PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $174,092 (100.0% shares, 0.0% debt)

Holdings (174)

FDN FIRST TR EXCHANGE-TRADED FD 5.0%
Value ($000) $8,666 Shares 36,735 Est. Cost $123.61 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $5,626 Shares 39,758 Est. Cost $105.89 Unrealized +35.9%
SLYG SPDR SER TR 2.8%
Value ($000) $4,835 Shares 55,502 Est. Cost $102.90 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 2.4%
Value ($000) $4,228 Shares 23,160 Est. Cost $131.25 Unrealized
IJT ISHARES TR 2.0%
Value ($000) $3,474 Shares 26,716 Est. Cost $153.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $3,423 Shares 12,542 Est. Cost $280.86 Unrealized 0.0%
RSPS INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $3,055 Shares 19,830 Est. Cost $131.93 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.7%
Value ($000) $2,888 Shares 44,844 Est. Cost $45.07 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $2,709 Shares 55,605 Est. Cost $28.25 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $2,694 Shares 32,867 Est. Cost $87.02 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,651 Shares 11,114 Est. Cost $137.33 Unrealized
REZ ISHARES TR 1.5%
Value ($000) $2,633 Shares 30,773 Est. Cost $57.55 Unrealized
ARKG ARK ETF TR 1.5%
Value ($000) $2,571 Shares 34,412 Est. Cost $53.81 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,570 Shares 17,214 Est. Cost $79.80 Unrealized
MPT MEDICAL PPTYS TRUST INC 1.5%
Value ($000) $2,549 Shares 126,985 Est. Cost $18.36 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,410 Shares 31,856 Est. Cost $87.59 Unrealized
XAR SPDR SER TR 1.3%
Value ($000) $2,259 Shares 18,937 Est. Cost $95.35 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,234 Shares 13,964 Est. Cost $109.82 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,206 Shares 30,676 Est. Cost $60.80 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,172 Shares 24,164 Est. Cost $67.93 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,130 Shares 12,828 Est. Cost $134.60 Unrealized
ARKW ARK ETF TR 1.2%
Value ($000) $2,122 Shares 15,277 Est. Cost $54.60 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.2%
Value ($000) $2,110 Shares 53,815 Est. Cost $30.17 Unrealized
XHE SPDR SER TR 1.2%
Value ($000) $2,055 Shares 16,425 Est. Cost $89.92 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,015 Shares 20,032 Est. Cost $81.54 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $1,966 Shares 5,793 Est. Cost $187.83 Unrealized +90.4%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $1,865 Shares 5,209 Est. Cost $186.70 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,686 Shares 22,096 Est. Cost $49.17 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $1,671 Shares 2,155 Est. Cost $140.26 Unrealized +67.8%
POWA INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,656 Shares 25,066 Est. Cost $49.05 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,631 Shares 7,459 Est. Cost $158.62 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,616 Shares 30,765 Est. Cost $48.12 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,601 Shares 13,695 Est. Cost $63.14 Unrealized
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $1,536 Shares 11,000 Est. Cost $111.00 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $1,505 Shares 14,562 Est. Cost $83.58 Unrealized
IWS ISHARES TR 0.9%
Value ($000) $1,500 Shares 13,249 Est. Cost $86.47 Unrealized
IBB ISHARES TR 0.8%
Value ($000) $1,465 Shares 9,059 Est. Cost $109.41 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,432 Shares 26,681 Est. Cost $31.56 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,431 Shares 8,960 Est. Cost $134.59 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,425 Shares 15,805 Est. Cost $59.56 Unrealized
ARKK ARK ETF TR 0.8%
Value ($000) $1,422 Shares 12,868 Est. Cost $81.89 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,402 Shares 11,365 Est. Cost $68.34 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,347 Shares 30,447 Est. Cost $29.93 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $1,314 Shares 400 Est. Cost $91.81 Unrealized +87.9%
PSCT INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,288 Shares 9,222 Est. Cost $85.95 Unrealized
BBH VANECK ETF TRUST 0.7%
Value ($000) $1,268 Shares 6,272 Est. Cost $123.97 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,266 Shares 4,489 Est. Cost $113.27 Unrealized +147.8%
SDY SPDR SER TR 0.7%
Value ($000) $1,195 Shares 10,168 Est. Cost $90.03 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,188 Shares 12,159 Est. Cost $65.38 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $1,146 Shares 27,648 Est. Cost $32.88 Unrealized
IHI ISHARES TR 0.6%
Value ($000) $1,109 Shares 17,658 Est. Cost $82.67 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.6%
Value ($000) $1,092 Shares 6,272 Est. Cost $121.16 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,046 Shares 9,579 Est. Cost $75.54 Unrealized
SMLV SPDR SER TR 0.6%
Value ($000) $1,028 Shares 9,165 Est. Cost $87.33 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $1,011 Shares 2,520 Est. Cost $181.73 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1,001 Shares 5,915 Est. Cost $130.31 Unrealized
ITA ISHARES TR 0.5%
