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 42.34% of Pathstone Family Office's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$383M), VV (+$182M), VEA (+$161M), IJR (+$101M), VB (+$65M), IJH (+$65M), VO (+$56M), SPY (+$42M), BRK.B (+$42M), ACWI (+$27M).
- Started 408 new stock positions in HOLX, FANG, VIGI, Rush Street Interactive, BF.A, MRTX, BIO, CFG, Desktop Metal Inc Com Cl A, WAT.
- Reduced shares in these 10 stocks: GOOG (-$27M), ASGN (-$9.1M), PAA (-$9.0M), IEMG, CARG, VCSH, TWLO, BRK.A, VLY, VSTO.
- Sold out of its positions in ABM, ACMR, AZZ, ADTX, AL, ALG, AIN, NFJ, AMOT, AMRC.
- Pathstone Family Office was a net buyer of stock by $1.4B.
- Pathstone Family Office has $2.5B in assets under management (AUM), dropping by 166.82%.
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Positions held by Pathstone Family Office, LLC consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Pathstone Family Office
Companies in the Pathstone Family Office portfolio as of the December 2020 quarterly 13F filing
Pathstone Family Office has 1318 total positions. Only the first 250 positions are shown.
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- Download the Pathstone Family Office December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 18.8 | $462M | +484% | 1.2M | 375.39 | |
Vanguard Index Fds Large Cap Etf (VV) | 7.4 | $182M | NEW | 1.0M | 175.74 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.1 | $174M | +1234% | 3.7M | 47.21 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 4.9 | $120M | +6% | 615k | 194.64 | |
Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $101M | +412721% | 1.1M | 91.90 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $77M | +121% | 206k | 373.88 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.7 | $66M | +12663% | 285k | 229.83 | |
Vanguard Index Fds Small Cp Etf (VB) | 2.7 | $65M | +859746% | 335k | 194.68 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $65M | +648% | 313k | 206.77 | |
On Assignment (ASGN) | 2.6 | $63M | -12% | 749k | 83.53 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $61M | 880k | 69.09 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $51M | -2% | 146.00 | 347815.07 | |
Nlight (LASR) | 2.1 | $51M | +40% | 1.6M | 32.65 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $45M | +1376% | 193k | 231.87 | |
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Apple (AAPL) | 1.8 | $44M | +31% | 331k | 132.69 | |
Ishares Tr Msci Acwi Etf (ACWI) | 1.4 | $35M | +302% | 389k | 90.72 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $34M | 399k | 86.22 | ||
Ishares Core Msci Emkt (IEMG) | 1.2 | $31M | -6% | 492k | 62.04 | |
Select Sector Spdr Tr Technology (XLK) | 1.2 | $28M | 217k | 130.02 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $26M | +2140% | 186k | 141.17 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.1 | $26M | NEW | 436k | 59.53 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $25M | +7222% | 484k | 51.67 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 1.0 | $25M | -26% | 3.0M | 8.24 | |
Marriott Intl Cl A (MAR) | 1.0 | $24M | 182k | 131.92 | ||
Marriott Vacations Wrldwde Cp (VAC) | 0.8 | $20M | 149k | 137.22 | ||
Amazon (AMZN) | 0.7 | $17M | +63% | 5.3k | 3256.90 | |
Microsoft Corporation (MSFT) | 0.7 | $16M | +266% | 73k | 222.41 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $16M | +1141% | 217k | 72.96 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $15M | +413% | 181k | 84.93 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $15M | 111k | 136.72 | ||
Robert Half International (RHI) | 0.6 | $14M | 220k | 62.48 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $13M | +239% | 264k | 50.11 | |
Rbc Cad (RY) | 0.5 | $13M | +89% | 155k | 82.06 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $11M | 70k | 160.78 | ||
