PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $158,368 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC 4.9%
Value ($000) $7,813 Shares 40,580 Est. Cost $112.99 Unrealized +61.8%
FDN FIRST TR EXCHANGE-TRADED FD 3.6%
Value ($000) $5,769 Shares 30,926 Est. Cost $123.61 Unrealized
SLYG SPDR SER TR 3.0%
Value ($000) $4,711 Shares 56,335 Est. Cost $101.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $4,375 Shares 12,266 Est. Cost $283.65 Unrealized +23.7%
XLK SELECT SECTOR SPDR TR 2.2%
Value ($000) $3,477 Shares 18,066 Est. Cost $85.72 Unrealized
IJT ISHARES TR 2.1%
Value ($000) $3,257 Shares 26,023 Est. Cost $152.79 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.9%
Value ($000) $3,011 Shares 55,923 Est. Cost $29.74 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $2,739 Shares 87,240 Est. Cost $50.82 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $2,683 Shares 29,108 Est. Cost $61.39 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $2,610 Shares 60,978 Est. Cost $71.55 Unrealized
XAR SPDR SER TR 1.6%
Value ($000) $2,570 Shares 18,976 Est. Cost $97.03 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 1.6%
Value ($000) $2,531 Shares 44,164 Est. Cost $46.59 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $2,322 Shares 27,871 Est. Cost $87.02 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,270 Shares 30,004 Est. Cost $87.31 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $2,223 Shares 57,878 Est. Cost $51.07 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $2,151 Shares 5,252 Est. Cost $204.28 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,107 Shares 62,645 Est. Cost $47.01 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.3%
Value ($000) $2,094 Shares 51,624 Est. Cost $30.24 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $1,966 Shares 20,952 Est. Cost $67.93 Unrealized
REZ ISHARES TR 1.2%
Value ($000) $1,898 Shares 25,816 Est. Cost $58.08 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $1,816 Shares 50,350 Est. Cost $52.25 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $1,751 Shares 7,045 Est. Cost $235.11 Unrealized +1.1%
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $1,744 Shares 15,621 Est. Cost $86.93 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,659 Shares 40,054 Est. Cost $46.01 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,649 Shares 10,434 Est. Cost $134.60 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $1,633 Shares 7,654 Est. Cost $165.49 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,525 Shares 15,400 Est. Cost $59.56 Unrealized
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $1,500 Shares 10,345 Est. Cost $112.08 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $1,493 Shares 20,634 Est. Cost $49.05 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,460 Shares 33,725 Est. Cost $31.03 Unrealized
IWS ISHARES TR 0.9%
Value ($000) $1,429 Shares 12,284 Est. Cost $88.35 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,426 Shares 18,581 Est. Cost $49.17 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $1,360 Shares 25,199 Est. Cost $73.04 Unrealized
VGT VANGUARD WORLD FDS 0.8%
Value ($000) $1,331 Shares 2,750 Est. Cost $205.01 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $1,306 Shares 8,598 Est. Cost $123.58 Unrealized +13.4%
XHE SPDR SER TR 0.8%
Value ($000) $1,295 Shares 15,368 Est. Cost $94.27 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,277 Shares 24,015 Est. Cost $48.12 Unrealized
SDY SPDR SER TR 0.8%
Value ($000) $1,274 Shares 10,198 Est. Cost $90.03 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,185 Shares 6,585 Est. Cost $134.09 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,181 Shares 3,336 Est. Cost $193.30 Unrealized +67.3%
PSCT INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,159 Shares 24,020 Est. Cost $58.31 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,153 Shares 13,024 Est. Cost $102.85 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,133 Shares 10,849 Est. Cost $65.38 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,131 Shares 28,241 Est. Cost $40.95 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.7%
Value ($000) $1,066 Shares 6,077 Est. Cost $88.21 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $1,063 Shares 23,275 Est. Cost $32.88 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $1,045 Shares 7,000 Est. Cost $129.36 Unrealized +4.9%
ITA ISHARES TR 0.7%
Value ($000) $1,043 Shares 8,242 Est. Cost $140.91 Unrealized
BBH VANECK ETF TRUST 0.6%
Value ($000) $998 Shares 6,037 Est. Cost $123.97 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $962 Shares 8,889 Est. Cost $76.07 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $940 Shares 14,892 Est. Cost $47.29 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $896 Shares 11,892 Est. Cost $60.50 Unrealized
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $895 Shares 15,990 Est. Cost $56.88 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $893 Shares 2,374 Est. Cost $119.66 Unrealized +192.8%
FPX FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $879 Shares 9,169 Est. Cost $68.34 Unrealized
IBB ISHARES TR 0.6%
