Pasadena Private Wealth, LLC Purchases in Q3 2025

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
378K
New
$50.08 - $50.37 $18.9M - $19.1M
378K $19M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
106K
New
$100.16 - $100.7 $10.6M - $10.7M
106K $10.7M
SUB
Ishares Short Term National Mu

ETFs
85K
New
$106.17 - $107.3 $9.03M - $9.13M
85K $9.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
70.2K
+ 11.19%
$66.38 - $71.68 $4.66M - $5.04M
698K $49.8M
VTV
Vanguard Value ETF

ETFs
10.7K
+ 2.53%
$175.51 - $186.57 $1.87M - $1.99M
433K $80.8M
AVEM
American Centy ETF Tr Avantis

ETFs
31K
+ 11.02%
$68.33 - $75.41 $2.12M - $2.34M
313K $23.5M
AAPL
Apple Inc.

Technology
1.89K
+ 2.71%
$202.38 - $256.87 $382K - $485K
71.7K $18.3M
PSLV
Sprott Physical Silver Trust

Financial Services
71K
+ 14.99%
$12.24 - $15.73 $870K - $1.12M
545K $8.56M
PHYS
Sprott Physical Gold Trust

Financial Services
58.4K
+ 27.87%
$25.02 - $29.62 $1.46M - $1.73M
268K $7.93M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
34.9K
New
$46.93 - $58.5 $1.64M - $2.04M
34.9K $1.93M
VBR
Vanguard Small Cap Value ETF

ETFs
901
+ 0.77%
$195.41 - $212.37 $176K - $191K
118K $24.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
20.3K
+ 13.61%
$40.15 - $43.86 $814K - $889K
169K $7.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
592
+ 1.09%
$276.51 - $305.12 $164K - $181K
54.8K $16.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.03%
$293.94 - $444.72 $882 - $1.33K
9.99K $4.44M
NVDA
Nvidia Corp

Technology
3.32K
+ 15.85%
$153.3 - $186.58 $508K - $619K
24.2K $4.52M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 17.28%
$174.36 - $254.72 $302K - $442K
11.8K $2.86M
BAC
Bank Of America Corp

Financial Services
17.4K
+ 47.92%
$44.92 - $52.42 $781K - $911K
53.6K $2.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.02%
$617.65 - $666.84 $1.85K - $2K
15.7K $10.5M
GOOG
Alphabet Inc.

Communication Services
400
+ 4.27%
$175.16 - $255.24 $70.1K - $102K
9.77K $2.38M
IVV
Ishares Core S&P 500 ETF

ETFs
889
+ 80.16%
$620.67 - $670.08 $552K - $596K
2K $1.34M
META
Meta Platforms, Inc.

Communication Services
763
+ 76.53%
$695.21 - $791.73 $530K - $604K
1.76K $1.29M
MSFT
Microsoft Corp

Technology
755
+ 11.86%
$491.09 - $535.64 $371K - $404K
7.12K $3.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.3K
New
$50.47 - $50.74 $469K - $472K
9.3K $471K
BSX
Boston Scientific Corp

Healthcare
4.51K
New
$97.03 - $108.14 $438K - $488K
4.51K $440K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
+ 14.26%
$135.0 - $146.02 $242K - $261K
14.3K $2.09M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.77K
New
$195.29 - $223.85 $346K - $396K
1.77K $393K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
159
+ 2.42%
$567.77 - $614.76 $90.3K - $97.7K
6.73K $4.12M
T
At&T Inc.

Communication Services
12.4K
New
$26.94 - $29.62 $335K - $368K
12.4K $350K
C
Citigroup Inc

Financial Services
3.39K
New
$85.57 - $103.49 $290K - $351K
3.39K $344K
AMD
Advanced Micro Devices Inc

Technology
575
+ 4.67%
$134.8 - $184.42 $77.5K - $106K
12.9K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
651
New
$433.66 - $544.47 $282K - $354K
651 $291K
QCOM
Qualcomm Inc

Technology
1.64K
New
$145.84 - $173.55 $239K - $285K
1.64K $273K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.29K
New
$86.92 - $99.32 $199K - $227K
2.29K $223K
INTC
Intel Corp

Technology
6.21K
New
$19.31 - $35.5 $120K - $220K
6.21K $208K
TMO
Thermo Fisher Scientific Inc.

Healthcare
429
New
$404.94 - $499.99 $174K - $214K
429 $208K
LLY
Eli Lilly & CO

Healthcare
323
+ 13.4%
$625.65 - $812.69 $202K - $262K
2.73K $2.09M
MA
Mastercard Inc

Financial Services
330
+ 72.05%
$550.18 - $598.96 $182K - $198K
788 $448K
PLTR
Palantir Technologies Inc.

Technology
325
+ 11.67%
$130.68 - $186.97 $42.5K - $60.8K
3.11K $567K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.77K
+ 8.3%
$50.23 - $50.48 $189K - $190K
49.2K $2.47M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.03%
$303.93 - $329.86 $608 - $660
7.03K $2.31M
VEA
Vanguard Ftse Developed Market

ETFs
2.51K
+ 36.73%
$56.02 - $60.3 $140K - $151K
9.34K $559K
V
Visa Inc.

Financial Services
532
+ 49.03%
$332.09 - $358.86 $177K - $191K
1.62K $552K
XLK
Technology Sector Spdr

ETFs
286
+ 10.55%
$250.97 - $282.66 $71.8K - $80.8K
3K $844K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
467
+ 4.67%
$108.46 - $120.63 $50.7K - $56.3K
10.5K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
596
+ 2.98%
$211.65 - $238.24 $126K - $142K
20.6K $4.53M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
10.7K
+ 31.97%
$9.44 - $10.23 $101K - $110K
44.3K $450K
AVGO
Broadcom Inc.

Technology
13
+ 0.63%
$264.74 - $369.57 $3.44K - $4.8K
2.08K $684K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
935
+ 10.23%
$68.24 - $73.73 $63.8K - $68.9K
10.1K $739K
XLV
Select Sector Spdr Fund Health

ETFs
635
+ 35.55%
$129.01 - $139.72 $81.9K - $88.7K
2.42K $336K
Activity Summary
Buys All Purchases 97 New Holdings 20 Increased Positions 77 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 2 Puts 5
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