Pathstone Family Office

Latest statistics and disclosures from Pathstone Family Office's latest quarterly 13F-HR filing:

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Positions held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pathstone Family Office

Pathstone Family Office holds 1184 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Pathstone Family Office has 1184 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.2 $446M 1.1M 410.43
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Microsoft Corporation (MSFT) 5.6 $347M +17% 1.2M 295.85
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.5 $277M +38% 675k 409.81
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Apple (AAPL) 3.2 $195M -17% 1.1M 171.93
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $185M +3% 4.1M 45.03
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Vanguard Index Fds Large Cap Etf (VV) 3.0 $184M -2% 989k 186.33
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Coca-Cola Company (KO) 2.8 $171M -5% 2.8M 61.95
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Berkshire Hathaway Inc Del Cl A (BRK.A) 2.0 $121M 259.00 465600.00
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $112M +3% 3.5M 31.65
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Ishares Tr Core S&p Scp Etf (IJR) 1.7 $104M 1.1M 96.50
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Lowe's Companies (LOW) 1.6 $100M -2% 502k 199.88
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Dimensional Etf Trust Intl Core Equity (DFIC) 1.6 $97M +69% 4.0M 24.07
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Keurig Dr Pepper (KDP) 1.4 $85M 2.4M 35.28
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Dimensional Etf Trust Us Large Cap Val (DFLV) 1.3 $81M -5% 3.3M 24.57
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $79M 3.4M 23.06
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Silicon Laboratories (SLAB) 1.2 $77M 438k 175.09
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $76M 372k 204.12
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On Assignment (ASGN) 1.2 $73M +2% 879k 82.68
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $68M 361k 189.45
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Tesla Motors (TSLA) 1.1 $67M -13% 316k 211.72
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $64M 257k 249.29
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Dimensional Etf Trust Core Fixed Incom (DFCF) 1.0 $63M +8853% 1.5M 42.50
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Vanguard Index Fds Mid Cap Etf (VO) 1.0 $61M 288k 210.78
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Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $58M -7% 2.3M 25.14
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $57M -3% 151k 376.07
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.9 $55M -22% 4.4M 12.47
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Amazon (AMZN) 0.8 $50M -10% 486k 103.49
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $50M +73% 604k 82.16
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Ishares Core Msci Emkt (IEMG) 0.8 $48M -16% 994k 48.48
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $47M 1.4M 33.48
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $44M 1.1M 41.68
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Ishares Tr National Mun Etf (MUB) 0.7 $40M +686% 375k 107.74
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $38M +3530% 783k 48.31
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Vanguard Index Fds Growth Etf (VUG) 0.6 $37M -6% 149k 249.44
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $36M -8% 348k 104.02
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $35M 225k 154.01
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $34M +2% 501k 66.85
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Alphabet Cap Stk Cl C (GOOG) 0.5 $33M -14% 316k 104.23
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $32M 212k 152.26
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $31M +260% 175k 178.40
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $31M 909k 34.04
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $31M -2% 463k 66.81
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $30M -49% 600k 50.54
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Marriott Intl Cl A (MAR) 0.5 $30M 178k 166.00
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Marsh & McLennan Companies (MMC) 0.5 $29M -5% 173k 166.57
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Ishares Tr Eafe Value Etf (EFV) 0.5 $29M 590k 48.53
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Ishares Tr Cmbs Etf (CMBS) 0.5 $28M +60% 603k 46.19
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $26M +10071% 254k 102.77
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $25M 990k 24.93
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NVIDIA Corporation (NVDA) 0.4 $24M -34% 83k 287.30
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Merck & Co (MRK) 0.4 $23M -14% 223k 104.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $23M 94k 244.33
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $22M +12% 959k 23.38
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $22M 311k 71.52
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Home Depot (HD) 0.4 $22M -20% 73k 297.91
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Marriott Vacations Wrldwde Cp (VAC) 0.3 $21M 153k 134.98
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $21M 95k 216.41
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TJX Companies (TJX) 0.3 $20M -10% 258k 78.52
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $20M 222k 90.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $19M -2% 469k 40.40
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Visa Com Cl A (V) 0.3 $17M -25% 76k 229.23
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UnitedHealth (UNH) 0.3 $17M -35% 36k 485.67
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $17M 168k 100.58
