Pasadena Private Wealth, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 195 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $67.5M, Vanguard Growth ETF with a value of $63M, Vanguard Ftse All World Ex Us with a value of $36.8M, Vanguard Small Cap Value ETF with a value of $23.2M, and Vanguard Russell 1000 ETF with a value of $16.9M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $458M to 476M.
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
$476 Million
ETFs: $391 Million
Technology: $26.3 Million
Financial Services: $22.1 Million
Real Estate: $10.7 Million
Consumer Cyclical: $6.61 Million
Communication Services: $4.12 Million
Healthcare: $3.99 Million
Energy: $3.38 Million
Other: $4.66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
