Pitcairn Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Pitcairn Wealth Advisors LLC | Institutional Filer | ▼ 2.26% | $1.09B | 271 |
Current Portfolio Holdings
Showing all 271 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | STEP | StepStone Group Inc. | Financial Services | 4.0M | $259.3M | 23.87% |
| 2 | IWV | ISHARES TR | — | 507K | $196.3M | 18.07% |
| 3 | OUNZ | VANECK MERK GOLD ETF | — | 1.3M | $55.5M | 5.10% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 66K | $45.1M | 4.15% |
| 5 | CWI | SPDR INDEX SHS FDS | — | 1.0M | $36.2M | 3.33% |
| 6 | IWB | iShares Russell 1000 ETF | — | 92K | $34.5M | 3.17% |
| 7 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 43 | $32.5M | 2.99% |
| 8 | COM | DIREXION SHS ETF TR | — | 603K | $17.8M | 1.64% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | — | 44K | $13.5M | 1.24% |
| 10 | QAI | NEW YORK LIFE INVESTMENTS ET | — | 369K | $12.4M | 1.14% |
| 11 | PG | The Procter & Gamble Company | Consumer Defensive | 83K | $11.9M | 1.09% |
| 12 | ACWX | ISHARES TR | — | 174K | $11.7M | 1.08% |
| 13 | VOO | VANGUARD INDEX FDS | — | 17K | $10.5M | 0.97% |
| 14 | GLD | SPDR GOLD TR | — | 25K | $10.0M | 0.92% |
| 15 | IVV | ISHARES TR | — | 15K | $9.9M | 0.91% |
Showing 1 to 15 of 271 holdings