Pachira Investments Inc. Top Holdings and 13F Report (2025) About Pachira Investments Inc.Investment ActivityPachira Investments Inc. has $132.28 million in total holdings as of June 30, 2025.Pachira Investments Inc. owns shares of 54 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.46% of the portfolio was purchased this quarter.About 21.04% of the portfolio was sold this quarter.This quarter, Pachira Investments Inc. has purchased 54 new stocks and bought additional shares in 32 stocks.Pachira Investments Inc. sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,329,732iShares Core S&P Mid-Cap ETF $10,826,912Invesco QQQ $9,609,626iShares Core S&P Small-Cap ETF $9,392,261Vanguard Total Stock Market ETF $9,305,464 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $1,452,846 Holding921932885 - Vanguard S&P Mid-Cap 400 ETF $379,496 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $375,825 Holding816851109 - Sempra Energy $203,970 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 12,918 shares (about $1.45M)Health Care Select Sector SPDR Fund 5,169 shares (about $696.73K)Invesco QQQ 1,197 shares (about $660.32K)Materials Select Sector SPDR Fund 5,723 shares (about $502.55K)Vanguard Mega Cap Value ETF 3,799 shares (about $498.43K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 8,474 shares (about $525.56K)Vanguard S&P 500 ETF 838 shares (about $476.01K)iShares Core S&P Small-Cap ETF 3,947 shares (about $431.37K)iShares Russell 1000 Growth ETF 783 shares (about $332.43K)Microsoft 439 shares (about $218.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPachira Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,329,732$476,010 ▼-3.2%25,22710.8%ETFIJHiShares Core S&P Mid-Cap ETF$10,826,912$525,558 ▼-4.6%174,5718.2%ETFQQQInvesco QQQ$9,609,626$660,317 ▲7.4%17,4207.3%FinanceIJRiShares Core S&P Small-Cap ETF$9,392,261$431,367 ▼-4.4%85,9397.1%ETFVTIVanguard Total Stock Market ETF$9,305,464$482,947 ▲5.5%30,6177.0%ETFMGVVanguard Mega Cap Value ETF$8,364,385$498,428 ▲6.3%63,7536.3%ETFXLVHealth Care Select Sector SPDR Fund$7,597,017$696,728 ▲10.1%56,3625.7%ETFXLKTechnology Select Sector SPDR Fund$6,895,431$49,126 ▼-0.7%27,2305.2%ETFINNOVATOR ETFS TRUST$5,800,231$224,015 ▲4.0%223,1394.4%EQUITY DEFIN 1YRINNOVATOR ETFS TRUST$5,794,393$195,228 ▲3.5%227,0534.4%EQUITY DEFINED PVEAVanguard FTSE Developed Markets ETF$3,807,991$487,722 ▲14.7%66,7952.9%ETFIWFiShares Russell 1000 Growth ETF$3,532,729$332,427 ▼-8.6%8,3212.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,254,388$310,314 ▲10.5%65,7982.5%ETFPIImpinj$2,277,3790.0%20,5041.7%Computer and TechnologyLMTLockheed Martin$2,240,849$10,653 ▲0.5%4,8381.7%AerospaceBRK.BBerkshire Hathaway$2,177,221$102,497 ▲4.9%4,4821.6%FinanceISHARES BITCOIN TRUST ETF$2,001,261$19,710 ▼-1.0%32,6951.5%SHS BEN INTMSFTMicrosoft$1,695,583$218,352 ▼-11.4%3,4091.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,503,352$14,784 ▲1.0%13,4231.1%ETFSPMOInvesco S&P 500 Momentum ETF$1,452,846$1,452,846 ▲New Holding12,9181.1%ETFAMZNAmazon.com$1,228,007$86,226 ▼-6.6%5,5970.9%Retail/WholesaleBALTInnovator Defined Wealth Shield ETF$1,132,841$14,981 ▲1.3%35,3130.9%ETFCOSTCostco Wholesale$1,120,194$32,656 ▲3.0%1,1320.8%Retail/WholesaleVVVanguard Large-Cap ETF$1,095,729$41,935 ▲4.0%3,8410.8%ETFEPIWisdomTree India Earnings Fund$1,068,882$5,791 ▲0.5%22,5170.8%FinanceNVDANVIDIA$1,019,035$9,953 ▲1.0%6,4500.8%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$942,227$502,550 ▲114.3%10,7300.7%ETFIWMiShares Russell 2000 ETF$924,0130.0%4,2820.7%FinanceGOOGLAlphabet$885,976$25,732 ▼-2.8%5,0270.7%Computer and TechnologySMHVanEck Semiconductor ETF$796,808$265,510 ▲50.0%2,8570.6%ManufacturingPPAInvesco Aerospace & Defense ETF$776,415$140,548 ▲22.1%5,4800.6%ETFVOVanguard Mid-Cap ETF$739,944$4,478 ▲0.6%2,6440.6%ETFAAPLApple$712,980$74,273 ▼-9.4%3,4750.5%Computer and TechnologySHOPShopify$649,536$19,148 ▲3.0%5,6310.5%Computer and TechnologyJNJJohnson & Johnson$632,540$5,805 ▲0.9%4,1410.5%MedicalVBVanguard Small-Cap ETF$627,596$47,402 ▼-7.0%2,6480.5%ETFNOCNorthrop Grumman$580,101$1,000 ▲0.2%1,1600.4%AerospaceSCHMSchwab U.S. Mid-Cap ETF$508,640$3,338 ▲0.7%18,1330.4%ETFVUGVanguard Growth ETF$468,833$32,454 ▼-6.5%1,0690.4%ETFPGProcter & Gamble$395,470$1,912 ▲0.5%2,4820.3%Consumer StaplesSCHBSchwab US Broad Market ETF$381,369$32,527 ▼-7.9%16,0040.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$379,496$379,496 ▲New Holding3,6150.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$375,825$375,825 ▲New Holding3,7130.3%ETFMETAMeta Platforms$359,979$10,327 ▲3.0%4880.3%Computer and TechnologyGRAYSCALE ETHEREUM MINI TR E$355,895$19,877 ▼-5.3%15,0040.3%SHS NEWTSLATesla$317,660$6,036 ▲1.9%1,0000.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$307,374$60,315 ▲24.4%1,0600.2%FinanceSPYSPDR S&P 500 ETF Trust$273,832$618 ▲0.2%4430.2%FinanceVVisa$258,934$3,552 ▲1.4%7290.2%Business ServicesUNPUnion Pacific$252,870$230 ▲0.1%1,0990.2%TransportationMCDMcDonald's$238,215$1,169 ▲0.5%8150.2%Retail/WholesaleORCLOracle$211,045$129,689 ▼-38.1%9650.2%Computer and TechnologySRESempra Energy$203,970$203,970 ▲New Holding2,6920.2%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$203,366$37,388 ▼-15.5%3590.2%ETFIVViShares Core S&P 500 ETF$0$8,995,937 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$8,249,861 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$7,838,494 ▼-100.0%00.0%ETFGEGE Aerospace$0$204,288 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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