Pack Private Wealth, LLC Top Holdings and 13F Report (2024) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $176.40 million in total holdings as of September 30, 2024.Pack Private Wealth, LLC owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 43 new stocks and bought additional shares in 11 stocks.Pack Private Wealth, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $35,033,415iShares Core S&P 500 ETF $31,753,941Vanguard FTSE Emerging Markets ETF $20,739,051iShares Core S&P Mid-Cap ETF $17,153,393Graco $13,451,425 Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 19,245 shares (about $1.02M)Vanguard FTSE Emerging Markets ETF 14,018 shares (about $670.76K)iShares Core S&P 500 ETF 1,059 shares (about $610.85K)iShares Core S&P Mid-Cap ETF 6,249 shares (about $389.44K)SPDR S&P Global Natural Resources ETF 6,532 shares (about $376.70K) Largest Sales this Quarter UnitedHealth Group 1,000 shares (about $584.68K)Vanguard S&P 500 ETF 83 shares (about $43.80K)iShares S&P 500 Value ETF 134 shares (about $26.42K)Apple 90 shares (about $20.97K)Amazon.com 82 shares (about $15.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPack Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$35,033,415$1,016,328 ▲3.0%663,38619.9%ETFIVViShares Core S&P 500 ETF$31,753,941$610,852 ▲2.0%55,05018.0%ETFVWOVanguard FTSE Emerging Markets ETF$20,739,051$670,761 ▲3.3%433,41811.8%ETFIJHiShares Core S&P Mid-Cap ETF$17,153,393$389,438 ▲2.3%275,2479.7%ETFGGGGraco$13,451,4250.0%153,7137.6%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$11,079,972$184,797 ▲1.7%94,7336.3%ETFVNQVanguard Real Estate ETF$8,078,164$214,616 ▲2.7%82,9214.6%ETFGNRSPDR S&P Global Natural Resources ETF$7,722,936$376,700 ▲5.1%133,9164.4%ETFCHRWC.H. Robinson Worldwide$4,979,8940.0%45,1202.8%TransportationIEFAiShares Core MSCI EAFE ETF$4,193,783$8,820 ▲0.2%53,7322.4%ETFUNHUnitedHealth Group$3,789,896$584,680 ▼-13.4%6,4822.1%MedicalVOOVanguard S&P 500 ETF$3,086,342$43,797 ▼-1.4%5,8491.7%ETFEEMiShares MSCI Emerging Markets ETF$2,086,722$5,503 ▲0.3%45,5021.2%FinanceIVWiShares S&P 500 Growth ETF$1,633,591$6,511 ▼-0.4%17,0610.9%ETFIVEiShares S&P 500 Value ETF$1,093,505$26,421 ▼-2.4%5,5460.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,059,2460.0%9,0310.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$896,271$3,908 ▲0.4%8,4850.5%ETFAAPLApple$608,143$20,970 ▼-3.3%2,6100.3%Computer and TechnologyIWBiShares Russell 1000 ETF$557,0990.0%1,7720.3%ETFIWFiShares Russell 1000 Growth ETF$546,5530.0%1,4560.3%ETFBRK.BBerkshire Hathaway$515,4910.0%1,1200.3%FinanceAMZNAmazon.com$502,159$15,279 ▼-3.0%2,6950.3%Retail/WholesaleRPRXRoyalty Pharma$492,6420.0%17,4140.3%FinanceVIOOVanguard S&P Small-Cap 600 ETF$465,282$1,515 ▲0.3%4,3010.3%ETFGOOGAlphabet$401,2560.0%2,4000.2%Computer and TechnologySSLYSyntax Stratified SmallCap ETF$375,3710.0%8,1700.2%ETFINDAiShares MSCI India ETF$364,8170.0%6,2330.2%ETFIWDiShares Russell 1000 Value ETF$349,6120.0%1,8420.2%ETFBNDXVanguard Total International Bond ETF$346,228$2,514 ▼-0.7%6,8860.2%ETFIWRiShares Russell Mid-Cap ETF$336,8710.0%3,8220.2%ETFMETAMeta Platforms$328,6100.0%5740.2%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$312,005$265 ▼-0.1%4,7010.2%ETFBXBlackstone$306,2600.0%2,0000.2%FinanceCLFDClearfield$292,2000.0%7,5000.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$263,3510.0%3,1490.1%FinanceONBOld National Bancorp$244,0350.0%13,0780.1%FinanceIBBiShares Biotechnology ETF$234,9980.0%1,6140.1%FinanceECLEcolab$221,1160.0%8660.1%Basic MaterialsMSFTMicrosoft$212,1380.0%4930.1%Computer and TechnologyOXYOccidental Petroleum$205,6450.0%3,9900.1%Oils/EnergyUAUnder Armour$85,8660.0%10,2710.0%Consumer DiscretionaryLLYEli Lilly and Company$0$202,805 ▼-100.0%00.0%MedicalSIRISirius XM$0$52,799 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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