Pasadena Private Wealth, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $67.7M, Vanguard Growth ETF with a value of $62.5M, Vanguard Ftse All World Ex Us with a value of $39.7M, Vanguard Small Cap Value ETF with a value of $23.6M, and Schwab Fundamental U S Small C with a value of $14.6M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $416M to 443M.
Pasadena Private Wealth, LLC is based out at Pasadena, CA
Below you can find more details about Pasadena Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$443 Million
ETFs: $380 Million
Financial Services: $14.4 Million
Technology: $14.2 Million
Real Estate: $12.9 Million
Healthcare: $5.08 Million
Consumer Cyclical: $4.28 Million
Communication Services: $3.49 Million
Energy: $2.19 Million
Other: $3.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
