Cathy Pareto & Associates, Inc Purchases in Q2 2025

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
111
+ 1.68%
$470.37 - $663.28 $52.2K - $73.6K
6.7K $4.45B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
16.7K
+ 21.37%
$41.9 - $50.31 $700K - $841K
94.9K $4.57B
QTUM
ETF Ser Solutions Defiance Qua
7.79K
+ 219.26%
N/A
11.3K $1.04B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.5K
+ 13.23%
$50.36 - $50.68 $728K - $733K
124K $6.27B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.85K
+ 120.22%
$66.89 - $111.18 $324K - $539K
8.88K $987M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 3.84%
$19.6 - $24.44 $124K - $154K
171K $4.17B
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 6.16%
$23.55 - $27.67 $264K - $310K
193K $5.34B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.62K
+ 3.84%
$22.92 - $28.05 $152K - $186K
179K $5.02B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.35K
+ 8.74%
$19.1 - $23.83 $179K - $223K
116K $2.77B
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
1.94K
+ 2.28%
$37.38 - $47.11 $72.7K - $91.6K
87.2K $4.06B
CLOI
Vaneck ETF Tr

ETFs
5.99K
+ 40.14%
$51.16 - $53.02 $306K - $318K
20.9K $1.11B
Blackrock ETF Trust Ii
5.4K
New
N/A
5.4K $280M
VPU
Vanguard Utilities ETF

ETFs
1.45K
New
$158.36 - $178.82 $230K - $260K
1.45K $256M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.1K
New
$20.42 - $25.3 $207K - $256K
10.1K $256M
AVGO
Broadcom Inc.

Technology
1
+ 0.04%
$146.29 - $275.65 $146 - $276
2.26K $623M
TSLA
Tesla, Inc.

Consumer Cyclical
686
New
$221.86 - $362.89 $152K - $249K
686 $218M
XLI
Industrial Sector Spdr

ETFs
1.45K
New
$116.42 - $147.52 $169K - $214K
1.45K $214M
SPOT
Spotify Technology S.A.

Communication Services
273
New
$503.3 - $775.9 $137K - $212K
273 $209M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.54K
New
$67.03 - $80.35 $170K - $204K
2.54K $203M
PAVE
Global X Fds Us Infrastructure

ETFs
1.14K
+ 4.57%
$33.78 - $43.68 $38.4K - $49.7K
26K $1.13B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.13K
+ 9.88%
$53.65 - $67.02 $60.8K - $75.9K
12.6K $845M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.67K
+ 13.95%
$51.16 - $62.02 $85.3K - $103K
13.6K $845M
ITA
Ishares Tr

ETFs
295
+ 14.09%
$135.31 - $188.64 $39.9K - $55.6K
2.39K $451M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.21K
+ 11.45%
$51.14 - $57.0 $113K - $126K
21.5K $1.22B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
763
+ 46.75%
$114.78 - $133.31 $87.6K - $102K
2.4K $319M
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 5.79%
$416.06 - $551.64 $18.7K - $24.8K
822 $454M
SLV
I Shares Silver Trust

ETFs
1.88K
+ 14.64%
$27.08 - $33.74 $50.9K - $63.4K
14.7K $483M
RSP
Invesco S&P 500 Equal Weight E

ETFs
236
+ 5.15%
$152.93 - $181.74 $36.1K - $42.9K
4.82K $876M
Pacer Fds Tr
347
+ 2.97%
N/A
12K $423M
GOOGL
Alphabet Inc.

Communication Services
38
+ 1.47%
$144.7 - $178.6 $5.5K - $6.79K
2.62K $462M
IWD
Ishares Russell 1000 Val ETF

ETFs
209
+ 11.52%
$166.82 - $194.23 $34.9K - $40.6K
2.02K $393M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
829
+ 2.22%
$49.98 - $50.26 $41.4K - $41.7K
38.1K $1.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.14%
$496.48 - $617.85 $496 - $618
699 $432M
MKL
Markel Corp

Financial Services
10
+ 8.26%
$1678.5 - $1997.36 $16.8K - $20K
131 $262M
VO
Vanguard Mid Cap ETF

ETFs
35
+ 3.99%
$228.54 - $279.83 $8K - $9.79K
913 $256M
Goldman Sachs ETF Tr
92
+ 2.04%
N/A
4.6K $229M
WMT
Walmart Inc.

Consumer Defensive
13
+ 0.52%
$81.79 - $99.98 $1.06K - $1.3K
2.51K $245M
DFAT
Dimensional ETF Tr U S Target

ETFs
22
+ 0.46%
$44.8 - $53.97 $986 - $1.19K
4.83K $261M
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
+ 0.34%
$109.83 - $131.67 $659 - $790
1.75K $222M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
83
+ 1.19%
$50.46 - $58.08 $4.19K - $4.82K
7.07K $406M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.49K
+ 5.38%
$24.32 - $27.87 $84.8K - $97.2K
68.3K $1.81B
HDV
Ishares Core High Dividend ETF

ETFs
37
+ 1.23%
$108.41 - $120.51 $4.01K - $4.46K
3.05K $357M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.83%
$170.16 - $206.27 $2.38K - $2.89K
1.71K $317M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
541
+ 7.35%
$483.48 - $539.8 $262K - $292K
7.9K $3.84B
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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