PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 12, 2023

Total Value ($000): $149,529 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 4.4%
Value ($000) $6,574 Shares 39,867 Est. Cost $111.96 Unrealized +53.7%
FDN FIRST TR EXCHANGE-TRADED FD 3.2%
Value ($000) $4,847 Shares 32,784 Est. Cost $123.61 Unrealized
SLYG SPDR SER TR 2.8%
Value ($000) $4,206 Shares 57,035 Est. Cost $101.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $3,891 Shares 12,601 Est. Cost $283.65 Unrealized +15.1%
RSPS INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $3,132 Shares 18,378 Est. Cost $131.93 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 2.0%
Value ($000) $3,060 Shares 23,367 Est. Cost $133.69 Unrealized
IJT ISHARES TR 2.0%
Value ($000) $3,001 Shares 27,298 Est. Cost $152.79 Unrealized
XLK SELECT SECTOR SPDR TR 1.8%
Value ($000) $2,730 Shares 18,076 Est. Cost $83.80 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.7%
Value ($000) $2,490 Shares 45,509 Est. Cost $46.59 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $2,482 Shares 58,053 Est. Cost $29.74 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $2,412 Shares 29,941 Est. Cost $61.39 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $2,272 Shares 29,821 Est. Cost $87.02 Unrealized
XAR SPDR SER TR 1.5%
Value ($000) $2,269 Shares 19,411 Est. Cost $97.03 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $2,252 Shares 20,496 Est. Cost $82.39 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,135 Shares 31,194 Est. Cost $87.31 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,121 Shares 13,029 Est. Cost $109.82 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.4%
Value ($000) $2,088 Shares 52,004 Est. Cost $30.24 Unrealized
REZ ISHARES TR 1.3%
Value ($000) $1,954 Shares 27,676 Est. Cost $58.08 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $1,882 Shares 21,556 Est. Cost $67.93 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $1,758 Shares 11,341 Est. Cost $134.60 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,741 Shares 5,426 Est. Cost $204.28 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $1,728 Shares 16,383 Est. Cost $86.93 Unrealized
XHE SPDR SER TR 1.1%
Value ($000) $1,635 Shares 17,466 Est. Cost $94.27 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,544 Shares 13,763 Est. Cost $64.36 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $1,529 Shares 8,064 Est. Cost $165.49 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,482 Shares 22,024 Est. Cost $49.05 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,477 Shares 10,486 Est. Cost $137.33 Unrealized
IWS ISHARES TR 1.0%
Value ($000) $1,460 Shares 13,744 Est. Cost $88.35 Unrealized
VOE VANGUARD INDEX FDS 1.0%
Value ($000) $1,434 Shares 10,698 Est. Cost $112.08 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $1,408 Shares 6,789 Est. Cost $234.65 Unrealized -14.8%
XMLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,384 Shares 26,405 Est. Cost $48.12 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,360 Shares 19,576 Est. Cost $49.17 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $1,360 Shares 25,191 Est. Cost $73.94 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,311 Shares 15,405 Est. Cost $59.56 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,295 Shares 34,703 Est. Cost $31.03 Unrealized
SDY SPDR SER TR 0.8%
Value ($000) $1,260 Shares 10,188 Est. Cost $90.03 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.8%
Value ($000) $1,149 Shares 139,795 Est. Cost $18.58 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,137 Shares 8,645 Est. Cost $85.95 Unrealized
VGT VANGUARD WORLD FDS 0.7%
Value ($000) $1,072 Shares 2,780 Est. Cost $205.01 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,057 Shares 13,094 Est. Cost $102.85 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,053 Shares 6,630 Est. Cost $134.09 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,043 Shares 27,892 Est. Cost $40.95 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,025 Shares 11,389 Est. Cost $65.38 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $1,014 Shares 7,847 Est. Cost $109.41 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $998 Shares 24,342 Est. Cost $32.88 Unrealized
ITA ISHARES TR 0.7%
Value ($000) $989 Shares 8,592 Est. Cost $140.91 Unrealized
BBH VANECK ETF TRUST 0.7%
Value ($000) $989 Shares 6,099 Est. Cost $123.97 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $987 Shares 7,100 Est. Cost $129.36 Unrealized +6.1%
FXG FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $969 Shares 15,617 Est. Cost $47.29 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $918 Shares 9,490 Est. Cost $76.07 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $909 Shares 10,814 Est. Cost $68.34 Unrealized
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $902 Shares 17,389 Est. Cost $56.88 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $895 Shares 8,663 Est. Cost $123.58 Unrealized -7.6%
SMLV SPDR SER TR 0.6%
Value ($000) $868 Shares 8,252 Est. Cost $87.93 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $861 Shares 12,692 Est. Cost $60.50 Unrealized
ARKG ARK ETF TR 0.6%
