Pachira Investments

Pachira Investments as of June 30, 2025

Portfolio Holdings for Pachira Investments

Pachira Investments holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.8 $14M 25k 568.03
Ishares Tr Core S&p Mcp Etf (IJH) 8.2 $11M 175k 62.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.3 $9.6M 17k 551.64
Ishares Tr Core S&p Scp Etf (IJR) 7.1 $9.4M 86k 109.29
Vanguard Index Fds Total Stk Mkt (VTI) 7.0 $9.3M 31k 303.93
Vanguard World Mega Cap Val Etf (MGV) 6.3 $8.4M 64k 131.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.7 $7.6M 56k 134.79
Select Sector Spdr Tr Technology (XLK) 5.2 $6.9M 27k 253.23
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 4.4 $5.8M 223k 25.99
Innovator Etfs Trust Equity Defined P (APOC) 4.4 $5.8M 227k 25.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.8M 67k 57.01
Ishares Tr Rus 1000 Grw Etf (IWF) 2.7 $3.5M 8.3k 424.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $3.3M 66k 49.46
Impinj (PI) 1.7 $2.3M 21k 111.07
Lockheed Martin Corporation (LMT) 1.7 $2.2M 4.8k 463.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.2M 4.5k 485.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $2.0M 33k 61.21
Microsoft Corporation (MSFT) 1.3 $1.7M 3.4k 497.38
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.5M 13k 112.00
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $1.5M 13k 112.47
Amazon (AMZN) 0.9 $1.2M 5.6k 219.40
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.9 $1.1M 35k 32.08
Costco Wholesale Corporation (COST) 0.8 $1.1M 1.1k 989.57
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.1M 3.8k 285.27
Wisdomtree Tr India Erngs Fd (EPI) 0.8 $1.1M 23k 47.47
NVIDIA Corporation (NVDA) 0.8 $1.0M 6.5k 157.99
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $942k 11k 87.81
Ishares Tr Russell 2000 Etf (IWM) 0.7 $924k 4.3k 215.79
Alphabet Cap Stk Cl A (GOOGL) 0.7 $886k 5.0k 176.24
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $797k 2.9k 278.90
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.6 $776k 5.5k 141.68
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $740k 2.6k 279.86
Apple (AAPL) 0.5 $713k 3.5k 205.17
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $650k 5.6k 115.35
Johnson & Johnson (JNJ) 0.5 $633k 4.1k 152.75
Vanguard Index Fds Small Cp Etf (VB) 0.5 $628k 2.6k 237.01
Northrop Grumman Corporation (NOC) 0.4 $580k 1.2k 500.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $509k 18k 28.05
Vanguard Index Fds Growth Etf (VUG) 0.4 $469k 1.1k 438.57
Procter & Gamble Company (PG) 0.3 $396k 2.5k 159.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $381k 16k 23.83
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $380k 3.6k 104.98
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $376k 3.7k 101.22
Meta Platforms Cl A (META) 0.3 $360k 488.00 737.66
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.3 $356k 15k 23.72
Tesla Motors (TSLA) 0.2 $318k 1.0k 317.66
JPMorgan Chase & Co. (JPM) 0.2 $307k 1.1k 289.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $274k 443.00 618.13
Visa Com Cl A (V) 0.2 $259k 729.00 355.19
Union Pacific Corporation (UNP) 0.2 $253k 1.1k 230.09
McDonald's Corporation (MCD) 0.2 $238k 815.00 292.29
Oracle Corporation (ORCL) 0.2 $211k 965.00 218.70
Sempra Energy (SRE) 0.2 $204k 2.7k 75.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $203k 359.00 566.48