• 13F History

PACIFIC SUN FINANCIAL CORP

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$176M
Signature - Title
Misha Ferkelman - Regulatory Consultant
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by PACIFIC SUN FINANCIAL CORP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PACIFIC SUN FINANCIAL CORP reported 178 stock holdings with total value $176M as of Q1 2025. Top holdings included AAPL, FDN, BRKB, SLYG, and XLK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 178 $176M +$4.61M -$4.05M +$563K AAPL, FDN, BRKB, SLYG, XLK 13F-HR 4/16/2025, 09:56 PM
Q4 2024 184 $184M +$4.31M -$3.15M +$1.16M AAPL, FDN, BRKB, SLYG, XLK 13F-HR 2/3/2025, 11:12 AM
Q3 2024 184 $181M +$3.13M -$4.16M -$1.03M AAPL, FDN, BRKB, SLYG, XLK 13F-HR 10/9/2024, 05:18 PM
Q2 2024 176 $169M +$1.73M -$4.21M -$2.48M AAPL, FDN, BRKB, SLYG, XLK 13F-HR 7/19/2024, 05:23 PM
Q1 2024 178 $172M +$7.85M -$2.11M +$5.74M AAPL, FDN, BRKB, SLYG, XLK 13F-HR 5/1/2024, 07:20 PM
Q4 2023 172 $158M +$1.43M -$4.85M -$3.42M AAPL, FDN, SLYG, BRKB, XLK 13F-HR 2/7/2024, 07:56 PM
Q3 2023 169 $144M +$13.6M -$5.53M +$8.07M AAPL, FDN, BRKB, SLYG, IJT 13F-HR 1/11/2024, 01:48 PM
Q2 2023 168 $146M +$2.48M -$859K +$1.62M AAPL, FDN, SLYG, BRKB, RSPS 13F-HR 7/11/2023, 09:07 PM
Q4 2022 174 $142M +$2.01M -$8.41M -$6.41M AAPL, SLYG, FDN, BRKB, RSPS 13F-HR 2/14/2023, 02:55 PM
Q3 2022 172 $142M +$4.14M -$2.16M +$1.98M AAPL, FDN, SLYG, PSCH, BRKB 13F-HR 11/14/2022, 07:36 AM
Q2 2022 178 $150M +$5.1M -$1.24M +$3.86M AAPL, FDN, SLYG, PSCH, BRKB 13F-HR 7/28/2022, 05:27 PM
Q1 2022 186 $181M +$7.77M -$527K +$7.25M AAPL, FDN, SLYG, BRKB, PSCH 13F-HR 5/4/2022, 09:39 PM
Q4 2021 177 $185M +$4.41M -$1.11M +$3.29M FDN, AAPL, SLYG, PSCH, BRKB 13F-HR 2/9/2022, 08:07 PM
Q3 2021 174 $174M $0 $0 FDN, AAPL, SLYG, PSCH, IJT 13F-HR 11/12/2021, 03:47 PM
Q3 2020 148 $120M +$6.78M -$1.89M +$4.89M FDN, SLYG, AAPL, PSCH, RSPS 13F-HR 11/12/2020, 04:20 PM
Q2 2020 140 $111M +$5.47M -$1.32M +$4.15M FDN, SLYG, AAPL, PSCH, IJT 13F-HR 7/17/2020, 05:35 PM
Q1 2020 124 $87.1M +$5.21M -$354K +$4.85M FDN, SLYG, PSCH, RSPS, IJT 13F-HR 5/7/2020, 04:14 PM
Q4 2019 143 $113M +$2.47M -$2.23M +$244K FDN, SLYG, IJT, PSCH, RSPS 13F-HR 2/12/2020, 11:47 AM
Q3 2019 134 $106M +$3.37M -$658K +$2.71M FDN, SLYG, IJT, RSPS, REZ 13F-HR 11/5/2019, 02:11 PM
Q2 2019 133 $103M FDN, SLYG, IJT, PSCH, RSPS 13F-HR 8/14/2019, 09:17 AM
Q2 2018 124 $96.5M +$36.6M -$1.51M +$35.1M FDN, SLYG, IJT, REZ, RSPS 13F-HR 8/13/2018, 07:06 PM
Q1 2018 107 $75.2M +$66.4M -$16.5M +$49.8M FDN, SLYG, IJT, REZ, SLYV 13F-HR 5/14/2018, 02:26 PM
Q4 2017 141 $183M BRKB, VEA, VWO, BSJIXXXX, AAPL 13F-HR 3/9/2018, 10:21 AM