$110 Million is the total value of Pachira Investments Inc.'s 8 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 60.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1s&pdcrp | $24,407,000 | +3.5% | 78,123 | -0.1% | 22.23% | -1.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,326,000 | -9.9% | 35,654 | -14.4% | 3.94% | -14.0% |
QCOM | Exit | QUALCOMM INC | $0 | – | -3,304 | -100.0% | -0.20% | – |
CSCO | Exit | CISCO SYSTEMS INC | $0 | – | -10,000 | -100.0% | -0.29% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,428 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 28 | Q3 2023 | 33.1% |
ISHARES TR | 28 | Q3 2023 | 31.3% |
ISHARES TR | 28 | Q3 2023 | 31.2% |
VANGUARD INDEX FUNDS | 28 | Q3 2023 | 22.4% |
LOCKHEED MARTIN CORP | 28 | Q3 2023 | 9.2% |
JOHNSON & JOHNSON | 28 | Q3 2023 | 3.3% |
SPDR S&P MIDCAP 400 ETF TR | 23 | Q2 2023 | 22.5% |
MICROSOFT CORP | 23 | Q3 2023 | 3.9% |
AMAZON COM INC | 23 | Q3 2023 | 2.9% |
SCHWAB STRATEGIC TR | 23 | Q3 2023 | 2.9% |
View Pachira Investments Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-19 |
View Pachira Investments Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.