StockDriftsStockDriftsTop 50 Pathstone Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.6% | 1.18M | $534.4M | -19.12%(-279.57K) | — | 2023-06-30 | |
| IVV | ISHARES TR | 6.49% | 1.03M | $456.6M | -54.65%(-1.25M) | — | 2023-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 4.31% | 683.1K | $303.0M | -76.14%(-2.18M) | — | 2023-06-30 | |
| AAPL | APPLE INC | 3.41% | 1.18M | $240.0M | -48.60%(-1.12M) | — | 2023-06-30 | |
| VV | VANGUARD INDEX FDS | 2.72% | 942.7K | $191.4M | +0.50%(+4.66K) | — | 2023-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.69% | 4.10M | $189.2M | -13.43%(-635.71K) | — | 2023-06-30 | |
| KO | COCA COLA CO | 2.36% | 2.76M | $166.3M | -8.10%(-243.65K) | — | 2023-06-30 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 1.89% | 257 | $133.1M | -15.46%(-47) | — | 2023-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.63% | 3.58M | $114.9M | +7.23%(+241.51K) | — | 2023-06-30 | |
| LOW | LOWES COS INC | 1.61% | 502.6K | $113.5M | -4.97%(-26.29K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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