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
501
TYLTYLER TECHNOLOGIES INC
9,841$5.7M0.03%
502
KVYOKLAVIYO INC
162,254$5.7M0.03%
503
APOAPOLLO GLOBAL MGMT INC
45,887$5.7M0.03%
504
WELLWELLTOWER INC
44,609$5.7M0.03%
505
VCITVANGUARD SCOTTSDALE FDS
67,825$5.7M0.03%
506
STSENSATA TECHNOLOGIES HLDG PL
157,359$5.6M0.02%
507
CTRACOTERRA ENERGY INC
234,235$5.6M0.02%
508
AXONAXON ENTERPRISE INC
14,029$5.6M0.02%
509
VOEVANGUARD INDEX FDS
33,444$5.6M0.02%
510
SONYSONY GROUP CORP
57,661$5.6M0.02%
511
TMHCTAYLOR MORRISON HOME CORP
78,824$5.5M0.02%
512
SHOPSHOPIFY INC
68,800$5.5M0.02%
513
MDYVSPDR SER TR
69,290$5.5M0.02%
514
DSGDESCARTES SYS GROUP INC
53,434$5.5M0.02%
515
ZIONZIONS BANCORPORATION N A
116,348$5.5M0.02%
516
AG8AGILENT TECHNOLOGIES INC
36,861$5.5M0.02%
517
RGAREINSURANCE GRP OF AMERICA I
25,052$5.5M0.02%
518
BKBANK NEW YORK MELLON CORP
75,873$5.5M0.02%
519
VXFVANGUARD INDEX FDS
29,848$5.4M0.02%
520
ONTOONTO INNOVATION INC
26,124$5.4M0.02%
521
AEPAMERICAN ELEC PWR CO INC
52,427$5.4M0.02%
522
VLOVALERO ENERGY CORP
39,719$5.4M0.02%
523
TTEKTETRA TECH INC NEW
112,601$5.3M0.02%
524
VRTVERTIV HOLDINGS CO
54,483$5.3M0.02%Call
525
CPNGCOUPANG INC
215,411$5.3M0.02%
526
HUMHUMANA INC
16,608$5.3M0.02%
527
GISGENERAL MLS INC
71,142$5.3M0.02%
528
TRITHOMSON REUTERS CORP.
30,678$5.2M0.02%
529
BNBROOKFIELD CORP
97,293$5.2M0.02%
530
DOWDOW INC
94,446$5.2M0.02%
531
EBAEBAY INC.
79,177$5.2M0.02%
532
CBOECBOE GLOBAL MKTS INC
25,139$5.1M0.02%
533
CWSTCASELLA WASTE SYS INC
51,589$5.1M0.02%
534
SPSMSPDR SER TR
112,672$5.1M0.02%
535
FCTFIRST TR SR FLTG RATE INCOME
494,547$5.1M0.02%
536
FFORD MTR CO
484,311$5.1M0.02%
537
MTBM & T BK CORP
28,625$5.1M0.02%
538
TSCOTRACTOR SUPPLY CO
17,475$5.1M0.02%
539
NXPINXP SEMICONDUCTORS N V
21,132$5.1M0.02%
540
MUCBLACKROCK MUNIHOLDINGS QUALI
474,531$5.1M0.02%
541
MNDYMONDAY COM LTD
18,249$5.1M0.02%
542
WSOWATSCO INC
10,298$5.1M0.02%
543
HESHESS CORP
37,245$5.1M0.02%
544
WF2WINTRUST FINL CORP
46,467$5.0M0.02%
545
CBRECBRE GROUP INC
40,256$5.0M0.02%
546
IEFISHARES TR
50,898$5.0M0.02%
547
8CWCROWN CASTLE INC
41,982$5.0M0.02%
548
NEARISHARES U S ETF TR
96,729$5.0M0.02%
549
AGGISHARES TR
48,902$5.0M0.02%
550
XELXCEL ENERGY INC
75,673$4.9M0.02%
