Fund HoldingsPACIFIC SUN FINANCIAL CORP

Total Portfolio Value
$191.48M
Total Bought
$10.99M
Total Sold
$9.39M
Net Transaction
+$1.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD029,270+29,27007,8834.12%+7,883
SELECT SECTOR SPDR TR
ST STR TECHN ETF
019,513+19,51304,9412.58%+4,941
SPDR SERIES TRUST
ST STR SP AERO
018,151+18,15103,8292.00%+3,829
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
29,11528,964-1513,3934,1042.14%+711
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
055,623+55,62304,2042.20%+4,204
MICROSOFT CORP(MSFT)4,8914,976+851,8362,4751.29%+639
NVIDIA CORPORATION(NVDA)011,506+11,50601,8180.95%+1,818
META PLATFORMS INC(META)03,281+3,28102,4221.26%+2,422
INVESCO QQQ TR05,946+5,94603,2801.71%+3,280
TESLA INC(TSLA)08,343+8,34302,6501.38%+2,650
ISHARES TR4,9645,709+7459341,3630.71%+429
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
048,900+48,90002,5531.33%+2,553
ARK ETF TR
NEXT GNRTN INTER
06,952+6,95201,0260.54%+1,026
ORACLE CORP(ORCL)01,403+1,40303070.16%+307
EXCHANGE TRADED CONCEPTS TRU038,095+38,09502,2771.19%+2,277
ISHARES TR7,8017,871+701,1941,4850.78%+290
FIRST TR EXCHANGE-TRADED FD08,049+8,04901,1660.61%+1,166
ARK ETF TR
INNOVATION ETF
03,765+3,76502650.14%+265
VANECK ETF TRUST
SEMICONDUCTR ETF
0943+94302630.14%+263
AMAZON COM INC(AMZN)08,213+8,21301,8020.94%+1,802
BADGER METER INC01,020+1,02002500.13%+250
DIGITAL RLTY TR INC(DLR)6,3136,599+2869051,1500.60%+246
FIRST TR EXCHANGE-TRADED FD05,817+5,81701,2380.65%+1,238
NETFLIX INC(NFLX)561565+45237570.40%+233
ISHARES TR0942+94202320.12%+232
EMERSON ELEC CO(EMR)01,700+1,70002270.12%+227
VANGUARD WORLD FD
INF TECH ETF
02,540+2,54001,6850.88%+1,685
SPDR SERIES TRUST
ST STR SP400GRW
029,004+29,00402,5201.32%+2,520
VANGUARD ADMIRAL FDS INC0545+54502160.11%+216
GLOBAL X FDS
ARTIFICIAL ETF
04,824+4,82402110.11%+211
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
017,331+17,33101,6860.88%+1,686
INVESCO EXCH TRADED FD TR II03,305+3,30502070.11%+207
VANGUARD WORLD FD
UTILITIES ETF
01,170+1,17002070.11%+207
ISHARES TR
CORE DIVID ETF
04,010+4,01002020.11%+202
SPDR SERIES TRUST
ST STR SP600GRWO
054,440+54,44004,8322.52%+4,832
CUBESMART(CUBE)04,712+4,71202000.10%+200
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
15,29515,486+1911,7231,9141.00%+191
FIDELITY COVINGTON TRUST19,00919,406+3971,0691,2580.66%+188
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
014,281+14,28108760.46%+876
ISHARES TR08,720+8,72009550.50%+955
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
021,580+21,58008800.46%+880
ISHARES TR024,193+24,19303,2191.68%+3,219
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
10,05210,672+6203384660.24%+128
FIDELITY COMWLTH TR010,510+10,51008420.44%+842
ISHARES TR09,834+9,83401,0830.57%+1,083
INVESCO EXCH TRADED FD TR II022,119+22,11901,0230.53%+1,023
VANGUARD INDEX FDS01,911+1,91108380.44%+838
FIDELITY COVINGTON TRUST2,2072,390+1833564710.25%+115
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
032,630+32,63001,8290.96%+1,829
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
040,164+40,16401,7390.91%+1,739
ALPHABET INC(GOOG)3,5443,663+1195546500.34%+96
AVALONBAY CMNTYS INC1,1991,710+5112573480.18%+91
WALMART INC(WMT)2,7923,429+6372453350.18%+90
ADVANCED MICRO DEVICES INC(AMD)02,069+2,06902940.15%+294
DISNEY WALT CO(DIS)04,933+4,93306120.32%+612
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
10,26210,430+1689391,0250.54%+85
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,3233,801+4782273090.16%+83
FIRST TR EXCHANGE-TRADED FD
COM SHS ANNUAL
08,205+8,20505880.31%+588
ISHARES TR012,198+12,19809790.51%+979
BANK AMERICA CORP012,505+12,50505920.31%+592
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
010,310+10,31005070.26%+507
ISHARES TR07,920+7,92006790.35%+679
ISHARES TR1,0151,020+53674330.23%+67
VANGUARD INDEX FDS1,5901,59003894520.24%+63
PHILIP MORRIS INTL INC(PM)2,7002,70004294920.26%+63
ISHARES TR06,662+6,66206060.32%+606
FERRARI N V
COM
98398304214820.25%+62
ISHARES TR011,394+11,39401,5060.79%+1,506
FIDELITY COVINGTON TRUST7,9748,287+3135546140.32%+59
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
011,705+11,70505710.30%+571
SCHWAB STRATEGIC TR033,576+33,57609420.49%+942
ISHARES TR2,2692,328+592673230.17%+56
SPDR S&P 500 ETF TR(SPY)0886+88605480.29%+548
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,6246,839+2153053560.19%+51
ISHARES TR013,051+13,05108090.42%+809
SPDR SERIES TRUST
ST STR SP TELCO
02,740+2,74003210.17%+321
VANECK ETF TRUST
ENVIRONMENTAL SR
16,70516,730+255926410.33%+49
FLEXSHARES TR
QLT DIV DEF IDX
13,31313,213-1009309780.51%+48
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
12,09012,140+508779240.48%+47
VANGUARD WORLD FD2,5712,511-605185650.29%+47
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
6,6756,575-1002553010.16%+46
VANGUARD INDEX FDS06,156+6,15601,2000.63%+1,200
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
07,960+7,96005910.31%+591
VANGUARD WELLINGTON FD2,0262,031+53073500.18%+43
ISHARES TR22,52822,318-2101,3561,3980.73%+42
SCHWAB STRATEGIC TR17,64017,64003804200.22%+41
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,206+2,20604790.25%+479
FLEXSHARES TR
QUALT DIVD IDX
9,1009,040-606226620.35%+39
VANGUARD INDEX FDS02,064+2,06405720.30%+572
SPDR S&P MIDCAP 400 ETF TR(MDY)01,165+1,16506600.34%+660
COSTCO WHSL CORP NEW(COST)574587+135435810.30%+38
VANGUARD ADMIRAL FDS INC07,050+7,05007140.37%+714
VANGUARD SPECIALIZED FUNDS03,176+3,17606500.34%+650
VANGUARD WHITEHALL FDS14,43114,201-2301,8611,8930.99%+32
PUBLIC STORAGE OPER CO(PSA)9901,117+1272963280.17%+31
VANGUARD INDEX FDS9,4709,430-401,5201,5510.81%+31
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
6,1306,13003593850.20%+26
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
02,972+2,97203230.17%+323
VANGUARD INDEX FDS86086002212450.13%+24
PROSHARES TR
LARGE CAP CRE
3,5403,54002262490.13%+24
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