼-2.2%8,7373.9%FinanceIJHiShares Core S&P Mid-Cap ETF$4,839,192$86,475 ▼-1.8%82,9343.9%ETFIMCBiShares Morningstar Mid-Cap ETF$4,740,634$123,570 ▼-2.5%63,9913.8%ETFDGROiShares Core Dividend Growth ETF$4,717,850$127,576 ▼-2.6%76,3653.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,467,758$122,006 ▼-2.7%87,4833.6%ETFVUGVanguard Growth ETF$3,069,119$77,868 ▼-2.5%8,2772.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,859,483$45,637 ▼-1.6%34,3362.3%ETFVTVVanguard Value ETF$2,566,412$144,066 ▼-5.3%14,8572.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,349,143$136,783 ▼-5.5%70,6721.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,967,612$19,920 ▼-1.0%15,8041.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,927,416$203,844 ▼-9.6%23,2981.6%ManufacturingIJJiShares S&P Mid-Cap 400 Value ETF$1,654,008$31,131 ▼-1.8%13,8141.3%ETFBSVVanguard Short-Term Bond ETF$1,542,112$129,397 ▲9.2%19,7001.2%ETFVTIVanguard Total Stock Market ETF$1,384,216$5,772 ▲0.4%5,0361.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,370,924$33,337 ▼-2.4%14,0641.1%ETFIWBiShares Russell 1000 ETF$1,240,1500.0%4,0431.0%ETFIWFiShares Russell 1000 Growth ETF$1,145,228$361 ▲0.0%3,1720.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,100,314$16,534 ▲1.5%2,0630.9%ETFVVVanguard Large-Cap ETF$1,060,5060.0%4,1260.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,002,428$3,858 ▲0.4%10,1340.8%FinanceBIVVanguard Intermediate-Term Bond ETF$987,113$59,723 ▲6.4%12,8920.8%ETFIWDiShares Russell 1000 Value ETF$929,853$72,815 ▼-7.3%4,9420.8%ETFMBBiShares MBS ETF$922,889$36,480 ▲4.1%9,8410.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$899,8030.0%2,1430.7%FinanceIWRiShares Russell Mid-Cap ETF$895,600$3,743 ▼-0.4%10,5280.7%ETFGOVTiShares U.S. Treasury Bond ETF$893,522$26,226 ▲3.0%38,8740.7%ETFVEAVanguard FTSE Developed Markets ETF$861,077$3,304 ▲0.4%16,9400.7%ETFSGOLabrdn Physical Gold Shares ETF$742,697$499,097 ▼-40.2%24,9060.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$716,110$168,573 ▼-19.1%6,0620.6%ETFSPLGSPDR Portfolio S&P 500 ETF$696,341$293,227 ▼-29.6%10,5890.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$693,196$325,848 ▼-32.0%29,5980.6%ETFVNQVanguard Real Estate ETF$684,222$310,557 ▼-31.2%7,5570.6%ETFBNDVanguard Total Bond Market ETF$678,646$5,362 ▼-0.8%9,2400.5%ETFSPEUSPDR Portfolio Europe ETF$671,509$671,509 ▲New Holding15,2580.5%ETFBNDXVanguard Total International Bond ETF$664,192$138,160 ▲26.3%13,6050.5%ETFVIGVanguard Dividend Appreciation ETF$535,924$60,711 ▲12.8%2,7630.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$532,829$62,542 ▲13.3%13,0690.4%ETFIWYiShares Russell Top 200 Growth ETF$509,584$1,898 ▲0.4%2,4160.4%ETFVYMIVanguard International High Dividend Yield ETF$462,773$50,846 ▲12.3%6,2800.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$454,454$104,911 ▼-18.8%4,7650.4%ETFEFAiShares MSCI EAFE ETF$400,046$16,182 ▼-3.9%4,8950.3%FinanceIWMiShares Russell 2000 ETF$357,757$919,034 ▼-72.0%1,7930.3%FinanceVWOVanguard FTSE Emerging Markets ETF$323,454$16,021 ▲5.2%7,1470.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$318,146$64,602 ▲25.5%6,8700.3%ETFBLVVanguard Long-Term Bond ETF$305,349$60,633 ▲24.8%4,3360.2%ETFIWSiShares Russell Mid-Cap Value ETF$293,6360.0%2,3310.2%ETFVGSHVanguard Short-Term Treasury Index ETF$292,980$124,012 ▼-29.7%4,9920.2%ETFAGZiShares Agency Bond ETF$271,543$65,122 ▼-19.3%2,4810.2%FinanceVOOVanguard S&P 500 ETF$265,844$308,523 ▼-53.7%5170.2%ETFIWXiShares Russell Top 200 Value ETF$202,290$20,541 ▼-9.2%2,4620.2%ETFSHViShares Short Treasury Bond ETF$0$247,243 ▼-100.0%00.0%ETFNVDANVIDIA$0$216,408 ▼-100.0%00.0%Computer and TechnologyFIDELITY COVINGTON TRUST$0$213,205 ▼-100.0%00.0%ENHANCED LARGETCAFT. Rowe Price Capital Appreciation Equity ETF$0$201,508 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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