Value ($000) $957 Shares 9,185 Est. Cost $141.47 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.5%
Value ($000) $955 Shares 6,050 Est. Cost $85.80 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $939 Shares 16,677 Est. Cost $46.92 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $939 Shares 4,255 Est. Cost $165.58 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $928 Shares 9,042 Est. Cost $87.63 Unrealized
NUSA NUSHARES ETF TR 0.5%
Value ($000) $871 Shares 34,700 Est. Cost $25.29 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $854 Shares 11,142 Est. Cost $56.30 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $838 Shares 15,694 Est. Cost $29.79 Unrealized
ISCV ISHARES TR 0.5%
Value ($000) $825 Shares 14,505 Est. Cost $88.43 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $824 Shares 15,498 Est. Cost $42.86 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $824 Shares 11,144 Est. Cost $100.69 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $822 Shares 13,400 Est. Cost $42.90 Unrealized
WELL WELLTOWER INC 0.5%
Value ($000) $808 Shares 9,804 Est. Cost $43.93 Unrealized +74.8%
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $788 Shares 7,875 Est. Cost $70.96 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $774 Shares 2,666 Est. Cost $141.72 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $764 Shares 2,904 Est. Cost $188.58 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $759 Shares 3,767 Est. Cost $143.65 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $734 Shares 9,273 Est. Cost $118.19 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $708 Shares 1,774 Est. Cost $331.57 Unrealized
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $697 Shares 15,681 Est. Cost $40.37 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $690 Shares 4,796 Est. Cost $110.89 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $679 Shares 9,075 Est. Cost $58.32 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $679 Shares 4,016 Est. Cost $140.46 Unrealized +24.0%
PREFERRED APT CMNTYS INC 0.4%
Value ($000) $671 Shares 54,848 Est. Cost $13.49 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $668 Shares 2,317 Est. Cost $165.15 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $666 Shares 10,060 Est. Cost $70.24 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $652 Shares 7,960 Est. Cost $82.38 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $622 Shares 4,448 Est. Cost $72.99 Unrealized +74.3%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $615 Shares 4,004 Est. Cost $103.58 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $612 Shares 5,140 Est. Cost $69.50 Unrealized
VNLA JANUS DETROIT STR TR 0.4%
Value ($000) $610 Shares 12,150 Est. Cost $50.27 Unrealized
EZM WISDOMTREE TR 0.3%
Value ($000) $605 Shares 11,630 Est. Cost $38.76 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.3%
Value ($000) $599 Shares 14,320 Est. Cost $41.83 Unrealized
ONEQ FIDELITY COMWLTH TR 0.3%
Value ($000) $596 Shares 10,610 Est. Cost $83.77 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $586 Shares 2,092 Est. Cost $166.21 Unrealized
CSB VICTORY PORTFOLIOS II 0.3%
Value ($000) $580 Shares 10,104 Est. Cost $57.40 Unrealized
QDF FLEXSHARES TR 0.3%
Value ($000) $579 Shares 10,400 Est. Cost $43.67 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $567 Shares 9,340 Est. Cost $86.74 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $546 Shares 12,851 Est. Cost $23.10 Unrealized +56.2%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $544 Shares 3,029 Est. Cost $145.73 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $543 Shares 1,130 Est. Cost $351.38 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $535 Shares 3,730 Est. Cost $86.53 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $523 Shares 9,120 Est. Cost $39.33 Unrealized
ISTB ISHARES TR 0.3%
Value ($000) $503 Shares 9,840 Est. Cost $51.12 Unrealized
IMCV ISHARES TR 0.3%
Value ($000) $502 Shares 7,935 Est. Cost $93.88 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $494 Shares 5,521 Est. Cost $69.11 Unrealized
NUSC NUSHARES ETF TR 0.3%
Value ($000) $486 Shares 11,178 Est. Cost $43.48 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $481 Shares 1,945 Est. Cost $156.14 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $481 Shares 5,680 Est. Cost $69.76 Unrealized
SPDR SER TR 0.3%
Value ($000) $471 Shares 4,972 Est. Cost $69.86 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $468 Shares 7,803 Est. Cost $44.10 Unrealized
IMCG ISHARES TR 0.3%
Value ($000) $458 Shares 6,642 Est. Cost $93.44 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $456 Shares 4,137 Est. Cost $47.42 Unrealized +122.9%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $439 Shares 8,030 Est. Cost $54.67 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $435 Shares 6,315 Est. Cost $53.20 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $425 Shares 4,509 Est. Cost $84.54 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $421 Shares 158 Est. Cost $83.46 Unrealized +64.0%
NFLX NETFLIX INC 0.2%
Value ($000) $419 Shares 687 Est. Cost $55.03 Unrealized 0.0%
BA BOEING CO 0.2%
Value ($000) $410 Shares 1,862 Est. Cost $170.97 Unrealized +30.4%
IJS ISHARES TR 0.2%