TJX Companies (TJX) | 0.4 | $11M | +8% | 161k | 68.29 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | +45% | 32k | 343.68 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $11M | +91% | 55k | 196.07 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $10M | 91k | 113.44 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $10M | +120% | 33k | 313.75 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $9.9M | +3768% | 165k | 60.16 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $9.6M | +32% | 45k | 211.86 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $9.5M | 75k | 127.54 | ||
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $9.1M | +189918% | 133k | 68.35 | |
Lowe's Companies (LOW) | 0.4 | $8.8M | 55k | 160.51 | ||
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $8.7M | 296k | 29.48 | ||
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.3 | $8.3M | NEW | 67k | 123.70 | |
Merck & Co (MRK) | 0.3 | $8.2M | +11% | 101k | 81.80 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.2M | -2% | 89k | 91.51 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $7.6M | +11% | 30k | 253.34 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $7.2M | 81k | 88.55 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $6.2M | 92k | 67.45 | ||
Ishares Tr S&p 100 Etf (OEF) | 0.2 | $6.0M | +3960% | 35k | 171.64 | |
Boston Beer Cl A (SAM) | 0.2 | $5.7M | 5.7k | 994.22 | ||
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $5.2M | NEW | 131k | 39.32 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.6M | -85% | 2.6k | 1751.71 | |
CarMax (KMX) | 0.2 | $4.3M | 46k | 94.46 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $4.3M | +205% | 18k | 232.73 | |
Becton, Dickinson and (BDX) | 0.2 | $4.3M | 17k | 250.28 | ||
Square Cl A (SQ) | 0.2 | $4.2M | +36% | 19k | 217.64 | |
Loral Space & Communications (LORL) | 0.2 | $4.1M | +53% | 196k | 20.99 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $3.8M | NEW | 28k | 133.21 | |
Ishares Gold Trust Ishares (IAU) | 0.2 | $3.7M | +91% | 206k | 18.13 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $3.7M | 42k | 87.66 | ||
Twilio Cl A (TWLO) | 0.1 | $3.5M | -23% | 10k | 338.47 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $3.4M | 91k | 37.97 | ||
Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.4M | +13% | 28k | 118.99 | |
Graham Hldgs Com Cl B (GHC) | 0.1 | $3.2M | 6.0k | 533.40 | ||
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $3.1M | +2894% | 87k | 36.02 | |
Kinsale Cap Group (KNSL) | 0.1 | $2.9M | 15k | 200.11 | ||
Lpl Financial Holdings (LPLA) | 0.1 | $2.9M | 27k | 104.24 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.8M | +50% | 44k | 64.13 | |
Athira Pharma (ATHA) | 0.1 | $2.8M | -3% | 82k | 34.24 | |
Pepsi (PEP) | 0.1 | $2.8M | +610% | 19k | 148.31 | |
Union Pacific Corporation (UNP) | 0.1 | $2.7M | +3160% | 13k | 208.23 | |
Home Depot (HD) | 0.1 | $2.6M | +232% | 9.9k | 265.61 | |
Walt Disney Company (DIS) | 0.1 | $2.6M | +19% | 15k | 181.17 | |
MGM Resorts International. (MGM) | 0.1 | $2.5M | 81k | 31.50 | ||
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $2.5M | NEW | 20k | 124.51 | |
Silicon Laboratories (SLAB) | 0.1 | $2.5M | NEW | 20k | 127.34 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | +4% | 9.9k | 241.16 | |
Facebook Cl A (FB) | 0.1 | $2.3M | +144% | 8.4k | 273.08 | |
Uber Technologies (UBER) | 0.1 | $2.3M | +36% | 45k | 51.00 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $2.3M | +198% | 18k | 127.09 | |
salesforce (CRM) | 0.1 | $2.1M | +14% | 9.6k | 222.43 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.0M | 28k | 72.39 | ||
Costco Wholesale Corporation (COST) | 0.1 | $2.0M | -21% | 5.4k | 376.74 | |
Tesla Motors (TSLA) | 0.1 | $2.0M | +86% | 2.8k | 705.35 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $1.9M | 22k | 89.60 | ||
