Pathstone Holdings, LLC Portfolio Holdings
Pathstone Holdings, LLC
- $21.2 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 4,993
- Current Value $21.2 Billion
- Prior Value $18.2 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 172 stocks
- Additional Purchases 1,474 stocks
- Sold out of 0 stocks
- Reduced holdings in 533 stocks