Pathstone Holdings, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$21.5B

Holdings

2,280

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,280 positions)

#StockSharesValue% PortfolioType
601
BNBROOKFIELD CORP
93,245$3.9M0.02%
602
IJSISHARES TR
37,922$3.9M0.02%
603
BF/BBROWN FORMAN CORP
75,310$3.9M0.02%
604
VMCVULCAN MATLS CO
14,265$3.9M0.02%
605
DOVDOVER CORP
21,959$3.9M0.02%
606
VOEVANGUARD INDEX FDS
24,896$3.9M0.02%
607
DECKDECKERS OUTDOOR CORP
4,119$3.9M0.02%
608
JCIJOHNSON CTLS INTL PLC
59,310$3.9M0.02%
609
ADMARCHER DANIELS MIDLAND CO
61,702$3.9M0.02%
610
EPAMEPAM SYS INC
14,029$3.9M0.02%
611
TTENTOTALENERGIES SE
56,237$3.9M0.02%
612
HXLHEXCEL CORP NEW
53,141$3.9M0.02%
613
ENSGENSIGN GROUP INC
31,052$3.9M0.02%
614
LYBLYONDELLBASELL INDUSTRIES N
37,723$3.9M0.02%
615
DTDWISDOMTREE TR
54,479$3.9M0.02%
616
VISVANGUARD WORLD FD
15,768$3.8M0.02%
617
WSOWATSCO INC
8,833$3.8M0.02%
618
STAGSTAG INDL INC
98,752$3.8M0.02%
619
HSYHERSHEY CO
19,481$3.8M0.02%
620
ZIONZIONS BANCORPORATION N A
87,149$3.8M0.02%
621
XEADXALLSPRING INCOME OPPORTUNIT
568,630$3.8M0.02%
622
SCHVSCHWAB STRATEGIC TR
49,646$3.8M0.02%
623
SPSCSPS COMM INC
20,322$3.8M0.02%
624
WBSWEBSTER FINL CORP
73,895$3.8M0.02%
625
TPLTEXAS PACIFIC LAND CORPORATI
6,459$3.7M0.02%
626
AMEAMETEK INC
20,401$3.7M0.02%
627
CBRECBRE GROUP INC
38,336$3.7M0.02%
628
NUNU HLDGS LTD
311,863$3.7M0.02%
629
MKLMARKEL GROUP INC
2,430$3.7M0.02%
630
SFSTIFEL FINL CORP
47,271$3.7M0.02%
631
FTAIFTAI AVIATION LTD
54,901$3.7M0.02%
632
STWDSTARWOOD PPTY TR INC
179,805$3.7M0.02%
633
ATDATI INC
71,340$3.6M0.02%
634
XLBSELECT SECTOR SPDR TR
39,122$3.6M0.02%
635
EMEEMCOR GROUP INC
10,374$3.6M0.02%
636
URBNURBAN OUTFITTERS INC
83,510$3.6M0.02%
637
DYDYCOM INDS INC
25,222$3.6M0.02%
638
DC4DEXCOM INC
26,106$3.6M0.02%
639
UNMUNUM GROUP
67,425$3.6M0.02%
640
VXFVANGUARD INDEX FDS
20,636$3.6M0.02%
641
IJKISHARES TR
39,553$3.6M0.02%
642
CSGPCOSTAR GROUP INC
37,272$3.6M0.02%
643
DTDYNATRACE INC
77,320$3.6M0.02%
644
VFHVANGUARD WORLD FD
35,065$3.6M0.02%
645
ILMNILLUMINA INC
25,960$3.6M0.02%
646
POOLPOOL CORP
8,816$3.6M0.02%
647
WYWEYERHAEUSER CO MTN BE
98,749$3.5M0.02%
648
CHDCHURCH & DWIGHT CO INC
33,767$3.5M0.02%
649
HRIHERC HLDGS INC
20,885$3.5M0.02%