Value ($000) $871 Shares 6,412 Est. Cost $109.41 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $815 Shares 12,653 Est. Cost $73.14 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $812 Shares 13,748 Est. Cost $42.86 Unrealized
SMLV SPDR SER TR 0.5%
Value ($000) $808 Shares 7,183 Est. Cost $87.93 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $799 Shares 10,639 Est. Cost $95.95 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $786 Shares 14,402 Est. Cost $69.68 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $764 Shares 13,045 Est. Cost $45.20 Unrealized
IGV ISHARES TR 0.5%
Value ($000) $763 Shares 1,881 Est. Cost $334.93 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $745 Shares 16,715 Est. Cost $32.54 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $725 Shares 7,312 Est. Cost $116.58 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $718 Shares 2,589 Est. Cost $188.99 Unrealized
ISCV ISHARES TR 0.5%
Value ($000) $717 Shares 12,112 Est. Cost $88.43 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $716 Shares 21,930 Est. Cost $41.91 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $685 Shares 9,329 Est. Cost $70.18 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $671 Shares 8,842 Est. Cost $57.25 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $670 Shares 7,555 Est. Cost $72.22 Unrealized
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $652 Shares 11,000 Est. Cost $80.42 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $650 Shares 2,091 Est. Cost $141.72 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $650 Shares 11,320 Est. Cost $39.01 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $635 Shares 13,940 Est. Cost $74.55 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $621 Shares 6,888 Est. Cost $43.93 Unrealized +89.0%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $619 Shares 3,632 Est. Cost $103.58 Unrealized
ARKG ARK ETF TR 0.4%
Value ($000) $615 Shares 18,752 Est. Cost $53.66 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $612 Shares 15,831 Est. Cost $31.56 Unrealized
QDF FLEXSHARES TR 0.4%
Value ($000) $612 Shares 9,950 Est. Cost $44.42 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $610 Shares 13,678 Est. Cost $42.06 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $610 Shares 6,752 Est. Cost $133.68 Unrealized -35.5%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $607 Shares 12,850 Est. Cost $59.32 Unrealized
NUSC NUSHARES ETF TR 0.4%
Value ($000) $592 Shares 15,146 Est. Cost $41.55 Unrealized
IMCV ISHARES TR 0.4%
Value ($000) $591 Shares 8,725 Est. Cost $88.64 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $589 Shares 4,017 Est. Cost $75.27 Unrealized +86.8%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $575 Shares 4,215 Est. Cost $132.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $568 Shares 1,120 Est. Cost $351.38 Unrealized
SPSM SPDR SER TR 0.4%
Value ($000) $564 Shares 13,371 Est. Cost $36.90 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $558 Shares 7,048 Est. Cost $114.61 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $553 Shares 8,520 Est. Cost $39.33 Unrealized
ONEV SPDR SER TR 0.3%
Value ($000) $548 Shares 4,792 Est. Cost $98.30 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $544 Shares 2,170 Est. Cost $165.27 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $537 Shares 3,993 Est. Cost $110.84 Unrealized +8.8%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $523 Shares 2,248 Est. Cost $186.77 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $522 Shares 8,505 Est. Cost $45.34 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $521 Shares 7,920 Est. Cost $86.74 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $516 Shares 2,134 Est. Cost $167.74 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $508 Shares 3,330 Est. Cost $88.94 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $507 Shares 4,712 Est. Cost $126.22 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $495 Shares 7,518 Est. Cost $58.32 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $493 Shares 11,955 Est. Cost $65.89 Unrealized
BA BOEING CO 0.3%
Value ($000) $493 Shares 1,891 Est. Cost $173.83 Unrealized +23.0%
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $486 Shares 12,595 Est. Cost $58.48 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $482 Shares 4,655 Est. Cost $70.15 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $457 Shares 200 Est. Cost $31.00 Unrealized +34.2%
IYF ISHARES TR 0.3%
Value ($000) $450 Shares 5,267 Est. Cost $82.11 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $446 Shares 4,871 Est. Cost $69.71 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $440 Shares 4,319 Est. Cost $85.13 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $434 Shares 2,426 Est. Cost $146.73 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $432 Shares 2,551 Est. Cost $149.97 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $429 Shares 5,955 Est. Cost $54.37 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $424 Shares 4,118 Est. Cost $109.88 Unrealized
IYK ISHARES TR 0.3%
