PACK Private Wealth

PACK Private Wealth as of March 31, 2025

Portfolio Holdings for PACK Private Wealth

PACK Private Wealth holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 20.9 $35M 693k 50.83
Ishares Tr Core S&p500 Etf (IVV) 17.5 $29M 52k 561.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 12.0 $20M 447k 45.26
Ishares Tr Core S&p Mcp Etf (IJH) 9.6 $16M 278k 58.35
Gra (GGG) 7.6 $13M 154k 83.51
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $10M 96k 104.57
Spdr Index Shs Fds Glb Nat Resrce (GNR) 4.6 $7.7M 144k 53.25
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $7.6M 84k 90.54
C H Robinson Worldwide Com New (CHRW) 2.7 $4.6M 45k 102.40
Ishares Tr Core Msci Eafe (IEFA) 2.2 $3.8M 50k 75.65
UnitedHealth (UNH) 2.0 $3.4M 6.5k 523.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $2.7M 5.3k 513.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.6M 17k 92.83
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.5M 35k 43.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $1.1M 9.0k 117.49
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.0M 5.4k 190.58
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $838k 8.5k 98.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $597k 1.1k 532.58
Apple (AAPL) 0.3 $580k 2.6k 222.13
Ishares Tr Rus 1000 Etf (IWB) 0.3 $544k 1.8k 306.74
Royalty Pharma Shs Class A (RPRX) 0.3 $542k 17k 31.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $526k 1.5k 361.09
Amazon (AMZN) 0.3 $512k 2.7k 190.26
Exchange Listed Fds Tr Stratified Large (SSPY) 0.3 $480k 6.1k 78.23
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $415k 4.3k 96.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $374k 2.4k 156.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $347k 1.8k 188.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $339k 6.9k 48.82
Meta Platforms Cl A (META) 0.2 $331k 574.00 576.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $325k 3.8k 85.07
Ishares Tr Msci India Etf (INDA) 0.2 $321k 6.2k 51.48
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $305k 4.7k 64.20
Blackstone Group Inc Com Cl A (BX) 0.2 $280k 2.0k 139.78
Old National Ban (ONB) 0.2 $277k 13k 21.19
Ishares Tr Msci Eafe Etf (EFA) 0.2 $257k 3.1k 81.73
Clearfield (CLFD) 0.1 $223k 7.5k 29.72
Ecolab (ECL) 0.1 $220k 866.00 253.52
Ishares Tr Ishares Biotech (IBB) 0.1 $206k 1.6k 127.90
Ishares Msci Mexico Etf (EWW) 0.1 $203k 4.0k 50.96
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $154k 11k 14.34
Under Armour CL C (UA) 0.0 $61k 10k 5.95