Pathstone Holdings, LLC
CIK Number: 0002011612
23.07B
Market Value
2,140
# of Holdings
5 months
Avg. Holding Period
40.84%
Win Rate
13.50%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 596.36 | +0.05% | 2.4M | +1.44% | 1.41B | 484.33 | 6.21% |
| 2 | IVV | iShares Core S&... | 599.22 | +0.05% | 2.25M | -0.19% | 1.33B | 478.09 | 5.86% |
| 3 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 1.7M | +17.19% | 916.81M | 455.45 | 4.05% |
| 4 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 1.66M | -12.18% | 701.14M | 380.04 | 3.10% |
| 5 | AAPL | Apple Inc. | 202.99 | -0.14% | 2.74M | +20.82% | 684.77M | 202.5 | 3.03% |
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