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The Analysis of PACK Private Wealth, LLC's Holdings & P&L

Currently, PACK Private Wealth, LLC holds 57 types of securities in its portfolio with a total value $217.7M. In the most recent quarter, they have increased their positions in IVV (+1.9K shares, valued at $1.2M), VNQ (+3.8K shares, valued at $338.1K), OXY (+4.0K shares, valued at $259.4K); decreased their positions in CHRW (-30.0K shares, valued at $5.0M), IVW (-346 shares, valued at $39.1K), GNR (-311 shares, valued at $23.2K); initiated new positions in OXY (+4.0K shares, valued at $259.4K), APG (+5.1K shares, valued at $208.4K).

1M P&L

+3.6M+1.55%

3M P&L

+2.8M+1.22%

HY P&L

+24.6M+11.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A181.1M

85.3%

2Specialty Industrial Machinery14.9M

7.0%

3Integrated Freight & Logistics5.9M

2.8%

Top Industries by Stock Count

1N/A31 stocks

60.8%

2Specialty Industrial Machinery2 stocks

3.9%

3Biotechnology2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS740.3K shares0.22%2026-03-312026-05-15

IVV ISHARES TR58.3K shares3.34%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F506.7K shares0.20%2026-03-312026-05-15

IJH ISHARES TR321.4K shares0.62%2026-03-312026-05-15

IJR ISHARES TR111.0K shares1.00%2026-03-312026-05-15

GGG GRACO INC153.7K shares0.00%2026-03-312026-05-15

GNR SPDR INDEX SHS FDS160.2K shares-0.19%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS101.9K shares3.89%2026-03-312026-05-15

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IEFA ISHARES TR43.7K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC9.6K shares0.00%2026-03-312026-05-15

AAPL APPLE INC9.6K shares0.00%2026-03-312026-05-15

GTLS CHART INDS INC11.2K shares0.00%2026-03-312026-05-15

IVW ISHARES TR15.9K shares-2.14%2026-03-312026-05-15

IWP ISHARES TR9.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.0K shares-0.18%2026-03-312026-05-15

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CHRW C H ROBINSON WORLDWIDE IN6.6K shares-81.92%2026-03-312026-05-15

IVE ISHARES TR5.2K shares-0.97%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.1K shares0.00%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC8.1K shares0.00%2026-03-312026-05-15

RPRX ROYALTY PHARMA PLC17.4K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC3.9K shares5.31%2026-03-312026-05-15

IWB ISHARES TR1.8K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-05-15

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SSPY EXCHANGE LISTED FDS TR6.1K shares0.00%2026-03-312026-05-15

IWF ISHARES TR1.2K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP1.4K shares0.00%2026-03-312026-05-15

EEM ISHARES TR8.6K shares0.00%2026-03-312026-05-15

VIOO VANGUARD ADMIRAL FDS INC3.9K shares0.00%2026-03-312026-05-15

COPX GLOBAL X FDS5.7K shares0.00%2026-03-312026-05-15

IWD ISHARES TR1.8K shares0.00%2026-03-312026-05-15

IWR ISHARES TR3.8K shares0.00%2026-03-312026-05-15

Sponsored

FCG FIRST TR EXCHANGE-TRADED FD11.7K shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR6.0K shares0.00%2026-03-312026-05-15

EWW ISHARES INC4.8K shares0.00%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS7.2K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC574 shares0.00%2026-03-312026-05-15

LIT GLOBAL X FDS4.3K shares0.00%2026-03-312026-05-15

BOTZ GLOBAL X FDS9.2K shares25.44%2026-03-312026-05-15

EFA ISHARES TR3.1K shares0.00%2026-03-312026-05-15

Sponsored

VWOB VANGUARD WHITEHALL FDS4.6K shares-4.21%2026-03-312026-05-15

INDA ISHARES TR6.2K shares0.00%2026-03-312026-05-15

ONB OLD NATL BANCORP IND13.1K shares0.00%2026-03-312026-05-15

IBB ISHARES TR1.6K shares0.00%2026-03-312026-05-15

DAL DELTA AIR LINES INC4.1K shares0.00%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP4.0K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC694 shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO803 shares0.00%2026-03-312026-05-15

Sponsored

ECL ECOLAB INC866 shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC2.0K shares0.00%2026-03-312026-05-15

PBR PETROLEO BRASILEIRO S A10.8K shares0.00%2026-03-312026-05-15

IWM ISHARES TR842 shares0.00%2026-03-312026-05-15

APG API GROUP CORP5.1K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO224 shares0.00%2026-03-312026-05-15

UWMC UWM HOLDINGS CORPORATION17.0K shares0.00%2026-03-312026-05-15

UA UNDER ARMOUR INC10.3K shares0.00%2026-03-312026-05-15

Sponsored

CBUS CIBUS INC15.5K shares0.00%2026-03-312026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.22%

Shares740.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

3.34%

Shares58.3K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.20%

Shares506.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.62%

Shares321.4K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

1.00%

Shares111.0K

Event2026-03-31

Filed2026-05-15

GGG

GRACO INC

0.00%

Shares153.7K

Event2026-03-31

Filed2026-05-15

GNR

SPDR INDEX SHS FDS

-0.19%

Shares160.2K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

3.89%

Shares101.9K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares43.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

GTLS

CHART INDS INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-2.14%

Shares15.9K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.18%

Shares4.0K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

-81.92%

Shares6.6K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-0.97%

Shares5.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-15

RPRX

ROYALTY PHARMA PLC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

5.31%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SSPY

EXCHANGE LISTED FDS TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-15

COPX

GLOBAL X FDS

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

FCG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

EWW

ISHARES INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15