Cathy Pareto & Associates, Inc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.82B, Pacer Fds Tr Us Cash Cows 100 with a value of $7.9B, Vanguard Small Cap ETF with a value of $6B, Schwab Strategic U.S. Mid Cap with a value of $5.15B, and Schwab Strategic Tr Us Large C with a value of $4.72B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
ETFs: $84 Billion
Technology: $11.3 Billion
Financial Services: $5.51 Billion
Consumer Cyclical: $3.28 Billion
Communication Services: $2.26 Billion
Consumer Defensive: $849 Million
Utilities: $381 Million
Healthcare: $320 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Cathy Pareto & Associates, Inc Portfolio

Follow Cathy Pareto & Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cathy Pareto & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cathy Pareto & Associates, Inc with notifications on news.