StockDriftsStockDriftsTop 20 Pacific Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 58.72% | 167.9K | $109.2M | -12.70%(-24.43K) | $466.69(+59.06%) | 2026-03-31 | |
| EMEQ | NOMURA ETF TR | 11.98% | 493.8K | $22.3M | +35.13%(+128.38K) | $39.11(+67.15%) | 2026-03-31 | |
| IEF | ISHARES TR | 7.81% | 152.2K | $14.5M | +5.06%(+7.34K) | $96.15(-1.90%) | 2026-03-31 | |
| GOVT | ISHARES TR | 7.77% | 630.4K | $14.4M | +4.36%(+26.34K) | $23.00(-1.31%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.5% | 38.5K | $8.4M | -0.71%(-275) | $144.50(+44.29%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.11% | 92.4K | $7.6M | +0.94%(+858) | $79.23(+4.20%) | 2026-03-31 | |
| INTC | INTEL CORP | 1.52% | 64.0K | $2.8M | -8.57%(-6.00K) | $22.55(+433.32%) | 2026-03-31 | |
| ABT | ABBOTT LABORATORIES | 1.32% | 24.0K | $2.5M | -1.67%(-408) | $102.78(-18.44%) | 2026-03-31 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 0.29% | 21.8K | $533K | +45.29%(+6.81K) | $14.80(+92.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.26% | 1.9K | $488K | -13.66%(-304) | $154.80(+93.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.96% | +29.34% |
| Top 20 Holdings Unweighted | +6.00% | +19.09% |
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