Pasadena Private Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpasadena, CA
- CIK0001760578
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
152 | $487.81M | VUG, VTV, VEU, VBR | 13F-HR | Feb 3, 2025 | 000176057825000002 | ||
149 | $469.82M | VTV, VUG, VEU, VBR | 13F-HR | Nov 8, 2024 | 000176057824000002 | ||
148 | $432.54M | VTV, VUG, VEU, VBR | 13F-HR | Jul 19, 2024 | 000108514624003106 | ||
152 | $434.68M | VTV, VUG, VEU, VBR | 13F-HR | Apr 16, 2024 | 000108514624001821 | ||
153 | $409.73M | VTV, VUG, VEU, VBR | 13F-HR | Jan 10, 2024 | 000108514624000162 | ||
103 | $333.93M | VTV, VUG, VEU, XYLD | 13F-HR | Oct 11, 2023 | 000108514623003691 | ||
113 | $354.99M | VTV, VUG, VEU, XYLD | 13F-HR | Jul 12, 2023 | 000108514623002656 | ||
110 | $345.70M | VTV, VUG, VEU, XYLD | 13F-HR | Apr 20, 2023 | 000108514623001760 | ||
111 | $324.00M | VTV, VUG, VEU, SCHB | 13F-HR | Feb 2, 2023 | 000108514623000570 | ||
103 | $284.17M | VTV, VUG, VEU, SCHO | 13F-HR | Nov 18, 2022 | 000108514622004194 | ||
99 | $292.12M | VTV, VUG, VEU, USFR | 13F-HR | Aug 8, 2022 | 000108514622002859 | ||
103 | $307.12M | VTV, VUG, MINT, VEU | 13F-HR | Apr 21, 2022 | 000108514622001467 | ||
118 | $305.54M | VTV, VUG, VEU, GSY | 13F-HR | Feb 14, 2022 | 000108514622000991 | ||
99 | $285.53M | VTV, VUG, VEU, GSY | 13F-HR | Nov 9, 2021 | 000108514621003063 | ||
93 | $292.21M | VTV, VUG, VEU, VCSH | 13F-HR | Aug 9, 2021 | 000108514621002277 | ||
96 | $276.33M | VTV, VUG, VEU, VCSH | 13F-HR | Apr 30, 2021 | 000108514621001386 | ||
83 | $264.56M | VTV, VUG, VEU, GSY | 13F-HR | Feb 10, 2021 | 000108514621000559 | ||
77 | $257.64M | VUG, VTV, VEU, GSY | 13F-HR | Nov 9, 2020 | 000108514620002826 | ||
79 | $263.59M | VUG, VTV, VEU, SCHO | 13F-HR | Aug 5, 2020 | 000108514620002006 | ||
76 | $242.84M | VUG, VTV, VEU, SCHO | 13F-HR | May 4, 2020 | 000108514620001299 | ||
66 | $227.95M | VGSH, VTV, VUG, IXUS | 13F-HR | Jan 15, 2020 | 000108514620000144 | ||
60 | $216.76M | VGSH, VTV, VUG, IXUS | 13F-HR | Oct 16, 2019 | 000108514619002555 | ||
52 | $211.40M | VGSH, VTV, VUG, IXUS | 13F-HR | Aug 6, 2019 | 000108514619002097 | ||
42 | $92.40M | VTV, VUG, VBR, VBK | 13F-HR | May 10, 2019 | 000108514619001420 | ||
34 | $74.81M | VTV, VUG, KRE, VBR | 13F-HR | Feb 11, 2019 | 000176538019000019 |