Pasadena Private Wealth, LLC Reduced Holdings in Q3 2025

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
-275
- 8.63%
$70.47 - $86.89 $19.4K - $23.9K
2.91K $244K
FDX
Fedex Corp

Industrials
-25
- 1.37%
$217.1 - $243.2 $5.43K - $6.08K
1.81K $425K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-251
- 3.73%
$79.76 - $85.78 $20K - $21.5K
6.48K $548K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 3.35%
$435.72 - $463.74 $21.8K - $23.2K
1.44K $669K
VB
Vanguard Small Cap ETF

ETFs
-11
- 0.91%
$237.58 - $259.17 $2.61K - $2.85K
1.19K $303K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-105
- 3.96%
$185.88 - $207.44 $19.5K - $21.8K
2.54K $511K
OHI
Omega Healthcare Investors Inc

Real Estate
-444
- 5.95%
$36.29 - $43.34 $16.1K - $19.2K
7.02K $296K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.53K
- 1.86%
$26.38 - $27.95 $40.4K - $42.8K
80.9K $2.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 9.01%
$224.68 - $282.71 $22.5K - $28.3K
1.01K $282K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-111
- 2.2%
$182.33 - $194.5 $20.2K - $21.6K
4.93K $959K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-406
- 0.58%
$17.97 - $19.23 $7.3K - $7.81K
70.1K $1.31M
DGRO
Ishares Core Dividend Growth E

ETFs
-373
- 2.1%
$64.12 - $68.08 $23.9K - $25.4K
17.4K $1.18M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-684
- 1.77%
$55.15 - $58.11 $37.7K - $39.7K
38K $2.19M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-328
- 3.83%
$71.86 - $87.45 $23.6K - $28.7K
8.23K $685K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-693
- 10.39%
$105.16 - $140.03 $72.9K - $97K
5.98K $810K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.29K
- 2.36%
$23.82 - $25.84 $30.7K - $33.3K
53.3K $1.37M
JPM
Jpmorgan Chase & CO

Financial Services
-41
- 0.85%
$282.78 - $316.06 $11.6K - $13K
4.78K $1.51M
JNJ
Johnson & Johnson

Healthcare
-40
- 1.08%
$155.17 - $185.42 $6.21K - $7.42K
3.65K $677K
AVLV
American Centy ETF Tr Avantis
-964
- 2.02%
$68.33 - $72.69 $65.9K - $70.1K
46.8K $3.38M
AVUV
American Centy ETF Tr Avantis

ETFs
-644
- 2.22%
$90.37 - $102.12 $58.2K - $65.8K
28.3K $2.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.8K
- 3.04%
$82.96 - $95.7 $315K - $364K
121K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 0.2%
$546.99 - $602.2 $14.8K - $16.3K
13.5K $8.09M
U
Unity Software Inc.

Technology
-20.8K
- 17.02%
$24.01 - $46.53 $499K - $968K
101K $4.06M
VUG
Vanguard Growth ETF

ETFs
-3.58K
- 1.97%
$433.97 - $484.08 $1.55M - $1.73M
178K $85.4M
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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