Cathy Pareto & Associates, Inc New Holdings in Q4 2024

Cathy Pareto & Associates, Inc

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
35.2K
New
$221.69 - $259.02 $7.81M - $9.13M
35.2K $8.82B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
140K
New
$56.06 - $61.35 $7.84M - $8.58M
140K $7.9B
VB
Vanguard Small Cap ETF

ETFs
25K
New
$233.76 - $261.58 $5.84M - $6.54M
25K $6B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
186K
New
$27.54 - $83.04 $5.12M - $15.4M
186K $5.15B
SCHV
Schwab Strategic Tr Us Large C

ETFs
181K
New
$25.79 - $80.4 $4.67M - $14.6M
181K $4.72B
VOE
Vanguard Mid Cap Value Index F

ETFs
28.4K
New
$160.89 - $176.18 $4.58M - $5.01M
28.4K $4.6B
VGT
Vanguard Information Technolog

ETFs
6.8K
New
$571.78 - $647.97 $3.89M - $4.41M
6.8K $4.23B
VBR
Vanguard Small Cap Value ETF

ETFs
20.8K
New
$197.36 - $217.3 $4.1M - $4.52M
20.8K $4.12B
SCHX
Schwab Strategic Tr Us Large C

ETFs
170K
New
$22.4 - $68.28 $3.8M - $11.6M
170K $3.93B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.39K
New
$442.29 - $483.08 $3.27M - $3.57M
7.39K $3.35B
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
83.7K
New
$37.66 - $39.1 $3.15M - $3.27M
83.7K $3.2B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
71.2K
New
$43.84 - $48.76 $3.12M - $3.47M
71.2K $3.13B
AMZN
Amazon Com Inc

Consumer Cyclical
12.7K
New
$180.88 - $232.93 $2.3M - $2.96M
12.7K $2.79B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
118K
New
$22.01 - $66.82 $2.59M - $7.87M
118K $2.67B
FNDX
Schwab Fundamental U S Large C

ETFs
95.2K
New
$23.49 - $71.77 $2.24M - $6.83M
95.2K $2.25B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.3K
New
$26.93 - $84.95 $1.89M - $5.97M
70.3K $1.92B
VHT
Vanguard Health Care ETF

ETFs
7.31K
New
$250.81 - $283.3 $1.83M - $2.07M
7.31K $1.86B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
42.1K
New
$42.8 - $44.98 $1.8M - $1.89M
42.1K $1.84B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
34.3K
New
$50.0 - $50.27 $1.71M - $1.72M
34.3K $1.72B
MSFT
Microsoft Corp

Technology
3.52K
New
$406.35 - $454.46 $1.43M - $1.6M
3.52K $1.48B
FNDF
Schwab Fundamental Intl Large

ETFs
41.6K
New
$32.92 - $37.15 $1.37M - $1.55M
41.6K $1.38B
BRO
Brown & Brown, Inc.

Financial Services
12.8K
New
$100.93 - $113.42 $1.29M - $1.45M
12.8K $1.3B
IAU
Ishares Gold Trust

ETFs
26.1K
New
$48.37 - $52.65 $1.26M - $1.38M
26.1K $1.29B
DFAS
Dimensional ETF Tr U S Small C

ETFs
17K
New
$63.58 - $71.15 $1.08M - $1.21M
17K $1.11B
PAVE
Global X Fds Us Infrastructure

ETFs
24.7K
New
$40.41 - $45.95 $996K - $1.13M
24.7K $996M
GOOG
Alphabet Inc.

Communication Services
4.98K
New
$163.08 - $198.16 $811K - $986K
4.98K $948M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.52K
New
$98.47 - $109.35 $937K - $1.04M
9.52K $937M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
20K
New
$44.2 - $49.46 $882K - $987K
20K $913M
FXH
First Tr Exchange Trd Fd Healt

ETFs
8.74K
New
$103.53 - $112.72 $905K - $985K
8.74K $910M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.6K
New
$40.38 - $44.35 $873K - $958K
21.6K $884M
VTI
Vanguard Total Stock Market Et

ETFs
2.97K
New
$280.04 - $302.45 $831K - $898K
2.97K $860M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.56K
New
$174.22 - $187.62 $794K - $856K
4.56K $799M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.2K
New
$57.53 - $60.83 $761K - $804K
13.2K $761M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.7K
New
$61.52 - $66.5 $721K - $780K
11.7K $748M
META
Meta Platforms, Inc.

Communication Services
1.21K
New
$554.08 - $632.68 $668K - $762K
1.21K $705M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
10.8K
New
$61.21 - $68.19 $663K - $738K
10.8K $677M
Ge Healthcare Technologies I
8.58K
New
N/A
8.58K $670M
VV
Vanguard Large Cap ETF

ETFs
2.4K
New
$260.27 - $280.65 $624K - $672K
2.4K $646M
VTV
Vanguard Value ETF

ETFs
3.48K
New
$168.32 - $181.87 $585K - $632K
3.48K $589M
AVGO
Broadcom Inc.

Technology
2.28K
New
$159.67 - $250.0 $364K - $570K
2.28K $529M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.14K
New
$61.68 - $67.87 $502K - $553K
8.14K $507M
IVV
Ishares Core S&P 500 ETF

ETFs
844
New
$570.51 - $610.59 $482K - $515K
844 $497M
TSLA
Tesla, Inc.

Consumer Cyclical
1.21K
New
$213.65 - $479.86 $259K - $581K
1.21K $489M
ITB
Ishares Tr

ETFs
4.53K
New
$103.31 - $129.34 $468K - $586K
4.53K $468M
XLK
Technology Sector Spdr

ETFs
1.93K
New
$220.26 - $241.44 $426K - $467K
1.93K $450M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.18K
New
$79.95 - $89.42 $414K - $464K
5.18K $433M
NVDA
Nvidia Corp

Technology
3.17K
New
$117.0 - $148.88 $371K - $473K
3.17K $426M
QQQ
Invesco Qqq Trust, Series 1

ETFs
823
New
$481.22 - $538.17 $396K - $443K
823 $421M
SPY
Spdr S&P 500 ETF Trust

ETFs
704
New
$567.81 - $607.81 $400K - $428K
704 $412M
Activity Summary
Buys All Purchases 77 New Holdings 77 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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