CIK 1760578
Pasadena Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
237
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 237
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | 653 | $100K–$500K | SH |
| CPT | CAMDEN PPTY TR | 3K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| AMZA | ETFIS SER TR I | 8K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 22K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 18K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC | 8K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 11K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 6K | $100K–$500K | SH |
| OKLO | OKLO INC | 4K | $100K–$500K | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 13K | $100K–$500K | SH |
| MDBH | MDB CAP HLDGS LLC | 85K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 250 | $100K–$500K | SH |
| KQQQ | KURV ETF TR | 9K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 429 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 946 | $100K–$500K | SH |
| EPR-PE | EPR PPTYS | 8K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 508 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 828 | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 6K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 18K | $100K–$500K | SH |
| COLD | AMERICOLD REALTY TRUST INC | 18K | $100K–$500K | SH |
| SUI | SUN CMNTYS INC | 2K | $100K–$500K | SH |
| IEF | ISHARES TR | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 950 | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 751 | $100K–$500K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 6K | $100K–$500K | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 8K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 615 | $100K–$500K | SH |
| MCO | MOODYS CORP | 414 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| PATH | UIPATH INC | 12K | $100K–$500K | SH |
| RYLD | GLOBAL X FDS | 13K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 20K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 14K | $100K–$500K | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 10K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 10K | $100K–$500K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 20K | $100K–$500K | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | 11K | $100K–$500K | SH |