PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $142,399 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC 4.5%
Value ($000) $6,353 Shares 45,968 Est. Cost $111.96 Unrealized +37.8%
FDN FIRST TR EXCHANGE-TRADED FD 3.1%
Value ($000) $4,429 Shares 35,093 Est. Cost $123.61 Unrealized
SLYG SPDR SER TR 2.7%
Value ($000) $3,895 Shares 57,180 Est. Cost $101.64 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $3,300 Shares 25,066 Est. Cost $133.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $3,280 Shares 12,283 Est. Cost $281.38 Unrealized +1.1%
RSPS INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $2,960 Shares 19,248 Est. Cost $131.93 Unrealized
IJT ISHARES TR 1.9%
Value ($000) $2,762 Shares 27,165 Est. Cost $152.79 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,202 Shares 18,540 Est. Cost $83.80 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $2,190 Shares 56,863 Est. Cost $29.50 Unrealized
REZ ISHARES TR 1.5%
Value ($000) $2,150 Shares 29,936 Est. Cost $58.08 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,105 Shares 32,626 Est. Cost $61.39 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $2,100 Shares 31,271 Est. Cost $87.02 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.4%
Value ($000) $1,988 Shares 55,545 Est. Cost $30.24 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.4%
Value ($000) $1,970 Shares 47,667 Est. Cost $46.59 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $1,969 Shares 13,819 Est. Cost $109.82 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $1,940 Shares 20,771 Est. Cost $82.39 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $1,928 Shares 31,954 Est. Cost $87.31 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $1,895 Shares 23,696 Est. Cost $67.93 Unrealized
XAR SPDR SER TR 1.3%
Value ($000) $1,860 Shares 20,283 Est. Cost $97.03 Unrealized
TSLA TESLA INC 1.3%
Value ($000) $1,813 Shares 6,836 Est. Cost $235.39 Unrealized +18.6%
XHE SPDR SER TR 1.2%
Value ($000) $1,724 Shares 20,201 Est. Cost $94.27 Unrealized
MPT MEDICAL PPTYS TRUST INC 1.2%
Value ($000) $1,724 Shares 145,330 Est. Cost $18.58 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,657 Shares 6,200 Est. Cost $204.28 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $1,551 Shares 16,343 Est. Cost $86.62 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $1,533 Shares 11,615 Est. Cost $134.60 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $1,514 Shares 8,859 Est. Cost $165.49 Unrealized
IWS ISHARES TR 1.0%
Value ($000) $1,376 Shares 14,324 Est. Cost $88.35 Unrealized
VOE VANGUARD INDEX FDS 1.0%
Value ($000) $1,364 Shares 11,198 Est. Cost $112.08 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,364 Shares 22,658 Est. Cost $49.05 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,363 Shares 14,173 Est. Cost $64.36 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,305 Shares 27,155 Est. Cost $48.12 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,264 Shares 34,348 Est. Cost $31.03 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,239 Shares 10,893 Est. Cost $137.33 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $1,213 Shares 25,704 Est. Cost $74.31 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,157 Shares 20,776 Est. Cost $49.17 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,152 Shares 15,525 Est. Cost $59.56 Unrealized
SDY SPDR SER TR 0.8%
Value ($000) $1,149 Shares 10,308 Est. Cost $90.03 Unrealized
ARKG ARK ETF TR 0.8%
Value ($000) $1,108 Shares 33,696 Est. Cost $53.66 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,045 Shares 4,486 Est. Cost $119.66 Unrealized +114.7%
AMZN AMAZON COM INC 0.7%
Value ($000) $995 Shares 8,808 Est. Cost $123.72 Unrealized +2.2%
PSCT INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $982 Shares 8,841 Est. Cost $85.95 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $974 Shares 25,857 Est. Cost $32.88 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $973 Shares 7,200 Est. Cost $129.36 Unrealized +3.1%
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $958 Shares 6,680 Est. Cost $134.09 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $958 Shares 8,192 Est. Cost $109.41 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $949 Shares 6,647 Est. Cost $124.60 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $949 Shares 26,362 Est. Cost $41.18 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $946 Shares 11,779 Est. Cost $65.38 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $917 Shares 8,608 Est. Cost $87.63 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $910 Shares 2,962 Est. Cost $205.01 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $907 Shares 11,199 Est. Cost $68.34 Unrealized
BBH VANECK ETF TRUST 0.6%
Value ($000) $880 Shares 6,249 Est. Cost $123.97 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $871 Shares 15,314 Est. Cost $46.92 Unrealized
SMLV SPDR SER TR 0.6%
