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
601
DMBBNY MELLON MUN BD INFRASTRUC
388,899$4.3M0.02%
602
AVYAVERY DENNISON CORP
19,621$4.3M0.02%
603
CCOCAMECO CORP
90,628$4.3M0.02%
604
DYDYCOM INDS INC
21,939$4.3M0.02%
605
AFGAMERICAN FINL GROUP INC OHIO
32,100$4.3M0.02%
606
ROADCONSTRUCTION PARTNERS INC
61,717$4.3M0.02%
607
SCHVSCHWAB STRATEGIC TR
52,790$4.2M0.02%
608
CAGCONAGRA BRANDS INC
129,705$4.2M0.02%
609
AVUSAMERICAN CENTY ETF TR
44,316$4.2M0.02%
610
PSAPUBLIC STORAGE OPER CO
11,585$4.2M0.02%
611
NUENUCOR CORP
27,995$4.2M0.02%
612
HALHALLIBURTON CO
144,675$4.2M0.02%
613
TRGPTARGA RES CORP
28,309$4.2M0.02%
614
NTRANATERA INC
32,878$4.2M0.02%
615
GGGGRACO INC
47,638$4.2M0.02%
616
VISVANGUARD WORLD FD
16,005$4.2M0.02%
617
ADMARCHER DANIELS MIDLAND CO
69,666$4.2M0.02%
618
RRXREGAL REXNORD CORPORATION
24,983$4.1M0.02%
619
TMDXTRANSMEDICS GROUP INC
26,381$4.1M0.02%
620
IRMIRON MTN INC DEL
34,705$4.1M0.02%
621
XYZBLOCK INC
61,967$4.1M0.02%Call
622
SAIASAIA INC
9,390$4.1M0.02%
623
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
53,061$4.1M0.02%
624
DOVDOVER CORP
21,356$4.1M0.02%
625
TMTOYOTA MOTOR CORP
22,896$4.1M0.02%
626
HLNEHAMILTON LANE INC
24,227$4.1M0.02%
627
GBDCGOLUB CAP BDC INC
269,515$4.1M0.02%
628
PLTRPALANTIR TECHNOLOGIES INC
108,707$4.0M0.02%
629
BFAMBRIGHT HORIZONS FAM SOL IN D
28,766$4.0M0.02%
630
LYBLYONDELLBASELL INDUSTRIES N
41,981$4.0M0.02%
631
RMERESMED INC
16,473$4.0M0.02%
632
MFGMIZUHO FINANCIAL GROUP INC
957,573$4.0M0.02%
633
MKLMARKEL GROUP INC
2,550$4.0M0.02%
634
ODFLOLD DOMINION FREIGHT LINE IN
20,120$4.0M0.02%
635
KMIKINDER MORGAN INC DEL
178,659$3.9M0.02%
636
CUBECUBESMART
73,279$3.9M0.02%
637
BABAALIBABA GROUP HLDG LTD
37,149$3.9M0.02%
638
STAGSTAG INDL INC
100,622$3.9M0.02%
639
DFSEDIMENSIONAL ETF TRUST
110,997$3.9M0.02%
640
IPGINTERPUBLIC GROUP COS INC
124,156$3.9M0.02%
641
SANBANCO SANTANDER S.A.
