Pathstone Holdings, LLC Q3 2024 Filing

Filed November 7, 2024

Portfolio Value

$22.6B

Holdings

2,312

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (2,312 positions)

#StockSharesValue% PortfolioType
401
PUKNPRUDENTIAL PLC
425,824$7.9M0.03%
402
ZBHZIMMER BIOMET HOLDINGS INC
73,039$7.9M0.03%
403
PYPLPAYPAL HLDGS INC
100,855$7.9M0.03%
404
FASTFASTENAL CO
110,131$7.9M0.03%
405
INTCINTEL CORP
333,893$7.8M0.03%
406
FDXFEDEX CORP
28,592$7.8M0.03%
407
DVNDEVON ENERGY CORP NEW
199,218$7.8M0.03%
408
BMTABRITISH AMERN TOB PLC
213,004$7.8M0.03%
409
IAU*ISHARES GOLD TR
156,746$7.8M0.03%
410
IYWISHARES TR
51,320$7.8M0.03%
411
GPNGLOBAL PMTS INC
75,818$7.8M0.03%
412
ABNBAIRBNB INC
61,188$7.8M0.03%
413
VOTETCW ETF TRUST
114,627$7.7M0.03%
414
BDXBECTON DICKINSON & CO
31,867$7.7M0.03%
415
PCARPACCAR INC
77,868$7.7M0.03%
416
FTVFORTIVE CORP
96,744$7.6M0.03%
417
NPFDNUVEEN VRIABL RAT PFD & INM
400,130$7.6M0.03%
418
TLTISHARES TR
85,657$7.6M0.03%Call
419
VTVANGUARD INTL EQUITY INDEX F
63,200$7.6M0.03%
420
TEAMATLASSIAN CORPORATION
47,549$7.5M0.03%
421
RCLROYAL CARIBBEAN GROUP
42,523$7.5M0.03%
422
GEVGE VERNOVA INC
29,568$7.5M0.03%
423
BAXBAXTER INTL INC
197,089$7.5M0.03%
424
BCXBLACKROCK RES & COMMODITIES
779,152$7.5M0.03%
425
DISVDIMENSIONAL ETF TRUST
257,147$7.5M0.03%
426
MHKMOHAWK INDS INC
46,507$7.5M0.03%
427
PENNPENN ENTERTAINMENT INC
394,244$7.4M0.03%
428
SPGSIMON PPTY GROUP INC NEW
43,706$7.4M0.03%
429
XLRESELECT SECTOR SPDR TR
163,290$7.3M0.03%
430
KMBKIMBERLY-CLARK CORP
51,217$7.3M0.03%
431
FQIDIGITAL RLTY TR INC
44,458$7.2M0.03%
432
LEOBNY MELLON STRATEGIC MUNS IN
1,103,527$7.2M0.03%
433
HBC2HSBC HLDGS PLC
158,174$7.1M0.03%
434
TFCTRUIST FINL CORP
166,827$7.1M0.03%
435
IQIINVESCO QUALITY MUN INCOME T
681,704$7.1M0.03%
436
AWCAMERICAN WTR WKS CO INC NEW
48,618$7.1M0.03%
437
VKQINVESCO MUNICIPAL TRUST
690,120$7.1M0.03%
438
PSXPHILLIPS 66
53,862$7.1M0.03%
439
AVDEAMERICAN CENTY ETF TR
105,434$7.1M0.03%
440
ARCCARES CAPITAL CORP
336,879$7.1M0.03%
441
AVTRAVANTOR INC
272,182$7.0M0.03%
442
NEMNEWMONT CORP
131,332$7.0M0.03%
443
HLTHILTON WORLDWIDE HLDGS INC
30,374$7.0M0.03%
444
PAYXPAYCHEX INC
52,139$7.0M0.03%
445
MEGINYLI CBRE GBL INFR MEGTRNDS
465,145$6.9M0.03%
446
XYLXYLEM INC
51,315$6.9M0.03%
447
KRKROGER CO
120,579$6.9M0.03%
448
WSTWEST PHARMACEUTICAL SVSC INC
22,821$6.8M0.03%
449
NSCNORFOLK SOUTHN CORP
27,546$6.8M0.03%
450
