Holdings
Cathy Pareto & Associates, Inc
As of Sep 30, 2026, Cathy Pareto & Associates, Inc reported 94 positions worth US$175M. Largest: Schwab U.S. Large-Cap Value ETF, Apple Inc and WisdomTree European Opportunities Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 426K | US$14.2M | new | Sep 30, 2026 |
| Apple Inc | 34,791 | US$11.6M | −55 | Sep 30, 2026 |
| WisdomTree European Opportunities Fund | 169K | US$9.75M | new | Sep 30, 2026 |
| Schwab U.S. Mid-Cap ETF | 263K | US$8.96M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 24,753 | US$7.04M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 139K | US$6.99M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 228K | US$6.84M | new | Sep 30, 2026 |
| VanEck CLO ETF | 117K | US$6.2M | new | Sep 30, 2026 |
| Vanguard Information Technology ETF | 47,040 | US$5.91M | new | Sep 30, 2026 |
| Pacer US Cash Cows 100 ETF | 87,809 | US$5.86M | new | Sep 30, 2026 |