PP
| |
PACK Private Wealth, LLC13F | |
| PACK Private Wealth, LLC | |
| Last update 2025-05-13 | 41 Stocks (3 new) |
| Value $168.00 Mil | Turnover 1 % |
PACK Private Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 692,850 | 35,217.6 | -0.82% | 20.950 | -0.16% | 0.030 | +14.16% | +23.88% | 163,588.6 | ||
IVV | iShares Core S&P 500 ETF | 52,370 | 29,426.7 | -2.13% | 17.500 | -0.39% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 446,504 | 20,208.8 | +2.24% | 12.020 | +0.26% | 0.030 | +15.56% | +16.78% | 86,562.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 277,476 | 16,190.7 | -0.11% | 9.630 | -0.01% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
GGG | Graco Inc | 153,713 | 12,836.6 | 0% | 7.640 | 0% | 0.090 | +10.75% | +4.45% | 14,445.2 | Industrial Products | |
IJR | iShares Core S&P Small-Cap ETF | 95,663 | 10,003.5 | +0.55% | 5.950 | +0.03% | 0.010 | +17.04% | -0.26% | 83,183.4 | ||
GNR |
SPDR S&P Global Natural Resources ETF
SPDR S&P Global Natural Resources ETF
| 143,732 | 7,653.7 | -0.91% | 4.550 | -0.04% | 0.280 | +13.08% | +16.29% | 2,947.5 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 84,419 | 7,643.3 | +0.03% | 4.550 | 0% | 0.020 | +7.03% | +5.41% | 34,182.3 | ||
CHRW | C.H. Robinson Worldwide Inc | 45,120 | 4,620.3 | 0% | 2.750 | 0% | 0.040 | +11.74% | -1.38% | 11,943.1 | Transportation | |
IEFA | iShares Core MSCI EAFE ETF | 49,599 | 3,752.2 | -7.69% | 2.230 | -0.17% | 0.000 | +13.34% | +23.86% | 147,518.3 |
PACK Private Wealth, LLC's Historical Top Holdings Breakdowns
PACK Private Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.39% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | Reduce -2.13% | 52,370 | -1,142 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.26% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 2.24% | 446,504 | 9,782 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.25% | 40.81 ($43.44) 45.34 | $49.93 | 14.94% | Reduce -22.73% | 35,161 | -10,341 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.17% | 69.57 ($74.78) 78.65 | $85.51 | 14.35% | Reduce -7.69% | 49,599 | -4,133 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Sold Out | 0 | -707 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.16% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Reduce -0.82% | 692,850 | -5,756 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.13% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Reduce -7.2% | 5,268 | -409 | |
EWW | iShares MSCI Mexico ETF | 2025-03-31 | New Buy New Buy | +0.12% | 46.84 ($50.47) 53.28 | $60.47 | 19.81% | New holding | 3,978 | 3,978 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -0.12% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Sold Out | 0 | -493 | |
PBR | Petroleo Brasileiro SA Petrobras | 2025-03-31 | New Buy New Buy | +0.09% | 12.61 ($13.79) 14.92 | $12.65 | -8.27% | New holding | 10,734 | 10,734 |
PACK Private Wealth, LLC Total Holding History ($B)
PACK Private Wealth, LLC's Asset Allocation
PACK Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PACK Private Wealth, LLC's Hypothetical Growth since 2025-03-31
PACK Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PACK Private Wealth, LLC's Holdings Heat Map
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PACK Private Wealth, LLC's Holdings Bubble Chart
PACK Private Wealth, LLC News
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