Pacific Excel Wealth Advisors, Inc.
141 holdingsFiling period: 2026-03-31Current AUM: $104.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FTCB | FIRST TR EXCHANGE-TRADED FD | 164.4K | $3.4M | $3.4M | 3.23% | +69.4K | 2026-03-31 |
| 2 | MGK | VANGUARD WORLD FD | 8.1K | $3.0M | $3.5M | 3.35% | +3.1K | 2026-03-31 |
| 3 | CVX | CHEVRON CORPORATION | 13.4K | $2.8M | $2.6M | 2.53% | +6.5K | 2026-03-31 |
| 4 | TDIV | FIRST TR EXCHANGE TRADED FD | 25.8K | $2.4M | $2.9M | 2.73% | +11.2K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 8.6K | $2.2M | $2.7M | 2.54% | +551 | 2026-03-31 |
| 6 | MGV | VANGUARD WORLD FD | 14.9K | $2.2M | $2.4M | 2.33% | +6.1K | 2026-03-31 |
| 7 | AFLG | FIRST TR EXCHNG TRADED FD VI | 48.0K | $1.9M | $2.1M | 2.02% | +27.2K | 2026-03-31 |
| 8 | FTGS | FIRST TR EXCHANGE-TRADED FD | 48.4K | $1.6M | $1.9M | 1.78% | +22.6K | 2026-03-31 |
| 9 | IVV | ISHARES TR | 2.4K | $1.6M | $1.8M | 1.71% | +899 | 2026-03-31 |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | 31.2K | $1.6M | $1.5M | 1.48% | +9.5K | 2026-03-31 |
| 11 | FSIG | FIRST TR EXCHANGE-TRADED FD | 80.9K | $1.5M | $1.5M | 1.45% | +25.5K | 2026-03-31 |
| 12 | FTA | FIRST TR EXCHANGE-TRADED ALP | 16.1K | $1.5M | $1.6M | 1.56% | +6.1K | 2026-03-31 |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | 21.0K | $1.4M | $1.7M | 1.64% | +6.8K | 2026-03-31 |
| 14 | SPYV | SPDR SERIES TRUST | 25.1K | $1.4M | $1.6M | 1.50% | +6.8K | 2026-03-31 |
| 15 | BUFG | FIRST TR EXCHNG TRADED FD VI | 51.5K | $1.4M | $1.5M | 1.45% | +22.3K | 2026-03-31 |
| 16 | FDN | FIRST TR EXCHANGE-TRADED FD | 5.9K | $1.4M | $1.6M | 1.55% | +2.9K | 2026-03-31 |
| 17 | FIIG | FIRST TR EXCHANGE-TRADED FD | 65.4K | $1.4M | $1.3M | 1.28% | +30.7K | 2026-03-31 |
| 18 | BIL | SPDR SERIES TRUST | 14.6K | $1.3M | $1.3M | 1.28% | +7.4K | 2026-03-31 |
| 19 | DYNF | BLACKROCK ETF TRUST | 22.2K | $1.3M | $1.5M | 1.43% | +6.1K | 2026-03-31 |
| 20 | FBT | FIRST TR EXCHANGE-TRADED FD | 6.4K | $1.3M | $1.6M | 1.51% | +3.3K | 2026-03-31 |
| 21 | FVD | FIRST TR EXCHANGE-TRADED FD | 26.4K | $1.2M | $1.3M | 1.27% | +11.5K | 2026-03-31 |
| 22 | IVW | ISHARES TR | 10.9K | $1.2M | $1.5M | 1.42% | +4.5K | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 6.8K | $1.2M | $1.4M | 1.31% | +2.8K | 2026-03-31 |
| 24 | GOVT | ISHARES TR | 51.4K | $1.2M | $1.2M | 1.11% | +28.0K | 2026-03-31 |
| 25 | FDT | FIRST TR EXCH TRD ALPHDX FD | 12.7K | $1.1M | $1.1M | 1.09% | +2.4K | 2026-03-31 |
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