Value ($000) $400 Shares 3,978 Est. Cost $110.18 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $399 Shares 4,462 Est. Cost $57.23 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $396 Shares 12,840 Est. Cost $26.18 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $392 Shares 5,070 Est. Cost $72.13 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $373 Shares 7,370 Est. Cost $50.61 Unrealized
PSCF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $368 Shares 6,300 Est. Cost $58.53 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $368 Shares 2,455 Est. Cost $105.10 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $355 Shares 1,535 Est. Cost $236.66 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $349 Shares 3,444 Est. Cost $83.55 Unrealized -0.3%
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $344 Shares 1,785 Est. Cost $129.64 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $339 Shares 1,509 Est. Cost $149.42 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $332 Shares 3,480 Est. Cost $68.82 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $330 Shares 5,416 Est. Cost $49.72 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $320 Shares 3,080 Est. Cost $73.56 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $318 Shares 4,540 Est. Cost $54.68 Unrealized
XITK SPDR SER TR 0.2%
Value ($000) $311 Shares 1,444 Est. Cost $215.37 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $310 Shares 1,133 Est. Cost $191.53 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $308 Shares 6,540 Est. Cost $48.78 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $307 Shares 1,300 Est. Cost $165.38 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $307 Shares 908 Est. Cost $285.13 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $304 Shares 5,665 Est. Cost $53.66 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $303 Shares 1,281 Est. Cost $153.04 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $295 Shares 2,350 Est. Cost $111.93 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $293 Shares 4,440 Est. Cost $57.16 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $291 Shares 2,600 Est. Cost $141.87 Unrealized
NKE NIKE INC 0.2%
Value ($000) $288 Shares 1,986 Est. Cost $85.64 Unrealized +78.1%
DVY ISHARES TR 0.2%
Value ($000) $288 Shares 2,512 Est. Cost $92.43 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $285 Shares 3,881 Est. Cost $60.58 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $285 Shares 867 Est. Cost $294.54 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $281 Shares 9,500 Est. Cost $25.39 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $280 Shares 3,346 Est. Cost $85.48 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $275 Shares 2,900 Est. Cost $81.05 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $275 Shares 613 Est. Cost $418.22 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $274 Shares 1,231 Est. Cost $156.33 Unrealized +45.2%
RSPH INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $273 Shares 915 Est. Cost $222.52 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $271 Shares 6,410 Est. Cost $41.08 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $267 Shares 3,234 Est. Cost $82.56 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $265 Shares 1,740 Est. Cost $152.30 Unrealized
KARS KRANESHARES TR 0.2%
Value ($000) $265 Shares 5,709 Est. Cost $46.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $262 Shares 4,096 Est. Cost $50.51 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $257 Shares 1,310 Est. Cost $113.06 Unrealized +72.7%
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $250 Shares 2,940 Est. Cost $55.61 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $247 Shares 1,850 Est. Cost $106.52 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $244 Shares 3,360 Est. Cost $51.08 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $244 Shares 1,912 Est. Cost $127.62 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $243 Shares 2,360 Est. Cost $102.97 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $236 Shares 980 Est. Cost $215.84 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $235 Shares 1,604 Est. Cost $137.36 Unrealized 0.0%
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $229 Shares 3,027 Est. Cost $68.41 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $219 Shares 2,126 Est. Cost $103.01 Unrealized
CSM PROSHARES TR 0.1%
Value ($000) $216 Shares 2,160 Est. Cost $100.00 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $215 Shares 4,205 Est. Cost $51.13 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $214 Shares 2,740 Est. Cost $78.10 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $213 Shares 1,018 Est. Cost $214.65 Unrealized 0.0%
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $213 Shares 3,360 Est. Cost $63.39 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $213 Shares 1,530 Est. Cost $111.74 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $212 Shares 1,185 Est. Cost $178.90 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $209 Shares 1,292 Est. Cost $127.01 Unrealized +18.3%
NUVEEN PFD & INCM SECURTIES 0.1%
Value ($000) $119 Shares 12,173 Est. Cost $9.53 Unrealized