Cathy Pareto & Associates, Inc Top Holdings and 13F Report (2025) About Cathy Pareto & Associates, IncInvestment ActivityCathy Pareto & Associates, Inc has $108.84 million in total holdings as of December 31, 2024.Cathy Pareto & Associates, Inc owns shares of 77 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $8,822,786Pacer US Cash Cows 100 ETF $7,898,179Vanguard Small-Cap ETF $6,003,116Schwab U.S. Mid-Cap ETF $5,147,709Schwab U.S. Large-Cap Value ETF $4,723,756 Sector AllocationMap of 500 Largest Holdings ofCathy Pareto & Associates, Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$8,822,78635,2328.1%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$7,898,179139,8407.3%ETFVBVanguard Small-Cap ETF$6,003,11624,9845.5%ETFSCHMSchwab U.S. Mid-Cap ETF$5,147,709185,7714.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,723,756181,1954.3%ETFVOEVanguard Mid-Cap Value ETF$4,600,70928,4404.2%ETFVGTVanguard Information Technology ETF$4,229,4326,8023.9%ETFVBRVanguard Small-Cap Value ETF$4,121,98320,7993.8%ETFSCHXSchwab US Large-Cap ETF$3,932,127169,6343.6%ETFBRK.BBerkshire Hathaway$3,348,3797,3873.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,240,26564,3293.0%ETFEUSCWisdomTree Europe Hedged SmallCap Equity Fund$3,197,23183,6532.9%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$3,132,71471,1822.9%ETFAMZNAmazon.com$2,787,85212,7072.6%Retail/WholesaleSCHBSchwab US Broad Market ETF$2,673,354117,7692.5%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$2,254,86895,2222.1%ETFSCHDSchwab US Dividend Equity ETF$1,919,67270,2661.8%ETFVHTVanguard Health Care ETF$1,855,3677,3141.7%ETFHEDJWisdomTree Europe Hedged Equity Fund$1,838,64742,0551.7%FinanceGSYInvesco Ultra Short Duration ETF$1,717,85934,2821.6%ETFMSFTMicrosoft$1,481,6873,5151.4%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$1,382,05441,6161.3%ETFBROBrown & Brown$1,301,88512,7611.2%FinanceIAUiShares Gold Trust$1,293,44926,1251.2%FinanceDFASDimensional U.S. Small Cap ETF$1,106,00316,9951.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$996,19524,6520.9%ETFGOOGAlphabet$947,5934,9760.9%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$937,4629,5200.9%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$913,20919,9560.8%ETFFXHFirst Trust Health Care AlphaDEX Fund$909,8328,7370.8%ETFDFUVDimensional US Marketwide Value ETF$884,21521,6080.8%ETFVTIVanguard Total Stock Market ETF$860,3412,9690.8%ETFRSPInvesco S&P 500 Equal Weight ETF$798,9614,5600.7%ETFJEPIJPMorgan Equity Premium Income ETF$760,65413,2220.7%ETFDFUSDimensional U.S. Equity ETF$747,60411,7270.7%ETFMETAMeta Platforms$705,4921,2050.6%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$676,78610,8270.6%FinanceGEHCGE HealthCare Technologies$670,3698,5750.6%MedicalVVVanguard Large-Cap ETF$646,3242,3960.6%ETFVTVVanguard Value ETF$588,6193,4770.5%ETFAVGOBroadcom$528,5402,2800.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$507,4258,1440.5%ETFIVViShares Core S&P 500 ETF$496,9828440.5%ETFTSLATesla$489,0851,2110.4%Auto/Tires/TrucksITBiShares U.S. Home Construction ETF$468,3044,5290.4%ETFXLKTechnology Select Sector SPDR Fund$449,7951,9340.4%ETFWTVWisdomTree U.S. Value Fund$433,3045,1840.4%FinanceNVDANVIDIA$426,2123,1740.4%Computer and TechnologyQQQInvesco QQQ$420,8828230.4%FinanceSPYSPDR S&P 500 ETF Trust$412,3647040.4%FinanceSDOGALPS Sector Dividend Dogs ETF$391,5296,9280.4%ETFNEENextEra Energy$380,6395,3100.3%UtilitiesCOSTCostco Wholesale$379,8244150.3%Retail/WholesaleDXJWisdomTree Japan Hedged Equity Fund$357,5743,2420.3%FinanceIWDiShares Russell 1000 Value ETF$354,1831,9130.3%ETFJPMJPMorgan Chase & Co.$351,4081,4660.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$348,8061,5550.3%FinanceITAiShares U.S. Aerospace & Defense ETF$345,8632,3800.3%ETFGLDSPDR Gold Shares$344,3091,4220.3%FinanceHDViShares Core High Dividend ETF$336,4922,9970.3%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$334,00010,4240.3%ETFVUGVanguard Growth ETF$333,5108130.3%ETFABBVAbbVie$319,7631,7990.3%MedicalGOOGLAlphabet$317,4151,6770.3%Computer and TechnologyNFLXNetflix$294,1363300.3%Consumer DiscretionarySLViShares Silver Trust$292,39511,1050.3%ETFBXBlackstone$274,0051,5890.3%FinanceDFATDimensional U.S. Targeted Value ETF$266,9824,7970.2%ETFVOTVanguard Mid-Cap Growth ETF$260,6581,0270.2%ETFVIGVanguard Dividend Appreciation ETF$258,1631,3180.2%ETFVBKVanguard Small-Cap Growth ETF$248,2678860.2%ETFWMTWalmart$242,6442,6860.2%Retail/WholesaleMKLMarkel Group$234,7671360.2%Multi-Sector ConglomeratesVOVanguard Mid-Cap ETF$230,8728740.2%ETFPGProcter & Gamble$227,0141,3540.2%Consumer StaplesSLYVSPDR S&P 600 Small CapValue ETF$219,9852,5210.2%ETFEESWisdomTree U.S. SmallCap Fund$205,5863,8110.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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