The Analysis of Pachira Investments Inc.'s Holdings


Currently, Pachira Investments Inc. holds 72 types of securities in its portfolio with a total value $205.5M. In the most recent quarter, they have increased their positions in XLK (+31.1K shares, valued at $4.5M), MGV (+26.0K shares, valued at $3.7M), N/A (+5.2K shares, valued at $3.2M); decreased their positions in N/A (-2.2K shares, valued at $1.4M), IJH (-17.5K shares, valued at $1.2M), IJR (-8.8K shares, valued at $1.1M); initiated new positions in PLTR (+4.9K shares, valued at $865.1K), N/A (+5.8K shares, valued at $473.9K), N/A (+1.0K shares, valued at $328.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INVESCO QQQ TR INVESCO QQQ TR25.1K shares26.13%2025-12-312026-02-02history
MGV VANGUARD WORLD FD100.1K shares35.12%2025-12-312026-02-02history
VANGUARD INDEX FDS VANGUARD INDEX FDS21.6K shares-9.09%2025-12-312026-02-02history
VTI VANGUARD INDEX FDS38.6K shares10.38%2025-12-312026-02-02history
XLV SELECT SECTOR SPDR TR62.5K shares8.96%2025-12-312026-02-02history
IJH ISHARES TR146.0K shares-10.69%2025-12-312026-02-02history
IJR ISHARES TR71.6K shares-11.00%2025-12-312026-02-02history
XLK SELECT SECTOR SPDR TR58.1K shares114.90%2025-12-312026-02-02history
Sponsored
VEA VANGUARD TAX-MANAGED FDS131.8K shares41.83%2025-12-312026-02-02history
SPMO INVESCO EXCH TRADED FD TR II59.3K shares44.50%2025-12-312026-02-02history
ZOCT INNOVATOR ETFS TRUST235.3K shares5.10%2025-12-312026-02-02history
APOC INNOVATOR ETFS TRUST238.5K shares5.00%2025-12-312026-02-02history
IVV ISHARES TR8.6K shares-12.75%2025-12-312026-02-02history
VWO VANGUARD INTL EQUITY INDEX F109.4K shares40.27%2025-12-312026-02-02history
SPSM SPDR SERIES TRUST118.5K shares-15.57%2025-12-312026-02-02history
SPMD SPDR SERIES TRUST94.3K shares-14.56%2025-12-312026-02-02history
Sponsored
SMH VANECK ETF TRUST14.6K shares68.30%2025-12-312026-02-02history
PPA INVESCO EXCHANGE TRADED FD T31.2K shares79.18%2025-12-312026-02-02history
IWF ISHARES TR8.5K shares2.64%2025-12-312026-02-02history
BALT INNOVATOR ETFS TRUST98.3K shares133.47%2025-12-312026-02-02history
PI IMPINJ INC18.1K shares-11.71%2025-12-312026-02-02history
LMT LOCKHEED MARTIN CORP5.8K shares21.32%2025-12-312026-02-02history
MSFT MICROSOFT CORP4.8K shares37.11%2025-12-312026-02-02history
ALPHABET INC ALPHABET INC6.3K shares21.64%2025-12-312026-02-02history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares-9.02%2025-12-312026-02-02history
AAPL APPLE INC7.2K shares110.34%2025-12-312026-02-02history
NVDA NVIDIA CORPORATION10.4K shares55.58%2025-12-312026-02-02history
IBIT ISHARES BITCOIN TRUST ETF37.5K shares8.60%2025-12-312026-02-02history
AMZN AMAZON COM INC7.8K shares36.33%2025-12-312026-02-02history
EFG ISHARES TR13.6K shares1.58%2025-12-312026-02-02history
VV VANGUARD INDEX FDS4.1K shares0.32%2025-12-312026-02-02history
