Cathy Pareto & Associates, Inc Reduced Holdings in Q3 2025

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-14.1K
- 63.2%
$39.37 - $44.24 $554K - $622K
8.19K $359M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.37K
- 4.34%
$50.47 - $50.74 $271K - $273K
118K $6.01B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.81K
- 6.64%
$55.15 - $58.11 $486K - $512K
124K $7.12B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.29K
- 31.56%
$85.93 - $92.12 $111K - $119K
2.8K $255M
IWD
Ishares Russell 1000 Val ETF

ETFs
-368
- 18.18%
$192.76 - $203.86 $70.9K - $75K
1.66K $337M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-846
- 16.3%
$98.53 - $107.1 $83.4K - $90.6K
4.34K $456M
VUG
Vanguard Growth ETF

ETFs
-169
- 23.64%
$433.97 - $484.08 $73.3K - $81.8K
546 $262M
Ge Healthcare Technologies I
-748
- 9.95%
N/A
6.77K $508M
VB
Vanguard Small Cap ETF

ETFs
-1.84K
- 7.58%
$237.58 - $259.17 $437K - $476K
22.4K $5.7B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-998
- 2.62%
$50.08 - $50.37 $50K - $50.3K
37.1K $1.86B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-4.89K
- 5.15%
$47.63 - $50.52 $233K - $247K
90K $4.54B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.72%
$915.95 - $994.57 $2.75K - $2.98K
412 $382M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-398
- 6.43%
$53.81 - $57.52 $21.4K - $22.9K
5.79K $333M
BX
Blackstone Inc.

Financial Services
-170
- 12.47%
$152.77 - $188.68 $26K - $32.1K
1.19K $204M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-63
- 0.29%
$55.61 - $57.37 $3.5K - $3.61K
21.5K $1.23B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-368
- 5.18%
$98.56 - $110.68 $36.3K - $40.7K
6.73K $738M
VTV
Vanguard Value ETF

ETFs
-133
- 4.09%
$175.51 - $186.57 $23.3K - $24.8K
3.12K $581M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-116
- 1.64%
$56.63 - $60.72 $6.57K - $7.04K
6.95K $419M
VTI
Vanguard Total Stock Market Et

ETFs
-173
- 5.81%
$303.93 - $329.86 $52.6K - $57.1K
2.81K $921M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2
- 0.08%
$79.39 - $90.39 $159 - $181
2.54K $225M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-61
- 0.6%
$25.29 - $28.33 $1.54K - $1.73K
10.1K $281M
NEE
Nextera Energy Inc

Utilities
-72
- 1.35%
$69.77 - $77.54 $5.02K - $5.58K
5.26K $397M
VV
Vanguard Large Cap ETF

ETFs
-67
- 2.97%
$285.05 - $309.14 $19.1K - $20.7K
2.19K $675M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7
- 0.85%
$546.99 - $602.2 $3.83K - $4.22K
815 $490M
ITB
Ishares Tr

ETFs
-48
- 1.59%
$94.18 - $117.14 $4.52K - $5.62K
2.98K $319M
XLK
Technology Sector Spdr

ETFs
-54
- 2.88%
$250.97 - $282.66 $13.6K - $15.3K
1.82K $514M
VHT
Vanguard Health Care ETF

ETFs
-152
- 2.14%
$239.12 - $259.95 $36.3K - $39.5K
6.94K $1.8B
PLTR
Palantir Technologies Inc.

Technology
-443
- 16.97%
$130.68 - $186.97 $57.9K - $82.8K
2.17K $395M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-30
- 0.91%
$112.94 - $129.99 $3.39K - $3.9K
3.27K $419M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-128
- 1.62%
$459.11 - $506.91 $58.8K - $64.9K
7.78K $3.91B
TSLA
Tesla, Inc.

Consumer Cyclical
-2
- 0.29%
$293.94 - $444.72 $588 - $889
684 $304M
FNDF
Schwab Fundamental Intl Large

ETFs
-755
- 1.79%
$39.84 - $43.15 $30.1K - $32.6K
41.4K $1.78B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.82K
- 4.14%
$23.82 - $25.84 $115K - $124K
112K $2.87B
IAU
Ishares Gold Trust

ETFs
-198
- 0.65%
$61.62 - $72.77 $12.2K - $14.4K
30.2K $2.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-46
- 0.03%
$24.46 - $26.5 $1.13K - $1.22K
171K $4.5B
VGT
Vanguard Information Technolog

ETFs
-163
- 2.43%
$656.44 - $753.15 $107K - $123K
6.54K $4.88B
AAPL
Apple Inc.

Technology
-651
- 1.83%
$202.38 - $256.87 $132K - $167K
35K $8.9B
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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