Blackstone Group Com Cl A (BX) | 0.1 | $1.9M | +8324% | 29k | 64.81 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.9M | 30k | 62.71 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.8M | +30% | 1.0k | 1752.40 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.8M | 17k | 105.96 | ||
Intel Corporation (INTC) | 0.1 | $1.8M | +317% | 36k | 49.85 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.8M | +5% | 26k | 68.29 | |
Cintas Corporation (CTAS) | 0.1 | $1.7M | 4.9k | 353.47 | ||
Primerica (PRI) | 0.1 | $1.7M | NEW | 13k | 133.93 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.7M | -41% | 20k | 83.22 | |
Neuberger Berman Mlp Income (NML) | 0.1 | $1.7M | 494k | 3.37 | ||
Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | +555% | 39k | 41.22 | |
Freshpet (FRPT) | 0.1 | $1.6M | 11k | 142.02 | ||
Johnson & Johnson (JNJ) | 0.1 | $1.5M | +128% | 9.7k | 157.43 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.5M | 40k | 36.57 | ||
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.4M | +60% | 8.9k | 158.30 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $1.4M | 16k | 87.87 | ||
Alexco Resource Corp (AXU) | 0.1 | $1.4M | 429k | 3.17 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.3M | +20569% | 15k | 88.14 | |
UnitedHealth (UNH) | 0.1 | $1.3M | +1055% | 3.7k | 350.69 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $1.3M | 152k | 8.45 | ||
Cisco Systems (CSCO) | 0.1 | $1.3M | +44% | 28k | 44.77 | |
Ishares Msci Germany Etf (EWG) | 0.0 | $1.2M | 39k | 31.77 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.2M | +1436% | 4.6k | 261.37 | |
Amgen (AMGN) | 0.0 | $1.2M | +8% | 5.1k | 229.89 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | +1593% | 6.4k | 179.10 | |
Lam Research Corporation (LRCX) | 0.0 | $1.1M | +22% | 2.3k | 472.32 | |
Peloton Interactive Cl A Com (PTON) | 0.0 | $1.1M | NEW | 7.2k | 151.72 | |
United Parcel Service CL B (UPS) | 0.0 | $1.1M | -9% | 6.2k | 168.24 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.0M | 6.0k | 175.27 | ||
Loews Corporation (L) | 0.0 | $1.0M | NEW | 23k | 45.04 | |
Honeywell International (HON) | 0.0 | $1.0M | +2074% | 4.9k | 212.80 | |
Dollar General (DG) | 0.0 | $1.0M | +3460% | 4.9k | 210.26 | |
Pinterest Cl A (PINS) | 0.0 | $1.0M | +11% | 16k | 65.91 | |
Abbvie (ABBV) | 0.0 | $993k | +70% | 9.3k | 107.17 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $975k | 17k | 58.34 | ||
Altus Midstream Com New Cl A (ALTM) | 0.0 | $949k | -3% | 20k | 47.45 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $945k | 164k | 5.75 | ||
Brown Forman Corp CL B (BF.B) | 0.0 | $944k | 12k | 79.45 | ||
Target Corporation (TGT) | 0.0 | $942k | +3765% | 5.3k | 176.57 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $901k | +67% | 17k | 52.41 | |
Hill-Rom Holdings (HRC) | 0.0 | $900k | 9.2k | 97.96 | ||
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $891k | -6% | 16k | 54.33 | |
Roku Com Cl A (ROKU) | 0.0 | $886k | +66% | 2.7k | 331.74 | |
McDonald's Corporation (MCD) | 0.0 | $834k | +69% | 3.9k | 214.49 | |
Datadog Cl A Com (DDOG) | 0.0 | $824k | +5715% | 8.4k | 98.40 | |
Dell Technologies CL C (DELL) | 0.0 | $823k | NEW | 11k | 73.31 | |
Starbucks Corporation (SBUX) | 0.0 | $802k | +140% | 7.5k | 107.15 | |
Tcg Bdc (CGBD) | 0.0 | $796k | +133% | 78k | 10.26 | |
Bank of America Corporation (BAC) | 0.0 | $792k | +402% | 26k | 30.31 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $791k | NEW | 6.5k | 121.86 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.0 | $766k | 15k | 51.07 | ||
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $765k | +187% | 8.0k | 95.55 | |
Lyft Cl A Com (LYFT) | 0.0 | $752k | +2% | 15k | 49.15 | |
Ishares Tr Mortge Rel Etf (REM) | 0.0 | $719k | +73% | 23k | 31.85 | |
Pfizer (PFE) | 0.0 | $703k | +410% | 19k | 36.76 | |
