Pathstone Holdings, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$22.6M

Holdings

2,298

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,298 positions)

StockValue
CTVACORTEVA INC
$6K
WELLWELLTOWER INC
$6K
DFGRDIMENSIONAL ETF TRUST
$6K
ITOTISHARES TR
$6K
AXTAAXALTA COATING SYS LTD
$6K
NBHNEUBERGER BERMAN MUN FD INC
$6K
CWSTCASELLA WASTE SYS INC
$6K
ERCALLSPRING MULTI SECTOR INCOM
$6K
RJFRAYMOND JAMES FINL INC
$6K
MDYVSPDR SER TR
$6K
RBLXROBLOX CORP
$6K
NPFDNUVEEN VRIABL RAT PFD & INM
$6K
DFSEDIMENSIONAL ETF TRUST
$5K
TELTE CONNECTIVITY PLC
$5K
VMOINVESCO MUN OPPORTUNITY TR
$5K
MTBM & T BK CORP
$5K
KMIKINDER MORGAN INC DEL
$5K
DMBBNY MELLON MUN BD INFRASTRUC
$5K
HESHESS CORP
$5K
XELXCEL ENERGY INC
$5K
VCITVANGUARD SCOTTSDALE FDS
$5K
IEFISHARES TR
$5K
XYZBLOCK INC
$5K
SLBSCHLUMBERGER LTD
$5K
AKXANSYS INC
$5K
TRGPTARGA RES CORP
$5K
VSGXVANGUARD WORLD FD
$5K
DVNDEVON ENERGY CORP NEW
$5K
BNBROOKFIELD CORP
$5K
RGAREINSURANCE GRP OF AMERICA I
$5K
MHKMOHAWK INDS INC
$5K
VRTVERTIV HOLDINGS CO
$5K
EWEDWARDS LIFESCIENCES CORP
$5K
KTFDWS MUN INCOME TR NEW
$5K
VOEVANGUARD INDEX FDS
$5K
DDOGDATADOG INC
$5K
LLOEWS CORP
$5K
AWCAMERICAN WTR WKS CO INC NEW
$5K
SPSMSPDR SER TR
$5K
STZCONSTELLATION BRANDS INC
$5K
BILSPDR SER TR
$5K
IJSISHARES TR
$5K
SFSTIFEL FINL CORP
$5K
MFGMIZUHO FINANCIAL GROUP INC
$5K
WSOWATSCO INC
$5K
AG8AGILENT TECHNOLOGIES INC
$5K
GWREGUIDEWIRE SOFTWARE INC
$5K
JFRNUVEEN FLOATING RATE INCOME
$5K
GUGGUGGENHEIM ACTIVE ALLOC FD
$5K
AEPAMERICAN ELEC PWR CO INC
$5K
EBAEBAY INC.
$5K
JCIJOHNSON CTLS INTL PLC
$5K
NUNU HLDGS LTD
$5K
GISGENERAL MLS INC
$5K
TRITHOMSON REUTERS CORP
$5K
CBOECBOE GLOBAL MKTS INC
$5K
DTDYNATRACE INC
$5K
CCOCAMECO CORP
$5K
FCXFREEPORT-MCMORAN INC
$5K
VLOVALERO ENERGY CORP
$5K
SCHVSCHWAB STRATEGIC TR
$5K
WBSWEBSTER FINL CORP
$5K
BSVVANGUARD BD INDEX FDS
$5K
UNMUNUM GROUP
$5K
GBDCGOLUB CAP BDC INC
$5K
GPIGROUP 1 AUTOMOTIVE INC
$5K
DKSDICKS SPORTING GOODS INC
$5K
CALMCAL MAINE FOODS INC
$5K
BRBROADRIDGE FINL SOLUTIONS IN
$5K
TMTOYOTA MOTOR CORP
$5K
CPNGCOUPANG INC
$5K
XLFISELECT SECTOR SPDR TR
$5K
WABWABTEC
$5K
DYHTARGET CORP
$5K
SRESEMPRA
$5K
TMHCTAYLOR MORRISON HOME CORP
$5K
VFHVANGUARD WORLD FD
$5K
MKLMARKEL GROUP INC
$5K
MBBISHARES TR
$5K
HDBHDFC BANK LTD
$5K
FIXCOMFORT SYS USA INC
$5K
MCHPMICROCHIP TECHNOLOGY INC.
$5K
IWSISHARES TR
$4K
EMEEMCOR GROUP INC
$4K
AVTRAVANTOR INC
$4K
DTDWISDOMTREE TR
$4K
MEGINYLI CBRE GBL INFR MEGTRNDS
$4K
TPRTAPESTRY INC
$4K
RMERESMED INC
$4K
MCXMCCORMICK & CO INC
$4K
LITELUMENTUM HLDGS INC
$4K
PINSPINTEREST INC
$4K
OTISOTIS WORLDWIDE CORP
$4K
NTRANATERA INC
$4K
AFGAMERICAN FINL GROUP INC OHIO
$4K
ROLROLLINS INC
$4K
ENSGENSIGN GROUP INC
$4K
OXYOCCIDENTAL PETE CORP
$4K
RSRELIANCE INC
$4K
RLRALPH LAUREN CORP
$4K
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