test

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
BABoeing Co
Recent Activity
Decreased -1.92%
0.07%
$296,829
1,677 shares@ $177.0 avg price
AAXJIshares Tr
Recent Activity
Decreased -30.48%
0.07%
$269,624
3,735 shares@ $72.19 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -4.08%
0.06%
$254,179
446 shares@ $569.91 avg price
ENPHEnphase Energy Inc
Recent Activity
Decreased -0.83%
0.06%
$229,323
3,339 shares@ $68.69 avg price
DFGRDimensional Etf Trust
Recent Activity
Decreased -2.58%
0.05%
$199,849
7,825 shares@ $25.54 avg price
IWBIshares Tr
Recent Activity
Decreased -76.55%
0.04%
$166,244
516 shares@ $322.18 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.56%
0.04%
$158,094
943 shares@ $167.66 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.4%
0.04%
$148,417
140 shares@ $1060.13 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -1.75%
0.03%
$115,043
393 shares@ $292.74 avg price
CCBCoastal Finl Corp Wa
Recent Activity
Decreased -39.29%
0.03%
$105,968
1,248 shares@ $84.92 avg price