NVIDIA Corporation (NVDA) | 0.0 | $673k | +361% | 1.3k | 522.52 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $673k | 5.6k | 120.03 | ||
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $671k | +64% | 8.1k | 82.39 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $659k | 6.1k | 108.03 | ||
Expeditors International of Washington (EXPD) | 0.0 | $659k | NEW | 6.9k | 95.09 | |
Key (KEY) | 0.0 | $651k | +6% | 40k | 16.40 | |
AFLAC Incorporated (AFL) | 0.0 | $648k | 15k | 44.46 | ||
Procter & Gamble Company (PG) | 0.0 | $640k | +123% | 4.6k | 139.31 | |
Carvana Cl A (CVNA) | 0.0 | $626k | 2.6k | 239.48 | ||
Paccar (PCAR) | 0.0 | $624k | +144660% | 7.2k | 86.21 | |
American Express Company (AXP) | 0.0 | $599k | +8% | 5.0k | 120.74 | |
Palo Alto Networks (PANW) | 0.0 | $599k | +9% | 1.7k | 355.49 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $591k | NEW | 6.4k | 92.58 | |
Expedia Group Com New (EXPE) | 0.0 | $590k | +1975% | 4.5k | 132.20 | |
Ishares Tr Global Energ Etf (IXC) | 0.0 | $590k | 29k | 20.32 | ||
Visa Com Cl A (V) | 0.0 | $582k | +761% | 2.7k | 218.71 | |
Nextera Energy (NEE) | 0.0 | $577k | +14868% | 7.5k | 77.10 | |
Paypal Holdings (PYPL) | 0.0 | $568k | +248% | 2.4k | 234.03 | |
Five Below (FIVE) | 0.0 | $568k | +152% | 3.2k | 174.88 | |
Medtronic SHS (MDT) | 0.0 | $563k | +1869% | 4.8k | 117.15 | |
Netflix (NFLX) | 0.0 | $555k | +131% | 1.0k | 540.94 | |
Enterprise Products Partners (EPD) | 0.0 | $549k | +78% | 28k | 19.57 | |
Masco Corporation (MAS) | 0.0 | $549k | NEW | 10k | 54.93 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $549k | 8.1k | 68.16 | ||
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $543k | -46% | 8.7k | 62.13 | |
At&t (T) | 0.0 | $542k | +12% | 19k | 28.76 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $542k | +801% | 1.1k | 500.92 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $515k | 5.7k | 90.91 | ||
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $514k | +25% | 2.4k | 211.87 | |
Docusign (DOCU) | 0.0 | $512k | NEW | 2.3k | 222.51 | |
Verizon Communications (VZ) | 0.0 | $511k | +64% | 8.7k | 58.74 | |
Etf Managers Tr Bluestar Israel (ITEQ) | 0.0 | $510k | -43% | 7.4k | 68.77 | |
Eli Lilly & Co. (LLY) | 0.0 | $508k | +11% | 3.0k | 169.00 | |
Nicholas Finl Inc Bc Com New (NICK) | 0.0 | $503k | NEW | 60k | 8.38 | |
Qualcomm (QCOM) | 0.0 | $468k | +251% | 3.1k | 152.15 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $462k | +442% | 1.3k | 356.48 | |
Oracle Corporation (ORCL) | 0.0 | $458k | +13% | 7.1k | 64.59 | |
Yum! Brands (YUM) | 0.0 | $456k | +27866% | 4.2k | 108.70 | |
Southern Company (SO) | 0.0 | $455k | +2% | 7.4k | 61.51 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $455k | NEW | 12k | 37.08 | |
Brown Forman Corp Cl A (BF.A) | 0.0 | $452k | NEW | 6.2k | 73.42 | |
Unilever Spon Adr New (UL) | 0.0 | $450k | NEW | 7.5k | 60.30 | |
Us Bancorp Del Com New (USB) | 0.0 | $448k | +23% | 9.6k | 46.62 | |
Wells Fargo & Company (WFC) | 0.0 | $442k | +97% | 15k | 30.20 | |
Slack Technologies Com Cl A (WORK) | 0.0 | $441k | +16% | 10k | 42.27 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $435k | -62% | 7.9k | 55.23 | |
Pimco Dynamic Cr Income Com Shs (PCI) | 0.0 | $427k | NEW | 20k | 21.21 | |
Msc Indl Direct Cl A (MSM) | 0.0 | $417k | 4.9k | 84.29 | ||
Abbott Laboratories (ABT) | 0.0 | $414k | +15% | 3.8k | 109.61 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $413k | NEW | 1.8k | 223.73 | |
Coca-Cola Company (KO) | 0.0 | $413k | +254% | 7.5k | 54.71 | |
Progressive Corporation (PGR) | 0.0 | $405k | +68216% | 4.1k | 98.80 | |
Boston Scientific Corporation (BSX) | 0.0 | $398k | +9% | 11k | 35.99 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $392k | NEW | 20k | 19.23 | |
Kraft Heinz (KHC) | 0.0 | $390k | +5149% | 11k | 34.72 | |
