CATHY PARETO & ASSOCIATES, INC - Portfolio overview

CATHY PARETO & ASSOCIATES, INC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 6.37%
2. AAPL - APPLE INC, 5.91%
3. OPPE - WISDOMTREE TR, 5.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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