Pack Private Wealth, LLC Top Holdings and 13F Report (2025) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $170.33 million in total holdings as of December 31, 2024.Pack Private Wealth, LLC owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.05% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 41 new stocks and bought additional shares in 8 stocks.Pack Private Wealth, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $33,407,339iShares Core S&P 500 ETF $31,501,444Vanguard FTSE Emerging Markets ETF $19,233,237iShares Core S&P Mid-Cap ETF $17,307,724Graco $12,956,469 Largest New Holdings this Quarter EXCHANGE LISTED FDS TR $478,541 HoldingTesla $285,531 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 35,220 shares (about $1.68M)SPDR S&P Global Natural Resources ETF 11,134 shares (about $554.03K)EXCHANGE LISTED FDS TR 6,132 shares (about $478.54K)Tesla 707 shares (about $285.53K)iShares Core S&P Mid-Cap ETF 2,521 shares (about $157.08K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,538 shares (about $905.39K)Vanguard S&P 500 ETF 172 shares (about $92.68K)iShares S&P 500 Value ETF 144 shares (about $27.49K)iShares S&P 500 Growth ETF 3 shares (about $304.59) 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$33,407,339$1,684,220 ▲5.3%698,60619.6%ETFIVViShares Core S&P 500 ETF$31,501,444$905,390 ▼-2.8%53,51218.5%ETFVWOVanguard FTSE Emerging Markets ETF$19,233,237$145,508 ▲0.8%436,72211.3%ETFIJHiShares Core S&P Mid-Cap ETF$17,307,724$157,084 ▲0.9%277,76810.2%ETFGGGGraco$12,956,4690.0%153,7137.6%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$10,961,570$46,434 ▲0.4%95,1366.4%ETFVNQVanguard Real Estate ETF$7,517,728$131,126 ▲1.8%84,3934.4%ETFGNRSPDR S&P Global Natural Resources ETF$7,217,688$554,028 ▲8.3%145,0504.2%ETFCHRWC.H. Robinson Worldwide$4,661,7980.0%45,1202.7%TransportationIEFAiShares Core MSCI EAFE ETF$3,776,2850.0%53,7322.2%ETFUNHUnitedHealth Group$3,278,9850.0%6,4821.9%MedicalVOOVanguard S&P 500 ETF$3,058,824$92,675 ▼-2.9%5,6771.8%ETFEEMiShares MSCI Emerging Markets ETF$1,902,8940.0%45,5021.1%FinanceIVWiShares S&P 500 Growth ETF$1,731,899$305 ▼0.0%17,0581.0%ETFIWPiShares Russell Mid-Cap Growth ETF$1,144,6790.0%9,0310.7%ETFIVEiShares S&P 500 Value ETF$1,031,134$27,487 ▼-2.6%5,4020.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$895,1680.0%8,4850.5%ETFAAPLApple$653,6100.0%2,6100.4%Computer and TechnologyAMZNAmazon.com$591,2560.0%2,6950.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$584,7000.0%1,4560.3%ETFIWBiShares Russell 1000 ETF$570,8680.0%1,7720.3%ETFBRK.BBerkshire Hathaway$507,6740.0%1,1200.3%FinanceEXCHANGE LISTED FDS TR$478,541$478,541 ▲New Holding6,1320.3%STRATIFIED LARGEGOOGAlphabet$457,0560.0%2,4000.3%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$456,0780.0%4,3010.3%ETFRPRXRoyalty Pharma$444,2310.0%17,4140.3%FinanceBXBlackstone$344,8400.0%2,0000.2%FinanceBNDXVanguard Total International Bond ETF$343,595$5,837 ▲1.7%7,0050.2%ETFIWDiShares Russell 1000 Value ETF$341,0090.0%1,8420.2%ETFIWRiShares Russell Mid-Cap ETF$337,8650.0%3,8220.2%ETFMETAMeta Platforms$336,1130.0%5740.2%Computer and TechnologyINDAiShares MSCI India ETF$328,1050.0%6,2330.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$302,678$5,810 ▲2.0%4,7930.2%ETFTSLATesla$285,531$285,531 ▲New Holding7070.2%Auto/Tires/TrucksONBOld National Bancorp$283,8580.0%13,0780.2%FinanceEFAiShares MSCI EAFE ETF$238,0960.0%3,1490.1%FinanceCLFDClearfield$232,5000.0%7,5000.1%Computer and TechnologyIBBiShares Biotechnology ETF$213,3870.0%1,6140.1%FinanceMSFTMicrosoft$207,8000.0%4930.1%Computer and TechnologyECLEcolab$202,9210.0%8660.1%Basic MaterialsSSLYSyntax Stratified SmallCap ETF$0$375,371 ▼-100.0%00.0%ETFOXYOccidental Petroleum$0$205,645 ▼-100.0%00.0%Oils/EnergyUAUnder Armour$0$85,866 ▼-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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