Bristol Myers Squibb (BMY) | 0.0 | $381k | +151% | 6.1k | 61.96 | |
Applied Materials (AMAT) | 0.0 | $380k | +4% | 4.4k | 86.25 | |
Twitter (TWTR) | 0.0 | $380k | +98% | 7.0k | 54.17 | |
New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $372k | 2.0k | 186.00 | ||
Louisiana-Pacific Corporation (LPX) | 0.0 | $371k | 10k | 37.17 | ||
United Sts Nat Gas Unit Par (UNG) | 0.0 | $361k | 39k | 9.20 | ||
Texas Instruments Incorporated (TXN) | 0.0 | $353k | +508% | 2.1k | 164.42 | |
Philip Morris International (PM) | 0.0 | $352k | +1461% | 4.2k | 82.86 | |
Emerson Electric (EMR) | 0.0 | $350k | +2150% | 4.3k | 80.59 | |
Broadcom (AVGO) | 0.0 | $349k | +490% | 797.00 | 437.89 | |
Zillow Group Cl A (ZG) | 0.0 | $347k | NEW | 2.6k | 136.08 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $342k | 23k | 15.10 | ||
Servicenow (NOW) | 0.0 | $340k | +770% | 618.00 | 550.16 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $336k | NEW | 14k | 23.53 | |
PPG Industries (PPG) | 0.0 | $334k | +77133% | 2.3k | 144.15 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $332k | +138% | 3.4k | 97.02 | |
Blackrock Health Sciencs Tr Com Shs (BMEZ) | 0.0 | $331k | NEW | 12k | 28.66 | |
Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $324k | 3.8k | 84.86 | ||
Nordic American Tanker Shippin (NAT) | 0.0 | $319k | 108k | 2.95 | ||
Xylem (XYL) | 0.0 | $312k | -29% | 3.1k | 101.79 | |
Sony Corp Sponsored Adr (SNE) | 0.0 | $290k | NEW | 2.9k | 101.05 | |
Automatic Data Processing (ADP) | 0.0 | $288k | +385% | 1.6k | 176.04 | |
Micron Technology (MU) | 0.0 | $285k | +94% | 3.8k | 75.24 | |
Dow (DOW) | 0.0 | $284k | NEW | 5.1k | 55.63 | |
Ares Capital Corporation (ARCC) | 0.0 | $281k | +42% | 17k | 16.92 | |
Domino's Pizza (DPZ) | 0.0 | $276k | NEW | 721.00 | 382.80 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $270k | +9325% | 2.3k | 119.36 | |
Huntsman Corporation (HUN) | 0.0 | $266k | NEW | 11k | 25.09 | |
Vaneck Vectors Etf Tr Israel Etf (ISRA) | 0.0 | $258k | 5.7k | 44.89 | ||
Hilton Worldwide Holdings (HLT) | 0.0 | $257k | 2.3k | 111.26 | ||
General Mills (GIS) | 0.0 | $255k | +380% | 4.3k | 58.93 | |
Wayfair Cl A (W) | 0.0 | $252k | 1.1k | 226.01 | ||
Mgm Growth Pptys Cl A Com (MGP) | 0.0 | $250k | 8.0k | 31.25 | ||
Henry Schein (HSIC) | 0.0 | $250k | 3.7k | 66.70 | ||
Colgate-Palmolive Company (CL) | 0.0 | $247k | +2103% | 2.9k | 85.59 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $247k | +155% | 5.6k | 44.12 | |
Goldman Sachs (GS) | 0.0 | $246k | +75% | 931.00 | 264.23 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $246k | +12% | 2.1k | 118.16 | |
Intercontinental Exchange (ICE) | 0.0 | $245k | 2.1k | 115.29 | ||
International Business Machines (IBM) | 0.0 | $243k | +58% | 1.9k | 125.91 | |
Doubleline Income Solutions (DSL) | 0.0 | $243k | +1344% | 15k | 16.59 | |
Morgan Stanley Com New (MS) | 0.0 | $242k | +32% | 3.5k | 68.40 | |
Kinder Morgan (KMI) | 0.0 | $241k | +30% | 18k | 13.66 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $241k | 4.8k | 49.74 | ||
Discover Financial Services (DFS) | 0.0 | $234k | +120% | 2.6k | 90.42 | |
Invitae (NVTA) | 0.0 | $230k | 5.5k | 41.82 | ||
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $222k | +100% | 2.2k | 102.68 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $222k | 678.00 | 327.43 | ||
Proshares Tr Ii Ultra Silver New (AGQ) | 0.0 | $222k | 4.3k | 51.25 | ||
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $219k | 3.9k | 56.49 | ||
Shake Shack Cl A (SHAK) | 0.0 | $216k | +7843% | 2.5k | 84.97 | |
Shopify Cl A (SHOP) | 0.0 | $216k | NEW | 191.00 | 1130.89 |
Past Filings by Pathstone Family Office
SEC 13F filings are viewable for Pathstone Family Office going back to 2010
- 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
- Pathstone Family Office 2017 Q2 restated filed Aug. 16, 2017