PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Jan 11, 2024

Total Value ($000): $144,294 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC 4.8%
Value ($000) $6,928 Shares 40,466 Est. Cost $112.99 Unrealized +60.5%
FDN FIRST TR EXCHANGE-TRADED FD 3.5%
Value ($000) $5,014 Shares 31,414 Est. Cost $123.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $4,366 Shares 12,464 Est. Cost $283.65 Unrealized +25.1%
SLYG SPDR SER TR 2.9%
Value ($000) $4,185 Shares 57,121 Est. Cost $101.64 Unrealized
IJT ISHARES TR 2.0%
Value ($000) $2,927 Shares 26,683 Est. Cost $152.79 Unrealized
XLK SELECT SECTOR SPDR TR 2.0%
Value ($000) $2,909 Shares 17,747 Est. Cost $83.80 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $2,707 Shares 90,125 Est. Cost $50.82 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $2,606 Shares 57,373 Est. Cost $29.74 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 1.7%
Value ($000) $2,481 Shares 66,085 Est. Cost $71.55 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $2,324 Shares 29,119 Est. Cost $61.39 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.6%
Value ($000) $2,268 Shares 45,034 Est. Cost $46.59 Unrealized
XAR SPDR SER TR 1.5%
Value ($000) $2,164 Shares 19,306 Est. Cost $97.03 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $2,098 Shares 28,996 Est. Cost $87.02 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,087 Shares 30,184 Est. Cost $87.31 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $2,081 Shares 59,858 Est. Cost $51.07 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $1,991 Shares 64,195 Est. Cost $47.01 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.4%
Value ($000) $1,953 Shares 52,224 Est. Cost $30.24 Unrealized
QQQ INVESCO QQQ TR 1.3%
Value ($000) $1,926 Shares 5,375 Est. Cost $204.28 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $1,802 Shares 21,156 Est. Cost $67.93 Unrealized
REZ ISHARES TR 1.2%
Value ($000) $1,797 Shares 27,246 Est. Cost $58.08 Unrealized
TSLA TESLA INC 1.2%
Value ($000) $1,731 Shares 6,917 Est. Cost $235.06 Unrealized +9.3%
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $1,638 Shares 15,851 Est. Cost $86.93 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $1,625 Shares 11,101 Est. Cost $134.60 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $1,591 Shares 51,850 Est. Cost $52.25 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $1,471 Shares 7,779 Est. Cost $165.49 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,460 Shares 40,084 Est. Cost $46.01 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $1,421 Shares 21,684 Est. Cost $49.05 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,385 Shares 15,395 Est. Cost $59.56 Unrealized
IWS ISHARES TR 1.0%
Value ($000) $1,372 Shares 13,154 Est. Cost $88.35 Unrealized
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $1,357 Shares 10,360 Est. Cost $112.08 Unrealized
XHE SPDR SER TR 0.9%
Value ($000) $1,331 Shares 17,053 Est. Cost $94.27 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,308 Shares 34,575 Est. Cost $31.03 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,298 Shares 26,405 Est. Cost $48.12 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,271 Shares 18,726 Est. Cost $49.17 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $1,267 Shares 26,114 Est. Cost $73.04 Unrealized
SDY SPDR SER TR 0.8%
Value ($000) $1,173 Shares 10,198 Est. Cost $90.03 Unrealized
VGT VANGUARD WORLD FDS 0.8%
Value ($000) $1,139 Shares 2,745 Est. Cost $205.01 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,098 Shares 25,080 Est. Cost $58.31 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $1,097 Shares 8,632 Est. Cost $123.58 Unrealized +8.4%
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,047 Shares 6,565 Est. Cost $134.09 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,035 Shares 11,239 Est. Cost $65.38 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,010 Shares 3,365 Est. Cost $193.30 Unrealized +54.8%
VIOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,001 Shares 12,994 Est. Cost $102.85 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $959 Shares 28,152 Est. Cost $40.95 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $955 Shares 23,313 Est. Cost $32.88 Unrealized
BBH VANECK ETF TRUST 0.7%
Value ($000) $948 Shares 6,089 Est. Cost $123.97 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $940 Shares 7,000 Est. Cost $129.36 Unrealized +6.5%
QTEC FIRST TR NASDAQ 100 TECH IND 0.6%
Value ($000) $937 Shares 6,449 Est. Cost $88.21 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $915 Shares 15,162 Est. Cost $47.29 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $894 Shares 8,437 Est. Cost $140.91 Unrealized
IBB ISHARES TR 0.6%
Value ($000) $868 Shares 7,097 Est. Cost $109.41 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $842 Shares 12,442 Est. Cost $60.50 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $841 Shares 8,920 Est. Cost $76.07 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $807 Shares 9,604 Est. Cost $68.34 Unrealized
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $803 Shares 16,389 Est. Cost $56.88 Unrealized
