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Pathstone Holdings

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

Central Index Key (CIK): 0002011612

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Portfolio Holdings for Pathstone Holdings

Pathstone Holdings holds 2196 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Pathstone Holdings has 2196 total positions. Only the first 250 positions are shown.

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Download the Pathstone Holdings December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.9	$1.3B	2.7M	475.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$1.1B	2.3M	477.20	View chart
Microsoft Corporation (MSFT)	3.8	$702M	1.9M	376.04	View chart
Apple (AAPL)	3.2	$590M	3.1M	192.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$590M	1.4M	436.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.6	$485M	957k	507.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	2.4	$450M	1.8M	255.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$397M	1.4M	277.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$304M	1.2M	262.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$239M	5.0M	47.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$230M	2.1M	108.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$198M	908k	218.35	View chart
Coca-Cola Company (KO)	1.0	$193M	3.3M	58.96	View chart
Amazon (AMZN)	1.0	$193M	1.3M	151.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$184M	918k	200.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$176M	325.00	540687.07	View chart
NVIDIA Corporation (NVDA)	0.9	$170M	343k	495.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$165M	1.5M	111.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$158M	2.0M	77.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$155M	651k	237.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$141M	396k	356.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$133M	573k	232.58	View chart
Lowe's Companies (LOW)	0.7	$127M	569k	222.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$122M	867k	140.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$119M	847k	139.97	View chart
Tesla Motors (TSLA)	0.6	$112M	449k	248.48	View chart
Comcast Corp Cl A (CMCSA)	0.6	$108M	2.5M	43.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$108M	347k	310.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$107M	3.1M	34.04	View chart
Keurig Dr Pepper (KDP)	0.6	$106M	3.2M	33.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$102M	249k	409.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$95M	3.7M	25.54	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$95M	759k	124.97	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$87M	3.2M	27.05	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$87M	801k	108.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$86M	404k	213.27	View chart
Costco Wholesale Corporation (COST)	0.5	$86M	130k	660.09	View chart
On Assignment (ASGN)	0.5	$85M	881k	96.17	View chart
Meta Platforms Cl A (META)	0.4	$82M	231k	353.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$81M	3.3M	24.42	View chart
Walt Disney Company (DIS)	0.4	$73M	813k	90.29	View chart
UnitedHealth (UNH)	0.4	$71M	134k	534.21	View chart
JPMorgan Chase & Co. (JPM)	0.4	$70M	411k	171.26	View chart
TJX Companies (TJX)	0.4	$69M	739k	93.81	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$69M	1.6M	42.40	View chart
Visa Com Cl A (V)	0.4	$66M	250k	263.90	View chart
Home Depot (HD)	0.4	$66M	189k	348.62	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$66M	1.3M	50.56	View chart
Progressive Corporation (PGR)	0.4	$65M	406k	159.28	View chart
Mastercard Incorporated Cl A (MA)	0.3	$62M	145k	426.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$59M	722k	82.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$59M	780k	75.37	View chart
Silicon Laboratories (SLAB)	0.3	$58M	440k	132.21	View chart
Eli Lilly & Co. (LLY)	0.3	$57M	98k	582.92	View chart
Merck & Co (MRK)	0.3	$57M	525k	109.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$56M	1.5M	37.22	View chart
Johnson & Johnson (JNJ)	0.3	$55M	353k	156.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$55M	333k	165.25	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$55M	505k	108.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$51M	986k	52.10	View chart
Broadcom (AVGO)	0.3	$50M	45k	1116.25	View chart
Uber Technologies (UBER)	0.3	$50M	810k	61.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$50M	704k	70.28	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$49M	1.2M	42.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$47M	156k	303.17	View chart
Quest Diagnostics Incorporated (DGX)	0.3	$46M	336k	137.88	View chart
Marriott Intl Cl A (MAR)	0.2	$46M	205k	225.50	View chart
Procter & Gamble Company (PG)	0.2	$46M	308k	147.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$44M	1.1M	41.09	View chart
Netflix (NFLX)	0.2	$43M	88k	486.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$42M	219k	192.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$42M	248k	168.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$42M	814k	51.27	View chart
Adobe Systems Incorporated (ADBE)	0.2	$42M	70k	596.60	View chart
Pepsi (PEP)	0.2	$41M	243k	169.84	View chart
Exxon Mobil Corporation (XOM)	0.2	$39M	393k	99.98	View chart
Abbvie (ABBV)	0.2	$39M	250k	154.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$38M	244k	155.33	View chart
