PACK Private Wealth, LLC holdings history

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43 is the total number of securities PACK Private Wealth, LLC has owned. The longest PACK Private Wealth, LLC has owned a single stock is 8 quarters.

PACK Private Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VEA VANGUARD TAX-MANAGED FDS8818.10%19.34%20.57%Q4 2021Q3 20238
IVV ISHARES TR8815.96%16.40%17.08%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...8810.35%10.91%11.66%Q4 2021Q3 20238
GGG GRACO INC888.36%9.19%10.17%Q4 2021Q3 20238
IJH ISHARES TR888.65%9.02%9.48%Q4 2021Q3 20238
IJR ISHARES TR886.09%6.18%6.26%Q4 2021Q3 20238
GNR SPDR S&P GLOBAL NATURA...884.07%4.54%4.85%Q4 2021Q3 20238
VNQ VANGUARD REAL ESTATE ...883.72%4.18%4.39%Q4 2021Q3 20238
CHRW C H ROBINSON WORLDWIDE...882.88%4.10%4.73%Q4 2021Q3 20238
UNH UNITEDHEALTH GRP INC883.41%4.06%4.51%Q4 2021Q3 20238
VOO VANGUARD S&P 500 ETF881.16%1.50%1.78%Q4 2021Q3 20238
IEFA ISHARES TR880.77%1.19%1.60%Q4 2021Q3 20238
IVW ISHARES TR880.91%1.03%1.26%Q4 2021Q3 20238
IVE ISHARES TR880.68%0.75%0.81%Q4 2021Q3 20238
IWP ISHARES TR880.66%0.71%0.86%Q4 2021Q3 20238
EEM ISHARES TR880.39%0.70%1.07%Q4 2021Q3 20238
IVOO VANGUARD S&P MID CAP 4...880.48%0.51%0.55%Q4 2021Q3 20238
CLFD CLEARFIELD INC880.16%0.39%0.74%Q4 2021Q3 20238
IWF ISHARES TR880.33%0.37%0.43%Q4 2021Q3 20238
AAPL APPLE INC880.30%0.36%0.40%Q4 2021Q3 20238
IWB ISHARES TR880.31%0.33%0.37%Q4 2021Q3 20238
SSLY SYNTAX STRATIFIED ...880.24%0.29%0.33%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.26%0.28%0.32%Q4 2021Q3 20238
INDA ISHARES TR880.26%0.28%0.30%Q4 2021Q3 20238
IBB ISHARES TR880.23%0.26%0.29%Q4 2021Q3 20238
GOOG ALPHABET INC. ...880.20%0.26%0.31%Q4 2021Q3 20238
VIOO VANGUARD S&P SMALL CAP...880.24%0.25%0.28%Q4 2021Q3 20238
IWD ISHARES TR880.21%0.23%0.25%Q4 2021Q3 20238
IWR ISHARES TR880.20%0.22%0.25%Q4 2021Q3 20238
BNDX VANGUARD TOTAL ...880.19%0.22%0.24%Q4 2021Q3 20238
EFA ISHARES TR880.16%0.20%0.25%Q4 2021Q3 20238
RPRX ROYALTY PHARMA PLC ...520.35%0.51%0.67%Q4 2021Q3 20237
TSLA TESLA INC420.17%0.25%0.32%Q4 2021Q2 20236
VWOB VANGUARD WHITEHALL FDS420.16%0.17%0.19%Q4 2021Q3 20236
AMZN AMAZON.COM INC410.20%0.23%0.27%Q1 2022Q3 20235
QUALTEK SVCS INC ...550.00%0.02%0.05%Q2 2022Q2 20235
MOS THE MOSAIC CO440.23%1.11%1.86%Q4 2021Q3 20224
BX BLACKSTONE INC210.16%0.19%0.21%Q4 2021Q3 20233
ONB OLD NATL BANCORP IND330.14%0.14%0.15%Q1 2023Q3 20233
VFH VANGUARD FINANCIALS ET...220.18%0.18%0.18%Q4 2021Q1 20222
CIBUS INC220.12%0.17%0.21%Q2 2023Q3 20232
CERN CERNER CORP110.37%0.37%0.37%Q4 2021Q4 20211
MFON nan110.04%0.04%0.04%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD TAX-MANAGED FDS, ISHARES TR, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of PACK Private Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by PACK Private Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that PACK Private Wealth, LLC owns currently or has owned in the past.