Value ($000) $864 Shares 8,747 Est. Cost $87.93 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $853 Shares 9,784 Est. Cost $76.07 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $847 Shares 6,239 Est. Cost $193.30 Unrealized -16.7%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $824 Shares 13,612 Est. Cost $60.50 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $818 Shares 25,881 Est. Cost $31.56 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $815 Shares 8,942 Est. Cost $140.91 Unrealized
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $810 Shares 17,494 Est. Cost $56.95 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $790 Shares 7,180 Est. Cost $134.59 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $777 Shares 15,165 Est. Cost $45.20 Unrealized
NUSA NUSHARES ETF TR 0.5%
Value ($000) $765 Shares 33,860 Est. Cost $25.27 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $709 Shares 12,259 Est. Cost $95.95 Unrealized
ARKW ARK ETF TR 0.5%
Value ($000) $708 Shares 15,516 Est. Cost $57.25 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.5%
Value ($000) $674 Shares 6,429 Est. Cost $88.21 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $650 Shares 2,964 Est. Cost $188.99 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $648 Shares 14,108 Est. Cost $42.86 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $637 Shares 15,870 Est. Cost $41.95 Unrealized
ISCV ISHARES TR 0.4%
Value ($000) $635 Shares 13,362 Est. Cost $88.43 Unrealized
NUSC NUSHARES ETF TR 0.4%
Value ($000) $634 Shares 19,758 Est. Cost $41.55 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $625 Shares 9,923 Est. Cost $114.61 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $611 Shares 3,784 Est. Cost $144.29 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $604 Shares 15,990 Est. Cost $59.32 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $603 Shares 19,275 Est. Cost $32.54 Unrealized
IMCG ISHARES TR 0.4%
Value ($000) $602 Shares 11,944 Est. Cost $74.61 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $588 Shares 9,138 Est. Cost $43.93 Unrealized +63.5%
VNLA JANUS DETROIT STR TR 0.4%
Value ($000) $579 Shares 11,950 Est. Cost $50.26 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $568 Shares 6,020 Est. Cost $138.73 Unrealized -24.6%
MDYV SPDR SER TR 0.4%
Value ($000) $561 Shares 9,699 Est. Cost $70.24 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $553 Shares 4,378 Est. Cost $75.27 Unrealized +73.5%
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $545 Shares 3,264 Est. Cost $165.58 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $533 Shares 7,130 Est. Cost $82.38 Unrealized
ARKK ARK ETF TR 0.4%
Value ($000) $523 Shares 13,873 Est. Cost $81.38 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $519 Shares 2,426 Est. Cost $141.72 Unrealized
QDF FLEXSHARES TR 0.4%
Value ($000) $508 Shares 10,750 Est. Cost $44.42 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $506 Shares 2,236 Est. Cost $165.15 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $505 Shares 8,560 Est. Cost $58.32 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $502 Shares 2,006 Est. Cost $334.93 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $501 Shares 5,155 Est. Cost $70.15 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $501 Shares 3,486 Est. Cost $84.98 Unrealized +56.3%
EZM WISDOMTREE TR 0.3%
Value ($000) $497 Shares 11,300 Est. Cost $38.76 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $494 Shares 3,652 Est. Cost $103.58 Unrealized
SPDR SER TR 0.3%
Value ($000) $488 Shares 6,450 Est. Cost $74.12 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $485 Shares 2,168 Est. Cost $165.27 Unrealized
ISTB ISHARES TR 0.3%
Value ($000) $480 Shares 10,420 Est. Cost $51.08 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $479 Shares 1,480 Est. Cost $240.09 Unrealized +28.3%
ONEQ FIDELITY COMWLTH TR 0.3%
Value ($000) $479 Shares 11,560 Est. Cost $81.10 Unrealized
IMCV ISHARES TR 0.3%
Value ($000) $475 Shares 8,495 Est. Cost $89.30 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $469 Shares 3,590 Est. Cost $88.94 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $455 Shares 7,300 Est. Cost $72.21 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $454 Shares 1,130 Est. Cost $351.38 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $447 Shares 9,060 Est. Cost $86.74 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $436 Shares 3,059 Est. Cost $146.73 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $430 Shares 8,603 Est. Cost $45.34 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $419 Shares 9,120 Est. Cost $39.33 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $418 Shares 2,143 Est. Cost $167.74 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $417 Shares 9,110 Est. Cost $54.92 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $416 Shares 5,566 Est. Cost $69.71 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $410 Shares 2,179 Est. Cost $185.95 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $407 Shares 4,459 Est. Cost $85.13 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $395 Shares 5,915 Est. Cost $53.20 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $394 Shares 3,253 Est. Cost $132.05 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $393 Shares 12,997 Est. Cost $23.18 Unrealized +31.9%
