PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $141,914 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 3.7%
Value ($000) $5,184 Shares 39,900 Est. Cost $111.96 Unrealized +25.7%
SLYG SPDR SER TR 2.9%
Value ($000) $4,105 Shares 56,830 Est. Cost $101.64 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 2.9%
Value ($000) $4,058 Shares 32,954 Est. Cost $123.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $3,696 Shares 11,964 Est. Cost $281.38 Unrealized +5.5%
RSPS INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $3,153 Shares 18,493 Est. Cost $131.93 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 2.2%
Value ($000) $3,085 Shares 23,372 Est. Cost $133.69 Unrealized
IJT ISHARES TR 2.1%
Value ($000) $2,927 Shares 27,088 Est. Cost $152.79 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $2,351 Shares 29,981 Est. Cost $61.39 Unrealized
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $2,251 Shares 18,086 Est. Cost $83.80 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $2,207 Shares 57,008 Est. Cost $29.50 Unrealized
SLYV SPDR SER TR 1.6%
Value ($000) $2,206 Shares 29,721 Est. Cost $87.02 Unrealized
XAR SPDR SER TR 1.5%
Value ($000) $2,141 Shares 19,451 Est. Cost $97.03 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.5%
Value ($000) $2,119 Shares 45,734 Est. Cost $46.59 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $2,069 Shares 20,301 Est. Cost $82.39 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.5%
Value ($000) $2,067 Shares 51,804 Est. Cost $30.24 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,067 Shares 13,029 Est. Cost $109.82 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,046 Shares 31,309 Est. Cost $87.31 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $1,913 Shares 21,526 Est. Cost $67.93 Unrealized
REZ ISHARES TR 1.3%
Value ($000) $1,911 Shares 27,956 Est. Cost $58.08 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $1,766 Shares 11,455 Est. Cost $134.60 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $1,744 Shares 16,113 Est. Cost $86.62 Unrealized
XHE SPDR SER TR 1.1%
Value ($000) $1,597 Shares 17,761 Est. Cost $94.27 Unrealized
MPT MEDICAL PPTYS TRUST INC 1.1%
Value ($000) $1,580 Shares 141,875 Est. Cost $18.58 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $1,487 Shares 8,099 Est. Cost $165.49 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,484 Shares 13,673 Est. Cost $64.36 Unrealized
VOE VANGUARD INDEX FDS 1.0%
Value ($000) $1,472 Shares 10,888 Est. Cost $112.08 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,465 Shares 22,034 Est. Cost $49.05 Unrealized
IWS ISHARES TR 1.0%
Value ($000) $1,452 Shares 13,784 Est. Cost $88.35 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $1,438 Shares 5,401 Est. Cost $204.28 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,408 Shares 34,369 Est. Cost $31.03 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,407 Shares 26,305 Est. Cost $48.12 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,323 Shares 15,465 Est. Cost $59.56 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $1,300 Shares 24,726 Est. Cost $74.31 Unrealized
SDY SPDR SER TR 0.9%
Value ($000) $1,263 Shares 10,093 Est. Cost $90.03 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,202 Shares 19,706 Est. Cost $49.17 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,184 Shares 10,550 Est. Cost $137.33 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,050 Shares 6,610 Est. Cost $134.09 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $1,042 Shares 7,937 Est. Cost $109.41 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,039 Shares 8,672 Est. Cost $85.95 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,036 Shares 6,597 Est. Cost $124.60 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,010 Shares 27,356 Est. Cost $41.02 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $1,008 Shares 24,512 Est. Cost $32.88 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,002 Shares 11,409 Est. Cost $65.38 Unrealized
ITA ISHARES TR 0.7%
Value ($000) $979 Shares 8,755 Est. Cost $140.91 Unrealized
BBH VANECK ETF TRUST 0.7%
Value ($000) $974 Shares 6,099 Est. Cost $123.97 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $956 Shares 15,234 Est. Cost $46.92 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $954 Shares 7,200 Est. Cost $129.36 Unrealized +3.0%
IJR ISHARES TR 0.6%
Value ($000) $900 Shares 9,510 Est. Cost $76.07 Unrealized
SMLV SPDR SER TR 0.6%
Value ($000) $890 Shares 8,267 Est. Cost $87.93 Unrealized
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $885 Shares 17,159 Est. Cost $56.95 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $885 Shares 2,770 Est. Cost $205.01 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $872 Shares 7,498 Est. Cost $87.63 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $863 Shares 10,974 Est. Cost $68.34 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $839 Shares 12,792 Est. Cost $60.50 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $819 Shares 6,647 Est. Cost $235.39 Unrealized -19.6%
ARKG ARK ETF TR 0.6%
