Pack Private Wealth, LLC Portfolio Holdings by Sector

Pack Private Wealth, LLC

$170 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA IVV VWO IJH IJR VNQ GNR IEFA 23 stocks	$142,487 83.9% of portfolio	8	4	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GGG 1 stocks	$12,956 7.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$4,661 2.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3,278 1.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,902 1.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$795 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$653 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$591 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$507 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX 1 stocks	$444 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$344 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$285 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services ONB 1 stocks	$283 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CLFD 1 stocks	$232 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$207 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$202 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pack Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pack Private Wealth, LLC with notifications on news.