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Home > Institutional Investor > Pacific Excel Wealth Advisors, Inc. > Profile

Instuitional Investor - Pacific Excel Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Pacific Excel Wealth Advisors, Inc.
Portfolio Value $95,099,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 164,390 $3,445,621 3.62%
2.
Vanguard World Fd
 8,099 $2,976,020 3.13%
3.
Chevron Corp
 CVX 13,407 $2,773,974 2.92%
4.
First Tr Exchange Traded Fd
 25,825 $2,418,775 2.54%
5.
Apple Inc.
 AAPL 8,591 $2,180,313 2.29%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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