Cathy Pareto & Associates, Inc has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Us Cash Cows 100 with a value of $7.31B, Apple Inc. with a value of $7.31B, Jp Morgan ETF Tr Ultra Short I with a value of $6.27B, Vanguard Small Cap ETF with a value of $5.75B, and Schwab Strategic Tr Us Large C with a value of $5.34B.

Examining the 13F form we can see an increase of $7.95B in the current position value, from $113B to 121B.

Cathy Pareto & Associates, Inc is based out at Coral Gables, FL

Below you can find more details about Cathy Pareto & Associates, Inc portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $93.1 Billion
Technology: $11.3 Billion
Financial Services: $7.03 Billion
Communication Services: $3.05 Billion
Consumer Cyclical: $2.45 Billion
Consumer Defensive: $868 Million
Utilities: $370 Million
Healthcare: $317 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $121 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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