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $387 Shares 4,355 Est. Cost $110.89 Unrealized
KARS KRANESHARES TR 0.3%
Value ($000) $377 Shares 12,356 Est. Cost $44.39 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $369 Shares 2,109 Est. Cost $160.53 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $366 Shares 5,245 Est. Cost $69.76 Unrealized
ONEV SPDR SER TR 0.2%
Value ($000) $352 Shares 3,830 Est. Cost $96.59 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $351 Shares 4,161 Est. Cost $47.42 Unrealized +65.2%
IYF ISHARES TR 0.2%
Value ($000) $350 Shares 5,177 Est. Cost $82.11 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $347 Shares 2,781 Est. Cost $149.98 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $344 Shares 4,820 Est. Cost $72.13 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $343 Shares 4,158 Est. Cost $109.88 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $338 Shares 7,140 Est. Cost $50.61 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $334 Shares 5,785 Est. Cost $64.20 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $333 Shares 12,930 Est. Cost $26.17 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $329 Shares 5,696 Est. Cost $50.93 Unrealized
IYK ISHARES TR 0.2%
Value ($000) $308 Shares 1,712 Est. Cost $194.68 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $307 Shares 3,095 Est. Cost $116.03 Unrealized -6.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $306 Shares 2,405 Est. Cost $105.10 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $301 Shares 200 Est. Cost $31.00 Unrealized 0.0%
BA BOEING CO 0.2%
Value ($000) $292 Shares 2,413 Est. Cost $173.83 Unrealized -11.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $290 Shares 613 Est. Cost $422.28 Unrealized +17.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $284 Shares 1,230 Est. Cost $219.61 Unrealized +7.6%
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $284 Shares 4,202 Est. Cost $57.23 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $279 Shares 7,462 Est. Cost $43.11 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $276 Shares 6,400 Est. Cost $53.25 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $272 Shares 946 Est. Cost $288.33 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $272 Shares 3,542 Est. Cost $69.65 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $271 Shares 758 Est. Cost $357.52 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $268 Shares 2,502 Est. Cost $92.61 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $262 Shares 949 Est. Cost $295.49 Unrealized -8.4%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $262 Shares 1,537 Est. Cost $173.10 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $261 Shares 6,715 Est. Cost $46.50 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $260 Shares 6,405 Est. Cost $48.61 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $259 Shares 6,160 Est. Cost $63.48 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $258 Shares 1,785 Est. Cost $129.64 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $258 Shares 4,240 Est. Cost $54.68 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $247 Shares 6,310 Est. Cost $41.08 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $246 Shares 2,966 Est. Cost $81.15 Unrealized -0.3%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $244 Shares 8,000 Est. Cost $25.39 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $240 Shares 3,666 Est. Cost $50.51 Unrealized
PSCF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $239 Shares 5,330 Est. Cost $58.53 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $237 Shares 943 Est. Cost $224.41 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $233 Shares 3,096 Est. Cost $85.48 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $233 Shares 3,531 Est. Cost $60.58 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $231 Shares 490 Est. Cost $387.65 Unrealized +16.3%
GOOG ALPHABET INC 0.2%
Value ($000) $223 Shares 2,322 Est. Cost $109.14 Unrealized +1.6%
UNP UNION PAC CORP 0.2%
Value ($000) $218 Shares 1,120 Est. Cost $113.06 Unrealized +80.6%
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $216 Shares 3,219 Est. Cost $51.08 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $214 Shares 2,974 Est. Cost $56.55 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $212 Shares 2,360 Est. Cost $102.97 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $211 Shares 2,008 Est. Cost $127.51 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $211 Shares 2,482 Est. Cost $101.39 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $210 Shares 1,225 Est. Cost $179.16 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $204 Shares 969 Est. Cost $191.53 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $204 Shares 2,603 Est. Cost $141.87 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $203 Shares 4,500 Est. Cost $51.11 Unrealized
V VISA INC 0.1%
Value ($000) $201 Shares 1,131 Est. Cost $156.33 Unrealized +26.9%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $100 Shares 13,715 Est. Cost $7.29 Unrealized
NUVEEN PFD & INCOME SECS FD 0.1%
Value ($000) $80 Shares 12,173 Est. Cost $9.53 Unrealized