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Pachira Investments Inc. Top Holdings and 13F Report (2025)

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $163.41 million in total holdings as of December 31, 2024.
  • Pachira Investments Inc. owns shares of 56 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 28.41% of the portfolio was purchased this quarter.
  • About 1.51% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 44 new stocks and bought additional shares in 34 stocks.
  • Pachira Investments Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

INNOVATOR ETFS TRUST
$5,254,492 Holding
INNOVATOR ETFS TRUST
$5,173,074 Holding
ISHARES BITCOIN TRUST ETF
$1,870,876 Holding
iShares Russell 2000 ETF
$938,111 Holding
GRAYSCALE ETHEREUM MINI TR E
$561,808 Holding

Largest Purchases this Quarter

SPDR S&P MidCap 400 ETF Trust
16,836 shares (about $9.57M)
INNOVATOR ETFS TRUST
206,107 shares (about $5.25M)
INNOVATOR ETFS TRUST
204,572 shares (about $5.17M)
Vanguard S&P 500 ETF
6,995 shares (about $3.78M)
Impinj
17,373 shares (about $2.55M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
774 shares (about $457.42K)
SPDR Portfolio S&P 400 Mid Cap ETF
3,480 shares (about $189.97K)
SPDR Portfolio S&P 600 Small Cap ETF
3,373 shares (about $151.41K)
iShares Core S&P Small-Cap ETF
782 shares (about $89.91K)
Alphabet
381 shares (about $72.87K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPachira Investments Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,373,003$3,784,211 30.1%30,26510.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$11,160,064$653,220 6.2%179,5096.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,428,575$89,906 -0.9%90,7076.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$9,853,407$9,567,562 3,347.1%17,3396.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,813,902$457,423 -4.5%16,6066.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$9,012,343$189,974 -2.1%165,0915.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$8,797,955$151,414 -1.7%195,9895.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,259,142$1,275,559 18.3%28,3995.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,896,898$1,514,827 23.7%15,3164.8%Finance
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$7,175,290$302,208 4.4%57,6244.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$6,393,685$1,390,916 27.8%46,5883.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,162,456$976,351 18.8%26,2823.8%ETF
INNOVATOR ETFS TRUST
$5,254,492$5,254,492 New Holding206,1073.2%INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
$5,173,074$5,173,074 New Holding204,5723.2%INNOVATOR ETFS TRUST
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,923,415$2,099,674 74.4%12,1513.0%ETF
Impinj, Inc. stock logo
PI
Impinj
$3,005,681$2,546,708 554.9%20,5041.8%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,003,476$109,581 3.8%62,8211.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,631,162$1,137,553 76.2%59,6501.6%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,320,195$48,337 2.1%4,8001.4%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,918,515$1,454,599 313.5%4,2431.2%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$1,881,919$562,876 42.7%4,4301.2%Computer and Technology
ISHARES BITCOIN TRUST ETF
$1,870,876$1,870,876 New Holding34,9371.1%ISHARES BITCOIN TRUST ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,599,638$352,770 28.3%7,2281.0%Retail/Wholesale
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$1,301,955$381,681 41.5%28,8750.8%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,285,606$799,053 164.2%13,2510.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,172,288$62,045 5.6%4,6480.7%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,026,571$67,331 7.0%1,1130.6%Retail/Wholesale
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$994,038$542 0.1%3,6710.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$953,366$72,865 -7.1%4,9850.6%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$938,111$938,111 New Holding4,2510.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$905,330$207,875 29.8%6,5850.6%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$721,878$5,281 -0.7%3,0070.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$699,983$1,585 0.2%2,6500.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$590,170$37,271 -5.9%4,1170.4%Medical
Shopify Inc. stock logo
SHOP
Shopify
$576,553$5,548 1.0%5,4040.4%Computer and Technology
GRAYSCALE ETHEREUM MINI TR E
$561,808$561,808 New Holding17,5510.3%GRAYSCALE ETHEREUM MINI TR E
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$531,662$69,489 15.0%1,1400.3%Aerospace
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$520,552$16,979 3.4%1,2570.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$498,444$334,141 203.4%18,0140.3%ETF
Oracle Co. stock logo
ORCL
Oracle
$481,222$77,450 19.2%2,8830.3%Computer and Technology
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$459,580$459,580 New Holding14,6270.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$445,794$7,931 1.8%1,0680.3%Auto/Tires/Trucks
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$407,624$334 0.1%2,4400.2%Consumer Staples
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$351,695$259,870 283.0%15,4390.2%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$336,302$336,302 New Holding2,9260.2%ETF
General Electric stock logo
GE
General Electric
$287,383$37,141 14.8%1,7100.2%Transportation
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$276,221$276,221 New Holding3,6460.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$271,787$271,787 New Holding3,4680.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$268,434$268,434 New Holding1,0970.2%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$264,970$13,012 5.2%4480.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$260,077$14,710 6.0%4420.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$240,352$240,352 New Holding8300.1%Retail/Wholesale
Sempra stock logo
SRE
Sempra
$234,974$18,431 -7.3%2,6900.1%Utilities
Visa Inc. stock logo
V
Visa
$219,205$219,205 New Holding6950.1%Business Services
KB Home stock logo
KBH
KB Home
$212,151$212,151 New Holding3,2350.1%Construction
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$201,757$201,757 New Holding1,9150.1%ETF
GRAYSCALE BITCOIN TR BTC
$0$1,166,488 -100.0%00.0%SHS REP COM UT
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$283,805 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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