Pachira Investments

Pachira Investments as of Dec. 31, 2024

Portfolio Holdings for Pachira Investments

Pachira Investments holds 56 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 Index Fds Vanguard Index Fds (VOO) 10.0 $16M 30k 540.99
Ishares Tr Ishares Tr (IJH) 6.8 $11M 180k 62.17
Ishares Tr Ishares Tr (IJR) 6.4 $10M 91k 114.97
Spdr S&p Midcap 400 Etf Tr Spdr S&p Midcap 400 Etf Tr (MDY) 6.0 $9.9M 17k 568.28
Ishares Tr Ishares Tr (IVV) 6.0 $9.8M 17k 590.99
Spdr Ser Tr Spdr Ser Tr (SPMD) 5.5 $9.0M 165k 54.59
Spdr Ser Tr Spdr Ser Tr (SPSM) 5.4 $8.8M 196k 44.89
Vanguard Index Fds Vanguard Index Fds (VTI) 5.1 $8.3M 28k 290.83
Invesco Qqq Tr Invesco Qqq Tr (QQQ) 4.8 $7.9M 15k 515.60
Vanguard World Vanguard World Fd (MGV) 4.4 $7.2M 58k 124.52
Select Sector Spdr Tr Select Sector Spdr Tr (XLV) 3.9 $6.4M 47k 137.24
Select Sector Spdr Tr Select Sector Spdr Tr (XLK) 3.8 $6.2M 26k 234.47
Innovator Etfs Trust Innovator Etfs Trust 3.2 $5.3M 206k 25.49
Innovator Etfs Trust Innovator Etfs Trust 3.2 $5.2M 205k 25.29
Ishares Tr Ishares Tr (IWF) 3.0 $4.9M 12k 405.19
Impinj Impinj Inc (PI) 1.8 $3.0M 21k 146.59
Vanguard Tax-managed Fds Vanguard Tax-managed Fds (VEA) 1.8 $3.0M 63k 47.81
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VWO) 1.6 $2.6M 60k 44.11
Lockheed Martin Corp Lockheed Martin Corp (LMT) 1.4 $2.3M 4.8k 483.37
Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del (BRK.B) 1.2 $1.9M 4.2k 452.16
Microsoft Corp Microsoft Corp (MSFT) 1.2 $1.9M 4.4k 424.81
Ishares Bitcoin Trust Etf Ishares Bitcoin Trust Etf (IBIT) 1.1 $1.9M 35k 53.55
Amazon Amazon Com Inc (AMZN) 1.0 $1.6M 7.2k 221.31
Wisdomtree Tr Wisdomtree Tr (EPI) 0.8 $1.3M 29k 45.09
Ishares Tr Ishares Tr (EFG) 0.8 $1.3M 13k 97.02
Apple Apple Inc (AAPL) 0.7 $1.2M 4.6k 252.21
Costco Whsl Corp Costco Whsl Corp New (COST) 0.6 $1.0M 1.1k 922.35
Vanguard Index Fds Vanguard Index Fds (VV) 0.6 $994k 3.7k 270.78
Alphabet Alphabet Inc (GOOGL) 0.6 $953k 5.0k 191.25
Ishares Tr Ishares Tr (IWM) 0.6 $938k 4.3k 220.68
Nvidia Corporation Nvidia Corporation (NVDA) 0.6 $905k 6.6k 137.48
Vanguard Index Fds Vanguard Index Fds (VB) 0.4 $722k 3.0k 240.07
Vanguard Index Fds Vanguard Index Fds (VO) 0.4 $700k 2.7k 264.14
Johnson & Johnson Johnson & Johnson (JNJ) 0.4 $590k 4.1k 143.35
Shopify Shopify Inc (SHOP) 0.4 $577k 5.4k 106.69
Grayscale Ethereum Mini Tr E Grayscale Ethereum Mini Tr E 0.3 $562k 18k 32.01
Northrop Grumman Corp Northrop Grumman Corp (NOC) 0.3 $532k 1.1k 466.37
Vanguard Index Fds Vanguard Index Fds (VUG) 0.3 $521k 1.3k 414.12
Schwab Strategic Tr Schwab Strategic Tr (SCHM) 0.3 $498k 18k 27.67
Oracle Corp Oracle Corp (ORCL) 0.3 $481k 2.9k 166.92
Innovator Etfs Trust Innovator Etfs Trust (BALT) 0.3 $460k 15k 31.42
Tesla Tesla Inc (TSLA) 0.3 $446k 1.1k 417.41
Procter And Gamble Procter And Gamble Co (PG) 0.2 $408k 2.4k 167.06
Schwab Strategic Tr Schwab Strategic Tr (SCHB) 0.2 $352k 15k 22.78
Invesco Exchange Traded Fd T Invesco Exchange Traded Fd T (PPA) 0.2 $336k 2.9k 114.94
Ge Aerospace Ge Aerospace (GE) 0.2 $287k 1.7k 168.06
Select Sector Spdr Tr Select Sector Spdr Tr (XLU) 0.2 $276k 3.6k 75.76
Select Sector Spdr Tr Select Sector Spdr Tr (XLP) 0.2 $272k 3.5k 78.37
Vaneck Etf Trust Vaneck Etf Trust (SMH) 0.2 $268k 1.1k 244.70
Meta Platforms Meta Platforms Inc (META) 0.2 $265k 448.00 591.45
Spdr S&p 500 Etf Tr Spdr S&p 500 Etf Tr (SPY) 0.2 $260k 442.00 588.41
Mcdonalds Corp Mcdonalds Corp (MCD) 0.1 $240k 830.00 289.58
Sempra Sempra (SRE) 0.1 $235k 2.7k 87.35
Visa Visa Inc (V) 0.1 $219k 695.00 315.40
Kb Home Kb Home (KBH) 0.1 $212k 3.2k 65.58
Vanguard Admiral Fds Vanguard Admiral Fds Inc (IVOO) 0.1 $202k 1.9k 105.36