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Jacqueline Kruger

@First Pacific Financial

Latest period2024 - Q4ReportedManaged Assets$429.785MTotal holdings400
Assets growth rate0.57%Assets growth rate (2-Q avg)5.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in First Pacific Financial's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of First Pacific Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 429.785M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Jacqueline Kruger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DSIIshares Tr
Recent Activity
Increased 133.91%
0.21%
$881,449
7,995 shares@ $110.26 avg price
DISDisney Walt Co
Recent Activity
Increased 0.25%
0.2%
$858,137
7,707 shares@ $111.35 avg price
JSTCTidal Etf Tr
Recent Activity
Increased 29.39%
0.19%
$790,387
43,049 shares@ $18.37 avg price
NUEMNushares Etf Tr
Recent Activity
Increased 1.61%
0.18%
$735,444
25,343 shares@ $29.02 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 49.54%
0.18%
$731,595
3,052 shares@ $239.72 avg price
HUBBHubbell Inc
Recent Activity
Increased 11180%
0.17%
$708,762
1,692 shares@ $418.9 avg price
CVLCMorgan Stanley Etf Trust
Recent Activity
Increased 9.73%
0.17%
$705,243
9,616 shares@ $73.35 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 76.39%
0.17%
$694,658
1,725 shares@ $402.71 avg price
AWRAmer States Wtr Co
Recent Activity
Increased 1.09%
0.17%
$689,995
8,878 shares@ $77.72 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 107.33%
0.14%
$576,144
4,188 shares@ $137.58 avg price