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Ishares Tr Esg Aware Msci (ESML) 0.3 $17M 485k 33.99
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $16M 365k 44.50
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Rbc Cad (RY) 0.3 $16M +82% 166k 95.61
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Costco Wholesale Corporation (COST) 0.3 $16M -17% 31k 507.69
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Walt Disney Company (DIS) 0.3 $16M -13% 155k 100.49
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Robert Half International (RHI) 0.3 $16M -7% 192k 80.62
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Nordstrom (JWN) 0.2 $15M +6% 938k 16.37
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $15M -36% 51k 298.55
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $15M -5% 181k 83.04
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Mastercard Incorporated Cl A (MA) 0.2 $15M -22% 39k 381.64
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Ishares Tr Mbs Etf (MBB) 0.2 $15M +6% 154k 94.73
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Dominion Resources (D) 0.2 $14M 258k 55.92
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $14M -14% 352k 39.46
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $14M 349k 39.42
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Amcor Ord (AMCR) 0.2 $14M +322% 1.2M 11.39
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Vanguard Index Fds Value Etf (VTV) 0.2 $13M 97k 138.11
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McDonald's Corporation (MCD) 0.2 $13M -17% 47k 278.86
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Johnson & Johnson (JNJ) 0.2 $13M -34% 85k 151.88
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $12M +28% 53k 226.08
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $12M 201k 59.51
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Chevron Corporation (CVX) 0.2 $12M +26% 72k 162.12
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Pepsi (PEP) 0.2 $12M -31% 64k 180.37
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Ishares Msci Emrg Chn (EMXC) 0.2 $11M NEW 229k 49.33
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $11M 333k 32.23
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $11M 113k 93.68
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Oracle Corporation (ORCL) 0.2 $10M -31% 106k 94.70
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Starbucks Corporation (SBUX) 0.2 $9.9M -15% 95k 104.40
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EastGroup Properties (EGP) 0.2 $9.9M -2% 60k 165.36
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Nike CL B (NKE) 0.2 $9.8M -24% 71k 138.95
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Meta Platforms Cl A (META) 0.2 $9.8M -19% 45k 215.81
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $9.7M -3% 62k 156.78
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $9.4M 103k 91.28
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $9.1M +8% 370k 24.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $9.0M +21% 28k 320.93
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Target Corporation (TGT) 0.1 $9.0M -13% 54k 167.29
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United Parcel Service CL B (UPS) 0.1 $8.9M -21% 44k 200.21
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $8.8M 84k 105.50
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Broadcom (AVGO) 0.1 $8.8M -36% 14k 649.72
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salesforce (CRM) 0.1 $8.8M -18% 44k 200.93
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $8.6M +3% 156k 55.21
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Procter & Gamble Company (PG) 0.1 $8.1M -39% 56k 146.25
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Abbvie (ABBV) 0.1 $8.1M -37% 52k 157.00
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Cisco Systems (CSCO) 0.1 $8.1M -34% 145k 55.85
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CVS Caremark Corporation (CVS) 0.1 $8.1M -21% 108k 74.71
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Pfizer (PFE) 0.1 $8.0M -30% 190k 42.35
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Texas Instruments Incorporated (TXN) 0.1 $7.9M -38% 40k 198.11
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Exxon Mobil Corporation (XOM) 0.1 $7.9M -47% 76k 103.96
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Union Pacific Corporation (UNP) 0.1 $7.8M -22% 39k 202.83
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Deere & Company (DE) 0.1 $7.7M -24% 18k 442.40
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $7.7M 85k 91.05
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $7.7M -29% 27k 290.09
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JPMorgan Chase & Co. (JPM) 0.1 $7.7M -45% 61k 126.73
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Ishares Msci Italy Etf (EWI) 0.1 $7.7M -2% 252k 30.43
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $7.6M +4% 53k 144.62
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $7.6M 296k 25.48
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Adobe Systems Incorporated (ADBE) 0.1 $7.4M -29% 19k 391.82
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Verizon Communications (VZ) 0.1 $7.4M -23% 186k 39.51
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Boeing Company (BA) 0.1 $7.3M -16% 34k 215.95
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $7.3M 586k 12.47
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American Express Company (AXP) 0.1 $7.3M -18% 43k 168.93
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Netflix (NFLX) 0.1 $7.1M -29% 20k 358.21
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Mid-America Apartment (MAA) 0.1 $7.1M -5% 47k 151.04
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Callaway Golf Company (MODG) 0.1 $7.1M +7597% 326k 21.62
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $7.0M +141% 15k 480.09
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Lpl Financial Holdings (LPLA) 0.1 $7.0M 34k 202.40
