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  Name: Pacific Center for Financial Services
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $356,714,000
  Total Value Change : $5,998,000
  Securities Held Change : 10
   
All Securities Held : 478
  New Positions : 23
  Closed Positions : 13
  Increased Positions : 78
  Unchanged Positions : 332
  Decreased Positions : 45

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Holdings Found : 23     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMJB)1 Year Chart         AMJB Alerian Mlp Index ETN Due 2... 209 New $0.00 $33,000 1,127 0.01% 33,000 1,127 0    N/A
   (GEV)1 Year Chart         GEV Ge Vernova Llc 265 New $297.60 $15,000 90 0% 15,000 90 0    N/A
   (PGR)1 Year Chart         PGR Progressive Corp 276 New $243.00 $14,000 68 0% 14,000 68 0    Property & Casualty I...
   (FDMT)1 Year Chart         FDMT 4d Molecular Therapeutics Inc. 367 New $0.00 $4,000 207 0% 4,000 207 0    N/A
   (SOLV)1 Year Chart         SOLV Solventum Corp 393 New $73.57 $3,000 54 0% 3,000 54 0    N/A
   (EQR)1 Year Chart         EQR Equity Residential 403 New $73.95 $2,000 26 0% 2,000 26 0    REIT - Housing/Apartm...
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 417 New $164.74 $1,000 5 0% 1,000 5 0    REIT - Industrial
   (O)1 Year Chart         O Realty Income Corp 424 New $60.48 $1,000 23 0% 1,000 23 0    REIT - Retail
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 456 New $136.50 $0 0 0% 0 0 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 481 New $71.10 $0 0 0% 0 0 0    Investment Brokerage ...
   (PYCR)1 Year Chart         PYCR Paycor Hcm, Inc. 475 New $15.07 $0 10 0% 0 10 0    N/A
   (SVV)1 Year Chart         SVV Savers Value Village, Inc. 480 New $9.86 $0 15 0% 0 15 0    N/A
   (ETSY)1 Year Chart         ETSY Etsy Inc 461 New $47.99 $0 0 0% 0 0 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 474 New $359.51 $0 0 0% 0 0 0    Networking & Communic...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 479 New $485.94 $0 0 0% 0 0 0    Publishing
   (OLLI)1 Year Chart         OLLI Ollies Bargain Outlet Holdi... 472 New $90.90 $0 2 0% 0 2 0    N/A
   (ROG)1 Year Chart         ROG Rogers Corp 478 New $104.34 $0 2 0% 0 2 0    Rubber & Plastics
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 460 New $185.30 $0 0 0% 0 0 0    Semiconductor Equipme...
   (SYY)1 Year Chart         SYY SYSCO Corp 483 New $74.25 $0 0 0% 0 0 0    Food Wholesale
   (REXR)1 Year Chart         REXR Rexford Industrial Realty, ... 477 New $44.03 $0 6 0% 0 6 0    N/A
   (STAG)1 Year Chart         STAG Stag Industrial, Inc. 482 New $37.80 $0 9 0% 0 9 0    REIT - Industrial
   (JBT)1 Year Chart         JBT John Bean Technologies Corp 464 New $115.71 $0 4 0% 0 4 0    Diversified Machinery
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 457 New $29.26 $0 0 0% 0 0 0    Multi Utilities

      23 Records Found
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