Long-term investor
Pacific Wealth Strategies Group, Inc. @pacificwealthstrategiesg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766571).
Record
- Tracked since 2025-06-30 (449 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.8% · 1 year n/a · all +11.7%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 19.1% · long · since 2025-06-30
- 74348A467 · 13.4% · long · since 2025-06-30
- 12811P108 · 3.5% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 78462F103 · 2.4% · long · since 2025-06-30
- 69374H857 · 2.3% · long · since 2026-03-31
- 032108664 · 2.1% · long · since 2025-06-30
- 69374H873 · 2.1% · long · since 2026-03-31