Value ($000) $818 Shares 28,966 Est. Cost $53.66 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $792 Shares 14,035 Est. Cost $45.20 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $730 Shares 22,721 Est. Cost $31.56 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $717 Shares 8,538 Est. Cost $123.72 Unrealized -20.2%
IJH ISHARES TR 0.5%
Value ($000) $715 Shares 2,954 Est. Cost $188.99 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $712 Shares 13,848 Est. Cost $42.86 Unrealized
ISCV ISHARES TR 0.5%
Value ($000) $688 Shares 13,212 Est. Cost $88.43 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.5%
Value ($000) $673 Shares 6,399 Est. Cost $88.21 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $669 Shares 12,423 Est. Cost $73.81 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $667 Shares 5,725 Est. Cost $134.59 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $666 Shares 11,379 Est. Cost $95.95 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $653 Shares 9,563 Est. Cost $114.61 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $648 Shares 4,278 Est. Cost $75.27 Unrealized +72.4%
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $646 Shares 3,726 Est. Cost $144.29 Unrealized
NUSC NUSHARES ETF TR 0.4%
Value ($000) $624 Shares 18,243 Est. Cost $41.55 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $617 Shares 15,220 Est. Cost $59.32 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $615 Shares 9,509 Est. Cost $70.24 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $597 Shares 13,325 Est. Cost $41.95 Unrealized
NUSA NUSHARES ETF TR 0.4%
Value ($000) $587 Shares 25,860 Est. Cost $25.27 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $563 Shares 2,346 Est. Cost $119.66 Unrealized +95.6%
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $561 Shares 18,059 Est. Cost $32.54 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $555 Shares 3,652 Est. Cost $103.58 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $549 Shares 11,300 Est. Cost $38.76 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $549 Shares 6,317 Est. Cost $136.60 Unrealized -31.6%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $539 Shares 2,173 Est. Cost $165.27 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $539 Shares 2,218 Est. Cost $165.15 Unrealized
QDF FLEXSHARES TR 0.4%
Value ($000) $537 Shares 10,200 Est. Cost $44.42 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $530 Shares 2,959 Est. Cost $165.58 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $530 Shares 8,345 Est. Cost $58.32 Unrealized
SPDR SER TR 0.4%
Value ($000) $530 Shares 6,442 Est. Cost $74.12 Unrealized
IMCV ISHARES TR 0.4%
Value ($000) $529 Shares 8,520 Est. Cost $89.30 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $511 Shares 7,395 Est. Cost $72.17 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $508 Shares 4,675 Est. Cost $70.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $500 Shares 1,130 Est. Cost $351.38 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $493 Shares 3,620 Est. Cost $88.94 Unrealized
IGV ISHARES TR 0.3%
Value ($000) $490 Shares 1,916 Est. Cost $334.93 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $483 Shares 2,266 Est. Cost $141.72 Unrealized
ONEQ FIDELITY COMWLTH TR 0.3%
Value ($000) $482 Shares 11,760 Est. Cost $80.42 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $477 Shares 8,603 Est. Cost $45.34 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $477 Shares 9,060 Est. Cost $86.74 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $476 Shares 7,258 Est. Cost $43.93 Unrealized +35.7%
ARKW ARK ETF TR 0.3%
Value ($000) $473 Shares 12,274 Est. Cost $57.25 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $465 Shares 4,459 Est. Cost $85.13 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $457 Shares 3,367 Est. Cost $132.18 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $449 Shares 8,720 Est. Cost $39.33 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $445 Shares 5,381 Est. Cost $69.71 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $442 Shares 2,169 Est. Cost $185.95 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $439 Shares 5,830 Est. Cost $82.38 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $438 Shares 5,875 Est. Cost $53.20 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $430 Shares 2,144 Est. Cost $167.74 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $414 Shares 2,221 Est. Cost $161.83 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $411 Shares 5,195 Est. Cost $69.76 Unrealized
ONEV SPDR SER TR 0.3%
Value ($000) $410 Shares 3,985 Est. Cost $96.84 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $407 Shares 3,384 Est. Cost $193.30 Unrealized -39.7%
ISTB ISHARES TR 0.3%
Value ($000) $394 Shares 8,480 Est. Cost $51.08 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $391 Shares 5,182 Est. Cost $82.11 Unrealized
IYK ISHARES TR 0.3%
Value ($000) $391 Shares 1,928 Est. Cost $195.59 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $388 Shares 4,260 Est. Cost $110.89 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $380 Shares 4,158 Est. Cost $109.88 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $374 Shares 7,260 Est. Cost $54.92 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $370 Shares 5,796 Est. Cost $51.15 Unrealized
