PACK Private Wealth

Latest statistics and disclosures from PACK Private Wealth's latest quarterly 13F-HR filing:

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Positions held by PACK Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PACK Private Wealth

PACK Private Wealth holds 40 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 Tax-managed Fds Van Ftse Dev Mkt (VEA) 19.6 $33M +5% 699k 47.82
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Ishares Tr Core S&p500 Etf (IVV) 18.5 $32M -2% 54k 588.68
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 11.3 $19M 437k 44.04
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Ishares Tr Core S&p Mcp Etf (IJH) 10.2 $17M 278k 62.31
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Gra (GGG) 7.6 $13M 154k 84.29
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Ishares Tr Core S&p Scp Etf (IJR) 6.4 $11M 95k 115.22
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Vanguard Index Fds Real Estate Etf (VNQ) 4.4 $7.5M 84k 89.08
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 4.2 $7.2M +8% 145k 49.76
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C H Robinson Worldwide Com New (CHRW) 2.7 $4.7M 45k 103.32
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Ishares Tr Core Msci Eafe (IEFA) 2.2 $3.8M 54k 70.28
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UnitedHealth (UNH) 1.9 $3.3M 6.5k 505.86
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $3.1M -2% 5.7k 538.81
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $1.9M 46k 41.82
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.7M 17k 101.53
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.1M 9.0k 126.75
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.0M -2% 5.4k 190.88
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $895k 8.5k 105.50
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Apple (AAPL) 0.4 $654k 2.6k 250.43
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Amazon (AMZN) 0.3 $591k 2.7k 219.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $585k 1.5k 401.58
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $571k 1.8k 322.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $508k 1.1k 453.28
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Exchange Listed Fds Tr Stratified Large (SSPY) 0.3 $479k NEW 6.1k 78.04
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Alphabet Cap Stk Cl C (GOOG) 0.3 $457k 2.4k 190.44
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $456k 4.3k 106.04
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Royalty Pharma Shs Class A (RPRX) 0.3 $444k 17k 25.51
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Blackstone Group Inc Com Cl A (BX) 0.2 $345k 2.0k 172.42
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $344k 7.0k 49.05
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $341k 1.8k 185.13
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $338k 3.8k 88.40
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Meta Platforms Cl A (META) 0.2 $336k 574.00 585.56
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Ishares Tr Msci India Etf (INDA) 0.2 $328k 6.2k 52.64
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $303k 4.8k 63.15
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Tesla Motors (TSLA) 0.2 $286k NEW 707.00 403.86
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Old National Ban (ONB) 0.2 $284k 13k 21.70
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $238k 3.1k 75.61
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Clearfield (CLFD) 0.1 $233k 7.5k 31.00
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Ishares Tr Ishares Biotech (IBB) 0.1 $213k 1.6k 132.21
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Microsoft Corporation (MSFT) 0.1 $208k 493.00 421.50
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Ecolab (ECL) 0.1 $203k 866.00 234.32
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Past Filings by PACK Private Wealth

SEC 13F filings are viewable for PACK Private Wealth going back to 2021