770,092$3.9M0.02%
642
COHRCOHERENT CORP
44,159$3.9M0.02%
643
DKSDICKS SPORTING GOODS INC
18,802$3.9M0.02%
644
NBHNEUBERGER BERMAN MUN FD INC
352,961$3.9M0.02%
645
KMXCARMAX INC
51,592$3.9M0.02%Put
646
UNMUNUM GROUP
65,798$3.9M0.02%
647
EDCONSOLIDATED EDISON INC
37,528$3.9M0.02%
648
RBLXROBLOX CORP
88,296$3.9M0.02%
649
PMOPUTNAM MUN OPPORTUNITIES TR
357,624$3.9M0.02%
650
GPIGROUP 1 AUTOMOTIVE INC
10,180$3.9M0.02%
651
SCHXSCHWAB STRATEGIC TR
57,414$3.9M0.02%
652
THGHANOVER INS GROUP INC
26,204$3.9M0.02%
653
RLRALPH LAUREN CORP
19,996$3.9M0.02%
654
SSDSIMPSON MFG INC
20,252$3.9M0.02%
655
MSDMORGAN STANLEY EMKT DBT FD I
485,609$3.9M0.02%
656
CALMCAL MAINE FOODS INC
51,349$3.8M0.02%
657
DFEVDIMENSIONAL ETF TRUST
134,925$3.8M0.02%
658
TTENTOTALENERGIES SE
59,245$3.8M0.02%
659
SPSCSPS COMM INC
19,675$3.8M0.02%
660
VFHVANGUARD WORLD FD
34,704$3.8M0.02%
661
DELLDELL TECHNOLOGIES INC
32,078$3.8M0.02%
662
AZEKAZEK CO INC
81,090$3.8M0.02%
663
VIOOVANGUARD ADMIRAL FDS INC
34,758$3.8M0.02%
664
XLBSELECT SECTOR SPDR TR
39,002$3.8M0.02%
665
FDNFIRST TR EXCHANGE-TRADED FD
17,710$3.8M0.02%
666
CCEPCOCA-COLA EUROPACIFIC PARTNE
47,473$3.7M0.02%
667
FDSFACTSET RESH SYS INC
8,118$3.7M0.02%
668
BBVABANCO BILBAO VIZCAYA ARGENTA
343,782$3.7M0.02%
669
PKGPACKAGING CORP AMER
17,262$3.7M0.02%
670
FLRFLUOR CORP NEW
77,929$3.7M0.02%
671
PEOEXELON CORP
91,586$3.7M0.02%
672
CHKPCHECK POINT SOFTWARE TECH LT
19,232$3.7M0.02%
673
LDOSLEIDOS HOLDINGS INC
22,739$3.7M0.02%
674
CHRCHURCHILL DOWNS INC
27,169$3.7M0.02%
675
SUSAISHARES TR
30,437$3.7M0.02%
676
OMCOMNICOM GROUP INC
35,400$3.7M0.02%
677
WBSWEBSTER FINL CORP
78,342$3.7M0.02%
678
GUGGUGGENHEIM ACTIVE ALLOC FD
220,358$3.6M0.02%
679
ANAUTONATION INC
20,361$3.6M0.02%
680
NXSTNEXSTAR MEDIA GROUP INC
22,009$3.6M0.02%
681
BF/BBROWN FORMAN CORP
73,639$3.6M0.02%
682
VDCVANGUARD WORLD FD
16,521$3.6M0.02%
683
SNOWSNOWFLAKE INC
31,384$3.6M0.02%
684
7HPHP INC
99,123$3.6M0.02%
685
NRANRG ENERGY INC
39,000$3.6M0.02%
686
BOOTBOOT BARN HLDGS INC
21,224$3.5M0.02%
687
HASIHA SUSTAINABLE INFRA CAP INC
102,971$3.5M0.02%
688
SPHSUBURBAN PROPANE PARTNERS L
197,442$3.5M0.02%
689
AMEAMETEK INC
20,576$3.5M0.02%
690
MEDPMEDPACE HLDGS INC
10,518$3.5M0.02%
691
BBYBEST BUY INC
33,975$3.5M0.02%
692
PCVXVAXCYTE INC
30,527$3.5M0.02%
693
VNOVORNADO RLTY TR
88,480$3.5M0.02%
694
HRIHERC HLDGS INC
21,679$3.5M0.02%
695
MMSIMERIT MED SYS INC
34,950$3.5M0.02%
696
HLIHOULIHAN LOKEY INC
21,787$3.4M0.02%
697
KEYKEYCORP
205,485$3.4M0.02%
698
IQVIQVIA HLDGS INC
14,492$3.4M0.02%
699
IEURISHARES TR
56,284$3.4M0.02%
700
IJKISHARES TR
37,248$3.4M0.02%
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