Value ($000) $414 Shares 2,162 Est. Cost $195.77 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $407 Shares 6,688 Est. Cost $54.92 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $394 Shares 4,600 Est. Cost $69.76 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $384 Shares 582 Est. Cost $425.96 Unrealized +34.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $373 Shares 2,365 Est. Cost $105.10 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $369 Shares 1,065 Est. Cost $291.86 Unrealized +0.6%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $365 Shares 5,826 Est. Cost $51.15 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $356 Shares 945 Est. Cost $288.33 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $354 Shares 6,751 Est. Cost $81.38 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $347 Shares 1,580 Est. Cost $173.22 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $345 Shares 6,670 Est. Cost $46.40 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $344 Shares 5,318 Est. Cost $64.12 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $343 Shares 6,160 Est. Cost $63.48 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $342 Shares 10,640 Est. Cost $26.17 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $326 Shares 6,782 Est. Cost $43.17 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $325 Shares 1,096 Est. Cost $221.25 Unrealized +16.9%
GOOG ALPHABET INC 0.2%
Value ($000) $321 Shares 2,280 Est. Cost $109.14 Unrealized +23.4%
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $319 Shares 4,190 Est. Cost $72.13 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $313 Shares 642 Est. Cost $28.05 Unrealized +55.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $312 Shares 657 Est. Cost $357.52 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.2%
Value ($000) $299 Shares 3,830 Est. Cost $54.68 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $299 Shares 5,576 Est. Cost $53.25 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $297 Shares 2,532 Est. Cost $92.61 Unrealized
V VISA INC 0.2%
Value ($000) $294 Shares 1,131 Est. Cost $157.74 Unrealized +53.8%
UDR UDR INC 0.2%
Value ($000) $289 Shares 7,557 Est. Cost $35.16 Unrealized -9.3%
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $280 Shares 3,272 Est. Cost $57.23 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $279 Shares 3,572 Est. Cost $61.13 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $275 Shares 3,219 Est. Cost $51.08 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $271 Shares 2,878 Est. Cost $81.15 Unrealized +3.2%
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $265 Shares 2,797 Est. Cost $57.90 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $260 Shares 859 Est. Cost $244.33 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $260 Shares 1,060 Est. Cost $113.06 Unrealized +85.1%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $259 Shares 6,110 Est. Cost $41.08 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $256 Shares 440 Est. Cost $506.78 Unrealized +13.5%
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $252 Shares 7,825 Est. Cost $52.85 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $252 Shares 2,409 Est. Cost $141.87 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $250 Shares 2,737 Est. Cost $99.94 Unrealized
KARS KRANESHARES TR 0.2%
Value ($000) $249 Shares 9,685 Est. Cost $44.07 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $248 Shares 2,861 Est. Cost $85.48 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $247 Shares 3,086 Est. Cost $69.65 Unrealized
RACE FERRARI N V 0.2%
Value ($000) $241 Shares 713 Est. Cost $310.42 Unrealized +7.6%
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $241 Shares 5,465 Est. Cost $48.61 Unrealized
NUSA NUSHARES ETF TR 0.2%
Value ($000) $240 Shares 10,410 Est. Cost $25.27 Unrealized
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $237 Shares 3,210 Est. Cost $62.12 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $235 Shares 3,020 Est. Cost $67.45 Unrealized
NKE NIKE INC 0.1%
Value ($000) $235 Shares 2,161 Est. Cost $95.53 Unrealized +7.8%
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $230 Shares 7,730 Est. Cost $47.10 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $230 Shares 490 Est. Cost $387.65 Unrealized +16.6%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $229 Shares 3,325 Est. Cost $60.59 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $222 Shares 20,775 Est. Cost $7.72 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $215 Shares 2,963 Est. Cost $68.54 Unrealized -6.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $214 Shares 433 Est. Cost $46.31 Unrealized 0.0%
LGLV SPDR SER TR 0.1%
Value ($000) $214 Shares 1,475 Est. Cost $145.05 Unrealized
CSM PROSHARES TR 0.1%
Value ($000) $214 Shares 3,900 Est. Cost $54.77 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $211 Shares 674 Est. Cost $295.69 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $209 Shares 2,181 Est. Cost $92.19 Unrealized 0.0%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $203 Shares 4,200 Est. Cost $50.26 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $129 Shares 26,235 Est. Cost $18.58 Unrealized
MODD MODULAR MED INC 0.0%
Value ($000) $23 Shares 12,500 Est. Cost $1.28 Unrealized 0.0%