Pathstone Holdings, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$22.2B

Holdings

2,293

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (2,293 positions)

#StockSharesValue% PortfolioType
601
FSLRFIRST SOLAR INC
18,248$4.1M0.02%
602
PJANINNOVATOR ETFS TRUST
102,227$4.1M0.02%
603
PDECINNOVATOR ETFS TRUST
109,522$4.1M0.02%
604
ENSGENSIGN GROUP INC
33,074$4.1M0.02%
605
BRBROADRIDGE FINL SOLUTIONS IN
20,704$4.1M0.02%
606
8CWCROWN CASTLE INC
41,752$4.1M0.02%
607
MFGMIZUHO FINANCIAL GROUP INC
958,537$4.1M0.02%
608
WABWABTEC
25,549$4.0M0.02%
609
KVYOKLAVIYO INC
162,152$4.0M0.02%
610
DYDYCOM INDS INC
23,832$4.0M0.02%
611
AFGAMERICAN FINL GROUP INC OHIO
32,643$4.0M0.02%
612
SFSTIFEL FINL CORP
47,515$4.0M0.02%
613
MUCBLACKROCK MUNIHOLDINGS QUALI
391,519$4.0M0.02%
614
JCIJOHNSON CTLS INTL PLC
59,836$4.0M0.02%
615
SCHVSCHWAB STRATEGIC TR
53,682$4.0M0.02%
616
ATDATI INC
71,485$4.0M0.02%
617
BNBROOKFIELD CORP
95,364$4.0M0.02%
618
MKLMARKEL GROUP INC
2,487$3.9M0.02%
619
BILSPDR SER TR
42,372$3.9M0.02%
620
GUGGUGGENHEIM ACTIVE ALLOC FD
259,056$3.9M0.02%
621
IJSISHARES TR
39,638$3.9M0.02%
622
MCXMCCORMICK & CO INC
54,321$3.9M0.02%
623
HSYHERSHEY CO
20,911$3.8M0.02%
624
HIGHARTFORD FINL SVCS GROUP INC
38,148$3.8M0.02%
625
NVRNVR INC
505$3.8M0.02%
626
CHRCHURCHILL DOWNS INC
27,336$3.8M0.02%
627
NWGNATWEST GROUP PLC
473,724$3.8M0.02%
628
IPGINTERPUBLIC GROUP COS INC
130,700$3.8M0.02%
629
DOVDOVER CORP
21,068$3.8M0.02%
630
RLRALPH LAUREN CORP
21,703$3.8M0.02%
631
TTENTOTALENERGIES SE
56,842$3.8M0.02%
632
TMDXTRANSMEDICS GROUP INC
25,150$3.8M0.02%
633
DTDYNATRACE INC
84,360$3.8M0.02%
634
NTRANATERA INC
34,754$3.8M0.02%
635
VISVANGUARD WORLD FD
15,968$3.8M0.02%
636
SPHSUBURBAN PROPANE PARTNERS L
197,442$3.7M0.02%
637
7HPHP INC
106,014$3.7M0.02%
638
LYBLYONDELLBASELL INDUSTRIES N
38,784$3.7M0.02%
639
SCHXSCHWAB STRATEGIC TR
57,711$3.7M0.02%
640
CALMCAL MAINE FOODS INC
60,548$3.7M0.02%
641
SPSCSPS COMM INC
19,621$3.7M0.02%
642
XELXCEL ENERGY INC
69,053$3.7M0.02%
643
EMEEMCOR GROUP INC
10,097$3.7M0.02%
644
PEGPUBLIC SVC ENTERPRISE GRP IN
49,979$3.7M0.02%
645
TRGPTARGA RES CORP
28,520$3.7M0.02%
646
AZEKAZEK CO INC
86,932$3.7M0.02%
647
CHDCHURCH & DWIGHT CO INC
35,130$3.6M0.02%
648
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
53,451$3.6M0.02%
649
