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

Page 3 of 24

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46137V597

Shares:20.6K

Value:$779.5K

% of Portfolio:0.2% ($779.5K/$377.0M)

464287523

Shares:4.0K

Value:$749.0K

% of Portfolio:0.2% ($749.0K/$377.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.5K

Value:$654.0K

% of Portfolio:0.2% ($654.0K/$377.0M)

46434V878

Shares:12.6K

Value:$641.1K

% of Portfolio:0.2% ($641.1K/$377.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.5K

Value:$545.1K

% of Portfolio:0.1% ($545.1K/$377.0M)

46429B689

EFAV|46429B689

Shares:6.8K

Value:$532.9K

% of Portfolio:0.1% ($532.9K/$377.0M)

46654Q203

Shares:10.2K

Value:$527.8K

% of Portfolio:0.1% ($527.8K/$377.0M)

464288687

Shares:16.8K

Value:$516.1K

% of Portfolio:0.1% ($516.1K/$377.0M)

Meta Platforms, Inc.

META|30303M102

Shares:883

Value:$508.7K

% of Portfolio:0.1% ($508.7K/$377.0M)

Eaton Corp plc

ETN|G29183103

Shares:1.9K

Value:$508.6K

% of Portfolio:0.1% ($508.6K/$377.0M)

464288802

Shares:4.3K

Value:$488.4K

% of Portfolio:0.1% ($488.4K/$377.0M)

464288448

Shares:15.7K

Value:$487.1K

% of Portfolio:0.1% ($487.1K/$377.0M)

COPART INC

CPRT|217204106

Shares:7.7K

Value:$437.4K

% of Portfolio:0.1% ($437.4K/$377.0M)

921908844

VIG|921908844

Shares:2.2K

Value:$434.7K

% of Portfolio:0.1% ($434.7K/$377.0M)

Walt Disney Co

DIS|254687106

Shares:4.4K

Value:$429.6K

% of Portfolio:0.1% ($429.6K/$377.0M)

ASML HOLDING NV

ASML|N07059210

Shares:587

Value:$389.0K

% of Portfolio:0.1% ($389.0K/$377.0M)

COCA COLA CO

KO|191216100

Shares:5.4K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$377.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.5K

Value:$388.3K

% of Portfolio:0.1% ($388.3K/$377.0M)

81369Y506

Shares:4.1K

Value:$381.6K

% of Portfolio:0.1% ($381.6K/$377.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$356.3K

