Cathy Pareto & Associates, Inc Portfolio Holdings by Sector

Cathy Pareto & Associates, Inc

$113 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs COWZ JPST VB SCHV SCHM VOE VBR HEDJ 54 stocks	$85.3 Million 76.45% of portfolio	28	25	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.54 Million 7.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A HIG 3 stocks	$4.93 Million 4.42% of portfolio	2	1	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.34 Million 2.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$2.28 Million 2.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.84 Million 1.64% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$1.59 Million 1.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$822,661 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$695,814 0.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$611,225 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$578,169 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$379,300 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$357,652 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$354,933 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$283,248 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$231,092 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$226,223 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$224,056 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts

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