S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands

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

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $113.25 million in total holdings as of December 31, 2023.
  • Pachira Investments Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 13.15% of the portfolio was purchased this quarter.
  • About 1.46% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 35 new stocks and bought additional shares in 22 stocks.
  • Pachira Investments Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

SPDR S&P MidCap 400 ETF Trust
$10,591,558 Holding
SPDR S&P 500 ETF Trust
$487,687 Holding
Schwab US Small-Cap ETF
$435,695 Holding

Largest Purchases this Quarter

SPDR S&P MidCap 400 ETF Trust
20,875 shares (about $10.59M)
Health Care Select Sector SPDR Fund
4,619 shares (about $629.94K)
Invesco QQQ
1,372 shares (about $561.87K)
Vanguard Mega Cap Value ETF
4,767 shares (about $521.37K)
SPDR S&P 500 ETF Trust
1,026 shares (about $487.69K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
1,206 shares (about $526.77K)
iShares Core S&P Mid-Cap ETF
1,100 shares (about $304.87K)
iShares Core S&P Small-Cap ETF
2,495 shares (about $270.08K)
iShares Core S&P 500 ETF
350 shares (about $167.17K)
SPDR Portfolio S&P 400 Mid Cap ETF
2,353 shares (about $114.64K)

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
$11,259,641$526,772 -4.5%25,7789.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,836,002$270,083 -2.4%100,1029.6%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$10,591,558$10,591,558 New Holding20,8759.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,349,646$304,866 -2.9%37,3439.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,123,428$167,174 -1.8%19,1018.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$9,067,424$103,636 -1.1%214,9708.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$8,893,408$114,638 -1.3%182,5417.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,378,987$203,061 3.9%22,6754.7%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$4,938,865$521,371 11.8%45,1574.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,517,835$629,936 16.2%33,1274.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,445,819$561,870 14.5%10,8563.9%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,105,744$391,115 10.5%21,3313.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,393,106$303,545 14.5%49,9602.1%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,130,790$3,626 0.2%4,7011.9%Aerospace
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,812,912$6,063 0.3%5,9801.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,468,849$112,287 -7.1%35,7381.3%ETF
Impinj, Inc. stock logo
PI
Impinj
$1,110,1600.0%12,3311.0%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$816,505$9,779 -1.2%2,1710.7%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$795,411$54,104 7.3%3,6460.7%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$724,435$6,604 -0.9%1,0970.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$680,303$3,081 0.5%3,5330.6%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$641,244$8,934 1.4%4,0910.6%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$566,150$57,810 11.4%2,6540.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$556,525$120,133 27.5%3,9840.5%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$551,844$11,373 2.1%7,0840.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$549,871$15,802 3.0%3,6190.5%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$533,402$56,062 11.7%2,2930.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$495,340$1,453 -0.3%5,1150.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$487,687$487,687 New Holding1,0260.4%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$445,804$2,109 0.5%5,9190.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$444,905$99,356 28.8%3,0360.4%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$435,695$435,695 New Holding9,2230.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$381,054$932 0.2%1,2260.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$374,893$18,819 -4.8%7570.3%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$348,555$92,636 36.2%7450.3%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$301,021$11,413 3.9%8440.3%Finance
McDonald's Co. stock logo
MCD
McDonald's
$251,537$14,831 6.3%8480.2%Retail/Wholesale
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$235,833$20,154 -7.9%4,2360.2%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$207,952$207,952 New Holding5,0720.2%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: