Portfolio (Quarterly)
Guide ↗
Pacific Center for Financial Services
· CIK 0001698222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | BSV | VANGUARD BD INDEX FDS | — | 733.0 | $57K | 0.01% | +54.0 | +8.0% | $77.90 | -0.4% |
| 202 | SPTI | SPDR SERIES TRUST | — | 1,938.0 | $55K | 0.01% | -173.0 | -8.2% | $28.39 | -1.1% |
| 203 | IJS | ISHARES TR | — | 400.0 | $55K | 0.01% | — | — | $136.68 | +1.3% |
| 204 | PGF | INVESCO EXCHANGE TRADED FD T | — | 3,967.0 | $54K | 0.01% | NEW | — | $13.71 | -2.1% |
| 205 | VREX | VAREX IMAGING CORP | Healthcare | 5,180.0 | $54K | 0.01% | — | — | $10.43 | +77.5% |
| 206 | EEM | ISHARES TR | — | 789.0 | $54K | 0.01% | — | — | $68.41 | -1.9% |
| 207 | DE | DEERE & CO | Industrials | 85.0 | $54K | 0.01% | +35.0 | +70.0% | $634.34 | +2.1% |
| 208 | PNW | PINNACLE WEST CAP CORP | Utilities | 500.0 | $54K | 0.01% | — | — | $107.00 | -9.0% |
| 209 | ALK | ALASKA AIR GROUP INC | Industrials | 1,000.0 | $52K | 0.01% | — | — | $52.20 | -22.6% |
| 210 | EVRG | EVERGY INC | Utilities | 598.0 | $52K | 0.01% | — | — | $86.43 | -6.4% |
| 211 | WDC | WESTERN DIGITAL CORP | Technology | 80.0 | $51K | 0.01% | — | — | $638.73 | -28.1% |
| 212 | IWR | ISHARES TR | — | 448.0 | $49K | 0.01% | — | — | $110.32 | +2.8% |
| 213 | WMT | WALMART INC | Consumer Defensive | 417.0 | $47K | 0.01% | -1K | -78.1% | $113.26 | -8.4% |
| 214 | DASH | DOORDASH INC | Communication Services | 250.0 | $46K | 0.01% | +100.0 | +66.7% | $184.53 | +21.1% |
| 215 | UPS | UNITED PARCEL SVCS INC | Industrials | 425.0 | $46K | 0.01% | — | — | $107.50 | -5.1% |
| 216 | FXI | ISHARES TR | — | 1,341.0 | $42K | 0.01% | — | — | $31.59 | +13.5% |
| 217 | SPYD | SPDR SERIES TRUST | — | 875.0 | $42K | 0.01% | NEW | — | $47.71 | +5.7% |
| 218 | F | FORD MTR CO | Consumer Cyclical | 2,998.0 | $42K | 0.01% | +1K | +53.2% | $13.90 | +3.7% |
| 219 | KIM | KIMCO REALTY CORP | Real Estate | 1,626.0 | $41K | 0.01% | — | — | $25.36 | -5.3% |
| 220 | RTX | RTX CORPORATION | Industrials | 213.0 | $40K | 0.01% | — | — | $189.73 | +10.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
66.1%
Technology
14.6%
Energy
4.2%
Industrials
3.5%
Communication Services
3.1%
Consumer Defensive
2.8%
Consumer Cyclical
2.0%
Healthcare
1.8%
Utilities
1.2%
Basic Materials
0.4%