The Analysis of PACK Private Wealth, LLC's Holdings
Currently, PACK Private Wealth, LLC holds 55 types of securities in its portfolio with a total value $212.3M. In the most recent quarter, they have increased their positions in GTLS (+11.7K shares, valued at $2.3M), AAPL (+7.4K shares, valued at $1.9M), AVGO (+3.1K shares, valued at $1.0M); decreased their positions in CHRW (-2.5K shares, valued at $331.0K), IVE (-146 shares, valued at $30.2K), IVW (-26 shares, valued at $3.1K); initiated new positions in GTLS (+11.7K shares, valued at $2.3M), AVGO (+3.1K shares, valued at $1.0M), BOTZ (+7.4K shares, valued at $260.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS726.5K shares1.92%2025-09-302025-11-06
IVV ISHARES TR55.8K shares1.25%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F496.6K shares1.38%2025-09-302025-11-06 IJH ISHARES TR308.7K shares2.43%2025-09-302025-11-06 GGG GRACO INC153.7K shares0.00%2025-09-302025-11-06 IJR ISHARES TR108.2K shares2.25%2025-09-302025-11-06 GNR SPDR INDEX SHS FDS158.4K shares2.93%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS94.7K shares3.25%2025-09-302025-11-06 CHRW C H ROBINSON WORLDWIDE INC41.6K shares-5.67%2025-09-302025-11-06 IEFA ISHARES TR43.7K shares0.00%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC9.6K shares0.00%2025-09-302025-11-06 VOO VANGUARD INDEX FDS4.9K shares0.00%2025-09-302025-11-06 AAPL APPLE INC9.9K shares298.79%2025-09-302025-11-06 GTLS CHART INDS INC11.7K sharesnew addition2025-09-302025-11-06 IVW ISHARES TR16.9K shares-0.15%2025-09-302025-11-06 IWP ISHARES TR9.0K shares0.00%2025-09-302025-11-06 IVE ISHARES TR5.3K shares-2.70%2025-09-302025-11-06 AVGO BROADCOM INC3.1K sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC4.0K shares67.01%2025-09-302025-11-06 IVOO VANGUARD ADMIRAL FDS INC8.1K shares0.32%2025-09-302025-11-06 AMZN AMAZON COM INC3.8K shares39.67%2025-09-302025-11-06 MSFT MICROSOFT CORP1.4K shares189.05%2025-09-302025-11-06 IWF ISHARES TR1.5K shares0.00%2025-09-302025-11-06 IWB ISHARES TR1.8K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares9.38%2025-09-302025-11-06 RPRX ROYALTY PHARMA PLC17.4K shares0.00%2025-09-302025-11-06 SSPY EXCHANGE LISTED FDS TR6.1K shares0.00%2025-09-302025-11-06 EEM ISHARES TR8.6K shares0.00%2025-09-302025-11-06 VIOO VANGUARD ADMIRAL FDS INC3.9K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC574 shares0.00%2025-09-302025-11-06 IWD ISHARES TR1.8K shares0.00%2025-09-302025-11-06 IWR ISHARES TR3.8K shares0.00%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS7.1K shares-0.15%2025-09-302025-11-06 INDA ISHARES TR6.7K shares7.28%2025-09-302025-11-06 COPX GLOBAL X FDS5.7K shares0.00%2025-09-302025-11-06 BX BLACKSTONE INC2.0K shares0.00%2025-09-302025-11-06 EWW ISHARES INC4.8K shares9.58%2025-09-302025-11-06 VWOB VANGUARD WHITEHALL FDS4.8K shares-0.21%2025-09-302025-11-06 TSLA TESLA INC709 shares0.00%2025-09-302025-11-06 EFA ISHARES TR3.1K shares0.00%2025-09-302025-11-06 ONB OLD NATL BANCORP IND13.1K shares0.00%2025-09-302025-11-06 BOTZ GLOBAL X FDS7.4K sharesnew addition2025-09-302025-11-06 CLFD CLEARFIELD INC7.5K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.803 shares0.00%2025-09-302025-11-06 MOS MOSAIC CO NEW7.1K shares0.00%2025-09-302025-11-06 LIT GLOBAL X FDS4.3K sharesnew addition2025-09-302025-11-06 DAL DELTA AIR LINES INC DEL4.2K shares0.00%2025-09-302025-11-06 ECL ECOLAB INC866 shares0.00%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR2.6K sharesnew addition2025-09-302025-11-06 IBB ISHARES TR1.6K shares0.00%2025-09-302025-11-06 FCG FIRST TR EXCHANGE-TRADED FD9.9K sharesnew addition2025-09-302025-11-06 IWM ISHARES TR842 sharesnew addition2025-09-302025-11-06 PBR PETROLEO BRASILEIRO SA PETRO13.7K shares0.00%2025-09-302025-11-06 UWMC UWM HOLDINGS CORPORATION17.0K shares0.00%2025-09-302025-11-06 UA UNDER ARMOUR INC10.3K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available