Pachira Investments Inc. Top Holdings and 13F Report (2024)

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $122.34 million in total holdings as of March 31, 2024.
  • Pachira Investments Inc. owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 13.37% of the portfolio was purchased this quarter.
  • About 6.06% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 39 new stocks and bought additional shares in 17 stocks.
  • Pachira Investments Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC
$1,375,716 Holding
General Electric
$657,982 Holding
Oracle
$329,165 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
133,608 shares (about $8.12M)
GRAYSCALE BITCOIN TR BTC
21,778 shares (about $1.38M)
Vanguard Mega Cap Value ETF
7,672 shares (about $916.88K)
Health Care Select Sector SPDR Fund
4,822 shares (about $712.36K)
General Electric
3,749 shares (about $657.98K)

Largest Sales this Quarter

Impinj
10,000 shares (about $1.28M)
Vanguard S&P 500 ETF
2,149 shares (about $1.03M)
iShares Core S&P Small-Cap ETF
8,018 shares (about $886.15K)
iShares Core S&P 500 ETF
1,516 shares (about $797.02K)
SPDR Portfolio S&P 400 Mid Cap ETF
12,638 shares (about $674.11K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPachira Investments Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,358,465$1,033,025 -8.3%23,6299.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$11,332,755$282,095 -2.4%20,3689.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,383,578$8,115,361 357.8%170,9518.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,177,140$886,151 -8.0%92,0848.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,245,113$797,020 -7.9%17,5857.6%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$9,062,607$674,110 -6.9%169,9037.4%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$8,637,919$614,396 -6.6%200,6957.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$6,313,614$916,884 17.0%52,8295.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,890,227$3,119 -0.1%22,6634.8%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$5,606,215$712,355 14.6%37,9494.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,239,523$419,162 8.7%11,8004.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,943,641$501,091 11.3%23,7374.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,013,129$506,620 20.2%60,0582.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,346,206$330,646 16.4%6,9611.9%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,048,918$89,617 -4.2%4,5041.7%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,478,006$14,787 -1.0%35,3841.2%ETF
GRAYSCALE BITCOIN TR BTC
$1,375,716$1,375,716 New Holding21,7781.1%SHS REP COM UT
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,174,093$521,298 79.9%6,5091.0%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$877,541$35,758 -3.9%2,0860.7%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$873,904$240 0.0%3,6450.7%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$792,923$571,987 258.9%18,2030.6%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$788,763$14,647 -1.8%1,0770.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$688,547$41,443 6.4%4,3530.6%Medical
General Electric stock logo
GE
General Electric
$657,982$657,982 New Holding3,7490.5%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$632,699$31,393 5.2%4,1920.5%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$627,672$21,029 3.5%2,7460.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$589,959$16,992 3.0%2,3610.5%ETF
Apple Inc. stock logo
AAPL
Apple
$536,791$69,114 -11.4%3,1300.4%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$515,993$14,841 -2.8%4,9720.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$483,517$1,547 0.3%5,9380.4%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$473,119$116,364 32.6%9880.4%Aerospace
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$424,182$2,066 0.5%1,2320.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$421,361$66,442 18.7%1,0020.3%Finance
Shopify Inc. stock logo
SHOP
Shopify
$413,168$133,504 -24.4%5,3540.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$390,497$102,045 -20.7%2,4070.3%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$331,836$352,632 -51.5%3670.3%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$329,165$329,165 New Holding2,6210.3%Computer and Technology
Impinj, Inc. stock logo
PI
Impinj
$299,324$1,284,101 -81.1%2,3310.2%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$292,597$292,597 New Holding2,3230.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$292,457$292,457 New Holding6,9430.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$290,243$290,243 New Holding3,5540.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$248,807$9,830 -3.8%4,0750.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$222,873$222,873 New Holding7400.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$217,632$319,124 -59.5%4160.2%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$0$435,695 -100.0%00.0%ETF
McDonald's Co. stock logo
MCD
McDonald's
$0$251,537 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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