Pathstone Family Office
Latest statistics and disclosures from Pathstone Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VV, VEA, VTI, IJR, and represent 36.85% of Pathstone Family Office's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$21M), AAPL (+$20M), MSFT (+$20M), AMZN (+$11M), PAA (+$9.9M), HD (+$8.6M), EGP (+$8.4M), ATHA (+$7.7M), GOOGL (+$6.7M), ITOT (+$6.2M).
- Started 165 new stock positions in HAIN, PGRE, SPWR, MOH, MSA, AEO, BJ, IVZ, SCHN, TCOM.
- Reduced shares in these 10 stocks: LASR (-$27M), IEMG (-$14M), BRK.A (-$7.3M), IVV (-$6.2M), RY (-$5.2M), VTI, VV, VEA, SAM, MAR.
- Sold out of its positions in ACCO, AES, AMCX, AMN, ARKW, AXTI, SGOL, AOD, ABMD, ATVI.
- Pathstone Family Office was a net buyer of stock by $337M.
- Pathstone Family Office has $3.0B in assets under management (AUM), dropping by 20.80%.
- Central Index Key (CIK): 0001511137
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Portfolio Holdings for Pathstone Family Office
Companies in the Pathstone Family Office portfolio as of the March 2021 quarterly 13F filing
Pathstone Family Office has 637 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pathstone Family Office March 31, 2021 positions
- Download the Pathstone Family Office March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.3 | $484M | 1.2M | 397.82 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 6.3 | $188M | 1.0M | 185.30 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.0 | $177M | 3.6M | 49.11 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $123M | -3% | 595k | 206.69 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $120M | 1.1M | 108.53 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $82M | 207k | 396.33 | ||
| On Assignment (ASGN) | 2.5 | $73M | +2% | 766k | 95.44 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $73M | 281k | 260.28 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $70M | -2% | 327k | 214.08 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $68M | 309k | 221.34 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $65M | +2% | 902k | 72.05 | |
| Apple (AAPL) | 2.0 | $60M | +48% | 492k | 122.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $49M | 192k | 255.47 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $49M | -13% | 127.00 | 385700.79 | |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $43M | +16% | 467k | 91.60 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 1.3 | $37M | +36% | 4.1M | 9.10 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.3 | $37M | 389k | 95.15 | ||
| Microsoft Corporation (MSFT) | 1.2 | $37M | +113% | 156k | 235.77 | |
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $30M | +5% | 228k | 132.81 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $28M | -2% | 425k | 65.28 | |
| Amazon (AMZN) | 0.9 | $27M | +64% | 8.7k | 3094.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $27M | -2% | 181k | 147.08 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.9 | $26M | 149k | 174.18 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $26M | 484k | 53.34 | ||
| Marriott Intl Cl A (MAR) | 0.8 | $25M | -7% | 168k | 148.11 | |
| Tesla Motors (TSLA) | 0.8 | $23M | +1157% | 35k | 667.92 | |
