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
SDOG
Alps Sector Dividend Dogs ETF

ETFs
6.93K
New
$55.73 - $61.23 $386K - $424K
6.93K $392M
NEE
Nextera Energy Inc

Utilities
5.31K
New
$69.77 - $85.43 $370K - $454K
5.31K $381M
COST
Costco Wholesale Corp

Consumer Defensive
415
New
$873.59 - $994.69 $363K - $413K
415 $380M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.24K
New
$105.85 - $112.84 $343K - $366K
3.24K $358M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.91K
New
$183.23 - $199.79 $351K - $382K
1.91K $354M
JPM
Jpmorgan Chase & CO

Financial Services
1.47K
New
$205.18 - $250.29 $301K - $367K
1.47K $351M
XLY
Select Sector Spdr Consumer Di

ETFs
1.56K
New
$194.8 - $239.43 $303K - $372K
1.56K $349M
ITA
Ishares Tr

ETFs
2.38K
New
$144.31 - $157.31 $343K - $374K
2.38K $346M
GLD
Spdr Gold Trust

ETFs
1.42K
New
$236.59 - $257.5 $336K - $366K
1.42K $344M
HDV
Ishares Core High Dividend ETF

ETFs
3K
New
$110.82 - $121.28 $332K - $363K
3K $336M
VUG
Vanguard Growth ETF

ETFs
813
New
$378.79 - $428.11 $308K - $348K
813 $334M
ABBV
Abb Vie Inc.

Healthcare
1.8K
New
$164.99 - $203.87 $297K - $367K
1.8K $320M
GOOGL
Alphabet Inc.

Communication Services
1.68K
New
$161.86 - $196.66 $271K - $330K
1.68K $317M
NFLX
Netflix Inc

Communication Services
330
New
$687.65 - $936.56 $227K - $309K
330 $294M
SLV
I Shares Silver Trust

ETFs
11.1K
New
$26.33 - $31.74 $292K - $352K
11.1K $292M
BX
Blackstone Inc.

Financial Services
1.59K
New
$148.45 - $199.05 $236K - $316K
1.59K $274M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.8K
New
$54.54 - $61.04 $262K - $293K
4.8K $267M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.03K
New
$241.48 - $274.89 $248K - $282K
1.03K $261M
VIG
Vanguard Dividend Appreciation

ETFs
1.32K
New
N/A
1.32K $258M
VBK
Vanguard Small Cap Growth ETF

ETFs
886
New
$264.18 - $304.19 $234K - $270K
886 $248M
WMT
Walmart Inc.

Consumer Defensive
2.69K
New
$79.1 - $95.7 $212K - $257K
2.69K $243M
MKL
Markel Corp

Financial Services
136
New
$1542.01 - $1785.11 $210K - $243K
136 $235M
VO
Vanguard Mid Cap ETF

ETFs
874
New
$261.5 - $284.63 $229K - $249K
874 $231M
PG
Procter & Gamble CO

Consumer Defensive
1.35K
New
$161.05 - $179.7 $218K - $243K
1.35K $227M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.52K
New
$84.34 - $95.14 $213K - $240K
2.52K $220M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.81K
New
$51.33 - $58.78 $196K - $224K
3.81K $206M
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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