Marsh & McLennan Companies (MMC)	0.2	$38M	199k	189.47	View chart
Chevron Corporation (CVX)	0.2	$37M	250k	149.16	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.2	$37M	3.1M	11.64	View chart
Oracle Corporation (ORCL)	0.2	$36M	341k	105.43	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$35M	727k	48.51	View chart
McDonald's Corporation (MCD)	0.2	$35M	118k	298.31	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$35M	206k	167.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$34M	139k	241.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$33M	311k	105.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$32M	367k	88.30	View chart
Ishares Tr Cmbs Etf (CMBS)	0.2	$32M	691k	46.79	View chart
Blackrock Capital Allocation Trust (BCAT)	0.2	$32M	2.2M	14.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$31M	1.1M	28.59	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.2	$31M	2.7M	11.82	View chart
Bank of America Corporation (BAC)	0.2	$31M	911k	33.95	View chart
Thermo Fisher Scientific (TMO)	0.2	$30M	57k	531.69	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$30M	850k	35.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$30M	86k	351.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$30M	1.0M	29.12	View chart
Cisco Systems (CSCO)	0.2	$29M	578k	50.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$29M	254k	114.04	View chart
Intuit (INTU)	0.2	$29M	43k	664.86	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$29M	394k	72.54	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$28M	1.9M	15.15	View chart
salesforce (CRM)	0.2	$28M	106k	262.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$28M	731k	37.60	View chart
Rbc Cad (RY)	0.1	$27M	267k	101.13	View chart
Union Pacific Corporation (UNP)	0.1	$27M	109k	245.79	View chart
Nike CL B (NKE)	0.1	$25M	214k	116.97	View chart
Amgen (AMGN)	0.1	$25M	87k	288.02	View chart
Intel Corporation (INTC)	0.1	$24M	486k	50.25	View chart
Abbott Laboratories (ABT)	0.1	$24M	217k	110.07	View chart
Advanced Micro Devices (AMD)	0.1	$24M	161k	147.41	View chart
Linde SHS (LIN)	0.1	$24M	58k	410.71	View chart
Wal-Mart Stores (WMT)	0.1	$24M	150k	157.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$24M	310k	76.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$24M	93k	252.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$23M	102k	223.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$23M	303k	75.10	View chart
S&p Global (SPGI)	0.1	$23M	52k	440.53	View chart
Chubb (CB)	0.1	$23M	100k	226.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$23M	433k	52.33	View chart
Boeing Company (BA)	0.1	$23M	87k	260.66	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$22M	192k	115.03	View chart
Philip Morris International (PM)	0.1	$22M	229k	94.08	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.1	$21M	2.0M	10.84	View chart
Applied Materials (AMAT)	0.1	$21M	127k	164.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M	120k	173.80	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$20M	223k	91.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$20M	199k	101.83	View chart
Caterpillar (CAT)	0.1	$20M	68k	295.67	View chart
Starbucks Corporation (SBUX)	0.1	$20M	208k	96.01	View chart
American Express Company (AXP)	0.1	$20M	106k	187.34	View chart
Nfj Dividend Interest (NFJ)	0.1	$20M	1.6M	12.60	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.1	$20M	7.2M	2.71	View chart
Automatic Data Processing (ADP)	0.1	$19M	83k	234.96	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$19M	206k	94.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$19M	129k	149.50	View chart
Western Asset Managed Municipals Fnd (MMU)	0.1	$19M	1.9M	10.17	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.1	$19M	1.2M	16.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$19M	498k	38.01	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$19M	532k	35.20	View chart
Danaher Corporation (DHR)	0.1	$19M	81k	231.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$19M	295k	63.33	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$19M	38k	484.05	View chart
International Business Machines (IBM)	0.1	$19M	113k	163.55	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$18M	103k	178.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$18M	102k	179.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$18M	307k	59.62	View chart
Robert Half International (RHI)	0.1	$18M	206k	87.92	View chart
Texas Instruments Incorporated (TXN)	0.1	$18M	105k	170.46	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$18M	1.5M	11.64	View chart
Anthem (ELV)	0.1	$18M	38k	471.56	View chart
Honeywell International (HON)	0.1	$18M	84k	209.90	View chart
Deere & Company (DE)	0.1	$17M	42k	413.85	View chart
Verizon Communications (VZ)	0.1	$17M	458k	37.75	View chart
Qualcomm (QCOM)	0.1	$17M	117k	147.07	View chart
Lam Research Corporation (LRCX)	0.1	$17M	22k	783.26	View chart
Servicenow (NOW)	0.1	$17M	24k	706.49	View chart
Kornit Digital SHS (KRNT)	0.1	$17M	880k	19.16	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.1	$17M	1.8M	9.21	View chart
Wells Fargo & Company (WFC)	0.1	$17M	342k	49.22	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.1	$17M	1.9M	8.89	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$17M	2.1M	8.06	View chart
CVS Caremark Corporation (CVS)	0.1	$17M	211k	78.96	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.1	$16M	3.5M	4.66	View chart
Morgan Stanley Com New (MS)	0.1	$16M	174k	93.25	View chart
