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Pachira Investments

Latest statistics and disclosures from Pachira Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IJH, IJR, MDY, IVV, and represent 35.27% of Pachira Investments's stock portfolio.
Added to shares of these 10 stocks: MDY (+$9.6M), APOC (+$5.3M), ZOCT (+$5.2M), VOO, PI, IWM, IWF, XLV, MGV, QQQ.
Started 7 new stock positions in ZOCT, KBH, BALT, APOC, V, IVOO, IWM.
Reduced shares in these 10 stocks: Grayscale Ethereum Mini Tr E (-$5.2M), IVV, SPMD, SPSM, EPI, SRE, VV, IJR, VO, VB.
Pachira Investments was a net buyer of stock by $29M.
Pachira Investments has $163M in assets under management (AUM), dropping by 25.83%.
Central Index Key (CIK): 0001563634

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Positions held by Pachira Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pachira Investments

Pachira Investments holds 56 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard Index Fds (VOO)	10.0	$16M	+25%	30k	540.99	View chart
Ishares Tr Ishares Tr (IJH)	6.8	$11M	+3%	180k	62.17	View chart
Ishares Tr Ishares Tr (IJR)	6.4	$10M		91k	114.97	View chart
Spdr S&p Midcap 400 Etf Tr Spdr S&p Midcap 400 Etf Tr (MDY)	6.0	$9.9M	+3702%	17k	568.28	View chart
Ishares Tr Ishares Tr (IVV)	6.0	$9.8M	-2%	17k	590.99	View chart
Spdr Ser Tr Spdr Ser Tr (SPMD)	5.5	$9.0M		165k	54.59	View chart
Spdr Ser Tr Spdr Ser Tr (SPSM)	5.4	$8.8M		196k	44.89	View chart
Vanguard Index Fds Vanguard Index Fds (VTI)	5.1	$8.3M	+7%	28k	290.83	View chart
Invesco Qqq Tr Invesco Qqq Tr (QQQ)	4.8	$7.9M	+9%	15k	515.60	View chart
Vanguard World Vanguard World Fd (MGV)	4.4	$7.2M	+12%	58k	124.52	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLV)	3.9	$6.4M	+15%	47k	137.24	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLK)	3.8	$6.2M	+8%	26k	234.47	View chart
Innovator Etfs Trust Innovator Etfs Trust (APOC)	3.2	$5.3M	NEW	206k	25.49	View chart
Innovator Etfs Trust Innovator Etfs Trust (ZOCT)	3.2	$5.2M	NEW	205k	25.29	View chart
Ishares Tr Ishares Tr (IWF)	3.0	$4.9M	+21%	12k	405.19	View chart
Impinj Impinj Inc (PI)	1.8	$3.0M	+567%	21k	146.59	View chart
Vanguard Tax-managed Fds Vanguard Tax-managed Fds (VEA)	1.8	$3.0M		63k	47.81	View chart
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VWO)	1.6	$2.6M	+3%	60k	44.11	View chart
Lockheed Martin Corp Lockheed Martin Corp (LMT)	1.4	$2.3M		4.8k	483.37	View chart
Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del (BRK.B)	1.2	$1.9M		4.2k	452.16	View chart
Microsoft Corp Microsoft Corp (MSFT)	1.2	$1.9M	+29%	4.4k	424.81	View chart
Ishares Bitcoin Trust Etf Ishares Bitcoin Trust Etf (IBIT)	1.1	$1.9M	+3%	35k	53.55	View chart
Amazon Amazon Com Inc (AMZN)	1.0	$1.6M		7.2k	221.31	View chart
Wisdomtree Tr Wisdomtree Tr (EPI)	0.8	$1.3M	-2%	29k	45.09	View chart
Ishares Tr Ishares Tr (EFG)	0.8	$1.3M		13k	97.02	View chart
Apple Apple Inc (AAPL)	0.7	$1.2M		4.6k	252.21	View chart
Costco Whsl Corp Costco Whsl Corp New (COST)	0.6	$1.0M	+2%	1.1k	922.35	View chart
Vanguard Index Fds Vanguard Index Fds (VV)	0.6	$994k		3.7k	270.78	View chart
