CIK 1766571
Pacific Wealth Strategies Group, Inc.
Institutional 13F holdings & portfolio
Holdings
61
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–61 of 61
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 895 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 6K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 940 | $100K–$500K | SH |
| BOE | BLACKROCK ENHANCED GLOBAL DI | 10K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 13K | $100K–$500K | SH |
| NNY | NUVEEN N Y MUN VALUE FD | 10K | $50K–$100K | SH |
| MNKD | MANNKIND CORP | 14K | $50K–$100K | SH |