SMLV SPDR SER TR 0.6%
Value ($000) $798 Shares 8,067 Est. Cost $87.93 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $751 Shares 2,379 Est. Cost $119.66 Unrealized +171.3%
QDEF FLEXSHARES TR 0.5%
Value ($000) $744 Shares 13,748 Est. Cost $42.86 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $736 Shares 12,888 Est. Cost $73.14 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $728 Shares 10,639 Est. Cost $95.95 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $726 Shares 14,436 Est. Cost $69.68 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $707 Shares 2,834 Est. Cost $188.99 Unrealized
ARKG ARK ETF TR 0.5%
Value ($000) $690 Shares 24,781 Est. Cost $53.66 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $680 Shares 17,125 Est. Cost $32.54 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $670 Shares 13,225 Est. Cost $45.20 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $668 Shares 9,248 Est. Cost $114.61 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $650 Shares 7,442 Est. Cost $116.58 Unrealized
ISCV ISHARES TR 0.4%
Value ($000) $644 Shares 12,447 Est. Cost $88.43 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $642 Shares 1,881 Est. Cost $334.93 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $620 Shares 22,030 Est. Cost $41.91 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $619 Shares 14,940 Est. Cost $59.32 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $619 Shares 15,365 Est. Cost $74.55 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $617 Shares 2,266 Est. Cost $141.72 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $604 Shares 7,505 Est. Cost $72.22 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $604 Shares 9,319 Est. Cost $70.18 Unrealized
NUSC NUSHARES ETF TR 0.4%
Value ($000) $596 Shares 17,103 Est. Cost $41.55 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $594 Shares 13,948 Est. Cost $42.06 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $589 Shares 4,037 Est. Cost $75.27 Unrealized +91.5%
GGME INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $581 Shares 17,921 Est. Cost $31.56 Unrealized
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $574 Shares 11,040 Est. Cost $80.42 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $571 Shares 6,968 Est. Cost $43.93 Unrealized +77.9%
QDF FLEXSHARES TR 0.4%
Value ($000) $569 Shares 10,200 Est. Cost $44.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $567 Shares 3,652 Est. Cost $103.58 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $567 Shares 11,170 Est. Cost $38.76 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $546 Shares 10,080 Est. Cost $57.25 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $544 Shares 13,875 Est. Cost $65.89 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $540 Shares 6,659 Est. Cost $134.35 Unrealized -37.9%
IMCV ISHARES TR 0.4%
Value ($000) $529 Shares 8,725 Est. Cost $88.64 Unrealized
ILCB ISHARES TR 0.4%
Value ($000) $525 Shares 8,920 Est. Cost $86.74 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $516 Shares 1,130 Est. Cost $351.38 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $510 Shares 2,170 Est. Cost $165.27 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $500 Shares 13,557 Est. Cost $36.90 Unrealized
ONEV SPDR SER TR 0.3%
Value ($000) $499 Shares 4,762 Est. Cost $98.30 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $497 Shares 3,470 Est. Cost $88.94 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $495 Shares 8,620 Est. Cost $39.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $492 Shares 3,823 Est. Cost $131.82 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $468 Shares 2,249 Est. Cost $186.77 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $467 Shares 3,855 Est. Cost $110.49 Unrealized +2.8%
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $466 Shares 8,503 Est. Cost $45.34 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $459 Shares 8,048 Est. Cost $58.32 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $457 Shares 2,134 Est. Cost $167.74 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $453 Shares 4,665 Est. Cost $70.15 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $446 Shares 4,732 Est. Cost $126.22 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $429 Shares 6,235 Est. Cost $54.37 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $427 Shares 4,319 Est. Cost $85.13 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $419 Shares 12,915 Est. Cost $58.48 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $418 Shares 5,011 Est. Cost $69.71 Unrealized
IYK ISHARES TR 0.3%
Value ($000) $401 Shares 2,152 Est. Cost $195.77 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $392 Shares 5,247 Est. Cost $82.11 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $391 Shares 2,426 Est. Cost $146.73 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $387 Shares 7,280 Est. Cost $54.92 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $383 Shares 4,880 Est. Cost $69.76 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $381 Shares 2,511 Est. Cost $149.67 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $369 Shares 4,138 Est. Cost $109.88 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $366 Shares 200 Est. Cost $31.00 Unrealized +25.8%
