Pacific Wealth Management Top Holdings and 13F Report (2025) About Pacific Wealth ManagementInvestment ActivityPacific Wealth Management has $188.96 million in total holdings as of December 31, 2024.Pacific Wealth Management owns shares of 20 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 18.67% of the portfolio was sold this quarter.This quarter, Pacific Wealth Management has purchased 19 new stocks and bought additional shares in 1 stock.Pacific Wealth Management sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $107,208,523iShares Aaa - A Rated Corporate Bond ETF $14,735,414Janus Henderson AAA CLO ETF $13,072,901iShares U.S. Treasury Bond ETF $10,596,889JPMorgan Core Plus Bond ETF $10,067,815 Largest New Holdings this Quarter JPMorgan Core Plus Bond ETF $10,067,815 HoldingVanguard S&P 500 ETF $295,807 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 218,533 shares (about $10.07M)Vanguard S&P 500 ETF 549 shares (about $295.81K)Pacer US Cash Cows 100 ETF 1,282 shares (about $72.41K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 625,479 shares (about $14.37M)iShares Aaa - A Rated Corporate Bond ETF 198,268 shares (about $9.28M)Vanguard Intermediate-Term Corporate Bond ETF 81,518 shares (about $6.54M)SPDR S&P 500 ETF Trust 3,939 shares (about $2.31M)Janus Henderson AAA CLO ETF 23,955 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$107,208,523$2,308,566 ▼-2.1%182,92556.7%FinanceQLTAiShares Aaa - A Rated Corporate Bond ETF$14,735,414$9,276,947 ▼-38.6%314,9277.8%ETFJAAAJanus Henderson AAA CLO ETF$13,072,901$1,214,759 ▼-8.5%257,7976.9%ETFGOVTiShares U.S. Treasury Bond ETF$10,596,889$14,373,517 ▼-57.6%461,1355.6%ETFJCPBJPMorgan Core Plus Bond ETF$10,067,815$10,067,815 ▲New Holding218,5335.3%ETFCOWZPacer US Cash Cows 100 ETF$9,361,491$72,407 ▲0.8%165,7495.0%ETFABBVAbbVie$7,087,811$65,750 ▼-0.9%39,8863.8%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$6,970,488$6,543,451 ▼-48.4%86,8383.7%ETFQUALiShares MSCI USA Quality Factor ETF$4,013,896$8,904 ▼-0.2%22,5402.1%ETFABTAbbott Laboratories$2,928,844$122,271 ▼-4.0%25,8941.6%MedicalAAPLApple$395,6640.0%1,5800.2%Computer and TechnologyINTUIntuit$395,327$20,741 ▼-5.0%6290.2%Computer and TechnologyQCOMQUALCOMM$358,395$42,553 ▼-10.6%2,3330.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$323,875$268,546 ▼-45.3%5,2800.2%ETFVOOVanguard S&P 500 ETF$295,807$295,807 ▲New Holding5490.2%ETFONTOOnto Innovation$289,5060.0%1,7370.2%Computer and TechnologyBRK.BBerkshire Hathaway$277,4070.0%6120.1%FinanceMSFTMicrosoft$275,058$54,759 ▼-16.6%6530.1%Computer and TechnologyQQQInvesco QQQ$210,5090.0%4120.1%FinanceVSATViasat$89,738$5,710 ▼-6.0%10,5450.0%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$975,819 ▼-100.0%00.0%FinanceShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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