Pacific Wealth Strategies Group, Inc. Top Holdings and 13F Report (2025) About Pacific Wealth Strategies Group, Inc.Investment ActivityPacific Wealth Strategies Group, Inc. has $134.56 million in total holdings as of March 31, 2025.Pacific Wealth Strategies Group, Inc. owns shares of 53 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Pacific Wealth Strategies Group, Inc. has purchased 55 new stocks and bought additional shares in 25 stocks.Pacific Wealth Strategies Group, Inc. sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings ProShares S&P 500 Aristocrats ETF $14,535,105Invesco BuyBack Achievers ETF $12,931,013Invesco QQQ $10,186,818Schwab U.S. Large-Cap Growth ETF $9,933,293Apple $8,568,741 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,883 Holding47103U209 - Janus Henderson Small/Mid Cap Growth Alpha ETF $530,244 Holding46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $450,139 Holding Largest Purchases this Quarter Berkshire Hathaway 2 shares (about $1.60M)NVIDIA 5,207 shares (about $564.33K)Janus Henderson Small/Mid Cap Growth Alpha ETF 7,576 shares (about $530.24K)Invesco BulletShares 2027 Corporate Bond ETF 22,978 shares (about $450.14K)ProShares S&P 500 Aristocrats ETF 2,283 shares (about $233.28K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 2,538 shares (about $421.31K)Apple 1,015 shares (about $225.46K)Microsoft 581 shares (about $218.11K)Calamos Convertible and High Income Fund 12,268 shares (about $123.91K)Schwab U.S. Large-Cap Growth ETF 1,617 shares (about $40.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Wealth Strategies Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNOBLProShares S&P 500 Aristocrats ETF$14,535,105$233,277 ▲1.6%142,25010.8%ETFPKWInvesco BuyBack Achievers ETF$12,931,013$39,996 ▲0.3%114,7749.6%ETFQQQInvesco QQQ$10,186,818$50,174 ▲0.5%21,7247.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$9,933,293$40,490 ▼-0.4%396,6977.4%ETFAAPLApple$8,568,741$225,464 ▼-2.6%38,5756.4%Computer and TechnologyCHYCalamos Convertible and High Income Fund$7,209,794$123,907 ▼-1.7%713,8415.4%Financial ServicesNVDANVIDIA$6,543,009$564,335 ▲9.4%60,3714.9%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$6,290,223$71,727 ▲1.2%266,4224.7%ETFAMZNAmazon.com$6,108,637$25,304 ▼-0.4%32,1074.5%Retail/WholesaleMSFTMicrosoft$4,493,185$218,108 ▼-4.6%11,9693.3%Computer and TechnologyGOOGLAlphabet$4,215,641$14,382 ▲0.3%27,2613.1%Computer and TechnologyIGRCBRE Global Real Estate Income Fund$3,643,688$60,888 ▲1.7%706,1412.7%Financial ServicesOHIOmega Healthcare Investors$2,499,114$60,357 ▲2.5%65,6281.9%FinanceBNDVanguard Total Bond Market ETF$2,222,891$38,635 ▲1.8%30,2641.7%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$2,009,061$7,676 ▲0.4%87,1611.5%ETFSOSouthern$1,803,415$44,136 ▲2.5%19,6131.3%UtilitiesBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,797,341$55,053 ▲3.2%77,5051.3%ETFCVXChevron$1,756,043$33,793 ▲2.0%10,4971.3%EnergyVVisa$1,744,376$9,463 ▼-0.5%4,9771.3%Business ServicesPGProcter & Gamble$1,690,566$32,721 ▲2.0%9,9201.3%Consumer StaplesHDHome Depot$1,648,536$5,498 ▲0.3%4,4981.2%Retail/WholesaleKOCoca-Cola$1,636,732$33,518 ▲2.1%22,8531.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$1,599,060$21,585 ▲1.4%57,1911.2%ETFBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding21.2%FinanceXLVHealth Care Select Sector SPDR Fund$1,456,742$7,301 ▼-0.5%9,9771.1%ETFLMTLockheed Martin$1,374,527$20,102 ▲1.5%3,0771.0%AerospaceBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,368,416$31,744 ▲2.4%66,1711.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,115,483$85,634 ▲8.3%57,2630.8%ETFGSThe Goldman Sachs Group$1,110,061$19,666 ▲1.8%2,0320.8%FinanceTTDTrade Desk$890,951$2,681 ▲0.3%16,2820.7%Computer and TechnologyVCVInvesco California Value Municipal Income Trust$860,694$2,271 ▼-0.3%81,1210.6%FinanceNACNuveen California Quality Municipal Income Fund$843,596$7,677 ▼-0.9%75,0530.6%Financial ServicesGOOGAlphabet$835,678$13,748 ▼-1.6%5,3490.6%Computer and TechnologyBRK.BBerkshire Hathaway$832,346$15,976 ▼-1.9%1,5630.6%FinanceXLKTechnology Select Sector SPDR Fund$798,8710.0%3,8690.6%ETFSPYSPDR S&P 500 ETF Trust$762,449$2,797 ▲0.4%1,3630.6%FinanceRIETHoya Capital High Dividend Yield ETF$701,859$50,902 ▲7.8%69,9760.5%ETFDHID.R. Horton$698,961$6,611 ▲1.0%5,4980.5%ConstructionJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$530,244$530,244 ▲New Holding7,5760.4%ManufacturingBANK AMERICA CORP$502,4700.0%4070.4%7.25%CNV PFD LBSCRInvesco BulletShares 2027 Corporate Bond ETF$450,139$450,139 ▲New Holding22,9780.3%ETFTSMTaiwan Semiconductor Manufacturing$421,308$421,308 ▼-50.0%2,5380.3%Computer and TechnologyNUVEEN CALIFORNIA AMT QLT MU$379,5760.0%30,1490.3%COMBACBank of America$298,7450.0%7,1590.2%FinanceLLYEli Lilly and Company$284,9390.0%3450.2%MedicalBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$250,9340.0%11,2000.2%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$248,8600.0%11,5000.2%ManufacturingXOMExxon Mobil$243,807$5,947 ▼-2.4%2,0500.2%EnergyNETCloudflare$225,3800.0%2,0000.2%Computer and TechnologyBOEBlackRock Enhanced Global Dividend Trust$182,052$2,398 ▼-1.3%16,7790.1%Financial ServicesNNYNuveen New York Municipal Value Fund$82,6000.0%10,0000.1%FinanceJPCNuveen Preferred & Income Opportunities Fund$79,6000.0%10,0000.1%Financial ServicesMNKDMannKind$68,8100.0%13,6800.1%MedicalCATCaterpillar$0$2,139,921 ▼-100.0%00.0%IndustrialsTSLATesla$0$646,952 ▼-100.0%00.0%Auto/Tires/TrucksCOSTCostco Wholesale$0$266,635 ▼-100.0%00.0%Retail/WholesaleJNJJohnson & Johnson$0$200,877 ▼-100.0%00.0%MedicalFFord Motor$0$113,850 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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