HWMHOWMET AEROSPACE INC
46,536$3.6M0.02%
650
GGGGRACO INC
45,433$3.6M0.02%
651
MNDYMONDAY COM LTD
14,917$3.6M0.02%
652
ATKRATKORE INC
26,418$3.6M0.02%
653
DECKDECKERS OUTDOOR CORP
3,683$3.6M0.02%
654
STWDSTARWOOD PPTY TR INC
187,811$3.6M0.02%
655
ODFLOLD DOMINION FREIGHT LINE IN
20,145$3.6M0.02%
656
PVHPVH CORPORATION
33,521$3.5M0.02%
657
OREALTY INCOME CORP
66,958$3.5M0.02%
658
TREXTREX CO INC
47,499$3.5M0.02%
659
SANBANCO SANTANDER S.A.
757,433$3.5M0.02%
660
STAGSTAG INDL INC
97,167$3.5M0.02%
661
VMCVULCAN MATLS CO
14,074$3.5M0.02%
662
KMIKINDER MORGAN INC DEL
175,741$3.5M0.02%
663
VFHVANGUARD WORLD FD
34,810$3.5M0.02%
664
AMEAMETEK INC
20,851$3.5M0.02%
665
DINOHF SINCLAIR CORP
65,083$3.5M0.02%
666
DFEVDIMENSIONAL ETF TRUST
125,603$3.5M0.02%
667
BBVABANCO BILBAO VIZCAYA ARGENTA
344,222$3.5M0.02%
668
XLBSELECT SECTOR SPDR TR
38,924$3.4M0.02%
669
NXSTNEXSTAR MEDIA GROUP INC
20,621$3.4M0.02%
670
LWLAMB WESTON HLDGS INC
40,684$3.4M0.02%
671
CCEPCOCA-COLA EUROPACIFIC PARTNE
46,717$3.4M0.02%
672
UNMUNUM GROUP
66,320$3.4M0.02%
673
FLRFLUOR CORP NEW
77,751$3.4M0.02%
674
FTNTFORTINET INC
56,156$3.4M0.02%
675
CBRECBRE GROUP INC
37,927$3.4M0.02%
676
FDSFACTSET RESH SYS INC
8,264$3.4M0.02%
677
OSKOSHKOSH CORP
31,076$3.4M0.02%
678
JRSNUVEEN REAL ESTATE INCOME FD
439,960$3.4M0.02%
679
GWREGUIDEWIRE SOFTWARE INC
24,335$3.4M0.02%
680
USHYISHARES TR
92,430$3.4M0.02%
681
PSAPUBLIC STORAGE OPER CO
11,658$3.4M0.02%
682
VDCVANGUARD WORLD FD
16,515$3.4M0.02%
683
PEOEXELON CORP
96,438$3.3M0.02%
684
CORZCORE SCIENTIFIC INC NEW
358,814$3.3M0.02%
685
LDOSLEIDOS HOLDINGS INC
22,870$3.3M0.02%
686
SSDSIMPSON MFG INC
19,754$3.3M0.02%
687
BHPBHP GROUP LTD
58,073$3.3M0.01%
688
RYAAYRYANAIR HOLDINGS PLC
28,464$3.3M0.01%
689
JFRNUVEEN FLOATING RATE INCOME
382,144$3.3M0.01%
690
HPEHEWLETT PACKARD ENTERPRISE C
155,636$3.3M0.01%
691
PPGPPG INDS INC
26,088$3.3M0.01%
692
IJKISHARES TR
37,248$3.3M0.01%
693
CNPCENTERPOINT ENERGY INC
105,539$3.3M0.01%
694
SUSAISHARES TR
29,052$3.3M0.01%
695
CUBECUBESMART
72,203$3.3M0.01%
696
AFWALIGN TECHNOLOGY INC
13,509$3.3M0.01%
697
BF/BBROWN FORMAN CORP
75,274$3.3M0.01%
698
RMERESMED INC
16,941$3.2M0.01%
699
COHRCOHERENT CORP
44,707$3.2M0.01%
700
NCZVIRTUS CONVERTIBLE & INC FD
1,107,511$3.2M0.01%
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