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Home > Institutional Investor > Pathstone Holdings, Llc > Profile

Instuitional Investor - Pathstone Holdings, Llc

Fund Profile
Filing Period:
Fund Name: Pathstone Holdings, Llc
Portfolio Value $18,637,941,924
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 2,402,911 $1,142,359,121 6.12%
2.
Ishares Trust
 IEF 2,270,385 $1,083,439,320 5.81%
3.
Microsoft Corp
 MSFT 1,866,041 $846,336,106 4.54%
4.
Apple Inc.
 AAPL 3,066,731 $599,441,976 3.21%
5.
Vanguard Index Fds
 1,348,202 $588,894,074 3.15%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)