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Home > Institutional Investor > Pacific Wealth Strategies Group, Inc. > Profile

Instuitional Investor - Pacific Wealth Strategies Group, Inc.

Fund Profile
Filing Period:
Fund Name: Pacific Wealth Strategies Group, Inc.
Portfolio Value $160,230,469
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Tr - S&P 500 DV ARIST
 196,184 $20,797,466 12.98%
2.
Schwab Strategic Trust
 SCHD 642,994 $18,730,415 11.69%
3.
Spdr S & P 500 Etf Trust
 SPY 24,996 $16,255,899 10.15%
4.
Apple Inc.
 AAPL 38,288 $9,717,106 6.06%
5.
Alphabet Inc.
 GOOGL 27,328 $7,858,440 4.9%
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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