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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
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
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)