551
FIXCOMFORT SYS USA INC
12,667$4.9M0.02%
552
OTISOTIS WORLDWIDE CORP
47,282$4.9M0.02%
553
MTDMETTLER TOLEDO INTERNATIONAL
3,265$4.9M0.02%
554
HDBHDFC BANK LTD
77,967$4.9M0.02%
555
EXPDEXPEDITORS INTL WASH INC
37,021$4.9M0.02%
556
HWMHOWMET AEROSPACE INC
48,476$4.9M0.02%
557
ENSGENSIGN GROUP INC
33,772$4.9M0.02%
558
ESTCELASTIC N V
63,237$4.9M0.02%
559
OREALTY INCOME CORP
76,316$4.8M0.02%
560
USHYISHARES TR
128,162$4.8M0.02%
561
XLFISELECT SECTOR SPDR TR
58,046$4.8M0.02%
562
MGYMAGNOLIA OIL & GAS CORP
197,289$4.8M0.02%
563
MUFGMITSUBISHI UFJ FINL GROUP IN
472,032$4.8M0.02%
564
IJSISHARES TR
44,682$4.8M0.02%
565
GWREGUIDEWIRE SOFTWARE INC
26,184$4.8M0.02%
566
BKRBAKER HUGHES COMPANY
131,883$4.8M0.02%
567
RELYREMITLY GLOBAL INC
355,713$4.8M0.02%
568
JCIJOHNSON CTLS INTL PLC
61,247$4.8M0.02%
569
MCXMCCORMICK & CO INC
57,484$4.7M0.02%
570
LLOEWS CORP
59,726$4.7M0.02%
571
NVRNVR INC
481$4.7M0.02%
572
AKXANSYS INC
14,677$4.7M0.02%
573
MTARCELORMITTAL SA LUXEMBOURG
178,035$4.7M0.02%
574
RSRELIANCE INC
16,072$4.6M0.02%
575
HSYHERSHEY CO
24,222$4.6M0.02%
576
DTDYNATRACE INC
86,578$4.6M0.02%
577
1GSNNOVANTA INC
25,827$4.6M0.02%
578
ROLROLLINS INC
90,831$4.6M0.02%
579
SCISERVICE CORP INTL
57,584$4.5M0.02%
580
EMEEMCOR GROUP INC
10,536$4.5M0.02%
581
ATDATI INC
67,654$4.5M0.02%
582
FTNTFORTINET INC
58,352$4.5M0.02%
583
COINCOINBASE GLOBAL INC
27,198$4.5M0.02%Call
584
DTDWISDOMTREE TR
58,688$4.5M0.02%
585
FANGDIAMONDBACK ENERGY INC
26,096$4.5M0.02%
586
SFSTIFEL FINL CORP
47,893$4.5M0.02%
587
HIGHARTFORD FINL SVCS GROUP INC
38,149$4.5M0.02%
588
BKFIBNY MELLON MUN INCOME INC
612,977$4.5M0.02%
589
BRBROADRIDGE FINL SOLUTIONS IN
20,791$4.5M0.02%
590
IWSISHARES TR
33,803$4.5M0.02%
591
ABMABM INDS INC
84,591$4.5M0.02%
592
PEGPUBLIC SVC ENTERPRISE GRP IN
49,806$4.4M0.02%
593
FSLRFIRST SOLAR INC
17,764$4.4M0.02%
594
LULULULULEMON ATHLETICA INC
16,190$4.4M0.02%
595
SRESEMPRA
52,397$4.4M0.02%
596
WABWABTEC
24,118$4.4M0.02%
597
NCZVIRTUS CONVERTIBLE & INC FD
1,408,269$4.4M0.02%
598
RJFRAYMOND JAMES FINL INC
35,677$4.4M0.02%
599
XAGDXABRDN GLOBAL DYNAMIC DIVIDEN
408,798$4.3M0.02%
600
OXYOCCIDENTAL PETE CORP
84,222$4.3M0.02%
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