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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 $143,830,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Tr
 139,967 $13,933,715 9.68%
2.
Invesco Exchange Traded Fd T
 114,419 $13,173,059 9.15%
3.
Schwab Strategic Trust
 FNDF 398,314 $11,101,011 7.71%
4.
Invesco Qqq Tr
 21,617 $11,051,259 7.68%
5.
Apple Inc.
 AAPL 39,590 $9,914,082 6.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)