| Nlight (LASR) | 0.8 | $23M | -53% | 715k | 32.40 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $18M | -43% | 276k | 64.36 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $18M | +4% | 116k | 151.55 | |
| Robert Half International (RHI) | 0.6 | $17M | 218k | 78.07 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $17M | 181k | 91.86 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $17M | 217k | 75.87 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $14M | 268k | 52.05 | ||
| Lowe's Companies (LOW) | 0.5 | $13M | +27% | 70k | 190.18 | |
| TJX Companies (TJX) | 0.4 | $13M | +24% | 201k | 66.15 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $12M | +6% | 34k | 364.29 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $12M | +4% | 73k | 168.07 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $12M | 54k | 220.94 | ||
| Home Depot (HD) | 0.4 | $12M | +283% | 38k | 305.24 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $11M | +5% | 95k | 116.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $11M | 75k | 141.66 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $11M | 33k | 319.14 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $10M | 166k | 62.70 | ||
| Merck & Co (MRK) | 0.3 | $10M | +32% | 133k | 77.14 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $10M | 46k | 223.84 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.3 | $10M | 295k | 34.05 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $9.6M | 133k | 71.84 | ||
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.3 | $9.2M | 68k | 136.69 | ||
| Athira Pharma (ATHA) | 0.3 | $9.2M | +509% | 499k | 18.40 | |
| Rbc Cad (RY) | 0.3 | $9.1M | -36% | 99k | 92.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $8.8M | +310% | 4.3k | 2062.35 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.7M | -3% | 86k | 101.09 | |
| EastGroup Properties (EGP) | 0.3 | $8.6M | +6516% | 60k | 143.31 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $8.5M | +5% | 86k | 98.45 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $8.2M | +90% | 54k | 151.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $8.1M | +48% | 3.9k | 2068.50 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $7.7M | 30k | 257.05 | ||
| UnitedHealth (UNH) | 0.2 | $7.0M | +407% | 19k | 372.04 | |
| Loral Space & Communications (LORL) | 0.2 | $6.6M | -10% | 176k | 37.67 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $6.4M | +2% | 94k | 68.31 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $6.3M | 35k | 179.84 | ||
| Facebook Cl A (FB) | 0.2 | $6.0M | +139% | 20k | 294.57 | |
| NVIDIA Corporation (NVDA) | 0.2 | $5.9M | +757% | 11k | 533.94 | |
| Square Cl A (SQ) | 0.2 | $5.9M | +33% | 26k | 227.03 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $5.8M | +38% | 26k | 226.71 | |
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $5.5M | +2% | 134k | 41.29 | |
| Target Corporation (TGT) | 0.2 | $5.5M | +416% | 28k | 198.06 | |
| Intel Corporation (INTC) | 0.2 | $5.4M | +137% | 85k | 64.00 | |
| Becton, Dickinson and (BDX) | 0.2 | $5.4M | +30% | 22k | 243.16 | |
| Nike CL B (NKE) | 0.2 | $5.0M | +4082% | 37k | 133.16 | |
| Walt Disney Company (DIS) | 0.2 | $4.9M | +84% | 27k | 184.50 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.8M | +29% | 37k | 131.45 | |
| CarMax (KMX) | 0.2 | $4.6M | -24% | 35k | 132.68 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $4.6M | +1028% | 24k | 188.97 | |
