Pacific Wealth Strategies Group, Inc.
Top Portfolio Positions
37 positions ·
$84,537,343 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
24,996 | $16,255,898 | 19.23% | |
| AAPL |
Apple Inc.
Technology
|
38,288 | $9,717,111 | 11.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,328 | $7,858,439 | 9.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,066 | $6,261,845 | 7.41% | |
| NVDA |
Nvidia Corp
Technology
|
35,533 | $6,196,955 | 7.33% | |
| CHY |
Calamos Convertible & High Income Fund
Financial Services
|
546,229 | $5,948,433 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
16,040 | $5,937,526 | 7.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,761 | $4,379,024 | 5.18% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
71,387 | $3,128,178 | 3.70% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,389 | $2,021,070 | 2.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NNY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,500 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $85,600 | 10,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $82,600 | 10,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $81,100 | 10,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $82,600 | 10,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $80,400 | 10,000 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||