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 | VWO | VANGUARD INTL EQUITY INDEX F | — | 870.0 | $47K | 0.01% | NEW | — | $54.18 | +10.9% |
| 202 | SRE | SEMPRA | Utilities | 520.0 | $47K | 0.01% | NEW | — | $89.98 | +2.4% |
| 203 | TGT | TARGET CORP | Consumer Defensive | 509.0 | $46K | 0.01% | NEW | — | $89.70 | +38.5% |
| 204 | COMB | GRANITESHARES ETF TR | — | 2,086.0 | $45K | 0.01% | NEW | — | $21.80 | +22.4% |
| 205 | EVRG | EVERGY INC | Utilities | 598.0 | $45K | 0.01% | NEW | — | $76.02 | +10.9% |
| 206 | PNW | PINNACLE WEST CAP CORP | Utilities | 500.0 | $45K | 0.01% | NEW | — | $89.66 | +15.1% |
| 207 | PH | PARKER-HANNIFIN CORP | Industrials | 59.0 | $45K | 0.01% | NEW | — | $758.15 | +13.4% |
| 208 | IJS | ISHARES TR | — | 400.0 | $44K | 0.01% | NEW | — | $110.59 | +18.1% |
| 209 | COP | CONOCOPHILLIPS | Energy | 466.0 | $44K | 0.01% | NEW | — | $94.59 | +23.6% |
| 210 | IWR | ISHARES TR | — | 448.0 | $43K | 0.01% | NEW | — | $96.55 | +10.8% |
| 211 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 475.0 | $43K | 0.01% | NEW | — | $89.77 | -34.5% |
| 212 | EEM | ISHARES TR | — | 789.0 | $42K | 0.01% | NEW | — | $53.40 | +27.6% |
| 213 | AMD | ADVANCED MICRO DEVICES INC | Technology | 258.0 | $42K | 0.01% | NEW | — | $161.79 | +206.9% |
| 214 | DASH | DOORDASH INC | Communication Services | 150.0 | $41K | 0.01% | NEW | — | $271.99 | -42.9% |
| 215 | AVGO | BROADCOM INC | Technology | 120.0 | $40K | 0.01% | NEW | — | $329.92 | +28.1% |
| 216 | CARZ | FIRST TR EXCHANGE TRADED FD | — | 530.0 | $39K | 0.01% | NEW | — | $72.75 | +62.8% |
| 217 | PEP | PEPSICO INC | Consumer Defensive | 273.0 | $38K | 0.01% | NEW | — | $140.27 | +4.2% |
| 218 | WDAY | WORKDAY INC | Technology | 157.0 | $38K | 0.01% | NEW | — | $240.73 | -48.3% |
| 219 | RTX | RTX CORPORATION | Industrials | 213.0 | $36K | 0.01% | NEW | — | $167.33 | +6.4% |
| 220 | KIM | KIMCO RLTY CORP | Real Estate | 1,626.0 | $36K | 0.01% | NEW | — | $21.86 | +11.9% |
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
65.0%
Technology
14.9%
Communication Services
4.6%
Energy
3.8%
Industrials
3.2%
Consumer Defensive
2.9%
Consumer Cyclical
2.3%
Healthcare
1.6%
Utilities
1.1%
Real Estate
0.4%