Pasadena Private Wealth, LLC Reduced Holdings in Q3 2024

Pasadena Private Wealth, LLC

Stock	Shares change	Price Range	Shares Held
PSLV Sprott Physical Silver Trust Financial Services	-10.5K - 2.55%	$9.17 - $10.84 $96.5K - $114K	402K $4.2M
PSA Public Storage Real Estate	-60 - 3.53%	$283.13 - $365.01 $17K - $21.9K	1.64K $596K
NXRT Nex Point Residential Trust, Inc. Real Estate	-2.51K - 5.08%	$37.97 - $47.45 $95.2K - $119K	46.8K $2.06M
NSA National Storage Affiliates Trust Real Estate	-1.43K - 4.98%	$39.73 - $49.13 $56.9K - $70.4K	27.3K $1.32M
O Realty Income Corp Real Estate	-582 - 3.46%	$52.36 - $63.42 $30.5K - $36.9K	16.2K $1.03M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-5 - 0.17%	$405.19 - $478.57 $2.03K - $2.39K	2.99K $1.38M
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	-8.16K - 3.19%	$37.98 - $41.19 $310K - $336K	248K $10.2M
PHYS Sprott Physical Gold Trust Financial Services	-2.67K - 1.31%	$18.12 - $20.72 $48.4K - $55.3K	200K $4.09M
FNDX Schwab Fundamental U S Large C ETFs	-6.87K - 3.5%	$65.36 - $71.76 $449K - $493K	189K $13.6M
AAPL Apple Inc. Technology	-341 - 0.91%	$207.23 - $234.82 $70.7K - $80.1K	37.1K $8.64M
VBK Vanguard Small Cap Growth ETF ETFs	-169 - 0.32%	$240.48 - $267.94 $40.6K - $45.3K	52.9K $14.1M
FNDA Schwab Fundamental U S Small C ETFs	-4.83K - 1.93%	$54.26 - $60.01 $262K - $290K	245K $14.6M
VBR Vanguard Small Cap Value ETF ETFs	-1.68K - 1.41%	$179.99 - $201.6 $302K - $338K	118K $23.6M
VEU Vanguard Ftse All World Ex Us ETFs	-3.67K - 0.58%	$56.47 - $63.69 $207K - $234K	630K $39.7M
VTV Vanguard Value ETF ETFs	-18.1K - 4.46%	$159.75 - $174.57 $2.89M - $3.16M	388K $67.7M

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