Pacific-Center-For-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "INVA",
  "GTX",
  "MPWR",
  "POOL",
  null,
  "RJF",
  "BROS",
  "ENTG",
  "OLLI",
  null,
  "PCG",
  "SNOW",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  null,
  "GOOGL",
  "AVT",
  "VYX",
  null,
  null,
  "AXP",
  "AEG",
  null,
  "TEAM",
  "MODG",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "THRM",
  "FUL",
  "GME",
  "BYD",
  "BSX",
  "HRB",
  null,
  "CSQ",
  null,
  null,
  null,
  "LXP",
  "COF",
  null,
  "LNC",
  null,
  "D",
  "NTCT",
  "M",
  "ROKU",
  "ESS",
  "REZI",
  "PAGP",
  "RUM",
  null,
  null,
  "ALGT",
  "FITB",
  null,
  "TBPH",
  "ADEA",
  null,
  "GILD",
  "GIS",
  "HLT",
  "AIV",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  "FBIN",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "HWM",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  null,
  "IJH",
  null,
  "ROG",
  "SVV",
  null,
  "RGR",
  "IONQ",
  null,
  "KMI",
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MRVL",
  "MA",
  null,
  "BMI",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "EQIX",
  "EVRG",
  null,
  "FTV",
  "GE",
  "GPC",
  "NVS",
  "OXY",
  "ORLY",
  "SMR",
  "ALK",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "KKR",
  "KR",
  "ORCL",
  "KHC",
  "OKE",
  null,
  "DASH",
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PEP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "AMGN",
  "MSTR",
  "PARA",
  "SLVM",
  "IEFA",
  "RY",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "DTM",
  "NATL",
  "VXF",
  "VOE",
  "MRNA",
  "FDMT",
  "XPER",
  "ALC",
  null,
  null,
  "ACWV",
  null,
  "PNW",
  "STAG",
  null,
  null,
  "IWV",
  "SBAC",
  null,
  "PRF",
  null,
  "VCIT",
  "EME",
  "VIG",
  null,
  "TRGP",
  "TEF",
  null,
  "TSCO",
  "ULTA",
  "MTD",
  null,
  "GSK",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  "DD",
  "VRT",
  "SAIA",
  "QLYS",
  "ARE",
  "VNT",
  "GM",
  "WTS",
  "STWD",
  null,
  "AFL",
  "APH",
  "AMD",
  "VFC",
  "EL",
  "WAB",
  "IP",
  "F",
  "GNRC",
  "DECK",
  "EQR",
  "DEO",
  "WM",
  "IWR",
  "CAH",
  "AEP",
  "CURB",
  "INVH",
  null,
  "RHP",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "TTWO",
  "LUV",
  null,
  "ESGD",
  "KD",
  "REXR",
  null,
  null,
  "NWSA",
  "TDC",
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "MGK",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VREX",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WABC",
  "WDC",
  "WFC",
  "WST",
  "WSM",
  "WHR",
  "WPM",
  "WH",
  "WDAY",
  "YUMC",
  "YUM",
  "ZBRA",
  "IUSG",
  "SOLV",
  "DTE",
  "SCHD",
  "ET",
  "DVY",
  "JNPR",
  "MSCI",
  "EIX",
  "KIM",
  "NOK",
  "LUMN",
  null,
  "MFC",
  "MGM",
  null,
  null,
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  "TDY",
  "DIA",
  null,
  null,
  null,
  "TNL",
  "IUSV",
  "GEV",
  "GAP",
  "MCK",
  "NVT",
  "PSA",
  "PAYC",
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BAC",
  "BANF",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BYND",
  "BMRN",
  "TECH",
  "BXMT",
  "BA",
  "BAH",
  null,
  "BHF",
  "BMY",
  "CHRW",
  "AI",
  "CARR",
  "CCL",
  "CELH",
  "CAKE",
  "CHGG",
  "CRL",
  "CVX",
  "CHTR",
  "CMG",
  "CHD",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COLB",
  "COP",
  "COO",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CR",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DB",
  "DVN",
  null,
  null,
  "DLB",
  "DIOD",
  "DLR",
  "DCI",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 511
Total Value: 377009667
Accession Number: 0001398344-25-009592
Form Type: 13F-HR
CIK: pacific-center-for-financial-services
Manager Name: Pacific-Center-For-Financial-Services

Data Enrichment

81% identified

413 identified98 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

511 positions • $377.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:4.9K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$377.0M)

VISA INC.

V|92826C839

Shares:5.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$377.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$377.0M)

922908363

VOO|922908363

Shares:2.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$377.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$377.0M)

464288810

Shares:21.6K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$377.0M)

921909768

VXUS|921909768

Shares:20.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$377.0M)

46137V472

Shares:13.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$377.0M)

AT&T INC.

T|00206R102

Shares:39.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$377.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:14.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$377.0M)

AMAZON COM INC

AMZN|023135106

Shares:5.1K

Value:$973.6K

% of Portfolio:0.3% ($973.6K/$377.0M)

464287804

IJR|464287804

Shares:9.3K

Value:$972.8K

% of Portfolio:0.3% ($972.8K/$377.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.3K

Value:$945.7K

% of Portfolio:0.3% ($945.7K/$377.0M)

46137V266

Shares:23.8K

Value:$908.5K

% of Portfolio:0.2% ($908.5K/$377.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:958

Value:$906.5K

% of Portfolio:0.2% ($906.5K/$377.0M)

92204A504

VHT|92204A504

Shares:3.3K

Value:$875.6K

% of Portfolio:0.2% ($875.6K/$377.0M)

81369Y209

Shares:5.8K

Value:$847.3K

% of Portfolio:0.2% ($847.3K/$377.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.4K

Value:$822.7K

% of Portfolio:0.2% ($822.7K/$377.0M)

Alphabet Inc.

