Cathy Pareto & Associates, Inc Portfolio Holdings by Sector

Cathy Pareto & Associates, Inc

$109 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs COWZ VB SCHM SCHV VOE VGT VBR SCHX 54 stocks	$83.1 Million 77.07% of portfolio	54	-	54	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.82 Million 8.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.35 Million 3.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.79 Million 2.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.97 Million 1.83% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.48 Million 1.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$1.3 Million 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$954,752 0.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$860,341 0.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$622,468 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$489,085 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$380,639 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$351,408 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$319,763 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$294,136 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$274,005 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$234,767 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$227,014 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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