Pathstone Holdings, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $21.2 Billion distributed in 4993 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $1.24B, Ishares Core S&P 500 ETF with a value of $1.2B, Microsoft Corp with a value of $799M, Vanguard Index Fds S&P 500 ETF with a value of $669M, and Berkshire Hathaway Inc with a value of $614M.
Examining the 13F form we can see an increase of $2.93B in the current position value, from $18.2B to 21.2B.
Pathstone Holdings, LLC is based out at Englewood, NJ
Below you can find more details about Pathstone Holdings, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$21.2 Billion
ETFs: $9.39 Billion
Technology: $3.35 Billion
Financial Services: $2.67 Billion
Consumer Cyclical: $1.24 Billion
Healthcare: $1.04 Billion
Industrials: $850 Million
Communication Services: $794 Million
Consumer Defensive: $778 Million
Other: $949 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions