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Pachira Investments Inc. Top Holdings and 13F Report (2025)

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $142.30 million in total holdings as of March 31, 2025.
  • Pachira Investments Inc. owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 3.44% of the portfolio was purchased this quarter.
  • About 11.51% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 56 new stocks and bought additional shares in 23 stocks.
  • Pachira Investments Inc. sold shares of 24 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

81369Y100 - Materials Select Sector SPDR Fund
$425,855 Holding
38964R203 - GRAYSCALE ETHEREUM MINI TR E
$279,453 Holding
907818108 - Union Pacific
$254,933 Holding
46625H100 - JPMorgan Chase & Co.
$206,893 Holding

Largest Purchases this Quarter

Health Care Select Sector SPDR Fund
4,605 shares (about $665.51K)
Innovator Defined Wealth Shield ETF
20,219 shares (about $634.37K)
Materials Select Sector SPDR Fund
5,007 shares (about $425.86K)
Invesco QQQ
907 shares (about $425.32K)
INNOVATOR ETFS TRUST
13,296 shares (about $333.60K)

Largest Sales this Quarter

SPDR S&P MidCap 400 ETF Trust
16,914 shares (about $9.00M)
Vanguard S&P 500 ETF
4,200 shares (about $2.15M)
iShares Russell 1000 Growth ETF
3,047 shares (about $1.10M)
WisdomTree India Earnings Fund
6,480 shares (about $281.75K)
iShares Core S&P 500 ETF
488 shares (about $272.37K)

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
$13,313,810$2,145,329 -13.9%26,0659.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,655,027$205,830 2.0%183,0457.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,348,997$85,392 -0.9%89,8866.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,995,937$272,367 -2.9%16,1186.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$8,249,861$176,394 -2.1%161,6355.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,937,262$171,990 2.2%29,0285.6%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$7,838,494$118,674 -1.5%193,0665.5%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$7,631,493$296,584 4.0%59,9545.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,607,418$425,318 5.9%16,2235.3%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7,398,347$665,509 9.9%51,1935.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,659,734$235,685 4.3%27,4244.0%ETF
INNOVATOR ETFS TRUST
$5,504,821$333,597 6.5%219,4033.9%EQUITY DEFINED P
INNOVATOR ETFS TRUST
$5,391,986$250,068 4.9%214,5213.8%EQUITY DEFIN 1YR
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,282,515$1,098,619 -25.1%9,1042.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,984,214$234,730 -7.3%58,2402.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,697,035$5,709 -0.2%59,5241.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,247,870$14,737 0.7%4,2711.6%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,125,884$6,623 0.3%4,8151.5%Aerospace
Impinj, Inc. stock logo
PI
Impinj
$1,882,2670.0%20,5041.3%Computer and Technology
ISHARES BITCOIN TRUST ETF
$1,570,289$91,315 -5.5%33,0171.1%SHS BEN INT
Microsoft Co. stock logo
MSFT
Microsoft
$1,457,741$220,480 -13.1%3,8481.0%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,340,259$4,034 0.3%13,2910.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,154,464$238,602 -17.1%5,9900.8%Retail/Wholesale
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,093,293$634,371 138.2%34,8460.8%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,021,964$13,019 -1.3%1,0990.7%Retail/Wholesale
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$973,735$281,751 -22.4%22,3950.7%Finance
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$943,745$5,876 0.6%3,6940.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$858,327$6,214 0.7%4,2820.6%Finance
Apple Inc. stock logo
AAPL
Apple
$836,064$176,713 -17.4%3,8370.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$798,384$29,015 3.8%5,1730.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$700,412$21,713 -3.0%6,3870.5%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$675,671$5,656 -0.8%2,6280.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$671,699$2,292 -0.3%4,1030.5%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$631,222$35,240 -5.3%2,8480.4%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$593,267$9,222 1.6%1,1580.4%Aerospace
Shopify Inc. stock logo
SHOP
Shopify
$528,356$5,897 1.1%5,4650.4%Computer and Technology
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$523,719$182,275 53.4%4,4880.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$471,4230.0%18,0140.3%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$425,855$425,855 New Holding5,0070.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$423,326$42,221 -9.1%1,1430.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$415,112$5,042 1.2%2,4700.3%Consumer Staples
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$404,220$171,449 73.7%1,9050.3%Manufacturing
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$372,387$41,379 12.5%17,3690.3%ETF
GRAYSCALE ETHEREUM MINI TR E
$279,453$279,453 New Holding15,8420.2%SHS NEW
Meta Platforms, Inc. stock logo
META
Meta Platforms
$273,633$15,009 5.8%4740.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$258,543$22,929 -8.1%9810.2%Auto/Tires/Trucks
Union Pacific Co. stock logo
UNP
Union Pacific
$254,933$254,933 New Holding1,0980.2%Transportation
McDonald's Co. stock logo
MCD
McDonald's
$248,926$5,832 -2.3%8110.2%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$246,587$8,231 3.5%7190.2%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$245,6980.0%4420.2%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$226,198$9,002,148 -97.5%4250.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$219,500$186,674 -46.0%1,5580.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$206,893$206,893 New Holding8520.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$204,288$137,525 -40.2%1,0220.1%Industrials
GRAYSCALE ETHEREUM MINI TR E
$0$561,808 -100.0%00.0%GRAYSCALE ETHEREUM MINI TR E
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$0$276,221 -100.0%00.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$0$271,787 -100.0%00.0%ETF
Sempra stock logo
SRE
Sempra
$0$234,974 -100.0%00.0%Utilities
KB Home stock logo
KBH
KB Home
$0$212,151 -100.0%00.0%Construction
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$0$201,757 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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