Value ($000) $854 Shares 28,406 Est. Cost $53.66 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $850 Shares 7,498 Est. Cost $87.63 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.6%
Value ($000) $835 Shares 6,399 Est. Cost $88.21 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $753 Shares 21,741 Est. Cost $31.56 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $746 Shares 12,958 Est. Cost $73.14 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $739 Shares 2,954 Est. Cost $188.99 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $728 Shares 13,748 Est. Cost $42.86 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $724 Shares 11,339 Est. Cost $95.95 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $717 Shares 3,383 Est. Cost $193.30 Unrealized +26.8%
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $711 Shares 14,095 Est. Cost $45.20 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $687 Shares 9,613 Est. Cost $114.61 Unrealized
ISCV ISHARES TR 0.5%
Value ($000) $686 Shares 13,142 Est. Cost $88.43 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $681 Shares 2,361 Est. Cost $119.66 Unrealized +156.7%
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $661 Shares 7,442 Est. Cost $116.58 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $660 Shares 5,585 Est. Cost $134.59 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $655 Shares 17,909 Est. Cost $32.54 Unrealized
NUSC NUSHARES ETF TR 0.4%
Value ($000) $650 Shares 18,343 Est. Cost $41.55 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $639 Shares 6,377 Est. Cost $136.60 Unrealized -32.2%
MDYV SPDR SER TR 0.4%
Value ($000) $638 Shares 9,659 Est. Cost $70.18 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $636 Shares 4,278 Est. Cost $75.27 Unrealized +87.7%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $636 Shares 15,170 Est. Cost $59.32 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $620 Shares 13,738 Est. Cost $42.05 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $611 Shares 2,213 Est. Cost $165.15 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $587 Shares 10,944 Est. Cost $57.25 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $573 Shares 1,881 Est. Cost $334.93 Unrealized
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $569 Shares 11,870 Est. Cost $80.42 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $565 Shares 2,266 Est. Cost $141.72 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $563 Shares 7,675 Est. Cost $72.22 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $563 Shares 11,320 Est. Cost $38.76 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $562 Shares 3,652 Est. Cost $103.58 Unrealized
QDF FLEXSHARES TR 0.4%
Value ($000) $555 Shares 10,200 Est. Cost $44.42 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $537 Shares 2,931 Est. Cost $165.58 Unrealized
IMCV ISHARES TR 0.4%
Value ($000) $533 Shares 8,610 Est. Cost $89.02 Unrealized
EVX VANECK ETF TRUST 0.4%
Value ($000) $528 Shares 3,630 Est. Cost $88.94 Unrealized
NUSA NUSHARES ETF TR 0.4%
Value ($000) $526 Shares 22,810 Est. Cost $25.27 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $524 Shares 8,345 Est. Cost $58.32 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $519 Shares 7,238 Est. Cost $43.93 Unrealized +65.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $518 Shares 1,130 Est. Cost $351.38 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $517 Shares 2,170 Est. Cost $165.27 Unrealized
ONEV SPDR SER TR 0.3%
Value ($000) $505 Shares 4,780 Est. Cost $98.30 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $503 Shares 8,920 Est. Cost $86.74 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $502 Shares 3,878 Est. Cost $131.82 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $501 Shares 4,655 Est. Cost $70.15 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $479 Shares 8,620 Est. Cost $39.33 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $463 Shares 5,381 Est. Cost $69.71 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $463 Shares 2,194 Est. Cost $186.24 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $462 Shares 2,134 Est. Cost $167.74 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $462 Shares 8,603 Est. Cost $45.34 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $461 Shares 6,165 Est. Cost $54.21 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $453 Shares 4,459 Est. Cost $85.13 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $439 Shares 5,160 Est. Cost $69.76 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $438 Shares 4,622 Est. Cost $126.98 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $435 Shares 4,290 Est. Cost $110.89 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $433 Shares 5,660 Est. Cost $82.38 Unrealized
IYK ISHARES TR 0.3%
Value ($000) $422 Shares 2,118 Est. Cost $195.91 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $410 Shares 2,741 Est. Cost $146.73 Unrealized
BA BOEING CO 0.3%
Value ($000) $406 Shares 1,913 Est. Cost $173.83 Unrealized +19.5%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $390 Shares 3,970 Est. Cost $110.49 Unrealized -18.1%
IJS ISHARES TR 0.3%
Value ($000) $389 Shares 4,158 Est. Cost $109.88 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $387 Shares 7,260 Est. Cost $54.92 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $381 Shares 2,661 Est. Cost $149.67 Unrealized
