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PEAPACK GLADSTONE FINANCIAL CORP13F | |
| PEAPACK GLADSTONE FINANCIAL CORP | |
| Last update 2025-05-12 | 671 Stocks (39 new) |
| Value $6.74 Bil | Turnover 3 % |
PEAPACK GLADSTONE FINANCIAL CO... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,447,290 | 321,490.0 | -3.98% | 4.770 | -0.22% | 0.010 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 497,469 | 186,750.0 | -1.86% | 2.770 | -0.06% | 0.010 | +29.81% | +19.87% | 3,740,948.0 | Software | |
QQQ | INVESCO QQQ Trust | 337,061 | 158,060.0 | -1.77% | 2.350 | -0.04% | 0.050 | +22.10% | +8.69% | 355,935.0 | ||
JPM | JPMorgan Chase & Co | 601,407 | 147,530.0 | -2.66% | 2.190 | -0.06% | 0.020 | +22.03% | +21.61% | 797,211.0 | Banks | |
GOOGL | Alphabet Inc | 823,404 | 127,330.0 | -1.43% | 1.890 | -0.03% | 0.010 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 225,163 | 115,720.0 | +0.37% | 1.720 | +0.01% | 0.020 | +17.21% | +7.08% | 654,655.2 | ||
SPY | SPDR S&P 500 ETF Trust | 201,791 | 112,890.0 | -0.35% | 1.680 | -0.01% | 0.020 | +17.14% | +7.04% | 641,384.0 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 979,083 | 98,570.0 | +11.76% | 1.460 | +0.15% | 0.210 | +1.06% | +2.27% | 49,766.7 | ||
AMZN | Amazon.com Inc | 512,802 | 97,570.0 | -2.21% | 1.450 | -0.04% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
XOM | Exxon Mobil Corp | 739,469 | 87,950.0 | -2.37% | 1.310 | -0.03% | 0.020 | +12.95% | +9.26% | 497,461.6 | Oil & Gas |
PEAPACK GLADSTONE FINANCIAL CORP's Historical Top Holdings Breakdowns
PEAPACK GLADSTONE FINANCIAL CORP'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.22% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -3.98% | 1,447,290 | -60,067 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.18% | 44.41 ($45.29) 45.98 | $45.42 | 0.29% | Add 282.37% | 358,664 | 264,864 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.15% | 100.34 ($100.51) 100.68 | $100.51 | 0% | Add 11.76% | 979,083 | 103,062 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.14% | 243.19 ($264.45) 288.14 | $309.14 | 16.90% | Reduce -49.22% | 39,999 | -38,774 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.13% | 169.43 ($177.82) 182.84 | $184.42 | 3.71% | Add 24.36% | 251,899 | 49,342 | |
BLV | Vanguard Long-Term Bond ETF | 2025-03-31 | Add Add | +0.13% | 66.9 ($69.41) 71.57 | $67.94 | -2.12% | Add 533.07% | 146,094 | 123,017 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.12% | 73.78 ($75.44) 76.59 | $76.41 | 1.29% | Add 11.53% | 1,055,569 | 109,126 | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.12% | 73.11 ($75.48) 77.43 | $74.35 | -1.50% | New holding | 108,350 | 108,350 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.11% | 83.01 ($93.37) 101.02 | $83.36 | -10.72% | Reduce -10.72% | 624,014 | -74,951 | |
MMIT | NYLI MacKay Muni Intermediate ETF | 2025-03-31 | New Buy New Buy | +0.11% | 23.87 ($24.12) 24.37 | $23.73 | -1.62% | New holding | 314,468 | 314,468 |
PEAPACK GLADSTONE FINANCIAL CORP Total Holding History ($B)
PEAPACK GLADSTONE FINANCIAL CORP's Asset Allocation
PEAPACK GLADSTONE FINANCIAL CORP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PEAPACK GLADSTONE FINANCIAL CORP's Hypothetical Growth since 2025-03-31
PEAPACK GLADSTONE FINANCIAL CORP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PEAPACK GLADSTONE FINANCIAL CORP's Holdings Heat Map
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PEAPACK GLADSTONE FINANCIAL CORP's Holdings Bubble Chart
PEAPACK GLADSTONE FINANCIAL CORP News
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