| Pepsi (PEP) | 0.1 | $4.4M | +67% | 31k | 141.43 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.3M | +1183% | 183k | 23.29 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $4.2M | +8% | 30k | 142.15 | |
| salesforce (CRM) | 0.1 | $4.2M | +106% | 20k | 211.85 | |
| Oracle Corporation (ORCL) | 0.1 | $4.2M | +740% | 60k | 70.17 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.2M | +799% | 12k | 356.01 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $4.0M | 43k | 94.90 | ||
| Visa Com Cl A (V) | 0.1 | $3.9M | +598% | 19k | 211.71 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.8M | +1820% | 32k | 118.56 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $3.7M | 91k | 41.09 | ||
| Boston Beer Cl A (SAM) | 0.1 | $3.6M | -47% | 3.0k | 1206.39 | |
| Union Pacific Corporation (UNP) | 0.1 | $3.6M | +24% | 16k | 220.42 | |
| Ishares Gold Tr Ishares (IAU) | 0.1 | $3.5M | +3% | 213k | 16.26 | |
| Graham Hldgs Com Cl B (GHC) | 0.1 | $3.5M | +3% | 6.1k | 562.39 | |
| Etf Ser Solutions Chang Fin Us Lrg (CHGX) | 0.1 | $3.4M | NEW | 112k | 30.16 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.4M | +111% | 21k | 164.38 | |
| Paypal Holdings (PYPL) | 0.1 | $3.2M | +439% | 13k | 242.85 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $3.2M | +29% | 27k | 119.92 | |
| American Express Company (AXP) | 0.1 | $3.2M | +348% | 22k | 141.75 | |
| MGM Resorts International. (MGM) | 0.1 | $3.1M | 81k | 37.98 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.1M | -4% | 42k | 72.91 | |
| Procter & Gamble Company (PG) | 0.1 | $3.0M | +380% | 22k | 135.40 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.9M | +6% | 19k | 152.24 | |
| Deere & Company (DE) | 0.1 | $2.9M | +2991% | 7.6k | 375.85 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $2.8M | 87k | 32.50 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | +48% | 8.0k | 352.42 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.8M | 20k | 141.09 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $2.7M | +38% | 36k | 75.23 | |
| S&p Global (SPGI) | 0.1 | $2.7M | +18287% | 7.5k | 352.83 | |
| Kinsale Cap Group (KNSL) | 0.1 | $2.7M | +10% | 16k | 164.80 | |
| Primerica (PRI) | 0.1 | $2.6M | +38% | 18k | 147.82 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.1 | $2.6M | NEW | 34k | 75.50 | |
| CSX Corporation (CSX) | 0.1 | $2.5M | +9214% | 26k | 96.43 | |
| Uber Technologies (UBER) | 0.1 | $2.5M | 45k | 54.51 | ||
| Netflix (NFLX) | 0.1 | $2.4M | +356% | 4.7k | 521.58 | |
| Applied Materials (AMAT) | 0.1 | $2.4M | +306% | 18k | 133.60 | |
| Qualcomm (QCOM) | 0.1 | $2.4M | +483% | 18k | 132.61 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.4M | +7% | 30k | 78.79 | |
| Autodesk (ADSK) | 0.1 | $2.3M | +1491% | 8.5k | 277.11 | |
| At&t (T) | 0.1 | $2.3M | +309% | 77k | 30.27 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.3M | +181% | 34k | 69.09 | |
| Lam Research Corporation (LRCX) | 0.1 | $2.3M | +67% | 3.9k | 595.97 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | -5% | 9.4k | 243.08 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.2M | +327% | 4.6k | 475.46 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | +68% | 7.8k | 276.14 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $2.1M | -2% | 38k | 55.84 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.1M | -3% | 28k | 74.55 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.1M | +96% | 12k | 170.02 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $2.1M | +4967% | 27k | 77.71 | |