ConocoPhillips (COP)	0.1	$16M	140k	116.07	View chart
Upstart Hldgs (UPST)	0.1	$16M	396k	40.86	View chart
Novo-nordisk A S Adr (NVO)	0.1	$16M	155k	103.94	View chart
Pgim Global Short Duration H (GHY)	0.1	$16M	1.4M	11.36	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.1	$16M	1.1M	15.00	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$16M	3.0M	5.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$16M	186k	84.72	View chart
Metropcs Communications (TMUS)	0.1	$16M	69k	227.89	View chart
United Parcel Service CL B (UPS)	0.1	$16M	100k	157.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$16M	173k	89.80	View chart
Booking Holdings (BKNG)	0.1	$16M	4.4k	3547.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$16M	185k	83.83	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$15M	1.3M	11.45	View chart
Dominion Resources (D)	0.1	$15M	322k	47.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$15M	142k	105.78	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$15M	355k	41.99	View chart
BlackRock (BLK)	0.1	$15M	18k	811.80	View chart
General Electric Com New (GE)	0.1	$15M	116k	128.51	View chart
Nordstrom (JWN)	0.1	$15M	797k	18.59	View chart
Pfizer (PFE)	0.1	$15M	509k	28.79	View chart
Intuitive Surgical Com New (ISRG)	0.1	$15M	43k	337.36	View chart
Stryker Corporation (SYK)	0.1	$15M	49k	299.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$15M	363k	39.85	View chart
Goldman Sachs (GS)	0.1	$15M	37k	386.12	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$14M	67k	216.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$14M	233k	61.90	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$14M	213k	67.35	View chart
Boulder Growth & Income Fund (STEW)	0.1	$14M	1.0M	13.87	View chart
Target Corporation (TGT)	0.1	$14M	100k	142.42	View chart
Everest Re Group (EG)	0.1	$14M	40k	353.59	View chart
Amcor Ord (AMCR)	0.1	$14M	1.5M	9.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$14M	146k	96.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$14M	238k	57.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$14M	207k	66.49	View chart
Eaton Corp SHS (ETN)	0.1	$14M	57k	241.02	View chart
Apollo Tactical Income Fd In (AIF)	0.1	$14M	981k	13.96	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$14M	233k	58.73	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.1	$14M	1.2M	11.32	View chart
BlackRock MuniVest Fund (MVF)	0.1	$14M	1.9M	7.12	View chart
Illinois Tool Works (ITW)	0.1	$14M	52k	261.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$13M	387k	34.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$13M	33k	407.48	View chart
Evertec (EVTC)	0.1	$13M	323k	40.94	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$13M	339k	38.81	View chart
Micron Technology (MU)	0.1	$13M	149k	87.87	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$13M	154k	84.97	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$13M	390k	33.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$13M	452k	28.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$13M	28k	453.23	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$13M	177k	72.58	View chart
Shell Spon Ads (SHEL)	0.1	$13M	194k	65.80	View chart
At&t (T)	0.1	$13M	760k	16.73	View chart
Nextera Energy (NEE)	0.1	$13M	208k	60.74	View chart
American Tower Reit (AMT)	0.1	$13M	58k	215.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$13M	96k	130.92	View chart
Blackrock Muniyield Fund (MYD)	0.1	$12M	1.1M	10.78	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$12M	16k	756.93	View chart
Cigna Corp (CI)	0.1	$12M	41k	299.45	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$12M	1.0M	11.91	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$12M	861k	13.99	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$12M	671k	17.94	View chart
Waste Management (WM)	0.1	$12M	66k	179.27	View chart
Sap Se Spon Adr (SAP)	0.1	$12M	76k	154.59	View chart
Prologis (PLD)	0.1	$12M	88k	133.25	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$12M	211k	55.41	View chart
EastGroup Properties (EGP)	0.1	$12M	63k	183.54	View chart
Zoetis Cl A (ZTS)	0.1	$12M	59k	197.37	View chart
Bristol Myers Squibb (BMY)	0.1	$12M	225k	51.31	View chart
McKesson Corporation (MCK)	0.1	$11M	25k	462.97	View chart
Equinix (EQIX)	0.1	$11M	14k	806.11	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$11M	83k	136.42	View chart
Analog Devices (ADI)	0.1	$11M	56k	198.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$11M	70k	157.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$11M	790k	13.80	View chart
Martin Marietta Materials (MLM)	0.1	$11M	22k	498.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$11M	435k	24.79	View chart
Travelers Companies (TRV)	0.1	$11M	56k	190.49	View chart
Charles Schwab Corporation (SCHW)	0.1	$11M	154k	68.86	View chart
General American Investors (GAM)	0.1	$11M	247k	42.95	View chart
Sherwin-Williams Company (SHW)	0.1	$11M	34k	311.89	View chart
Southern Company (SO)	0.1	$10M	147k	70.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$10M	140k	73.55	View chart
Matador Resources (MTDR)	0.1	$10M	181k	56.86	View chart
Us Bancorp Del Com New (USB)	0.1	$10M	236k	43.49	View chart
Canadian Pacific Kansas City (CP)	0.1	$10M	127k	80.34	View chart

Past Filings by Pathstone Holdings

SEC 13F filings are viewable for Pathstone Holdings going back to 2023

Pathstone Holdings 2023 Q4 filed Feb. 14, 2024

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