BA BOEING CO 0.3%
Value ($000) $363 Shares 1,896 Est. Cost $173.83 Unrealized +25.9%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $343 Shares 5,826 Est. Cost $51.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $335 Shares 2,365 Est. Cost $105.10 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $332 Shares 5,475 Est. Cost $64.12 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $329 Shares 582 Est. Cost $425.96 Unrealized +24.9%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $317 Shares 945 Est. Cost $288.33 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $316 Shares 1,046 Est. Cost $291.83 Unrealized +3.8%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $313 Shares 6,820 Est. Cost $46.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $307 Shares 6,160 Est. Cost $63.48 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $307 Shares 1,575 Est. Cost $173.22 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $305 Shares 4,220 Est. Cost $72.13 Unrealized
KARS KRANESHARES TR 0.2%
Value ($000) $303 Shares 11,011 Est. Cost $44.07 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $301 Shares 2,280 Est. Cost $109.14 Unrealized +18.2%
DES WISDOMTREE TR 0.2%
Value ($000) $299 Shares 10,590 Est. Cost $26.17 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $298 Shares 3,872 Est. Cost $57.23 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $289 Shares 1,096 Est. Cost $221.25 Unrealized +21.8%
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $288 Shares 6,702 Est. Cost $43.11 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $284 Shares 4,080 Est. Cost $54.68 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $283 Shares 7,127 Est. Cost $81.38 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $279 Shares 652 Est. Cost $357.52 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $273 Shares 2,532 Est. Cost $92.61 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $266 Shares 2,878 Est. Cost $81.15 Unrealized +6.2%
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $260 Shares 3,147 Est. Cost $57.90 Unrealized
V VISA INC 0.2%
Value ($000) $260 Shares 1,131 Est. Cost $157.74 Unrealized +49.7%
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $260 Shares 5,579 Est. Cost $53.25 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $258 Shares 480 Est. Cost $506.78 Unrealized 0.0%
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $252 Shares 3,219 Est. Cost $51.08 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $251 Shares 3,461 Est. Cost $60.58 Unrealized
NUSA NUSHARES ETF TR 0.2%
Value ($000) $249 Shares 10,980 Est. Cost $25.27 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $247 Shares 2,996 Est. Cost $85.48 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $243 Shares 644 Est. Cost $28.05 Unrealized +51.1%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $239 Shares 6,110 Est. Cost $41.08 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $236 Shares 7,825 Est. Cost $52.85 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $234 Shares 5,945 Est. Cost $48.61 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $231 Shares 8,430 Est. Cost $47.10 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $228 Shares 859 Est. Cost $244.33 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $226 Shares 3,181 Est. Cost $69.65 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $220 Shares 2,409 Est. Cost $141.87 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $216 Shares 1,060 Est. Cost $113.06 Unrealized +82.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $216 Shares 490 Est. Cost $387.65 Unrealized +8.8%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $215 Shares 2,860 Est. Cost $82.38 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $214 Shares 723 Est. Cost $310.42 Unrealized 0.0%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $213 Shares 4,450 Est. Cost $50.26 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $213 Shares 2,110 Est. Cost $102.97 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $213 Shares 3,375 Est. Cost $60.59 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $212 Shares 3,591 Est. Cost $50.51 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $211 Shares 2,665 Est. Cost $100.17 Unrealized
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $210 Shares 3,270 Est. Cost $62.12 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $209 Shares 3,020 Est. Cost $67.45 Unrealized
UDR UDR INC 0.1%
Value ($000) $208 Shares 5,826 Est. Cost $36.13 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $206 Shares 2,963 Est. Cost $68.54 Unrealized -1.9%
NKE NIKE INC 0.1%
Value ($000) $202 Shares 2,111 Est. Cost $95.36 Unrealized +3.0%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $192 Shares 20,625 Est. Cost $7.72 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $173 Shares 31,745 Est. Cost $18.58 Unrealized