| American Tower Reit (AMT) | 0.1 | $2.0M | +2393% | 8.6k | 238.98 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.0M | 17k | 118.04 | ||
| Verizon Communications (VZ) | 0.1 | $2.0M | +297% | 35k | 58.14 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.0M | +4% | 31k | 64.03 | |
| Illinois Tool Works (ITW) | 0.1 | $2.0M | +5633% | 9.0k | 222.64 | |
| Illumina (ILMN) | 0.1 | $2.0M | +2014% | 5.1k | 384.12 | |
| Broadcom (AVGO) | 0.1 | $2.0M | +432% | 4.2k | 463.71 | |
| Palo Alto Networks (PANW) | 0.1 | $2.0M | +261% | 6.1k | 322.05 | |
| Rockwell Automation (ROK) | 0.1 | $1.9M | NEW | 7.3k | 265.41 | |
| Paccar (PCAR) | 0.1 | $1.9M | +185% | 21k | 92.93 | |
| Neuberger Berman Mlp Income (NML) | 0.1 | $1.9M | -8% | 450k | 4.20 | |
| Automatic Data Processing (ADP) | 0.1 | $1.9M | +509% | 10k | 189.18 | |
| Cigna Corp (CI) | 0.1 | $1.9M | +1630% | 7.7k | 241.72 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.9M | +576% | 24k | 77.66 | |
| Xylem (XYL) | 0.1 | $1.8M | +451% | 17k | 105.19 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.8M | +147% | 20k | 89.16 | |
| Cisco Systems (CSCO) | 0.1 | $1.8M | +22% | 34k | 51.71 | |
| Freshpet (FRPT) | 0.1 | $1.7M | 11k | 158.78 | ||
| Sunpower (SPWR) | 0.1 | $1.7M | NEW | 51k | 33.45 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | +100% | 15k | 109.19 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $1.6M | +1244% | 10k | 162.17 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.6M | +4% | 41k | 39.49 | |
| International Business Machines (IBM) | 0.1 | $1.6M | +532% | 12k | 133.20 | |
| Bank of America Corporation (BAC) | 0.1 | $1.6M | +59% | 42k | 38.67 | |
| Abbvie (ABBV) | 0.1 | $1.6M | +59% | 15k | 108.23 | |
| PNC Financial Services (PNC) | 0.1 | $1.6M | +2907% | 9.0k | 175.41 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | +68% | 29k | 54.11 | |
| First Solar (FSLR) | 0.1 | $1.6M | +1690% | 18k | 87.28 | |
| Micron Technology (MU) | 0.1 | $1.6M | +364% | 18k | 88.22 | |
| Twilio Cl A (TWLO) | 0.1 | $1.5M | -56% | 4.5k | 340.84 | |
| American Water Works (AWK) | 0.1 | $1.5M | +1288% | 10k | 149.94 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.5M | +15592% | 2.0k | 738.24 | |
| Anthem (ANTM) | 0.1 | $1.5M | +2784% | 4.2k | 358.93 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.5M | -6% | 8.3k | 178.19 | |
| Viacomcbs CL B (VIAC) | 0.0 | $1.4M | +644% | 32k | 45.32 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.4M | +12% | 17k | 84.74 | |
| Humana (HUM) | 0.0 | $1.4M | +48557% | 3.4k | 420.14 | |
| Cadence Design Systems (CDNS) | 0.0 | $1.4M | +7974% | 10k | 137.00 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $1.4M | 151k | 9.40 | ||
| Yum! Brands (YUM) | 0.0 | $1.4M | +210% | 13k | 108.15 | |
| W.W. Grainger (GWW) | 0.0 | $1.4M | +1415% | 3.5k | 401.03 | |
| Jd.com Spon Adr Cl A (JD) | 0.0 | $1.4M | +4% | 16k | 84.33 | |
| Five Below (FIVE) | 0.0 | $1.4M | +121% | 7.2k | 190.76 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.4M | +370% | 11k | 128.31 | |