WSMWILLIAMS SONOMA INC
44,130$6.8M0.03%
451
NUNU HLDGS LTD
500,850$6.8M0.03%
452
UBSUBS GROUP AG
220,545$6.8M0.03%
453
RSGREPUBLIC SVCS INC
33,937$6.8M0.03%
454
PEOADAM NAT RES FD INC
291,504$6.8M0.03%
455
FCNCAFIRST CTZNS BANCSHARES INC N
3,667$6.7M0.03%
456
DFSIDIMENSIONAL ETF TRUST
188,874$6.7M0.03%
457
FCXFREEPORT-MCMORAN INC
134,712$6.7M0.03%
458
EWJISHARES INC
93,929$6.7M0.03%
459
VGLTVANGUARD SCOTTSDALE FDS
109,196$6.7M0.03%
460
FTAIFTAI AVIATION LTD
50,421$6.7M0.03%
461
JLLJONES LANG LASALLE INC
24,592$6.6M0.03%
462
DGXQUEST DIAGNOSTICS INC
42,641$6.6M0.03%
463
STTSTATE STR CORP
74,575$6.6M0.03%
464
CPRTCOPART INC
125,757$6.6M0.03%
465
AIGAMERICAN INTL GROUP INC
89,466$6.6M0.03%
466
ROKROCKWELL AUTOMATION INC
24,276$6.5M0.03%
467
DFGRDIMENSIONAL ETF TRUST
225,205$6.5M0.03%
468
XJQCXNUVEEN CR STRATEGIES INCOME
1,113,024$6.4M0.03%
469
CETCENTRAL SECS CORP
140,198$6.4M0.03%
470
VLTOVERALTO CORP
57,499$6.4M0.03%
471
STZCONSTELLATION BRANDS INC
24,933$6.4M0.03%
472
BWGBRANDYWINEGBL GBL INCM OPP F
726,022$6.4M0.03%
473
MDYGSPDR SER TR
73,138$6.4M0.03%
474
CMACOMERICA INC
107,009$6.4M0.03%
475
AVLVAMERICAN CENTY ETF TR
96,604$6.4M0.03%
476
CFGCITIZENS FINL GROUP INC
154,546$6.3M0.03%
477
CVLTCOMMVAULT SYS INC
41,230$6.3M0.03%
478
FITBFIFTH THIRD BANCORP
147,822$6.3M0.03%
479
XLCSELECT SECTOR SPDR TR
69,805$6.3M0.03%
480
WMBWILLIAMS COS INC
137,623$6.3M0.03%
481
RFREGIONS FINANCIAL CORP NEW
268,376$6.3M0.03%
482
SLBSCHLUMBERGER LTD
148,635$6.2M0.03%
483
MNSTMONSTER BEVERAGE CORP NEW
118,267$6.2M0.03%
484
BLDRBUILDERS FIRSTSOURCE INC
31,598$6.1M0.03%
485
TAKTAKEDA PHARMACEUTICAL CO LTD
430,676$6.1M0.03%
486
FMDEFIDELITY COVINGTON TRUST
188,244$6.1M0.03%
487
WDAYWORKDAY INC
24,733$6.0M0.03%
488
AXTAAXALTA COATING SYS LTD
166,916$6.0M0.03%
489
MRO*MARATHON OIL CORP
224,504$6.0M0.03%
490
VDEVANGUARD WORLD FD
48,773$6.0M0.03%
491
REGLPROSHARES TR
72,989$6.0M0.03%
492
MVTBLACKROCK MUNIVEST FD II INC
520,807$5.9M0.03%
493
SMFGSUMITOMO MITSUI FINL GROUP I
468,307$5.9M0.03%
494
EWEDWARDS LIFESCIENCES CORP
89,558$5.9M0.03%
495
TPLTEXAS PACIFIC LAND CORPORATI
6,677$5.9M0.03%
496
LENLENNAR CORP
31,475$5.9M0.03%
497
DASHDOORDASH INC
41,017$5.9M0.03%
498
CTVACORTEVA INC
98,919$5.8M0.03%
499
DFUSDIMENSIONAL ETF TRUST
93,336$5.8M0.03%
500
JRSNUVEEN REAL ESTATE INCOME FD
619,779$5.8M0.03%
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