GOOG|02079K107

Shares:5.2K

Value:$819.0K

% of Portfolio:0.2% ($819.0K/$377.0M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:28.6K

Value:$815.2K

% of Portfolio:0.2% ($815.2K/$377.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	4.9K	QoQ -1.95% (-97) YoY +12.91% (+556)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$377.0M)	QoQ -12.68% (-$265.0K) YoY +0.76% (+$13.9K)
VISA INC.(Vcusip92826C839)	5.2K	QoQ -3.28% (-176) YoY -12.44% (-736)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$377.0M)	QoQ +7.24% (-$122.6K) YoY +9.94% (-$164.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$377.0M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(VOOcusip922908363)	2.8K	QoQ +29.13% (+629) YoY +89.91% (+1.3K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$377.0M)	QoQ +23.17% (+$269.5K) YoY +102.98% (+$726.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.3K	QoQ -0.82% (-69) YoY -2.20% (-187)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$377.0M)	QoQ +0.80% (-$11.3K) YoY +2.71% (-$37.3K)
(cusip464288810)✕	21.6K	QoQ +0.05% (+12) YoY +0.47% (+101)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$377.0M)	QoQ +3.21% (+$40.4K) YoY +3.21% (+$40.4K)
(VXUScusip921909768)	20.0K	QoQ -16.13% (-3.8K) YoY +5.23% (+994)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$377.0M)	QoQ -11.62% (-$163.3K) YoY +8.36% (+$95.9K)
(cusip46137V472)✕	13.3K	QoQ -94.19% (-215.7K) YoY -93.92% (-205.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$377.0M)	QoQ -94.60% (-$21.3M) YoY -94.95% (-$22.9M)
AT&T INC.(Tcusip00206R102)	39.2K	QoQ -2.41% (-972) YoY -17.56% (-8.3K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$377.0M)	QoQ +21.19% (-$193.9K) YoY +32.46% (-$271.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	14.4K	QoQ -4.02% (-605) YoY -4.53% (-685)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$377.0M)	QoQ -1.91% (-$20.2K) YoY +18.23% (-$159.6K)
AMAZON COM INC(AMZNcusip023135106)	5.1K	QoQ -2.77% (-146) YoY -2.77% (-146)	All Managers (Combined)	$973.6K	0.3% ($973.6K/$377.0M)	QoQ -15.68% (-$181.1K) YoY +2.54% (-$24.2K)
(IJRcusip464287804)	9.3K	QoQ -15.12% (-1.7K) YoY -29.36% (-3.9K)	All Managers (Combined)	$972.8K	0.3% ($972.8K/$377.0M)	QoQ -22.97% (-$290.1K) YoY -33.16% (-$482.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.3K	QoQ +13.40% (+388) YoY +25.69% (+671)	All Managers (Combined)	$945.7K	0.3% ($945.7K/$377.0M)	QoQ +34.95% (+$245.0K) YoY +76.05% (+$408.5K)
(cusip46137V266)✕	23.8K	QoQ +0.03% (-8) YoY -0.46% (-111)	All Managers (Combined)	$908.5K	0.2% ($908.5K/$377.0M)	QoQ -7.26% (-$71.2K) YoY +3.68% (-$32.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	958	QoQ 0.00% (+0) YoY -1.33% (-13)	All Managers (Combined)	$906.5K	0.2% ($906.5K/$377.0M)	QoQ +3.25% (+$28.6K) YoY +27.46% (-$195.3K)
(VHTcusip92204A504)	3.3K	QoQ +0.27% (+9) YoY +0.45% (-15)	All Managers (Combined)	$875.6K	0.2% ($875.6K/$377.0M)	QoQ +4.64% (+$38.9K) YoY -1.68% (-$15.0K)
(cusip81369Y209)✕	5.8K	QoQ -10.79% (-702) YoY -9.77% (-629)	All Managers (Combined)	$847.3K	0.2% ($847.3K/$377.0M)	QoQ -5.32% (-$47.6K) YoY -10.82% (-$102.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.4K	QoQ +0.08% (+3) YoY +1.69% (+56)	All Managers (Combined)	$822.7K	0.2% ($822.7K/$377.0M)	QoQ +2.39% (+$19.3K) YoY +24.53% (+$162.1K)
Alphabet Inc.(GOOGcusip02079K107)	5.2K	QoQ 0.00% (-0) YoY +1.94% (+100)	All Managers (Combined)	$819.0K	0.2% ($819.0K/$377.0M)	QoQ -17.96% (-$179.3K) YoY +4.60% (+$36.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	28.6K	QoQ +74.39% (+12.2K) YoY +65.05% (+11.3K)	All Managers (Combined)	$815.2K	0.2% ($815.2K/$377.0M)	QoQ +81.58% (+$366.3K) YoY +156.77% (+$497.7K)