Pack Private Wealth, LLC Portfolio Holdings by Sector

Pack Private Wealth, LLC

$168 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA IVV VWO IJH IJR GNR VNQ IEFA 24 stocks	$141,107 84.17% of portfolio	4	8	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GGG 1 stocks	$12,836 7.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$4,620 2.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3,394 2.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,536 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$704 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$596 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$579 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX 1 stocks	$542 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$511 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$279 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services ONB 1 stocks	$277 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CLFD 1 stocks	$222 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$219 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy PBR 1 stocks	$153 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical UA 1 stocks	$61 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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