Notify me when Cathy Pareto & Associates, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 90 | $133M | +$6.7M | -$4.17M | +$2.53M | AAPL, COWZ, JPST, SCHV, OPPE | 13F-HR | 10/23/2025, 11:55 AM |
| Q2 2025 | 88 | $121M | +$7.15M | -$4.99M | +$2.16M | COWZ, AAPL, JPST, VB, SCHV | 13F-HR | 7/14/2025, 10:19 AM |
| Q1 2025 | 82 | $113M | +$12.5M | -$5.19M | +$7.36M | AAPL, COWZ, JPST, VB, SCHV | 13F-HR | 4/10/2025, 01:15 PM |
| Q4 2024 | 77 | $109M | $0 | $0 | AAPL, COWZ, VB, SCHM, SCHV | 13F-HR | 1/22/2025, 09:44 AM |