Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Pasadena Private Wealth, Llc > Profile

Instuitional Investor - Pasadena Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Pasadena Private Wealth, Llc
Portfolio Value $409,727,134
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 395,489 $59,125,622 14.43%
2.
Vanguard Index Fds
 166,110 $51,640,150 12.6%
3.
Vanguard Intl Equity Index Funds
 VWO 637,849 $35,808,848 8.73%
4.
Vanguard Index Fds
 115,507 $20,787,774 5.07%
5.
Schwab Strategic Trust
 FNDF 258,205 $14,291,647 3.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)