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Home > Institutional Investor > Cathy Pareto & Associates, Inc > Profile

Instuitional Investor - Cathy Pareto & Associates, Inc

Fund Profile
Filing Period:
Fund Name: Cathy Pareto & Associates, Inc
Portfolio Value $113,084,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 38,451 $8,541,157 7.55%
2.
Pacer Fds Tr
 140,789 $7,709,630 6.82%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 109,325 $5,535,141 4.89%
4.
Vanguard Index Fds - SMALL CP ETF
 24,911 $5,523,929 4.88%
5.
Schwab Strategic Trust
 FNDF 181,643 $4,828,069 4.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)