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $6.9M -2% 105k 65.58
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Thermo Fisher Scientific (TMO) 0.1 $6.8M -33% 12k 591.78
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Eli Lilly & Co. (LLY) 0.1 $6.6M -37% 20k 324.42
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Ishares Tr S&p 100 Etf (OEF) 0.1 $6.5M 35k 187.04
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Graham Hldgs Com Cl B (GHC) 0.1 $6.5M 11k 596.01
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $6.5M 221k 29.47
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Anthem (ELV) 0.1 $6.4M -19% 14k 459.77
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Ishares Tr Core Msci Euro (IEUR) 0.1 $6.1M -36% 116k 52.38
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Comcast Corp Cl A (CMCSA) 0.1 $5.9M -25% 153k 38.49
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Automatic Data Processing (ADP) 0.1 $5.8M -22% 25k 229.53
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Qualcomm (QCOM) 0.1 $5.7M -19% 42k 135.90
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Intel Corporation (INTC) 0.1 $5.7M -14% 164k 34.51
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Bank of America Corporation (BAC) 0.1 $5.5M -38% 192k 28.84
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $5.5M 38k 146.70
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $5.5M +4% 224k 24.55
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Morgan Stanley Com New (MS) 0.1 $5.4M -3% 62k 87.92
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International Business Machines (IBM) 0.1 $5.3M -27% 40k 133.15
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At&t (T) 0.1 $5.3M -35% 264k 20.02
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Linde SHS 0.1 $5.2M NEW 15k 349.57
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Applied Materials (AMAT) 0.1 $5.2M -31% 40k 130.14
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $5.1M 73k 70.75
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $5.1M +4% 52k 99.25
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Illinois Tool Works (ITW) 0.1 $5.1M -4% 21k 246.64
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First Solar (FSLR) 0.1 $5.0M -2% 23k 217.81
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Utz Brands Com Cl A (UTZ) 0.1 $4.9M 300k 16.47
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Olo Cl A (OLO) 0.1 $4.9M -7% 599k 8.16
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Danaher Corporation (DHR) 0.1 $4.9M -45% 18k 266.16
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $4.9M -14% 51k 95.22
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Analog Devices (ADI) 0.1 $4.8M -26% 24k 202.27
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.7M 64k 73.74
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Caterpillar (CAT) 0.1 $4.7M -31% 20k 233.52
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Docusign (DOCU) 0.1 $4.6M +77% 79k 58.28
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Intuit (INTU) 0.1 $4.5M -37% 8.5k 532.42
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $4.5M +3% 28k 158.76
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $4.4M -8% 6.5k 680.68
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Cognition Therapeutics (CGTX) 0.1 $4.4M 2.2M 1.98
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $4.4M -15% 162k 26.95
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Matador Resources (MTDR) 0.1 $4.4M -42% 91k 47.65
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Enterprise Products Partners (EPD) 0.1 $4.3M 164k 25.90
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Wal-Mart Stores (WMT) 0.1 $4.2M -50% 29k 147.13
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Kinsale Cap Group (KNSL) 0.1 $4.2M 14k 300.15
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Booking Holdings (BKNG) 0.1 $4.2M -24% 1.6k 2654.76
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Honeywell International (HON) 0.1 $4.1M -34% 22k 191.37
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Southern Company (SO) 0.1 $4.1M -25% 60k 67.97
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Aon Shs Cl A (AON) 0.1 $4.1M 13k 311.33
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Cable One (CABO) 0.1 $4.1M +2% 5.8k 702.62
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Becton, Dickinson and (BDX) 0.1 $4.1M -11% 17k 245.04
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.1M 46k 87.90
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AFLAC Incorporated (AFL) 0.1 $4.0M -14% 62k 64.52
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Palo Alto Networks (PANW) 0.1 $3.9M -9% 20k 201.09
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Travelers Companies (TRV) 0.1 $3.9M -20% 23k 170.61
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Stoneco Com Cl A (STNE) 0.1 $3.8M NEW 400k 9.54
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $3.8M -4% 290k 13.12
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Eaton Corp SHS (ETN) 0.1 $3.7M -30% 21k 174.05
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Progressive Corporation (PGR) 0.1 $3.7M -34% 25k 147.06
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Raytheon Technologies Corp (RTX) 0.1 $3.7M -29% 38k 98.04
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Astrazeneca Sponsored Adr (AZN) 0.1 $3.7M -12% 53k 69.31
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Abbott Laboratories (ABT) 0.1 $3.7M -48% 38k 95.41
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Rockwell Automation (ROK) 0.1 $3.6M -18% 12k 299.41
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Ishares Gold Tr Ishares New (IAU) 0.1 $3.6M -20% 97k 37.37
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Equinix (EQIX) 0.1 $3.6M -26% 5.0k 721.66
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Cigna Corp (CI) 0.1 $3.6M -32% 14k 256.80
