Pathstone Family Office, LLC has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $15.6 Billion distributed in 1659 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $1.52B, Spdr S&P 500 ETF Trust with a value of $1.02B, Ishares Core S&P 500 ETF with a value of $979M, Ishares Russell 1000 Val ETF with a value of $765M, and Vanguard Index Fds S&P 500 ETF with a value of $520M.
Examining the 13F form we can see an increase of $8.98B in the current position value, from $6.59B to 15.6B.
Pathstone Family Office, LLC is based out at Englewood, NJ
Below you can find more details about Pathstone Family Office, LLC portfolio as well as his latest detailed transactions.