HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
23,629 | -2,149 | $11,358 |
| VOO | 23,629 | -2,149 | $11,358 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
20,368 | -507 | $11,333 |
| MDY | 20,368 | -507 | $11,333 |
| ISHARES TR (IJH) |
170,951 | +133,608 | $10,384 |
| IJH | 170,951 | +133,608 | $10,384 |
| ISHARES TR (IJR) |
92,084 | -8,018 | $10,177 |
| IJR | 92,084 | -8,018 | $10,177 |
| ISHARES TR (IVV) |
17,585 | -1,516 | $9,245 |
| IVV | 17,585 | -1,516 | $9,245 |
| SPDR SER TR (SPMD) |
169,903 | -12,638 | $9,063 |
| SPMD | 169,903 | -12,638 | $9,063 |
| SPDR SER TR (SPSM) |
200,695 | -14,275 | $8,638 |
| SPSM | 200,695 | -14,275 | $8,638 |
| VANGUARD WORLD FD (MGV) |
52,829 | +7,672 | $6,314 |
| MGV | 52,829 | +7,672 | $6,314 |
| VANGUARD INDEX FDS (VTI) |
22,663 | -12 | $5,890 |
| VTI | 22,663 | -12 | $5,890 |
| SELECT SECTOR SPDR TR (XLV) |
37,949 | +4,822 | $5,606 |
| XLV | 37,949 | +4,822 | $5,606 |
| INVESCO QQQ TR |
11,800 | +944 | $5,240 |
| QQQ | 11,800 | +944 | $5,240 |
| SELECT SECTOR SPDR TR (XLK) |
23,737 | +2,406 | $4,944 |
| XLK | 23,737 | +2,406 | $4,944 |
| VANGUARD TAX MANAGED FDS (VEA) |
60,058 | +10,098 | $3,013 |
| VEA | 60,058 | +10,098 | $3,013 |
| ISHARES TR (IWF) |
6,961 | +981 | $2,346 |
| IWF | 6,961 | +981 | $2,346 |
| LOCKHEED MARTIN CORP |
4,504 | -197 | $2,049 |
| LMT | 4,504 | -197 | $2,049 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
35,384 | -354 | $1,478 |
| VWO | 35,384 | -354 | $1,478 |
| GRAYSCALE BITCOIN TR BTC |
21,778 | +21,778 | $1,376 |
| GBTC | 21,778 | +21,778 | $1,376 |
| AMAZON COM INC |
6,509 | +2,890 | $1,174 |
| AMZN | 6,509 | +2,890 | $1,174 |
| MICROSOFT CORP |
2,086 | -85 | $878 |
| MSFT | 2,086 | -85 | $878 |
| VANGUARD INDEX FDS (VV) |
3,645 | -1 | $874 |
| VV | 3,645 | -1 | $874 |
| WISDOMTREE TR |
18,203 | +13,131 | $793 |
| EPI | 18,203 | +13,131 | $793 |
| COSTCO WHSL CORP NEW |
1,077 | -20 | $789 |
| COST | 1,077 | -20 | $789 |
| JOHNSON & JOHNSON |
4,353 | +262 | $689 |
| JNJ | 4,353 | +262 | $689 |
| GENERAL ELECTRIC CO |
3,749 | +3,749 | $658 |
| GE | 3,749 | +3,749 | $658 |
| ALPHABET INC |
4,192 | +208 | $633 |
| GOOGL | 4,192 | +208 | $633 |
| VANGUARD INDEX FDS (VB) |
2,746 | +92 | $628 |
| VB | 2,746 | +92 | $628 |
| VANGUARD INDEX FDS (VO) |
2,361 | +68 | $590 |
| VO | 2,361 | +68 | $590 |
| APPLE INC |
3,130 | -403 | $537 |
| AAPL | 3,130 | -403 | $537 |
| ISHARES TR (EFG) |
4,972 | -143 | $516 |
| EFG | 4,972 | -143 | $516 |
| SCHWAB STRATEGIC TR |
5,938 | +19 | $484 |
| SCHM | 5,938 | +19 | $484 |
| NORTHROP GRUMMAN CORP |
988 | +243 | $473 |
| NOC | 988 | +243 | $473 |
| VANGUARD INDEX FDS (VUG) |
1,232 | +6 | $424 |
| VUG | 1,232 | +6 | $424 |
 BERKSHIRE HATHAWAY INC DEL |
$421 | ||
| BRK.B | 1,002 | +158 | $421 |
| SHOPIFY INC |
5,354 | -1,730 | $413 |
| SHOP | 5,354 | -1,730 | $413 |
| PROCTER AND GAMBLE CO |
2,407 | -629 | $390 |
| PG | 2,407 | -629 | $390 |
| NVIDIA CORPORATION |
367 | -390 | $332 |
| NVDA | 367 | -390 | $332 |
| ORACLE CORP |
2,621 | +2,621 | $329 |
| ORCL | 2,621 | +2,621 | $329 |
| IMPINJ INC |
2,331 | -10,000 | $299 |
| PI | 2,331 | -10,000 | $299 |
| SELECT SECTOR SPDR TR (XLI) |
2,323 | +2,323 | $293 |
| XLI | 2,323 | +2,323 | $293 |
| SELECT SECTOR SPDR TR (XLF) |
6,943 | +6,943 | $292 |
| XLF | 6,943 | +6,943 | $292 |
| SELECT SECTOR SPDR TR (XLC) |
3,554 | +3,554 | $290 |
| XLC | 3,554 | +3,554 | $290 |
| SCHWAB STRATEGIC TR |
4,075 | -161 | $249 |
| SCHB | 4,075 | -161 | $249 |
| SALESFORCE INC |
740 | +740 | $223 |
| CRM | 740 | +740 | $223 |
See Full List: All Stocks Held By Pachira Investments Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pachira Investments Inc.
|
Size ($ in 1000's)
At 03/31/2024: $122,343 At 12/31/2023: $113,252 Pachira Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pachira Investments Inc. 13F filings. Link to 13F filings: SEC filings |
