Pack Private Wealth, LLC Portfolio Holdings

Pack Private Wealth, LLC

  • $168 Million
  • Q1 2025

Pack Private Wealth, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $35.2M, Ishares Core S&P 500 ETF with a value of $29.4M, Vanguard Ftse Emerging Mkts Et with a value of $20.2M, Ishares Core S&P Mid Cap ETF with a value of $16.2M, and Graco Inc with a value of $12.8M.

Examining the 13F form we can see an decrease of $2.19M in the current position value, from $170M to 168M.

Pack Private Wealth, LLC is based out at Wayzata, MN

Below you can find more details about Pack Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $143 Million
Industrials: $17.5 Million
Healthcare: $3.94 Million
Financial Services: $1.15 Million
Technology: $801,000
Communication Services: $704,000
Consumer Cyclical: $572,000
Basic Materials: $219,000
Other: $153,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.28B
$277,000 0.17% of portfolio
13,078
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $168 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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