Pathstone Holdings, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    englewood, NJ
  • CIK
    0002011612
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

2,251

$23.07 B
SPY, IVV, VOO, MSFT
13F-HR
May 15, 2025
000108514625003172

2,298

$22.63 B
SPY, IVV, VOO, MSFT
13F-HR
Feb 14, 2025
000108514625001679

2,331

$22.61 B
SPY, IVV, MSFT, VOO
13F-HR
Nov 7, 2024
000108514624005443

2,314

$22.15 B
SPY, IVV, MSFT, VOO
13F-HR
Aug 14, 2024
000108514624003857

2,297

$21.46 B
SPY, IVV, MSFT, VOO
13F-HR
May 13, 2024
000108514624002431

2,199

$18.64 B
SPY, IVV, MSFT, AAPL
13F-HR
Feb 14, 2024
000108514624001500
Pathstone Holdings, Llc 13F Filings