Pathstone Family Office, LLC New Holdings in Q3 2023

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
573K
New
$43.67 - $46.49 $25M - $26.6M
573K $25M
XLU
Utilities Sector Spdr

ETFs
305K
New
$58.83 - $68.46 $18M - $20.9M
305K $18M
IYR
Ishares Tr

ETFs
225K
New
$77.12 - $89.86 $17.4M - $20.2M
225K $17.6M
QLD
Proshares Ultra Qqq

ETFs
289K
New
$58.03 - $69.96 $16.8M - $20.3M
289K $17.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
291K
New
$56.93 - $59.05 $16.6M - $17.2M
291K $16.6M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
409K
New
$32.44 - $37.31 $13.3M - $15.3M
409K $15.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
207K
New
$61.76 - $65.96 $12.8M - $13.6M
207K $12.8M
ICF
Ishares Tr

ETFs
245K
New
$49.48 - $57.6 $12.1M - $14.1M
245K $12.3M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
339K
New
$34.55 - $37.33 $11.7M - $12.7M
339K $11.8M
AVES
American Centy ETF Tr Avantis

ETFs
264K
New
$42.94 - $46.49 $11.3M - $12.3M
264K $11.5M
AVDV
American Centy ETF Tr Avantis

ETFs
179K
New
$56.69 - $60.91 $10.2M - $10.9M
179K $10.4M
AGZ
Ishares Agency Bond ETF

ETFs
87.5K
New
$105.72 - $107.32 $9.25M - $9.39M
87.5K $9.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
178K
New
$50.09 - $53.81 $8.89M - $9.56M
178K $8.92M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
105K
New
$83.66 - $92.16 $8.81M - $9.7M
105K $8.9M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
377K
New
$22.9 - $24.85 $8.64M - $9.37M
377K $8.68M
DVY
Ishares Tr

ETFs
76.5K
New
$107.44 - $118.16 $8.22M - $9.04M
76.5K $8.23M
JNK
Spdr Bloomberg High Yield Bond

ETFs
85.1K
New
$90.07 - $92.79 $7.67M - $7.9M
85.1K $7.7M
IGF
Ishares Global Infrastructure

ETFs
162K
New
$43.29 - $48.04 $7.01M - $7.77M
162K $7.01M
XLC
Select Sector Spdr Tr Communic

ETFs
104K
New
$64.88 - $68.81 $6.76M - $7.17M
104K $6.83M
SPMD
Spdr Portfolio

ETFs
151K
New
$43.23 - $47.8 $6.53M - $7.22M
151K $6.61M
IYW
Ishares Dj Us Tech ETF

ETFs
55.2K
New
$103.39 - $113.67 $5.7M - $6.27M
55.2K $5.79M
TQQQ
Proshares Ultrapro Qqq

ETFs
159K
New
$34.49 - $46.32 $5.47M - $7.35M
159K $5.65M
BXSL
Blackstone Secured Lending Fund

Financial Services
201K
New
$26.67 - $28.77 $5.37M - $5.8M
201K $5.51M
EWJ
Ishares Msci Japan ETF

ETFs
86.5K
New
$59.17 - $63.7 $5.12M - $5.51M
86.5K $5.22M
VOTE
Engine No 1 ETF Tr

ETFs
103K
New
$49.65 - $53.26 $5.12M - $5.5M
103K $5.15M
ESTC
Elastic N.V.

Technology
62.1K
New
$57.91 - $81.24 $3.6M - $5.05M
62.1K $5.05M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
70.6K
New
$68.34 - $74.46 $4.82M - $5.25M
70.6K $4.88M
AVLV
American Centy ETF Tr Avantis
92.4K
New
$52.22 - $56.04 $4.82M - $5.18M
92.4K $4.87M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
73.3K
New
$63.95 - $71.85 $4.69M - $5.27M
73.3K $4.75M
QID
Proshares Ultrashort Qqq ETF N

ETFs
327K
New
$12.16 - $14.29 $3.98M - $4.67M
327K $4.58M
VPU
Vanguard Utilities ETF

ETFs
34.6K
New
$127.23 - $148.54 $4.41M - $5.14M
34.6K $4.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
115K
New
$36.35 - $41.02 $4.19M - $4.73M
115K $4.26M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
219K
New
$19.29 - $21.13 $4.22M - $4.63M
219K $4.25M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
53.7K
New
$77.47 - $98.09 $4.16M - $5.26M
53.7K $4.2M
XLP
Consumer Staples Sector Spdr

ETFs
56.9K
New
$68.8 - $76.1 $3.91M - $4.33M
56.9K $3.91M
SSO
Proshares Ultra S&P 500

ETFs
72.3K
New
$53.05 - $61.69 $3.84M - $4.46M
72.3K $3.86M
ICLN
Ishares

ETFs
257K
New
$14.59 - $19.04 $3.75M - $4.89M
257K $3.75M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
62.2K
New
$60.13 - $64.29 $3.74M - $4M
62.2K $3.74M
GBDC
Golub Capital Bdc, Inc.

Financial Services
250K
New
$13.37 - $15.02 $3.35M - $3.76M
250K $3.67M
IWV
Ishares Russell 3000 ETF

ETFs
14.7K
New
$243.9 - $263.56 $3.58M - $3.87M
14.7K $3.6M
ITB
Ishares Tr

ETFs
41.9K
New
$77.76 - $89.31 $3.26M - $3.74M
41.9K $3.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
41.5K
New
$75.83 - $79.4 $3.15M - $3.29M
41.5K $3.15M
VIS
Vanguard Industrial ETF

ETFs
14.9K
New
$193.82 - $212.6 $2.89M - $3.17M
14.9K $2.9M
XLB
Select Sector Spdr Fd Material

ETFs
36.8K
New
$77.84 - $85.72 $2.86M - $3.15M
36.8K $2.89M
VFH
Vanguard Financial ETF

ETFs
31.7K
New
$80.32 - $86.71 $2.54M - $2.74M
31.7K $2.54M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
34.4K
New
$72.54 - $80.81 $2.5M - $2.78M
34.4K $2.52M
FDN
First Tr Fd Dow Jones

ETFs
15.7K
New
$156.69 - $174.63 $2.46M - $2.75M
15.7K $2.51M
VDC
Vanguard Consumer Staples ETF

ETFs
13.7K
New
$182.67 - $199.63 $2.5M - $2.73M
13.7K $2.5M
SOXL
Direxion Daily Semiconductor B

ETFs
131K
New
$17.24 - $28.53 $2.26M - $3.74M
131K $2.47M
Activity Summary
Buys All Purchases 1512 New Holdings 501 Increased Positions 1011 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 3
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