Pacific Financial Group Inc Top Holdings and 13F Report (2025) About Pacific Financial Group IncInvestment ActivityPacific Financial Group Inc has $134.78 million in total holdings as of December 31, 2024.Pacific Financial Group Inc owns shares of 58 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Pacific Financial Group Inc has purchased 55 new stocks and bought additional shares in 15 stocks.Pacific Financial Group Inc sold shares of 37 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $20,413,125Invesco QQQ $15,409,934iShares S&P 500 Growth ETF $11,142,949iShares Core S&P Small-Cap ETF $7,906,129iShares S&P 500 Value ETF $6,796,458 Largest New Holdings this Quarter SPDR Portfolio High Yield Bond ETF $1,021,196 HoldingNVIDIA $216,408 HoldingFIDELITY COVINGTON TRUST $213,205 HoldingT. Rowe Price Capital Appreciation Equity ETF $201,508 Holding Largest Purchases this Quarter iShares S&P 500 Growth ETF 11,448 shares (about $1.16M)SPDR Portfolio High Yield Bond ETF 43,511 shares (about $1.02M)NVIDIA 1,611 shares (about $216.41K)FIDELITY COVINGTON TRUST 6,030 shares (about $213.21K)T. Rowe Price Capital Appreciation Equity ETF 6,057 shares (about $201.51K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,609 shares (about $947.19K)Invesco QQQ 1,087 shares (about $555.70K)Vanguard Growth ETF 1,019 shares (about $418.26K)abrdn Physical Gold Shares ETF 15,571 shares (about $390.05K)SPDR Portfolio S&P 500 ETF 5,620 shares (about $387.44K) 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$20,413,125$947,189 ▼-4.4%34,67615.1%ETFQQQInvesco QQQ$15,409,934$555,704 ▼-3.5%30,14311.4%FinanceIVWiShares S&P 500 Growth ETF$11,142,949$1,162,319 ▲11.6%109,7508.3%ETFIJRiShares Core S&P Small-Cap ETF$7,906,129$306,714 ▼-3.7%68,6185.9%ETFIVEiShares S&P 500 Value ETF$6,796,458$120,063 ▼-1.7%35,6065.0%ETFIJHiShares Core S&P Mid-Cap ETF$5,259,944$98,699 ▼-1.8%84,4163.9%ETFSPYSPDR S&P 500 ETF Trust$5,233,813$48,060 ▼-0.9%8,9303.9%FinanceIMCBiShares Morningstar Mid-Cap ETF$4,999,933$327,750 ▼-6.2%65,6593.7%ETFDGROiShares Core Dividend Growth ETF$4,810,915$229,535 ▼-4.6%78,4303.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,596,040$215,043 ▼-4.5%89,8723.4%ETFVUGVanguard Growth ETF$3,483,556$418,257 ▼-10.7%8,4872.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$3,171,996$76,017 ▼-2.3%34,8842.4%ETFVTVVanguard Value ETF$2,656,416$4,232 ▼-0.2%15,6912.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,450,030$14,545 ▲0.6%74,7871.8%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,160,997$25,314 ▼-1.2%15,9641.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,111,996$18,938 ▲0.9%25,7621.6%ManufacturingIJJiShares S&P Mid-Cap 400 Value ETF$1,758,688$35,614 ▼-2.0%14,0741.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,564,683$60,172 ▼-3.7%14,4061.2%ETFVTIVanguard Total Stock Market ETF$1,453,456$30,721 ▼-2.1%5,0151.1%ETFIWMiShares Russell 2000 ETF$1,413,892$271,775 ▼-16.1%6,3991.0%FinanceBSVVanguard Short-Term Bond ETF$1,394,468$6,800 ▼-0.5%18,0471.0%ETFIWBiShares Russell 1000 ETF$1,302,4930.0%4,0431.0%ETFIWFiShares Russell 1000 Growth ETF$1,273,241$402 ▲0.0%3,1710.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,157,444$10,823 ▼-0.9%2,0320.9%ETFVVVanguard Large-Cap ETF$1,112,7820.0%4,1260.8%ETFSGOLabrdn Physical Gold Shares ETF$1,043,157$390,053 ▼-27.2%41,6430.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,037,414$387,445 ▼-27.2%15,0480.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,021,196$1,021,196 ▲New Holding43,5110.8%ETFIWDiShares Russell 1000 Value ETF$986,473$13,143 ▼-1.3%5,3290.7%ETFVNQVanguard Real Estate ETF$978,745$137,365 ▼-12.3%10,9870.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$978,221$34,885 ▲3.7%10,0950.7%FinanceIWRiShares Russell Mid-Cap ETF$934,551$29,437 ▼-3.1%10,5720.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$911,847$18,297 ▼-2.0%2,1430.7%FinanceBIVVanguard Intermediate-Term Bond ETF$905,110$17,935 ▼-1.9%12,1120.7%ETFGOVTiShares U.S. Treasury Bond ETF$867,093$3,355 ▲0.4%37,7330.6%ETFMBBiShares MBS ETF$866,585$19,528 ▲2.3%9,4520.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$865,343$15,715 ▼-1.8%7,4890.6%ETFVEAVanguard FTSE Developed Markets ETF$806,940$35,386 ▲4.6%16,8750.6%ETFBNDVanguard Total Bond Market ETF$669,718$23,371 ▼-3.4%9,3130.5%ETFVOOVanguard S&P 500 ETF$601,735$11,313 ▼-1.8%1,1170.4%ETFIWYiShares Russell Top 200 Growth ETF$566,399$17,413 ▼-3.0%2,4070.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$542,175$3,790 ▲0.7%5,8650.4%ETFBNDXVanguard Total International Bond ETF$528,498$2,551 ▼-0.5%10,7750.4%ETFVIGVanguard Dividend Appreciation ETF$479,705$74,012 ▼-13.4%2,4500.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$466,924$72,538 ▼-13.4%11,5350.3%ETFVGSHVanguard Short-Term Treasury Index ETF$413,369$1,513 ▲0.4%7,1050.3%ETFEFAiShares MSCI EAFE ETF$385,061$171,625 ▲80.4%5,0930.3%FinanceVYMIVanguard International High Dividend Yield ETF$379,449$54,643 ▼-12.6%5,5900.3%ETFAGZiShares Agency Bond ETF$332,051$8,420 ▲2.6%3,0760.2%FinanceIWSiShares Russell Mid-Cap Value ETF$301,492$647 ▼-0.2%2,3310.2%ETFVWOVanguard FTSE Emerging Markets ETF$299,184$24,312 ▲8.8%6,7930.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$248,232$725 ▼-0.3%5,4750.2%ETFSHViShares Short Treasury Bond ETF$247,243$6,388 ▲2.7%2,2450.2%ETFBLVVanguard Long-Term Bond ETF$237,794$7,733 ▲3.4%3,4750.2%ETFNVDANVIDIA$216,408$216,408 ▲New Holding1,6110.2%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$214,353$54,853 ▼-20.4%2,7120.2%ETFFIDELITY COVINGTON TRUST$213,205$213,205 ▲New Holding6,0300.2%ENHANCED LARGETCAFT. Rowe Price Capital Appreciation Equity ETF$201,508$201,508 ▲New Holding6,0570.1%ETFSPEUSPDR Portfolio Europe ETF$0$460,805 ▼-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. 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