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CIK: 0001050743
Total reported value
$8.7B
$8.7B
705 檔
11.7%
As reported in its official Q3 2024 Form 13F filing, Peapack Gladstone Financial CORP's tracked investment portfolio stood at $8.7B with 705 total positions.
Peapack Gladstone Financial CORP executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 105 positions.
Showing top 200 holdings (of 705 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.15% | +0.05% | -2.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.16% | -1.16% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.45% | +0.30% | +0.43% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.22% | -0.80% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.03% | -0.65% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.05% | -0.25% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | +0.03% | +3.48% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.05% | -0.15% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.07% | +0.22% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.17% | -0.59% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.70% | -0.33% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.03% | -1.38% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.16% | -3.05% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.04% | -0.30% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.06% | -2.54% | |
| 16 | FNF | Fidelity National Financial | Stock-Financials | 1.06% | -0.06% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.06% | -0.10% | +5.84% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.04% | -3.51% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.11% | -1.05% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.15% | +1.14% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.02% | -0.14% | +16.94% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.04% | +6.06% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.17% | -4.31% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.94% | -0.13% | +13.05% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | -0.01% | -0.47% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.90% | -0.03% | +2.86% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 0.84% | — | -7.93% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.01% | +0.87% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.08% | +8.10% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.09% | +2.02% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.14% | +1.60% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.25% | -0.53% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.05% | -0.93% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.06% | +4.80% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +0.72% | -3.10% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.05% | -2.84% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.13% | +0.58% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.64% | +0.03% | -1.55% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.63% | -0.02% | -0.35% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.07% | +1.62% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.02% | +5.38% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.04% | +1.73% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.60% | -0.05% | -0.02% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.14% | -0.44% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | — | +6.38% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.57% | +0.03% | -0.54% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.10% | -0.25% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.05% | +6.76% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.09% | +0.54% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.56% | +0.04% | +3.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.3% | NEW | New buy |
| 2 | FNF | Fidelity National Financial | +0.2% | — | Unchanged |
| 3 | ORCL | Oracle CORP | +0.1% | +4.80% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +27.61% | Add |
| 5 | FDN | First Trust Dj Internet Ind | +0.1% | +2224.04% | Add |
| 6 | HD | Home Depot Inc | +0.1% | -1.38% | Trim |
| 7 | BIV | Vanguard Intermediate-term B | +0.1% | +13.05% | Add |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +16.94% | Add |
| 9 | LOW | Lowe's Cos Inc | +0.1% | +1.62% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.10% | Add |
| 11 | VNQ | Vanguard Real Estate ETF | +0.1% | +6.38% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +5.38% | Add |
| 13 | EW | Edwards Lifesciences CORP | +0.1% | +108.02% | Add |
| 14 | AAPL | Apple Inc | +0.1% | -2.24% | Trim |
| 15 | TT | Trane Technologies plc | +0.1% | +3.44% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +0.54% | Add |
| 17 | MCD | Mcdonald's CORP | +0.1% | -0.25% | Trim |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -4.43% | Trim |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +1.73% | Add |
| 20 | RTX | Rtx CORP | +0.1% | -0.98% | Trim |
| 21 | GPC | Genuine Parts Co | +0.1% | +37.50% | Add |
| 22 | PFE | Pfizer Inc | +0.1% | +23.95% | Add |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | +1.14% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.86% | Add |
| 25 | PNC | Pnc Financial Services Group | +0.1% | -0.54% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | -0.78% | Trim |
| 27 | AVGO | Broadcom Inc | +0.1% | +1049.17% | Add |
| 28 | FTNT | Fortinet Inc | +0.1% | +13.88% | Add |
| 29 | MMM | 3m Co | +0.1% | +0.71% | Add |
| 30 | YUM | Yum! Brands Inc | +0.1% | +1199.83% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +3.48% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +6.06% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.54% | Trim |
| 34 | ADP | Automatic Data Processing | 0% | -1.55% | Trim |
| 35 | PGC | Peapack Gladstone Finl CORP | 0% | -0.52% | Trim |
| 36 | AXP | American Express Co | 0% | +9.47% | Add |
| 37 | CARR | Carrier Global CORP | 0% | +1.37% | Add |
| 38 | VB | Vanguard Small-cap ETF | 0% | +0.22% | Add |
| 39 | JNJ | Johnson & Johnson | 0% | -1.05% | Trim |
| 40 | BLKCHF | Blackrock Inc | 0% | -7.93% | Trim |
| 41 | VO | Vanguard Mid-cap ETF | 0% | +0.87% | Add |
| 42 | CSCO | Cisco Systems Inc | 0% | +0.74% | Add |
| 43 | APD | Air Products & Chemicals Inc | 0% | -2.49% | Trim |
| 44 | CAT | Caterpillar Inc | 0% | -2.83% | Trim |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.06% | Add |
| 46 | DHR | Danaher CORP | 0% | +2.22% | Add |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 48 | CHKP | Check Point Software Technologies Ltd. | 0% | +0.79% | Add |
| 49 | IVE | Ishares S&p 500 Value ETF | 0% | +6.96% | Add |
| 50 | ASML | ASML Holding N.V. | 0% | +89.91% | Add |
According to official SEC Form 13F filings, Peapack Gladstone Financial CORP reported a total U.S. public equity portfolio value of $8.7B across 705 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, QQQ) accounted for 11.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $17.5M
Top Position Liquidated / Trimmed
TEL
前期市值: $21.7M
During Q3 2024, Peapack Gladstone Financial CORP's top holdings by market value included AAPL (5.2%)、MSFT (3.1%)、QQQ (2.5%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q3 2024, Peapack Gladstone Financial CORP made 198 total portfolio adjustments, initiating 3 new buys, adding to 88 positions, trimming 105 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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