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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 $174,010,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 984,089 $33,301,575 19.14%
2.
Proshares Tr - S&P 500 DV ARIST
 415,994 $23,362,223 13.43%
3.
Calamos Convertible & High Income Fund
 CHY 441,823 $6,017,629 3.46%
4.
Alphabet Inc.
 GOOGL 16,686 $5,962,981 3.43%
5.
Amazon Com Inc
 AMZN 24,242 $5,777,787 3.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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