650
FDSFACTSET RESH SYS INC
7,724$3.5M0.02%
651
NCZVIRTUS CONVERTIBLE & INC FD
1,172,844$3.5M0.02%
652
THGHANOVER INS GROUP INC
25,719$3.5M0.02%
653
FMDEFIDELITY COVINGTON TRUST
114,194$3.5M0.02%
654
7HPHP INC
114,628$3.5M0.02%
655
QRVOQORVO INC
30,173$3.5M0.02%
656
PEOEXELON CORP
91,984$3.5M0.02%
657
XPOXPO INC
28,250$3.4M0.02%
658
CNCCENTENE CORP DEL
43,746$3.4M0.02%
659
FMFFORMFACTOR INC
75,233$3.4M0.02%
660
JPCNUVEEN PFD & INCOME OPPORTUN
476,282$3.4M0.02%
661
SLYGSPDR SER TR
39,260$3.4M0.02%
662
MUCBLACKROCK MUNIHOLDINGS QUALI
336,117$3.4M0.02%
663
MFGMIZUHO FINANCIAL GROUP INC
853,325$3.4M0.02%
664
JNKSPDR SER TR
35,653$3.4M0.02%
665
KKRKKR & CO INC
33,558$3.4M0.02%
666
BALLBALL CORP
49,963$3.4M0.02%
667
VRSNVERISIGN INC
17,731$3.4M0.02%
668
DFEVDIMENSIONAL ETF TRUST
129,334$3.4M0.02%
669
TRMBTRIMBLE INC
51,980$3.3M0.02%
670
GLGLOBE LIFE INC
28,676$3.3M0.02%
671
NXSTNEXSTAR MEDIA GROUP INC
19,355$3.3M0.02%
672
EFGISHARES TR
32,051$3.3M0.02%
673
OMCOMNICOM GROUP INC
34,285$3.3M0.02%
674
AMJEURJPMORGAN CHASE & CO
116,012$3.3M0.02%
675
SANBANCO SANTANDER S.A.
677,345$3.3M0.02%
676
ROADCONSTRUCTION PARTNERS INC
58,361$3.3M0.02%
677
RMERESMED INC
16,549$3.3M0.02%
678
CUBECUBESMART
72,381$3.3M0.02%
679
VKQINVESCO MUNICIPAL TRUST
336,485$3.3M0.02%
680
PBFPBF ENERGY INC
56,633$3.3M0.02%
681
USHYISHARES TR
88,954$3.3M0.02%
682
EDCONSOLIDATED EDISON INC
35,816$3.3M0.02%
683
KEYKEYCORP
205,466$3.2M0.02%
684
HWMHOWMET AEROSPACE INC
47,403$3.2M0.02%
685
BBWIBATH & BODY WORKS INC
64,813$3.2M0.02%
686
CCEPCOCA-COLA EUROPACIFIC PARTNE
46,061$3.2M0.02%
687
RGENREPLIGEN CORP
17,432$3.2M0.01%
688
JGHNUVEEN GLOBAL HIGH INCOME FD
250,262$3.2M0.01%
689
BHPBHP GROUP LTD
55,426$3.2M0.01%
690
IEURISHARES TR
55,165$3.2M0.01%
691
FLRFLUOR CORP NEW
75,256$3.2M0.01%
692
EAELECTRONIC ARTS INC
23,965$3.2M0.01%
693
HUBBHUBBELL INC
7,654$3.2M0.01%
694
PKGPACKAGING CORP AMER
16,688$3.2M0.01%
695
SUSAISHARES TR
29,048$3.2M0.01%
696
PSAPUBLIC STORAGE
10,905$3.2M0.01%
697
ONON SEMICONDUCTOR CORP
42,950$3.2M0.01%
698
TPRTAPESTRY INC
65,921$3.1M0.01%
699
NWGNATWEST GROUP PLC
459,144$3.1M0.01%
700
CHTRCHARTER COMMUNICATIONS INC N
10,734$3.1M0.01%
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