VO VANGUARD INDEX FDS4.2K shares49.61%2025-12-312026-02-02history
Sponsored
VB VANGUARD INDEX FDS4.5K shares56.86%2025-12-312026-02-02history
COST COSTCO WHSL CORP NEW1.3K shares7.25%2025-12-312026-02-02history
IWM ISHARES TR4.3K shares0.23%2025-12-312026-02-02history
IDMO INVESCO EXCH TRADED FD TR II18.2K shares0.61%2025-12-312026-02-02history
SHOP SHOPIFY INC5.7K shares0.64%2025-12-312026-02-02history
JNJ JOHNSON & JOHNSON4.4K shares12.11%2025-12-312026-02-02history
TSLA TESLA INC2.0K shares98.59%2025-12-312026-02-02history
PLTR PALANTIR TECHNOLOGIES INC4.9K sharesnew addition2025-12-312026-02-02history
Sponsored
XLB SELECT SECTOR SPDR TR18.2K shares92.47%2025-12-312026-02-02history
VIOO VANGUARD ADMIRAL FDS INC7.0K shares55.51%2025-12-312026-02-02history
IVOO VANGUARD ADMIRAL FDS INC6.9K shares56.13%2025-12-312026-02-02history
JPM JPMORGAN CHASE & CO.2.2K shares78.35%2025-12-312026-02-02history
NOC NORTHROP GRUMMAN CORP1.2K shares0.66%2025-12-312026-02-02history
EPI WISDOMTREE TR14.2K shares-8.75%2025-12-312026-02-02history
VUG VANGUARD INDEX FDS1.2K shares8.12%2025-12-312026-02-02history
ETH GRAYSCALE ETHEREUM MINI TR E20.0K shares13.68%2025-12-312026-02-02history
Sponsored
META META PLATFORMS INC833 shares53.13%2025-12-312026-02-02history
SCHM SCHWAB STRATEGIC TR18.3K shares0.44%2025-12-312026-02-02history
ISHARES GOLD TR ISHARES GOLD TR5.8K sharesnew addition2025-12-312026-02-02history
PANW PALO ALTO NETWORKS INC2.4K shares43.82%2025-12-312026-02-02history
ORCL ORACLE CORP2.1K shares120.43%2025-12-312026-02-02history
V VISA INC1.1K shares28.62%2025-12-312026-02-02history
BROADCOM INC BROADCOM INC1.1K shares35.76%2025-12-312026-02-02history
MCD MCDONALDS CORP1.2K shares18.94%2025-12-312026-02-02history
Sponsored
SPY SPDR S&P 500 ETF TR513 shares12.01%2025-12-312026-02-02history
PG PROCTER AND GAMBLE CO2.4K shares0.85%2025-12-312026-02-02history
ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-02-02history
CVX CHEVRON CORP NEW1.8K shares10.64%2025-12-312026-02-02history
UNP UNION PAC CORP1.2K shares7.64%2025-12-312026-02-02history
GLD SPDR GOLD TR684 shares19.16%2025-12-312026-02-02history
XOM EXXON MOBIL CORP2.2K sharesnew addition2025-12-312026-02-02history
SCHB SCHWAB STRATEGIC TR9.8K shares-32.91%2025-12-312026-02-02history
Sponsored
SUSA ISHARES TR1.7K sharesnew addition2025-12-312026-02-02history
SRE SEMPRA2.7K shares0.04%2025-12-312026-02-02history
RTX RTX CORPORATION1.3K sharesnew addition2025-12-312026-02-02history
QCOM QUALCOMM INC1.3K sharesnew addition2025-12-312026-02-02history
VTEC VANGUARD CALIF TAX FREE FDS2.2K sharesnew addition2025-12-312026-02-02history
GE AEROSPACE GE AEROSPACE700 shares0.00%2025-12-312026-02-02history
GM GENERAL MTRS CO2.6K sharesnew addition2025-12-312026-02-02history
ISRG INTUITIVE SURGICAL INC358 sharesnew addition2025-12-312026-02-02history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available