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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
33.9K
New
$71.19 - $81.84 $2.41M - $2.77M
33.9K $2.45M
TNA
Direxion Daily Small Cap Bull

ETFs
84.4K
New
$27.73 - $41.61 $2.34M - $3.51M
84.4K $2.43M
AVUS
American Centy ETF Tr Avantis

ETFs
32.6K
New
$72.72 - $78.49 $2.37M - $2.56M
32.6K $2.39M
LQD
Ishares Iboxx $ Investment Gra

ETFs
22.4K
New
$102.02 - $108.51 $2.29M - $2.43M
22.4K $2.29M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
40.8K
New
$50.23 - $55.2 $2.05M - $2.25M
40.8K $2.06M
ENB
Enbridge Inc

Energy
60.8K
New
$33.19 - $37.72 $2.02M - $2.29M
60.8K $2.02M
RWR
Spdr Dow Jones Reit ETF

ETFs
24.1K
New
$81.95 - $94.77 $1.98M - $2.29M
24.1K $2M
RBLX
Roblox Corp

Communication Services
68K
New
$25.31 - $45.54 $1.72M - $3.1M
68K $1.97M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40.9K
New
$46.8 - $51.15 $1.91M - $2.09M
40.9K $1.92M
IBB
Ishares Biotechnology ETF

ETFs
14.8K
New
$122.27 - $131.47 $1.82M - $1.95M
14.8K $1.82M
KWEB
Kraneshares Tr Csi China Inter

ETFs
62.5K
New
$26.49 - $31.96 $1.66M - $2M
62.5K $1.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.6K
New
$49.59 - $53.57 $1.61M - $1.74M
32.6K $1.62M
ARKW
Ark Next Generation Internet E

ETFs
29.5K
New
$52.17 - $67.56 $1.54M - $1.99M
29.5K $1.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
43.8K
New
$34.75 - $38.84 $1.52M - $1.7M
43.8K $1.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
43.2K
New
$34.58 - $35.56 $1.5M - $1.54M
43.2K $1.5M
COIN
Coinbase Global, Inc.

Technology
19.5K
New
$70.52 - $110.15 $1.37M - $2.14M
19.5K $1.46M
DALI
First Tr ETF Vi Dorseywright D

ETFs
56.7K
New
$24.31 - $27.3 $1.38M - $1.55M
56.7K $1.4M
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
55.7K
New
$22.87 - $24.87 $1.27M - $1.39M
55.7K $1.38M
GNR
Spdr S&P Global Natural Resour

ETFs
24.1K
New
$52.9 - $58.07 $1.28M - $1.4M
24.1K $1.34M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
64.2K
New
$16.66 - $21.1 $1.07M - $1.35M
64.2K $1.31M
PSA
Public Storage

Real Estate
4.92K
New
$263.15 - $301.64 $1.3M - $1.48M
4.92K $1.3M
IYE
Ishares Tr

ETFs
26.6K
New
$41.76 - $48.97 $1.11M - $1.3M
26.6K $1.26M
FAS
Direxion Daily Financial Bull

ETFs
21K
New
$58.77 - $74.32 $1.23M - $1.56M
21K $1.23M
LPRO
Open Lending Corp

Financial Services
164K
New
$6.96 - $11.53 $1.14M - $1.89M
164K $1.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.03K
New
$191.65 - $213.93 $1.16M - $1.29M
6.03K $1.18M
IP
International Paper CO

Consumer Cyclical
32.7K
New
$30.99 - $36.62 $1.01M - $1.2M
32.7K $1.16M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
72K
New
$12.85 - $15.9 $926K - $1.15M
72K $1.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
26.7K
New
$39.2 - $42.47 $1.05M - $1.13M
26.7K $1.13M
RING
Ishares Inc Msci Global Gold M

ETFs
52K
New
$20.7 - $25.09 $1.08M - $1.3M
52K $1.08M
USM
United States Cellular Corp

Communication Services
25K
New
$15.84 - $46.25 $396K - $1.16M
25K $1.07M
NET
Cloudflare, Inc.

Technology
16.8K
New
$56.55 - $72.93 $949K - $1.22M
16.8K $1.06M
CWEB
Direxion ETF Tr Daily Csi Chin

ETFs
30K
New
$32.96 - $49.29 $987K - $1.48M
30K $1.05M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.9K
New
$57.29 - $63.51 $1.02M - $1.13M
17.9K $1.04M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11.8K
New
$83.87 - $90.06 $989K - $1.06M
11.8K $993K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
98.4K
New
$9.99 - $12.35 $983K - $1.21M
98.4K $983K
VOX
Vanguard Communication Service

ETFs
9.32K
New
$104.27 - $112.62 $972K - $1.05M
9.32K $980K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
12.7K
New
$75.64 - $85.02 $961K - $1.08M
12.7K $972K
PD
Pager Duty, Inc.

Technology
42.2K
New
$21.82 - $25.92 $921K - $1.09M
42.2K $949K
WEC
Wec Energy Group, Inc.

Utilities
11.8K
New
$79.88 - $92.54 $941K - $1.09M
11.8K $948K
IGV
Ishares Expanded Tech Software

ETFs
2.77K
New
$334.35 - $367.01 $925K - $1.02M
2.77K $944K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
8.9K
New
$103.96 - $129.04 $926K - $1.15M
8.9K $932K
IETC
Ishares U S ETF Tr

ETFs
17.5K
New
$52.66 - $57.5 $919K - $1M
17.5K $928K
TIP
Ishares Tr Tips Bd ETF

ETFs
8.71K
New
$103.4 - $107.7 $901K - $938K
8.71K $903K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
44K
New
$16.15 - $20.0 $711K - $881K
44K $880K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
25.4K
New
$32.84 - $45.18 $834K - $1.15M
25.4K $863K
RPM
Rpm International Inc

Basic Materials
9.08K
New
$87.14 - $105.7 $791K - $959K
9.08K $860K
PFF
Ishares Trust Ishares Pfd And

ETFs
26.4K
New
$29.99 - $31.22 $791K - $823K
26.4K $795K
IXP
Ishares Global Comm Services E

ETFs
11.6K
New
$67.72 - $72.3 $783K - $836K
11.6K $790K
EIX
Edison International

Utilities
12.4K
New
$63.29 - $72.96 $785K - $905K
12.4K $784K
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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