Fund HoldingsPACIFIC SUN FINANCIAL CORP

Total Portfolio Value
$144.29M
Total Bought
$8.97M
Total Sold
$13.63M
Net Transaction
-$4.66M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
021,684+21,68401,4210.98%+1,421
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
017,921+17,92105810.40%+581
SPDR SER TR
ST STR SP600 SML
013,557+13,55705000.35%+500
BERKSHIRE HATHAWAY INC DEL12,60112,464-1373,8914,3663.03%+475
INVESCO EXCHANGE TRADED FD T
BIOTECHNOLOGY
08,048+8,04804590.32%+459
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
012,915+12,91504190.29%+419
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
05,011+5,01104180.29%+418
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
04,880+4,88003830.27%+383
APPLE INC(AAPL)39,86740,466+5996,5746,9284.80%+354
TESLA INC(TSLA)6,7896,917+1281,4081,7311.20%+322
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
04,220+4,22003050.21%+305
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
03,872+3,87202980.21%+298
META PLATFORMS INC(META)3,3833,365-187171,0100.70%+293
ELI LILLY & CO(LLY)0480+48002580.18%+258
FERRARI N V
COM
0723+72302140.15%+214
UDR INC(UDR)05,826+5,82602080.14%+208
AMAZON COM INC(AMZN)8,6638,632-318951,0970.76%+202
INVESCO QQQ TR5,4265,375-511,7411,9261.33%+184
SELECT SECTOR SPDR TR
ST STR TECHN ETF
18,07617,747-3292,7302,9092.02%+180
FIRST TR EXCHANGE-TRADED FD32,78431,414-1,3704,8475,0143.47%+167
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
58,05357,373-6802,4822,6061.81%+125
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
10,48651,850+41,3641,4771,5911.10%+113
FIRST TR NASDAQ 100 TECH IND6,3996,449+508359370.65%+102
DIGITAL RLTY TR INC(DLR)03,855+3,85504670.32%+467
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
15,40515,395-101,3111,3850.96%+75
MICROSOFT CORP(MSFT)2,3612,379+186817510.52%+70
ISHARES TR1,8811,88105736420.44%+69
VANGUARD WORLD FDS
INF TECH ETF
2,7802,745-351,0721,1390.79%+67
ALPHABET INC(GOOG)02,280+2,28003010.21%+301
WELLTOWER INC(WELL)7,2386,968-2705195710.40%+52
VANGUARD INDEX FDS2,2662,26605656170.43%+52
RITHM CAPITAL CORP(RITM)020,625+20,62501920.13%+192
COSTCO WHSL CORP NEW(COST)0582+58203290.23%+329
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
7,6757,505-1705636040.42%+41
CHIPOTLE MEXICAN GRILL INC(CMG)0200+20003660.25%+366
FIDELITY COVINGTON TRUST17,90917,125-7846556800.47%+25
ISHARES TR05,247+5,24703920.27%+392
ISHARES TR8,9208,92005035250.36%+22
ISHARES TR0859+85902280.16%+228
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
8,6208,62004794950.34%+16
FLEXSHARES TR
QLT DIV DEF IDX
13,74813,74807287440.52%+16
NETFLIX INC(NFLX)0644+64402430.17%+243
FLEXSHARES TR
QUALT DIVD IDX
10,20010,20005555690.39%+13
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
34,70334,575-1281,2951,3080.91%+13
SCHWAB STRATEGIC TR06,160+6,16003070.21%+307
FIRST TR MID CAP CORE ALPHAD
COM SHS
11,38911,239-1501,0251,0350.72%+11
VISA INC(V)01,131+1,13102600.18%+260
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
2,21322,030+19,8176116200.43%+9
VANGUARD ADMIRAL FDS INC04,732+4,73204460.31%+446
HOME DEPOT INC(HD)01,046+1,04603160.22%+316
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
2,93113,875+10,9445375440.38%+7
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
03,219+3,21902520.17%+252
VANGUARD INDEX FDS02,249+2,24904680.32%+468
VANGUARD SPECIALIZED FUNDS3,6523,65205625670.39%+5
FIDELITY COMWLTH TR11,87011,040-8305695740.40%+5
FIRST TR DOW JONES SELECT MI
COM SHS ANNUAL
08,503+8,50304660.32%+466
WISDOMTREE TR(WT)11,32011,170-1505635670.39%+4
ISHARES TR11,33910,639-7007247280.50%+3
UNION PAC CORP(UNP)01,060+1,06002160.15%+216
SPDR DOW JONES INDL AVERAGE(DIA)0945+94503170.22%+317
VANGUARD INDEX FDS01,575+1,57503070.21%+307
FIRST TR EXCHANGE TRADED FD
WTR ETF
03,147+3,14702600.18%+260
ISHARES TR02,409+2,40902200.15%+220
VANGUARD WORLD FD02,511+2,51103810.26%+381
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
07,280+7,28003870.27%+387
MONDELEZ INTL INC(MDLZ)02,963+2,96302060.14%+206
ISHARES TR
MSCI USA MIN ETF
03,461+3,46102510.17%+251
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
06,820+6,82003130.22%+313
SPDR S&P MIDCAP 400 ETF TR(MDY)1,1301,13005185160.36%-2
ISHARES TR03,020+3,02002090.14%+209
ISHARES TR02,996+2,99602470.17%+247
ISHARES TR02,110+2,11002130.15%+213
ISHARES TR8,6108,725+1155335290.37%-4
VANGUARD INDEX FDS02,134+2,13404570.32%+457
SPDR SER TR
ST STR R1K LOWV
4,7804,762-185054990.35%-5
VANGUARD INDEX FDS6,6306,565-651,0531,0470.73%-6
SPDR S&P 500 ETF TR(SPY)0652+65202790.19%+279
VANGUARD WORLD FDS
HEALTH CAR ETF
2,1702,17005175100.35%-7
MCDONALDS CORP(MCD)01,096+1,09602890.20%+289
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
03,375+3,37502130.15%+213
FIRST TR MULTI CP VAL ALPHA
SHS ISSUED FRST
04,080+4,08002840.20%+284
SONDER HOLDINGS INC000000
ISHARES TR12,95812,888-707467360.51%-10
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,8783,823-555024920.34%-10
VANGUARD ADMIRAL FDS INC7,4427,44206616500.45%-10
NORTHROP GRUMMAN CORP(NOC)0490+49002160.15%+216
INVESCO EXCH TRADED FD TR II
S&P SMLCP MATL
03,270+3,27002100.15%+210
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
06,702+6,70202880.20%+288
FIDELITY COVINGTON TRUST05,475+5,47503320.23%+332
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,365+2,36503350.23%+335
INVESCO ACTIVELY MANAGED ETF
ACTIVE US REAL
02,665+2,66502110.15%+211
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
08,430+8,43002310.16%+231
PHILIP MORRIS INTL INC(PM)02,878+2,87802660.18%+266
SCHWAB STRATEGIC TR15,17014,940-2306366190.43%-17
JANUS DETROIT STR TR
HENDRSN SHRT ETF
04,450+4,45002130.15%+213
SCHWAB STRATEGIC TR12,69212,442-2508618420.58%-19
INVESCO EXCH TRADED FD TR II05,826+5,82603430.24%+343
ISHARES TR9,6139,248-3656876680.46%-19
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,426+2,42603910.27%+391
ISHARES TR04,138+4,13803690.26%+369
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