PG

PEAPACK GLADSTONE FINANCIAL CORP

13F
PEAPACK GLADSTONE FINANCIAL CORP
Last update 2024-08-13 688 Stocks (23 new)
Value $6.51 Bil Turnover 2 %
Countries:
Top Holdings: AAPL(5.08%)MSFT(3.53%)QQQ(2.55%)GOOGL(2.35%)JPM(1.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
PEAPACK GLADSTONE FINANCIAL CO... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
1,568,982
330460.000
-0.98%
5.080
-0.04%
0.010
+1.14%
+15.81%
3357526.605
Hardware
MSFT 		Microsoft Corp
514,098
229780.000
+0.04%
3.530
0%
0.010
+0.17%
+9.22%
3036851.402
Software
QQQ 		INVESCO QQQ Trust
346,390
165960.000
-0.05%
2.550
0%
-
+8.30%
+18.68%
293744.444
 
GOOGL 		Alphabet Inc
839,972
153010.000
-1.21%
2.350
-0.02%
0.010
+1.69%
+21.46%
2079813.550
Interactive Media
JPM 		JPMorgan Chase & Co
630,202
127470.000
-0.95%
1.960
-0.02%
0.020
+11.04%
+32.29%
618755.518
Banks
SPY 		S&P 500 ETF TRUST ETF
208,961
113730.000
-0.53%
1.750
-0.01%
-
+6.93%
+19.88%
589344.293
 
AMZN 		Amazon.com Inc
536,314
103640.000
+0.47%
1.590
+0.01%
0.010
+16.61%
+28.86%
2058734.005
Retail - Cyclical
VOO 		Vanguard S&P 500 ETF
203,093
101570.000
-0.55%
1.560
-0.01%
-
+6.92%
+19.92%
487664.165
 
GOOG 		Alphabet Inc
538,391
98750.000
+0.08%
1.520
0%
0.000
+1.50%
+21.42%
2079813.550
Interactive Media
XOM 		Exxon Mobil Corp
762,297
87750.000
-0.28%
1.350
0%
0.020
+2.30%
+21.68%
521290.950
Oil & Gas

PEAPACK GLADSTONE FINANCIAL CORP's Historical Top Holdings Breakdowns

PEAPACK GLADSTONE FINANCIAL CORP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2024-06-30Add
+0.17%
●
73.13 ($74.31) 75.43
$75.71
1.88%
Add 24.83%
733,823
145,943
ADBE 		Adobe Inc2024-06-30Add
+0.14%
●
439.02 ($484.22) 555.54
$481.35
-0.59%
Add 87.89%
34,725
16,243
FDN 		First Trust Dow Jones Internet Index Fund2024-06-30Reduce
-0.13%
●
192.91 ($200.75) 207.84
$221.83
10.50%
Reduce -96.25%
1,693
-43,400
AZN 		AstraZeneca PLC2024-06-30Add
+0.11%
●
66.81 ($75.24) 80.83
$71.42
-5.08%
Add 284.39%
126,446
93,551
STE 		Steris PLC2024-06-30Sold Out
-0.11%
●
199.01 ($217.24) 236
$225.82
3.95%
Sold Out
0
-30,897
FTNT 		Fortinet Inc2024-06-30Add
+0.10%
●
57.94 ($62.18) 71.32
$78.86
26.83%
Add 182.3%
160,292
103,511
BSV 		Vanguard Short-Term Bond ETF2024-06-30Add
+0.10%
●
75.81 ($76.3) 76.76
$77.47
1.53%
Add 10.9%
880,825
86,560
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.10%
●
47.83 ($49.76) 51.21
$50.28
1.05%
Add 15%
1,030,907
134,473
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30Add
+0.09%
●
100.29 ($100.52) 100.75
$100.35
-0.17%
Add 10.81%
600,719
58,625
VEEV 		Veeva Systems Inc2024-06-30Add
+0.09%
●
171.41 ($198.49) 230.39
$212.53
7.07%
Add 92.98%
66,406
31,996

PEAPACK GLADSTONE FINANCIAL CORP Total Holding History ($B)

To

PEAPACK GLADSTONE FINANCIAL CORP's Asset Allocation

To

PEAPACK GLADSTONE FINANCIAL CORP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PEAPACK GLADSTONE FINANCIAL CORP's Hypothetical Growth since 2024-06-30

PEAPACK GLADSTONE FINANCIAL CORP's Yearly Returns

Year Portfolio % % Excess Gain %

PEAPACK GLADSTONE FINANCIAL CORP's Holdings Heat Map

Size field:

PEAPACK GLADSTONE FINANCIAL CORP's Holdings Bubble Chart

PEAPACK GLADSTONE FINANCIAL CORP News

  • 1

Discussions on PEAPACK GLADSTONE FINANCIAL CORP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.