Alphabet Alphabet Inc (GOOGL)	0.6	$953k	+4%	5.0k	191.25	View chart
Ishares Tr Ishares Tr (IWM)	0.6	$938k	NEW	4.3k	220.68	View chart
Nvidia Corporation Nvidia Corporation (NVDA)	0.6	$905k	+6%	6.6k	137.48	View chart
Vanguard Index Fds Vanguard Index Fds (VB)	0.4	$722k		3.0k	240.07	View chart
Vanguard Index Fds Vanguard Index Fds (VO)	0.4	$700k		2.7k	264.14	View chart
Johnson & Johnson Johnson & Johnson (JNJ)	0.4	$590k		4.1k	143.35	View chart
Shopify Shopify Inc (SHOP)	0.4	$577k		5.4k	106.69	View chart
Grayscale Ethereum Mini Tr E Grayscale Ethereum Mini Tr E	0.3	$562k	-90%	18k	32.01	View chart
Northrop Grumman Corp Northrop Grumman Corp (NOC)	0.3	$532k	+14%	1.1k	466.37	View chart
Vanguard Index Fds Vanguard Index Fds (VUG)	0.3	$521k	+5%	1.3k	414.12	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHM)	0.3	$498k	+201%	18k	27.67	View chart
Oracle Corp Oracle Corp (ORCL)	0.3	$481k		2.9k	166.92	View chart
Innovator Etfs Trust Innovator Etfs Trust (BALT)	0.3	$460k	NEW	15k	31.42	View chart
Tesla Tesla Inc (TSLA)	0.3	$446k	+4%	1.1k	417.41	View chart
Procter And Gamble Procter And Gamble Co (PG)	0.2	$408k		2.4k	167.06	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHB)	0.2	$352k	+186%	15k	22.78	View chart
Invesco Exchange Traded Fd T Invesco Exchange Traded Fd T (PPA)	0.2	$336k	+39%	2.9k	114.94	View chart
Ge Aerospace Ge Aerospace (GE)	0.2	$287k		1.7k	168.06	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLU)	0.2	$276k		3.6k	75.76	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLP)	0.2	$272k	+2%	3.5k	78.37	View chart
Vaneck Etf Trust Vaneck Etf Trust (SMH)	0.2	$268k	+18%	1.1k	244.70	View chart
Meta Platforms Meta Platforms Inc (META)	0.2	$265k	+2%	448.00	591.45	View chart
Spdr S&p 500 Etf Tr Spdr S&p 500 Etf Tr (SPY)	0.2	$260k		442.00	588.41	View chart
Mcdonalds Corp Mcdonalds Corp (MCD)	0.1	$240k	+10%	830.00	289.58	View chart
Sempra Sempra (SRE)	0.1	$235k	-7%	2.7k	87.35	View chart
Visa Visa Inc (V)	0.1	$219k	NEW	695.00	315.40	View chart
Kb Home Kb Home (KBH)	0.1	$212k	NEW	3.2k	65.58	View chart
Vanguard Admiral Fds Vanguard Admiral Fds Inc (IVOO)	0.1	$202k	NEW	1.9k	105.36	View chart

Past Filings by Pachira Investments

SEC 13F filings are viewable for Pachira Investments going back to 2016

Pachira Investments 2024 Q4 filed Jan. 29, 2025
Pachira Investments 2024 Q3 filed Oct. 17, 2024
Pachira Investments 2024 Q2 filed July 15, 2024
Pachira Investments 2024 Q1 filed April 19, 2024
Pachira Investments 2023 Q4 filed Jan. 16, 2024
Pachira Investments 2023 Q3 filed Oct. 25, 2023
Pachira Investments 2023 Q2 filed July 28, 2023
Pachira Investments 2023 Q1 filed April 21, 2023
Pachira Investments 2022 Q4 filed Jan. 24, 2023
Pachira Investments 2022 Q3 filed Oct. 21, 2022
Pachira Investments 2022 Q2 filed July 19, 2022
Pachira Investments 2022 Q1 filed April 26, 2022
Pachira Investments 2021 Q4 filed Jan. 19, 2022
Pachira Investments 2021 Q3 filed Oct. 14, 2021
Pachira Investments 2021 Q2 filed July 20, 2021
Pachira Investments 2021 Q1 filed April 22, 2021

View all past filings

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