Instuitional Investor - Pacific Excel Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Pacific Excel Wealth Advisors, Inc. |
| Portfolio Value | $52,935,922 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 8,040 | $2,138,604 | 4.04% | |
| 2. | Vanguard World Fd | 4,953 | $2,043,961 | 3.86% | |
| 3. | First Tr Exchange-Traded Fd | 94,962 | $2,016,043 | 3.81% | |
| 4. | First Tr Exchange Traded Fd | 14,581 | $1,412,024 | 2.67% | |
| 5. | Vanguard World Fd - MEGA CAP VAL ETF | 8,832 | $1,247,158 | 2.36% |
Hedge Fund Resource Center 
