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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
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -22.74%
0.03%
$101,735
2,310 shares@ $44.05 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -3.72%
0.02%
$84,870
3,388 shares@ $25.06 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -30.52%
0.02%
$73,736
585 shares@ $126.05 avg price
FIWFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.67%
0.02%
$60,547
593 shares@ $102.11 avg price
NTAPNetapp Inc
Recent Activity
Decreased -0.21%
0.02%
$54,021
465 shares@ $116.18 avg price
FFIVF5 Inc
Recent Activity
Decreased -4%
0.02%
$48,283
192 shares@ $251.48 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -18.88%
0.02%
$46,461
262 shares@ $177.34 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.84%
0.01%
$36,580
705 shares@ $51.89 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -5.47%
0.01%
$34,501
69 shares@ $500.02 avg price
GWWGrainger W W Inc
Recent Activity
Decreased -3.03%
0.01%
$33,872
32 shares@ $1058.5 avg price