| Sony Corp Sponsored Adr (SNE) | 0.0 | $1.4M | +348% | 13k | 105.97 | |
| Kroger (KR) | 0.0 | $1.4M | +1161% | 38k | 35.97 | |
| Unilever Spon Adr New (UL) | 0.0 | $1.4M | +225% | 24k | 55.84 | |
| Analog Devices (ADI) | 0.0 | $1.3M | +2462% | 8.7k | 155.05 | |
| Cyrusone (CONE) | 0.0 | $1.3M | +3961% | 20k | 68.20 | |
| Cree (CREE) | 0.0 | $1.3M | +7719% | 12k | 108.12 | |
| Truist Financial Corp equities (TFC) | 0.0 | $1.3M | +3596% | 22k | 58.34 | |
| Solaredge Technologies (SEDG) | 0.0 | $1.3M | +802% | 4.5k | 287.36 | |
| Key (KEY) | 0.0 | $1.3M | +63% | 65k | 19.98 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $1.3M | 39k | 33.44 | ||
| Crown Castle Intl (CCI) | 0.0 | $1.3M | +6850% | 7.4k | 172.11 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.3M | NEW | 14k | 88.73 | |
| IDEXX Laboratories (IDXX) | 0.0 | $1.2M | +2609% | 2.5k | 489.60 | |
| Expeditors International of Washington (EXPD) | 0.0 | $1.2M | +66% | 12k | 107.66 | |
| Trane Technologies SHS (TT) | 0.0 | $1.2M | +611% | 7.5k | 165.55 | |
| Te Connectivity Reg Shs (TEL) | 0.0 | $1.2M | +4658% | 9.4k | 129.17 | |
| Prologis (PLD) | 0.0 | $1.2M | +4171% | 11k | 106.05 | |
| Loews Corporation (L) | 0.0 | $1.2M | 23k | 51.27 | ||
| Honeywell International (HON) | 0.0 | $1.2M | +11% | 5.5k | 217.19 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $1.2M | 165k | 7.17 | ||
| Pinterest Cl A (PINS) | 0.0 | $1.2M | +3% | 16k | 73.99 | |
| Teradyne (TER) | 0.0 | $1.2M | +5896% | 9.6k | 121.64 | |
| SYSCO Corporation (SYY) | 0.0 | $1.2M | +3497% | 15k | 79.16 | |
| Moody's Corporation (MCO) | 0.0 | $1.2M | +9560% | 3.9k | 298.65 | |
| Fortinet (FTNT) | 0.0 | $1.1M | +60560% | 6.1k | 184.47 | |
| Omnicell (OMCL) | 0.0 | $1.1M | NEW | 8.6k | 129.85 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.1M | 6.0k | 185.12 | ||
| Sunrun (RUN) | 0.0 | $1.1M | +1049% | 18k | 60.48 | |
| Power Integrations (POWI) | 0.0 | $1.1M | NEW | 13k | 81.50 | |
| Prudential Financial (PRU) | 0.0 | $1.1M | +735% | 12k | 91.13 | |
| Dollar General (DG) | 0.0 | $1.1M | +7% | 5.3k | 202.66 | |
| AFLAC Incorporated (AFL) | 0.0 | $1.1M | +42% | 21k | 51.17 | |
| Linde SHS (LIN) | 0.0 | $1.1M | +702% | 3.8k | 280.22 | |
| Altus Midstream Com New Cl A (ALTM) | 0.0 | $1.0M | 20k | 52.45 | ||
| Align Technology (ALGN) | 0.0 | $1.0M | +486% | 1.9k | 541.34 | |
| Ecolab (ECL) | 0.0 | $1.0M | +1613% | 4.8k | 214.60 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.0M | 17k | 60.68 | ||
| Roper Industries (ROP) | 0.0 | $1.0M | +546% | 2.5k | 403.35 | |
| Dell Technologies CL C (DELL) | 0.0 | $996k | 11k | 88.15 | ||
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $995k | +8% | 18k | 55.75 | |
| Abbott Laboratories (ABT) | 0.0 | $992k | +119% | 8.3k | 119.86 | |
| Hill-Rom Holdings (HRC) | 0.0 | $983k | -3% | 8.9k | 110.46 | |
| Unity Software (U) | 0.0 | $981k | +97730% | 9.8k | 100.28 | |
| Teladoc (TDOC) | 0.0 | $974k | +5258% | 5.4k | 181.78 | |
| Lyft Cl A Com (LYFT) | 0.0 | $964k | 15k | 63.17 | ||
| Constellation Brands Cl A (STZ) | 0.0 | $964k | +527% | 4.2k | 228.11 | |
| Ansys (ANSS) | 0.0 | $957k | +7318% | 2.8k | 339.48 | |
| SVB Financial (SIVB) | 0.0 | $933k | +5996% | 1.9k | 493.65 | |
| Discover Financial Services (DFS) | 0.0 | $932k | +279% | 9.8k | 94.98 | |
