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
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
514,098
229780.000
+0.04%
3.530
0%
0.010
+4.32%
+10.02%
3059156.044
Software
QQQ 		INVESCO QQQ Trust
346,390
165960.000
-0.05%
2.550
0%
-
+13.06%
+20.19%
297491.724
 
GOOGL 		Alphabet Inc
839,972
153010.000
-1.21%
2.350
-0.02%
0.010
+6.73%
+21.81%
2087029.120
Interactive Media
JPM 		JPMorgan Chase & Co
630,202
127470.000
-0.95%
1.960
-0.02%
0.020
+14.34%
+33.32%
623569.750
Banks
SPY 		S&P 500 ETF TRUST ETF
208,961
113730.000
-0.53%
1.750
-0.01%
-
+11.47%
+21.33%
596470.496
 
AMZN 		Amazon.com Inc
536,314
103640.000
+0.47%
1.590
+0.01%
0.010
+23.90%
+31.30%
2097744.696
Retail - Cyclical
VOO 		Vanguard S&P 500 ETF
203,093
101570.000
-0.55%
1.560
-0.01%
-
+11.55%
+21.36%
493529.541
 
GOOG 		Alphabet Inc
538,391
98750.000
+0.08%
1.520
0%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
XOM 		Exxon Mobil Corp
762,297
87750.000
-0.28%
1.350
0%
0.020
+4.49%
+22.04%
522840.446
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
$75.79
1.99%
Add 24.83%
733,823
145,943
ADBE 		Adobe Inc2024-06-30Add
+0.14%
●
439.02 ($484.22) 555.54
$486.42
0.45%
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
$224.68
11.92%
Reduce -96.25%
1,693
-43,400
AZN 		AstraZeneca PLC2024-06-30Add
+0.11%
●
66.81 ($75.24) 80.83
$66.27
-11.92%
Add 284.39%
126,446
93,551
STE 		Steris PLC2024-06-30Sold Out
-0.11%
●
199.01 ($217.24) 236
$227.44
4.70%
Sold Out
0
-30,897
FTNT 		Fortinet Inc2024-06-30Add
+0.10%
●
57.94 ($62.18) 71.32
$77.92
25.31%
Add 182.3%
160,292
103,511
BSV 		Vanguard Short-Term Bond ETF2024-06-30Add
+0.10%
●
75.81 ($76.3) 76.76
$77.44
1.49%
Add 10.9%
880,825
86,560
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.10%
●
47.83 ($49.76) 51.21
$50.81
2.11%
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
$100.37
-0.15%
Add 10.81%
600,719
58,625
VEEV 		Veeva Systems Inc2024-06-30Add
+0.09%
●
171.41 ($198.49) 230.39
$212.65
7.13%
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

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