KARS KRANESHARES TR 0.3%
Value ($000) $376 Shares 12,256 Est. Cost $44.07 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $370 Shares 5,202 Est. Cost $82.11 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $368 Shares 7,800 Est. Cost $51.08 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $362 Shares 5,796 Est. Cost $51.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $348 Shares 2,405 Est. Cost $105.10 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $343 Shares 5,575 Est. Cost $64.12 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $342 Shares 200 Est. Cost $31.00 Unrealized +27.6%
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $336 Shares 4,420 Est. Cost $72.13 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $324 Shares 11,350 Est. Cost $26.17 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $321 Shares 7,955 Est. Cost $81.38 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $315 Shares 7,025 Est. Cost $46.40 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $315 Shares 946 Est. Cost $288.33 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $309 Shares 1,047 Est. Cost $291.83 Unrealized -5.3%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $305 Shares 1,565 Est. Cost $173.22 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $299 Shares 3,942 Est. Cost $57.23 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $299 Shares 6,902 Est. Cost $43.11 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $298 Shares 2,542 Est. Cost $92.61 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $296 Shares 1,060 Est. Cost $219.61 Unrealized +24.4%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $295 Shares 6,160 Est. Cost $63.48 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $293 Shares 4,200 Est. Cost $54.68 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $287 Shares 6,359 Est. Cost $53.25 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $286 Shares 698 Est. Cost $357.52 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $283 Shares 2,908 Est. Cost $81.15 Unrealized +4.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $283 Shares 569 Est. Cost $423.53 Unrealized +15.0%
XTL SPDR SER TR 0.2%
Value ($000) $280 Shares 3,455 Est. Cost $69.65 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $270 Shares 1,785 Est. Cost $129.64 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $266 Shares 6,310 Est. Cost $41.08 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $259 Shares 3,097 Est. Cost $57.50 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $256 Shares 6,045 Est. Cost $48.61 Unrealized
NKE NIKE INC 0.2%
Value ($000) $254 Shares 2,071 Est. Cost $95.30 Unrealized +16.8%
USMV ISHARES TR 0.2%
Value ($000) $252 Shares 3,461 Est. Cost $60.58 Unrealized
V VISA INC 0.2%
Value ($000) $250 Shares 1,111 Est. Cost $156.33 Unrealized +43.6%
IXJ ISHARES TR 0.2%
Value ($000) $250 Shares 2,996 Est. Cost $85.48 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $246 Shares 843 Est. Cost $224.41 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $245 Shares 3,219 Est. Cost $51.08 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $243 Shares 3,591 Est. Cost $50.51 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $237 Shares 2,280 Est. Cost $109.14 Unrealized +5.3%
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $232 Shares 4,850 Est. Cost $50.26 Unrealized
SDOG ALPS ETF TR 0.2%
Value ($000) $228 Shares 4,460 Est. Cost $51.11 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $228 Shares 660 Est. Cost $28.05 Unrealized +31.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $226 Shares 490 Est. Cost $387.65 Unrealized +11.9%
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $225 Shares 2,570 Est. Cost $100.95 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $224 Shares 2,151 Est. Cost $47.42 Unrealized +105.1%
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $221 Shares 3,270 Est. Cost $62.12 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $220 Shares 3,375 Est. Cost $60.59 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $219 Shares 2,403 Est. Cost $141.87 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $219 Shares 1,130 Est. Cost $179.16 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $217 Shares 2,110 Est. Cost $102.97 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $213 Shares 1,060 Est. Cost $113.06 Unrealized +65.4%
IWR ISHARES TR 0.1%
Value ($000) $211 Shares 3,020 Est. Cost $67.45 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $210 Shares 859 Est. Cost $244.33 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $209 Shares 1,530 Est. Cost $135.66 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $207 Shares 2,963 Est. Cost $68.54 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $204 Shares 6,200 Est. Cost $25.39 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $201 Shares 4,495 Est. Cost $35.03 Unrealized +4.4%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $143 Shares 17,935 Est. Cost $7.49 Unrealized
NUVEEN PFD & INCOME SECS FD 0.0%
Value ($000) $65 Shares 10,000 Est. Cost $9.53 Unrealized
SONDER HOLDINGS INC 0.0%
Value ($000) $9 Shares 11,500 Est. Cost $0.76 Unrealized