StockDriftsStockDriftsTop 50 Pacific Wealth Strategies Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES TR | 12.98% | 196.2K | $20.8M | +2.94%(+5.61K) | $86.57(-33.34%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 11.69% | 643.0K | $18.7M | +45.55%(+201.22K) | $27.67(+23.29%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.15% | 25.0K | $16.3M | -33.19%(-12.42K) | $583.34(+27.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.06% | 38.3K | $9.7M | -19.35%(-9.18K) | $118.90(+159.57%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.9% | 27.3K | $7.9M | -10.89%(-3.34K) | $98.01(+267.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.91% | 30.1K | $6.3M | -17.31%(-6.29K) | $106.67(+127.49%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.87% | 35.5K | $6.2M | -45.64%(-29.83K) | $37.85(+414.76%) | 2026-03-31 | |
| CHY | CALAMOS CONV & HIGH INCOME F | 3.71% | 546.2K | $5.9M | -5.84%(-33.87K) | $11.50(+16.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.71% | 16.0K | $5.9M | +1.37%(+216) | $238.54(+63.70%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.73% | 4.8K | $4.4M | -16.27%(-925) | $795.31(+52.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.36% | +57.56% |
| Top 20 Holdings Unweighted | +14.59% | +50.47% |
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