Cathy Pareto & Associates, Inc Sells in Q2 2025

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.84K
- 7.38%
$172.42 - $223.89 $489K - $635K
35.6K $7.31B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-26.6K
- 54.49%
$32.0 - $39.87 $853K - $1.06M
22.3K $886M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.06K
- 5.72%
$47.46 - $55.3 $382K - $446K
133K $7.31B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-5.72K
- 21.82%
$34.78 - $43.42 $199K - $248K
20.5K $888M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.56K
- 21.1%
$36.25 - $42.28 $165K - $193K
17.1K $721M
VHT
Vanguard Health Care ETF

ETFs
-44
- 0.62%
$236.71 - $261.92 $10.4K - $11.5K
7.09K $1.76B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.52K
- 7.27%
$162.76 - $195.77 $248K - $298K
19.4K $3.79B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.12K
- 17.25%
$167.32 - $223.3 $355K - $473K
10.2K $2.23B
Ge Healthcare Technologies I
-512
- 6.38%
N/A
7.52K $557M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.6K
- 16.31%
$51.81 - $61.79 $82.6K - $98.6K
8.19K $506M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-654
- 8.44%
$93.63 - $103.68 $61.2K - $67.8K
7.1K $736M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-967
- 15.71%
$82.17 - $99.96 $79.5K - $96.7K
5.19K $510M
ITB
Ishares Tr

ETFs
-409
- 11.91%
$85.52 - $96.61 $35K - $39.5K
3.03K $282M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-909
- 12.8%
$45.88 - $54.4 $41.7K - $49.4K
6.19K $337M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-387
- 10.48%
$95.74 - $115.54 $37.1K - $44.7K
3.3K $378M
IYF
Ishares Tr

ETFs
-512
- 12.49%
$99.23 - $120.99 $50.8K - $61.9K
3.59K $434M
VTV
Vanguard Value ETF

ETFs
-223
- 6.42%
$153.67 - $176.74 $34.3K - $39.4K
3.25K $574M
BX
Blackstone Inc.

Financial Services
-240
- 14.97%
$120.07 - $151.11 $28.8K - $36.3K
1.36K $204M
PG
Procter & Gamble CO

Consumer Defensive
-28
- 2.06%
$157.66 - $172.39 $4.41K - $4.83K
1.33K $212M
NEE
Nextera Energy Inc

Utilities
-15
- 0.28%
$64.11 - $75.0 $962 - $1.13K
5.34K $370M
GLD
Spdr Gold Trust

ETFs
-85
- 5.98%
$273.71 - $316.29 $23.3K - $26.9K
1.34K $408M
JPM
Jpmorgan Chase & CO

Financial Services
-202
- 13.85%
$210.28 - $289.91 $42.5K - $58.6K
1.26K $364M
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 6.94%
$498.8 - $620.9 $20.9K - $26.1K
563 $350M
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 1.13%
N/A
1.31K $268M
GOOG
Alphabet Inc.

Communication Services
-478
- 8.65%
$146.58 - $180.01 $70.1K - $86K
5.05K $895M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-114
- 0.7%
$52.31 - $63.72 $5.96K - $7.26K
16.1K $1.03B
VOE
Vanguard Mid Cap Value Index F

ETFs
-303
- 1.08%
$141.87 - $164.49 $43K - $49.8K
27.7K $4.55B
VV
Vanguard Large Cap ETF

ETFs
-12
- 0.53%
$228.25 - $285.3 $2.74K - $3.42K
2.26K $644M
IAU
Ishares Gold Trust

ETFs
-715
- 2.3%
$56.1 - $64.74 $40.1K - $46.3K
30.4K $1.9B
FNDX
Schwab Fundamental U S Large C

ETFs
-2.16K
- 1.63%
$20.84 - $24.54 $45K - $53K
131K $3.2B
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.43%
$243.75 - $303.93 $3.17K - $3.95K
2.98K $906M
XLK
Technology Sector Spdr

ETFs
-3
- 0.16%
$179.73 - $253.23 $539 - $760
1.88K $475M
META
Meta Platforms, Inc.

Communication Services
-76
- 7.65%
$484.66 - $738.09 $36.8K - $56.1K
917 $677M
NVDA
Nvidia Corp

Technology
-234
- 7.98%
$94.31 - $157.99 $22.1K - $37K
2.7K $426M
VB
Vanguard Small Cap ETF

ETFs
-664
- 2.67%
$193.73 - $237.37 $129K - $158K
24.2K $5.75B
NFLX
Netflix Inc

Communication Services
-20
- 3.23%
$855.86 - $1339.13 $17.1K - $26.8K
600 $803M
MSFT
Microsoft Corp

Technology
-202
- 3.67%
$354.56 - $497.45 $71.6K - $100K
5.3K $2.63B
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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