Pacific Excel Wealth Advisors, Inc.
Top Portfolio Positions
40 positions ·
$22,946,448 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
13,407 | $2,773,908 | 12.09% | |
| AAPL |
Apple Inc.
Technology
|
8,591 | $2,180,309 | 9.50% | |
| NVDA |
Nvidia Corp
Technology
|
6,827 | $1,190,628 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
2,957 | $1,094,592 | 4.77% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
3,121 | $1,054,741 | 4.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,827 | $1,045,281 | 4.56% | |
| AVGO |
Broadcom Inc.
Technology
|
3,017 | $933,791 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,379 | $912,014 | 3.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,983 | $737,180 | 3.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,902 | $662,013 | 2.89% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $662,011 | 14,351 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $450,563 | 10,604 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||