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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 $22,627,076,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 2,398,082 $1,406,134,085 6.21%
2.
Ishares Trust
 IEF 2,251,408 $1,325,371,972 5.85%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 1,701,916 $916,808,012 4.05%
4.
Microsoft Corp
 MSFT 1,663,344 $701,138,220 3.09%
5.
Apple Inc.
 AAPL 2,735,881 $684,767,085 3.02%
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)