% of Portfolio:0.1% ($356.3K/$377.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V597)✕	20.6K	QoQ +0.04% (-10) YoY -1.90% (-399)	All Managers (Combined)	$779.5K	0.2% ($779.5K/$377.0M)	QoQ -8.96% (-$76.8K) YoY -5.44% (-$44.9K)
(cusip464287523)✕	4.0K	QoQ -10.79% (-482) YoY +21.03% (+692)	All Managers (Combined)	$749.0K	0.2% ($749.0K/$377.0M)	QoQ -22.11% (-$212.7K) YoY +0.81% (+$6.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.5K	QoQ +0.01% (+1) YoY +0.12% (+7)	All Managers (Combined)	$654.0K	0.2% ($654.0K/$377.0M)	QoQ +10.59% (+$62.7K) YoY +2.44% (+$15.6K)
(cusip46434V878)✕	12.6K	QoQ -0.25% (-32) YoY +45.41% (+3.9K)	All Managers (Combined)	$641.1K	0.2% ($641.1K/$377.0M)	QoQ +0.28% (-$1.8K) YoY +45.81% (+$201.4K)
Alphabet Inc.(GOOGLcusip02079K305)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$545.1K	0.1% ($545.1K/$377.0M)	QoQ -18.30% (-$122.2K) YoY +2.45% (+$13.1K)
(EFAVcusip46429B689)	6.8K	QoQ -0.08% (-6) YoY -12.01% (-934)	All Managers (Combined)	$532.9K	0.1% ($532.9K/$377.0M)	QoQ +10.09% (-$48.9K) YoY -3.26% (-$18.0K)
(cusip46654Q203)✕	10.2K	QoQ +78.04% (+4.5K) YoY NEW(+10.2K)	All Managers (Combined)	$527.8K	0.1% ($527.8K/$377.0M)	QoQ +63.51% (+$205.0K) YoY NEW(+$527.8K)
(cusip464288687)✕	16.8K	QoQ +186.13% (+10.9K) YoY +201.11% (+11.2K)	All Managers (Combined)	$516.1K	0.1% ($516.1K/$377.0M)	QoQ +179.68% (+$331.6K) YoY +187.09% (+$336.3K)
Meta Platforms, Inc.(METAcusip30303M102)	883	QoQ +0.11% (-1) YoY +0.11% (+1)	All Managers (Combined)	$508.7K	0.1% ($508.7K/$377.0M)	QoQ -1.55% (-$8.0K) YoY +18.75% (+$80.3K)
Eaton Corp plc(ETNcusipG29183103)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$508.6K	0.1% ($508.6K/$377.0M)	QoQ -18.09% (-$112.3K) YoY -13.06% (-$76.4K)
(cusip464288802)✕	4.3K	QoQ -1.55% (-67) YoY -1.29% (-56)	All Managers (Combined)	$488.4K	0.1% ($488.4K/$377.0M)	QoQ -7.01% (-$36.8K) YoY +3.83% (-$18.0K)
(cusip464288448)✕	15.7K	QoQ +3.47% (+528) YoY +4.38% (+660)	All Managers (Combined)	$487.1K	0.1% ($487.1K/$377.0M)	QoQ +17.23% (+$71.6K) YoY +15.48% (+$65.3K)
COPART INC(CPRTcusip217204106)	7.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$437.4K	0.1% ($437.4K/$377.0M)	QoQ -1.39% (-$6.2K) YoY -2.29% (-$10.3K)
(VIGcusip921908844)	2.2K	QoQ +0.35% (-8) YoY +1.31% (+29)	All Managers (Combined)	$434.7K	0.1% ($434.7K/$377.0M)	QoQ -0.59% (-$2.6K) YoY +7.61% (+$30.8K)
Walt Disney Co(DIScusip254687106)	4.4K	QoQ -1.91% (-85) YoY -23.38% (-1.3K)	All Managers (Combined)	$429.6K	0.1% ($429.6K/$377.0M)	QoQ -13.06% (-$64.6K) YoY -38.19% (-$265.6K)
ASML HOLDING NV(ASMLcusipN07059210)	587	QoQ 0.00% (-0) YoY -4.70% (-29)	All Managers (Combined)	$389.0K	0.1% ($389.0K/$377.0M)	QoQ -4.39% (-$17.9K) YoY -34.93% (-$208.8K)
COCA COLA CO(KOcusip191216100)	5.4K	QoQ 0.00% (+0) YoY -6.80% (-396)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$377.0M)	QoQ +15.03% (+$50.8K) YoY +9.10% (-$32.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.5K	QoQ +0.25% (-14) YoY +2.31% (+124)	All Managers (Combined)	$388.3K	0.1% ($388.3K/$377.0M)	QoQ -0.85% (-$3.4K) YoY +13.48% (+$46.1K)
(cusip81369Y506)✕	4.1K	QoQ +968.84% (+3.7K) YoY +438.65% (+3.3K)	All Managers (Combined)	$381.6K	0.1% ($381.6K/$377.0M)	QoQ +1064.84% (+$348.8K) YoY +433.48% (+$310.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ +0.05% (+1) YoY +0.39% (+7)	All Managers (Combined)	$356.3K	0.1% ($356.3K/$377.0M)	QoQ +20.10% (+$59.6K) YoY +14.47% (+$45.0K)