The Analysis of Pachira Investments Inc.'s Holdings


Currently, Pachira Investments Inc. holds 65 types of securities in its portfolio with a total value $178.0M. In the most recent quarter, they have increased their positions in IVV (+9.9K shares, valued at $6.6M), SPSM (+140.4K shares, valued at $6.5M), SPMD (+110.4K shares, valued at $6.3M); decreased their positions in VOO (-1.5K shares, valued at $911.8K), IJH (-11.0K shares, valued at $720.5K), IJR (-5.5K shares, valued at $654.7K); initiated new positions in IVV (+9.9K shares, valued at $6.6M), SPSM (+140.4K shares, valued at $6.5M), SPMD (+110.4K shares, valued at $6.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS23.7K shares-5.90%2025-09-302025-10-22history
QQQ INVESCO QQQ TR19.9K shares14.12%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS35.0K shares14.36%2025-09-302025-10-22history
IJH ISHARES TR163.5K shares-6.32%2025-09-302025-10-22history
MGV VANGUARD WORLD FD74.1K shares16.17%2025-09-302025-10-22history
IJR ISHARES TR80.4K shares-6.41%2025-09-302025-10-22history
XLV SELECT SECTOR SPDR TR57.4K shares1.77%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR27.0K shares-0.75%2025-09-302025-10-22history
Sponsored
IVV ISHARES TR9.9K sharesnew addition2025-09-302025-10-22history
SPSM SPDR SERIES TRUST140.4K sharesnew addition2025-09-302025-10-22history
SPMD SPDR SERIES TRUST110.4K sharesnew addition2025-09-302025-10-22history
ZOCT INNOVATOR ETFS TRUST223.9K shares0.34%2025-09-302025-10-22history
APOC INNOVATOR ETFS TRUST227.2K shares0.04%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS92.9K shares39.08%2025-09-302025-10-22history
SPMO INVESCO EXCH TRADED FD TR II41.1K shares217.94%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F78.0K shares18.57%2025-09-302025-10-22history
Sponsored
IWF ISHARES TR8.3K shares0.08%2025-09-302025-10-22history
PI IMPINJ INC20.5K shares0.00%2025-09-302025-10-22history
SMH VANECK ETF TRUST8.7K shares203.22%2025-09-302025-10-22history
PPA INVESCO EXCHANGE TRADED FD T17.4K shares217.90%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP4.8K shares-1.38%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF34.5K shares5.59%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares-4.06%2025-09-302025-10-22history
MSFT MICROSOFT CORP3.5K shares1.64%2025-09-302025-10-22history
Sponsored
EFG ISHARES TR13.4K shares0.00%2025-09-302025-10-22history
BALT INNOVATOR ETFS TRUST42.1K shares19.25%2025-09-302025-10-22history
VV VANGUARD INDEX FDS4.1K shares6.82%2025-09-302025-10-22history
GOOGL ALPHABET INC5.2K shares3.34%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION6.7K shares3.84%2025-09-302025-10-22history
AMZN AMAZON COM INC5.7K shares1.61%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW1.2K shares8.39%2025-09-302025-10-22history
IWM ISHARES TR4.3K shares0.00%2025-09-302025-10-22history
Sponsored
IDMO INVESCO EXCH TRADED FD TR II18.1K sharesnew addition2025-09-302025-10-22history
AAPL APPLE INC3.4K shares-1.78%2025-09-302025-10-22history
XLB SELECT SECTOR SPDR TR9.5K shares-11.71%2025-09-302025-10-22history
SHOP SHOPIFY INC5.7K shares0.64%2025-09-302025-10-22history
VO VANGUARD INDEX FDS2.8K shares6.58%2025-09-302025-10-22history
NOC NORTHROP GRUMMAN CORP1.2K shares3.97%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON3.9K shares-4.88%2025-09-302025-10-22history
VB VANGUARD INDEX FDS2.9K shares8.19%2025-09-302025-10-22history
Sponsored
LQD ISHARES TR6.3K sharesnew addition2025-09-302025-10-22history
ETH GRAYSCALE ETHEREUM MINI TR E17.6K shares16.98%2025-09-302025-10-22history
EPI WISDOMTREE TR15.6K shares-30.94%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR18.2K shares0.42%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS1.1K shares0.19%2025-09-302025-10-22history
VIOO VANGUARD ADMIRAL FDS INC4.5K shares21.20%2025-09-302025-10-22history
IVOO VANGUARD ADMIRAL FDS INC4.4K shares21.69%2025-09-302025-10-22history
TSLA TESLA INC995 shares-0.50%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC544 shares11.48%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.1.2K shares16.32%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR14.7K shares-8.34%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO2.4K shares-5.00%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC1.6K sharesnew addition2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR458 shares3.39%2025-09-302025-10-22history
MCD MCDONALDS CORP998 shares22.45%2025-09-302025-10-22history
Sponsored
V VISA INC835 shares14.54%2025-09-302025-10-22history
ORCL ORACLE CORP974 shares0.93%2025-09-302025-10-22history
AVGO BROADCOM INC797 sharesnew addition2025-09-302025-10-22history
UNP UNION PAC CORP1.1K shares0.09%2025-09-302025-10-22history
CVX CHEVRON CORP NEW1.6K sharesnew addition2025-09-302025-10-22history
SRE SEMPRA2.7K shares0.04%2025-09-302025-10-22history
GE GE AEROSPACE700 sharesnew addition2025-09-302025-10-22history
GLD SPDR GOLD TR574 sharesnew addition2025-09-302025-10-22history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR342 shares-4.74%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available