• 13F History

CATHY PARETO & ASSOCIATES, INC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$113M
Signature - Title
Cathy Pareto - CCO
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by CATHY PARETO & ASSOCIATES, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CATHY PARETO & ASSOCIATES, INC reported 82 stock holdings with total value $113M as of Q1 2025. Top holdings included AAPL, COWZ, JPST, VB, and SCHV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 82 $113M +$12.5M -$5.19M +$7.36M AAPL, COWZ, JPST, VB, SCHV 13F-HR 4/10/2025, 01:15 PM
Q4 2024 77 $109M $0 $0 AAPL, COWZ, VB, SCHM, SCHV 13F-HR 1/22/2025, 09:44 AM