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| Name: |
Pasadena Private Wealth LLC |
| City: |
PASADENA |
| State: |
CA |
| Zip: |
91101 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
STPZ |
Pimco ETF Trust |
14 |
New |
$51.39 |
$8,721,000 |
169,338 |
2.01% |
8,721,000 |
169,338 |
0.137 |
Closed - End Fund - Debt |
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UPS |
United Parcel Service Inc |
116 |
New |
$147.37 |
$266,000 |
1,790 |
0.06% |
266,000 |
1,790 |
0.001 |
AirDelivery & Freight... |
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PEP |
Pepsico Inc |
124 |
New |
$179.79 |
$241,000 |
1,378 |
0.06% |
241,000 |
1,378 |
0 |
Beverage Soft Drinks... |
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VLO |
Valero Energy Corp |
127 |
New |
$156.13 |
$229,000 |
1,344 |
0.05% |
229,000 |
1,344 |
0 |
Oil & Gas Refining, P... |
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WM |
Waste Management Inc |
128 |
New |
$211.49 |
$228,000 |
1,068 |
0.05% |
228,000 |
1,068 |
0.001 |
Waste Management |
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PYPL |
Paypal Holdings, Inc. |
129 |
New |
$62.93 |
$228,000 |
3,407 |
0.05% |
228,000 |
3,407 |
0 |
N/A |
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EMO |
Clearbridge Energy Mlp Oppo... |
130 |
New |
$42.26 |
$223,000 |
5,480 |
0.05% |
223,000 |
5,480 |
0.038 |
N/A |
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VCRB |
Vanguard Core Bond ETF |
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New |
$0.00 |
$214,000 |
2,796 |
0.05% |
214,000 |
2,796 |
0.031 |
N/A |
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MTB |
M&T Bank Corp |
132 |
New |
$153.66 |
$206,000 |
1,416 |
0.05% |
206,000 |
1,416 |
0.001 |
Domestic Regional Banks |
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RGF |
Real Good Food Company, Inc. |
143 |
New |
$0.44 |
$5,000 |
14,600 |
0% |
5,000 |
14,600 |
0.085 |
N/A |
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