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Ozon Hldgs Sponsored Ads (OZON) 0.1 $3.5M NEW 917k 3.87
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Novo-nordisk A S Adr (NVO) 0.1 $3.5M -19% 22k 159.96
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Advanced Micro Devices (AMD) 0.1 $3.5M -53% 31k 114.46
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S&p Global (SPGI) 0.1 $3.5M -44% 10k 345.11
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Yum! Brands (YUM) 0.1 $3.5M -26% 25k 135.72
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $3.4M -2% 48k 71.71
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Nlight (LASR) 0.1 $3.4M -52% 338k 10.18
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Chubb (CB) 0.1 $3.4M -33% 18k 194.67
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Trane Technologies SHS (TT) 0.1 $3.4M -19% 18k 185.42
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Nextera Energy (NEE) 0.1 $3.4M -47% 44k 76.52
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Lululemon Athletica (LULU) 0.1 $3.3M +62% 9.2k 363.28
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Bristol Myers Squibb (BMY) 0.1 $3.3M -45% 47k 70.61
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Amgen (AMGN) 0.1 $3.3M -49% 12k 288.82
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American Tower Reit (AMT) 0.1 $3.3M -29% 16k 205.66
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.3M -71% 45k 73.83
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BlackRock (BLK) 0.1 $3.3M -40% 4.9k 673.58
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Paypal Holdings (PYPL) 0.1 $3.3M -40% 42k 77.29
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IDEXX Laboratories (IDXX) 0.1 $3.2M -30% 6.4k 505.28
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American Water Works (AWK) 0.1 $3.2M -14% 22k 145.58
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $3.2M 100k 32.35
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Servicenow (NOW) 0.1 $3.2M -9% 6.8k 469.21
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Sherwin-Williams Company (SHW) 0.1 $3.2M 14k 223.10
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Texas Pacific Land Corp (TPL) 0.1 $3.1M 1.8k 1701.12
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Primerica (PRI) 0.1 $3.1M +11% 18k 172.24
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Mccormick & Co Com Non Vtg (MKC) 0.1 $3.1M -20% 37k 83.21
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Ishares Msci Switzerland (EWL) 0.0 $3.1M 68k 45.32
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PNC Financial Services (PNC) 0.0 $3.1M -26% 24k 127.94
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Paccar (PCAR) 0.0 $3.1M +24% 42k 73.64
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Lockheed Martin Corporation (LMT) 0.0 $3.0M -33% 6.5k 471.33
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Prologis (PLD) 0.0 $3.0M -27% 24k 124.92
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $3.0M 197k 15.32
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $3.0M +12% 114k 26.62
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CSX Corporation (CSX) 0.0 $3.0M -19% 101k 29.97
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Metropcs Communications (TMUS) 0.0 $3.0M -39% 21k 143.54
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $3.0M +10% 42k 72.08
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Kroger (KR) 0.0 $2.9M -18% 55k 53.27
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $2.9M NEW 78k 37.38
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Lam Research Corporation (LRCX) 0.0 $2.9M -34% 5.3k 548.28
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Burford Cap Ord Shs (BUR) 0.0 $2.8M -48% 256k 11.06
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Mondelez Intl Cl A (MDLZ) 0.0 $2.8M -41% 42k 67.78
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Autodesk (ADSK) 0.0 $2.8M -21% 13k 212.47
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W.W. Grainger (GWW) 0.0 $2.8M +2% 4.1k 691.84
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SYSCO Corporation (SYY) 0.0 $2.8M -24% 36k 77.61
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Prudential Financial (PRU) 0.0 $2.8M -27% 34k 82.43
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Charles Schwab Corporation (SCHW) 0.0 $2.8M -40% 53k 52.66
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EOG Resources (EOG) 0.0 $2.7M +6% 24k 114.74
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Hdfc Bank Sponsored Ads (HDB) 0.0 $2.7M +6% 41k 66.67
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Global Payments (GPN) 0.0 $2.7M -26% 26k 105.06
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Medtronic SHS (MDT) 0.0 $2.7M -6% 34k 78.97
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Vacasa Class A Com (VCSA) 0.0 $2.7M 2.8M 0.96
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L3harris Technologies (LHX) 0.0 $2.7M -20% 14k 195.36
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Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $2.7M 110k 24.40
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Unilever Spon Adr New (UL) 0.0 $2.7M -11% 52k 51.62
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Ishares Msci France Etf (EWQ) 0.0 $2.7M -23% 70k 37.80
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $2.7M 129k 20.59
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Stryker Corporation (SYK) 0.0 $2.6M -32% 9.4k 279.42
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Regeneron Pharmaceuticals (REGN) 0.0 $2.6M -26% 3.2k 833.14
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $2.6M +606% 20k 134.07
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $2.6M NEW 10k 252.55
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McKesson Corporation (MCK) 0.0 $2.6M -30% 7.3k 356.54
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Past Filings by Pathstone Family Office

SEC 13F filings are viewable for Pathstone Family Office going back to 2010

View all past filings