BA BOEING CO 0.3%
Value ($000) $364 Shares 1,913 Est. Cost $173.83 Unrealized -5.9%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $358 Shares 2,774 Est. Cost $146.73 Unrealized
KARS KRANESHARES TR 0.2%
Value ($000) $355 Shares 12,606 Est. Cost $44.07 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $354 Shares 3,535 Est. Cost $112.94 Unrealized -19.2%
ARKK ARK ETF TR 0.2%
Value ($000) $353 Shares 11,308 Est. Cost $81.38 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $347 Shares 4,420 Est. Cost $72.13 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $346 Shares 5,405 Est. Cost $64.20 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $340 Shares 2,405 Est. Cost $105.10 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $336 Shares 2,541 Est. Cost $149.98 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $323 Shares 11,350 Est. Cost $26.17 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $313 Shares 946 Est. Cost $288.33 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $306 Shares 6,975 Est. Cost $46.40 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $304 Shares 2,522 Est. Cost $92.61 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $304 Shares 6,342 Est. Cost $53.25 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $294 Shares 2,908 Est. Cost $81.15 Unrealized +0.2%
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $292 Shares 4,240 Est. Cost $54.68 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $285 Shares 6,852 Est. Cost $43.11 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $283 Shares 3,472 Est. Cost $69.65 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $282 Shares 3,962 Est. Cost $57.23 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $281 Shares 1,565 Est. Cost $173.22 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $279 Shares 1,060 Est. Cost $219.61 Unrealized +11.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $277 Shares 200 Est. Cost $31.00 Unrealized -3.6%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $277 Shares 6,310 Est. Cost $41.08 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $276 Shares 6,160 Est. Cost $63.48 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $274 Shares 6,145 Est. Cost $48.61 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $271 Shares 1,785 Est. Cost $129.64 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $268 Shares 490 Est. Cost $387.65 Unrealized +27.7%
HD HOME DEPOT INC 0.2%
Value ($000) $267 Shares 846 Est. Cost $295.49 Unrealized -4.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $267 Shares 698 Est. Cost $357.52 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $255 Shares 558 Est. Cost $422.28 Unrealized +11.0%
IXJ ISHARES TR 0.2%
Value ($000) $254 Shares 2,996 Est. Cost $85.48 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $253 Shares 3,591 Est. Cost $50.51 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $253 Shares 3,511 Est. Cost $60.58 Unrealized
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $251 Shares 5,300 Est. Cost $50.26 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $243 Shares 843 Est. Cost $224.41 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $243 Shares 3,064 Est. Cost $57.22 Unrealized
NKE NIKE INC 0.2%
Value ($000) $242 Shares 2,071 Est. Cost $95.30 Unrealized 0.0%
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $238 Shares 3,219 Est. Cost $51.08 Unrealized
V VISA INC 0.2%
Value ($000) $231 Shares 1,111 Est. Cost $156.33 Unrealized +26.0%
SDOG ALPS ETF TR 0.2%
Value ($000) $229 Shares 4,460 Est. Cost $51.11 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $223 Shares 1,165 Est. Cost $179.16 Unrealized
PSCF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $222 Shares 4,620 Est. Cost $58.53 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $219 Shares 1,060 Est. Cost $113.06 Unrealized +68.2%
IJJ ISHARES TR 0.2%
Value ($000) $218 Shares 2,160 Est. Cost $102.97 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $218 Shares 2,603 Est. Cost $141.87 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $217 Shares 2,490 Est. Cost $101.39 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $213 Shares 2,151 Est. Cost $47.42 Unrealized +84.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $210 Shares 4,595 Est. Cost $35.03 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $209 Shares 3,100 Est. Cost $67.45 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $208 Shares 1,530 Est. Cost $135.66 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $206 Shares 6,200 Est. Cost $25.39 Unrealized
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $206 Shares 3,310 Est. Cost $62.12 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $204 Shares 3,375 Est. Cost $60.59 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $203 Shares 690 Est. Cost $28.05 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $202 Shares 2,280 Est. Cost $109.14 Unrealized -13.2%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $201 Shares 1,310 Est. Cost $153.36 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $138 Shares 16,935 Est. Cost $7.46 Unrealized
NUVEEN PFD & INCOME SECS FD 0.1%
Value ($000) $83 Shares 12,173 Est. Cost $9.53 Unrealized