The Analysis of PACK Private Wealth, LLC's Holdings
Currently, PACK Private Wealth, LLC holds 56 types of securities in its portfolio with a total value $218.7M. In the most recent quarter, they have increased their positions in VEA (+12.2K shares, valued at $759.6K), IJH (+10.7K shares, valued at $704.8K), VWO (+9.1K shares, valued at $491.4K); decreased their positions in CHRW (-5.0K shares, valued at $803.8K), GTLS (-485 shares, valued at $100.0K), IWF (-210 shares, valued at $99.4K); initiated new positions in LLY (+224 shares, valued at $240.7K), CBUS (+15.5K shares, valued at $26.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS738.7K shares1.67%2025-12-312026-02-17
IVV ISHARES TR56.4K shares1.04%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F505.7K shares1.84%2025-12-312026-02-17 IJH ISHARES TR319.4K shares3.46%2025-12-312026-02-17 IJR ISHARES TR109.9K shares1.63%2025-12-312026-02-17 GGG GRACO INC153.7K shares0.00%2025-12-312026-02-17 GNR SPDR INDEX SHS FDS160.5K shares1.35%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS98.1K shares3.54%2025-12-312026-02-17 CHRW C H ROBINSON WORLDWIDE INC36.6K shares-12.01%2025-12-312026-02-17 IEFA ISHARES TR43.7K shares0.00%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC9.6K shares-0.03%2025-12-312026-02-17 AAPL APPLE INC9.6K shares-2.84%2025-12-312026-02-17 GTLS CHART INDS INC11.2K shares-4.15%2025-12-312026-02-17 IVW ISHARES TR16.2K shares-3.91%2025-12-312026-02-17 ALPHABET INC ALPHABET INC4.0K shares-0.38%2025-12-312026-02-17 IWP ISHARES TR9.0K shares0.00%2025-12-312026-02-17 IVE ISHARES TR5.3K shares0.00%2025-12-312026-02-17 BROADCOM INC BROADCOM INC3.1K shares0.00%2025-12-312026-02-17 IVOO VANGUARD ADMIRAL FDS INC8.1K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC3.7K shares-2.32%2025-12-312026-02-17 MSFT MICROSOFT CORP1.4K shares0.00%2025-12-312026-02-17 RPRX ROYALTY PHARMA PLC17.4K shares0.00%2025-12-312026-02-17 IWB ISHARES TR1.8K shares0.00%2025-12-312026-02-17 IWF ISHARES TR1.2K shares-14.42%2025-12-312026-02-17 SSPY EXCHANGE LISTED FDS TR6.1K shares0.00%2025-12-312026-02-17 EEM ISHARES TR8.6K shares0.00%2025-12-312026-02-17 VIOO VANGUARD ADMIRAL FDS INC3.9K shares0.00%2025-12-312026-02-17 COPX GLOBAL X FDS5.7K shares0.00%2025-12-312026-02-17 IWD ISHARES TR1.8K shares0.00%2025-12-312026-02-17 META META PLATFORMS INC574 shares0.00%2025-12-312026-02-17 IWR ISHARES TR3.8K shares0.00%2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS7.2K shares0.95%2025-12-312026-02-17 INDA ISHARES TR6.2K shares-6.79%2025-12-312026-02-17 EWW ISHARES INC4.8K shares0.00%2025-12-312026-02-17 VWOB VANGUARD WHITEHALL FDS4.8K shares0.96%2025-12-312026-02-17 TSLA TESLA INC694 shares-2.12%2025-12-312026-02-17 EFA ISHARES TR3.1K shares0.00%2025-12-312026-02-17 ONB OLD NATL BANCORP IND13.1K shares0.00%2025-12-312026-02-17 DAL DELTA AIR LINES INC DEL4.1K shares-4.02%2025-12-312026-02-17 LIT GLOBAL X FDS4.3K shares0.00%2025-12-312026-02-17 FCG FIRST TR EXCHANGE-TRADED FD11.7K shares18.60%2025-12-312026-02-17 IBB ISHARES TR1.6K shares0.00%2025-12-312026-02-17 BOTZ GLOBAL X FDS7.4K shares0.00%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR6.0K shares126.91%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.803 shares0.00%2025-12-312026-02-17 LLY ELI LILLY & CO224 sharesnew addition2025-12-312026-02-17 ECL ECOLAB INC866 shares0.00%2025-12-312026-02-17 CLFD CLEARFIELD INC7.5K shares0.00%2025-12-312026-02-17 IWM ISHARES TR842 shares0.00%2025-12-312026-02-17 PBR PETROLEO BRASILEIRO SA PETRO10.8K shares-21.18%2025-12-312026-02-17 UWMC UWM HOLDINGS CORPORATION17.0K shares0.00%2025-12-312026-02-17 UA UNDER ARMOUR INC10.3K shares0.00%2025-12-312026-02-17 CBUS CIBUS INC15.5K sharesnew addition2025-12-312026-02-17 Call Option Holdings
Put Option Holdings
No put option holdings data available