CIK 1760578

Pasadena Private Wealth, LLC

Institutional 13F holdings & portfolio

Holdings

237

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 201–237 of 237

Ticker	Company	Shares	Value	Type
NKX	NUVEEN CALIFORNIA AMT QLT MU	10K	$100K–$500K	SH
MPT	MEDICAL PPTYS TRUST INC	25K	$100K–$500K	SH
PCQ	PIMCO CALIF MUN INCOME FD	13K	$100K–$500K	SH
TSLA	TESLA INC	400	$100K–$500K	SH (Call)
XPEV	XPENG INC	10K	$100K–$500K	SH (Call)
MUC	BLACKROCK MUNIHLDNGS CALI QL	10K	$100K–$500K	SH
NMCO	NUVEEN MUN CR OPPORTUNITIES	10K	$100K–$500K	SH
CEV	EATON VANCE CALIF MUN INCOM	10K	$100K–$500K	SH
CCIF	CARLYLE CREDIT INCOME FUND	19K	$50K–$100K	SH
NOK	NOKIA CORP	13K	$50K–$100K	SH
ZTR	VIRTUS TOTAL RETURN FD INC	12K	$50K–$100K	SH
ZS	ZSCALER INC	2K	$50K–$100K	SH (Call)
GOOGL	ALPHABET INC	300	$50K–$100K	SH (Call)
AMD	ADVANCED MICRO DEVICES INC	700	$15K–$50K	SH (Call)
NEWP	NEW PAC METALS CORP	10K	$15K–$50K	SH
OKE	ONEOK INC NEW	2K	$15K–$50K	SH (Call)
HBIO	HARVARD BIOSCIENCE INC	45K	$15K–$50K	SH
QCOM	QUALCOMM INC	500	$15K–$50K	SH (Call)
BA	BOEING CO	500	$15K–$50K	SH (Call)
UNH	UNITEDHEALTH GROUP INC	200	$1K–$15K	SH (Call)
REXR	REXFORD INDL RLTY INC	4K	$1K–$15K	SH (Call)
AMT	AMERICAN TOWER CORP NEW	500	$1K–$15K	SH (Call)
F	FORD MTR CO	3K	$1K–$15K	SH (Call)
ET	ENERGY TRANSFER L P	3K	$1K–$15K	SH (Call)
BEP	BROOKFIELD RENEWABLE PARTNER	1K	$1K–$15K	SH (Call)
ARE	ALEXANDRIA REAL ESTATE EQ IN	1K	$1K–$15K	SH (Call)
IBM	INTERNATIONAL BUSINESS MACHS	300	$1K–$15K	SH (Put)
OWL	BLUE OWL CAPITAL INC	2K	$1K–$15K	SH (Call)
DIS	DISNEY WALT CO	1K	$1K–$15K	SH (Put)
UBER	UBER TECHNOLOGIES INC	200	$1K–$15K	SH (Call)
O	REALTY INCOME CORP	1K	$1K–$15K	SH (Call)
T	AT&T INC	2K	$1K–$15K	SH (Put)
PFE	PFIZER INC	5K	$1K–$15K	SH (Call)
NVDA	NVIDIA CORPORATION	500	$1K–$15K	SH (Put)
IRM	IRON MTN INC DEL	1K	<$1K	SH (Put)
SNAP	SNAP INC	2K	<$1K	SH (Call)
VICI	VICI PPTYS INC	400	<$1K	SH (Put)