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Institutional Investment Manager
PacWest Financial Management Inc
PacWest Financial Management Inc (CIK: 0001304762) incorporated in Arizona, located at 1643 E Bethany Home Rd, Phoenix, AZ. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 81 holdings with a total value of $160,082,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 NEXTERA ENERGY INC 15,760 2,055,000 1.28%
52 ROYAL BK CDA MONTREAL QUE 34,904 2,062,000 1.29%
53 ACCENTURE PLC IRELAND 18,353 2,079,000 1.30%
54 GENERAL MLS INC 29,296 2,089,000 1.30%
55 ABBVIE INC 33,863 2,096,000 1.31%
56 UNITED TECHNOLOGIES CORP 20,564 2,109,000 1.32%
57 CISCO SYS INC 74,385 2,134,000 1.33%
58 PFIZER INC 61,201 2,155,000 1.35%
59 NOVO-NORDISK A S 40,535 2,180,000 1.36%
60 WELLS FARGO & CO NEW 46,495 2,201,000 1.37%
61 EXXON MOBIL CORP 23,869 2,238,000 1.40%
62 BERKSHIRE HATHAWAY INC DEL 16,189 2,344,000 1.46%
63 STARBUCKS CORP 41,212 2,354,000 1.47%
64 BLACKROCK INC 7,645 2,619,000 1.64%
65 HOME DEPOT INC 20,955 2,676,000 1.67%
66 3M CO 15,723 2,753,000 1.72%
67 GENERAL ELECTRIC CO 88,969 2,801,000 1.75%
68 APPLE INC 30,997 2,963,000 1.85%
69 SPDR SERIES TRUST 98,025 3,017,000 1.88%
70 INTEL CORP 97,953 3,213,000 2.01%
71 JOHNSON & JOHNSON 26,746 3,244,000 2.03%
72 V F CORP 52,922 3,254,000 2.03%
73 ISHARES TR 17,418 3,666,000 2.29%
74 VERIZON COMMUNICATIONS INC 69,294 3,869,000 2.42%
75 TJX COS INC NEW 51,513 3,978,000 2.48%
76 WISDOMTREE TR 80,188 4,052,000 2.53%
77 MICROSOFT CORP 87,156 4,460,000 2.79%
78 WISDOMTREE TR 218,820 5,613,000 3.51%
79 ISHARES TR 51,950 6,037,000 3.77%
80 VANGUARD SCOTTSDALE FDS 86,709 7,010,000 4.38%
81 VANGUARD SCOTTSDALE FDS 84,985 7,599,000 4.75%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001304762-16-000007, filed 2016.07.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.