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Institutional Investment Manager
PACIFIC WEALTH STRATEGIES GROUP, INC.
PACIFIC WEALTH STRATEGIES GROUP, INC. (CIK: 0001766571). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q2)
Original 13F HR (0001766571-19-000006) filed in 2019.03.06
#
Name
Shares
Value ($)
%
Options
Notes
1 NUVEEN CA QUALTY MUN INCOME 459,177 6,906 5.89%
2 SCHWAB U.S. LARGE-CAP GROWTH ETF 82,439 5,210 4.45%
3 APPLE INC 36,168 5,209 4.45%
4 CALAMOS CONV & HIGH INCOME F 421,864 4,995 4.26%
5 NUVEEN CALIFORNIA AMT QLT MU 313,299 4,878 4.16%
6 POWERSHARES ETF TRUST 87,840 4,714 4.02%
7 CLAYMORE EXCHANGE TRD FD TR 180,924 4,554 3.89%
8 PROSHARES TR 70,293 4,061 3.47%
9 FACEBOOK INC 23,217 3,505 2.99%
10 BLACKROCK ENHANCED GBL DIV T 251,791 3,336 2.85%
11 ISHARES TR 29,932 2,760 2.36%
12 ALPHABET INC 2,597 2,414 2.06%
13 3M CO 11,584 2,412 2.06%
14 SELECT SECTOR SPDR TR 28,880 2,288 1.95%
15 CLAYMORE EXCHANGE TRD FD TR 85,050 2,113 1.80%
16 SPDR S&P 500 ETF TR 8,732 2,111 1.80%
17 AT&T INC 54,927 2,072 1.77%
18 LOCKHEED MARTIN CORP 7,459 2,071 1.77%
19 HOME DEPOT INC 13,409 2,057 1.76%
20 GENERAL ELECTRIC CO 73,808 1,994 1.70%
21 SELECT SECTOR SPDR TR 80,688 1,991 1.70%
22 POWERSHARES QQQ TRUST 14,215 1,957 1.67%
23 AMAZON COM INC 1,980 1,917 1.64%
24 CLAYMORE EXCHANGE TRD FD TR 70,419 1,787 1.53%
25 KIMBERLY CLARK CORP 13,726 1,772 1.51%
26 POWERSHARES ETF TRUST 113,045 1,738 1.48%
27 BOEING CO 8,346 1,650 1.41%
28 MICROSOFT CORP 22,792 1,571 1.34%
29 DISNEY WALT CO 14,539 1,545 1.32%
30 VERIZON COMMUNICATIONS INC 34,386 1,536 1.31%
31 CLOROX CO DEL 11,089 1,477 1.26%
32 CBRE CLARION GLOBAL REAL EST 189,568 1,463 1.25%
33 ALTRIA GROUP INC 19,373 1,443 1.23%
34 PHILIP MORRIS INTL INC 11,785 1,384 1.18%
35 NORFOLK SOUTHERN CORP 11,229 1,367 1.17%
36 SCHWAB US DIVIDEND EQUITY ETF 27,966 1,261 1.08%
37 CHEVRON CORP NEW 10,913 1,139 0.97%
38 ARROW ETF TR 60,898 1,114 0.95%
39 ANHEUSER BUSCH INBEV SA/NV 8,753 966 0.82%
40 CATERPILLAR INC 8,565 920 0.79%
41 CLAYMORE EXCHANGE TRD FD TR 39,397 840 0.72%
42 MERCK & CO INC 13,017 834 0.71%
43 CLAYMORE EXCHANGE TRD FD TR 38,568 821 0.70%
44 CLAYMORE EXCHANGE TRD FD TR 37,859 813 0.69%
45 NIKE INC 13,452 794 0.68%
46 UNITED TECHNOLOGIES CORP 6,407 782 0.67%
47 BERKSHIRE HATHAWAY INC DEL 4,515 765 0.65%
48 KRAFT HEINZ CO 8,913 763 0.65%
49 CLAYMORE EXCHANGE TRD FD TR 35,643 758 0.65%
50 BRISTOL MYERS SQUIBB CO 13,505 752 0.64%
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