| Universal Display Corporation (OLED) | 0.0 | $932k | NEW | 3.9k | 236.67 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $927k | +84800% | 5.9k | 155.98 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.0 | $919k | NEW | 20k | 46.82 | |
| Amgen (AMGN) | 0.0 | $913k | -27% | 3.7k | 248.91 | |
| McDonald's Corporation (MCD) | 0.0 | $913k | +4% | 4.1k | 224.21 | |
| Trex Company (TREX) | 0.0 | $911k | NEW | 10k | 91.56 | |
| Equinix (EQIX) | 0.0 | $910k | +4219% | 1.3k | 679.61 | |
| Tpi Composites (TPIC) | 0.0 | $909k | NEW | 16k | 56.44 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $909k | +466% | 1.5k | 617.11 | |
| New York Times Cl A (NYT) | 0.0 | $907k | NEW | 18k | 50.61 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $904k | +309% | 8.9k | 102.04 | |
| 3M Company (MMM) | 0.0 | $903k | +609% | 4.7k | 192.66 | |
| Roku Com Cl A (ROKU) | 0.0 | $897k | +3% | 2.8k | 325.91 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $890k | +6% | 6.9k | 128.37 | |
| Alexco Resource Corp (AXU) | 0.0 | $882k | -17% | 352k | 2.51 | |
| Intuit (INTU) | 0.0 | $880k | +1020% | 2.3k | 382.94 | |
| Burlington Stores (BURL) | 0.0 | $876k | NEW | 2.9k | 298.87 | |
| Emerson Electric (EMR) | 0.0 | $873k | +123% | 9.7k | 90.14 | |
| Eaton Corp SHS (ETN) | 0.0 | $866k | +899% | 6.3k | 138.25 | |
| Zendesk (ZEN) | 0.0 | $865k | 6.5k | 132.59 | ||
| TransDigm Group Incorporated (TDG) | 0.0 | $862k | NEW | 1.5k | 587.59 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $862k | -47% | 11k | 82.49 | |
| Expedia Group Com New (EXPE) | 0.0 | $857k | +11% | 5.0k | 172.02 | |
| Simon Property (SPG) | 0.0 | $855k | +507% | 7.5k | 113.86 | |
| Medtronic SHS (MDT) | 0.0 | $853k | +49% | 7.2k | 118.52 | |
| Arista Networks (ANET) | 0.0 | $851k | +4172% | 2.8k | 301.84 | |
| Marvell Technology Group Ord (MRVL) | 0.0 | $847k | NEW | 17k | 48.96 | |
| Danaher Corporation (DHR) | 0.0 | $847k | +540% | 3.8k | 225.33 | |
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $832k | +4% | 24k | 35.26 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $824k | -19% | 5.1k | 160.12 | |
| Amcor Ord (AMCR) | 0.0 | $823k | +40392% | 71k | 11.68 | |
| Peloton Interactive Cl A Com (PTON) | 0.0 | $822k | +2% | 7.3k | 112.36 | |
| Cme (CME) | 0.0 | $819k | +1033% | 4.0k | 204.09 | |
| eBay (EBAY) | 0.0 | $819k | +39197% | 13k | 61.30 | |
Past Filings by Pathstone Family Office
SEC 13F filings are viewable for Pathstone Family Office going back to 2010
- Pathstone Family Office 2021 Q1 filed May 14, 2021
- Pathstone Family Office 2020 Q4 filed Feb. 16, 2021
- Pathstone Family Office 2020 Q3 filed Nov. 12, 2020
- Pathstone Family Office 2020 Q2 filed Aug. 14, 2020
- Pathstone Family Office 2020 Q1 restated filed June 11, 2020
- Pathstone Family Office 2020 Q1 filed May 7, 2020
- Pathstone Family Office 2019 Q4 filed Feb. 14, 2020
- Pathstone Family Office 2019 Q3 filed Nov. 13, 2019
- Pathstone Family Office 2019 Q2 filed Aug. 14, 2019
- Pathstone Family Office 2019 Q1 filed May 14, 2019
- Pathstone Family Office 2018 Q4 filed Feb. 14, 2019
- Pathstone Family Office 2018 Q3 filed Nov. 9, 2018
- Pathstone Family Office 2018 Q2 filed Aug. 10, 2018
- Pathstone Family Office 2018 Q1 filed May 15, 2018
- Pathstone Family Office 2017 Q4 filed Feb. 12, 2018
- Pathstone Family Office 2017 Q3 filed Nov. 14, 2017