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CIK: 0001050743
Total reported value
$8.7B
$8.7B
693 檔
12.3%
At the close of Q4 2024, Peapack Gladstone Financial CORP disclosed equity holdings valued at approximately $8.7B, spread across 693 reported holdings.
In Q4 2024, Peapack Gladstone Financial CORP adopted a defensive or profit-taking posture, trimming 124 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 693 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.48% | +0.05% | -1.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.16% | -0.24% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.30% | -1.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.22% | +0.25% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | -0.03% | -1.32% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.03% | +6.75% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.05% | -2.85% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.05% | -2.08% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.17% | -1.78% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | +0.07% | -0.02% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.27% | -0.14% | +24.70% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.16% | -3.84% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.70% | -0.31% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.04% | +0.28% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.03% | -1.25% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.10% | -0.10% | +4.94% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.04% | -2.56% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.06% | -1.28% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.03% | -0.13% | +14.09% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | -0.04% | -0.54% | |
| 21 | FNF | Fidelity National Financial | Stock-Financials | 0.97% | -0.06% | — | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.96% | -0.07% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | +0.08% | +15.99% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.15% | -2.04% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.11% | -2.83% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | -0.03% | +3.71% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | -0.01% | -0.76% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.01% | +0.25% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.17% | +0.67% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.14% | +0.27% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.09% | +7.99% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.06% | -0.34% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.25% | -1.58% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | -0.91% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.70% | +0.13% | -2.04% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.69% | -0.02% | -2.49% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.05% | -2.34% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | +0.03% | -1.26% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.05% | +0.43% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.22% | -0.60% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.07% | +10.39% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.59% | +0.03% | -2.26% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.72% | -0.58% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | — | +7.13% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.07% | +0.70% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.09% | -3.88% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.10% | -1.20% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.54% | -0.04% | +1.00% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.02% | -1.48% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.09% | -0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.3% | -1.73% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.25% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +24.70% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -1.32% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | -2.08% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.2% | +0.28% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.78% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.75% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +15.99% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -2.27% | Trim |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +29.65% | Add |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +14.09% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.36% | Trim |
| 16 | BKNG | Booking Holdings Inc | +0.1% | +0.03% | Add |
| 17 | DIS | Walt Disney Co/the | +0.1% | -0.91% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.39% | Add |
| 19 | FTNT | Fortinet Inc | +0.1% | +7.14% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +0.43% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +101.48% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.60% | Trim |
| 23 | XLY | Ss Consumer Disc Select Sect | +0.1% | -2.49% | Trim |
| 24 | HON | Honeywell International Inc | +0.1% | +3.77% | Add |
| 25 | VGSH | Vanguard Short-term Treasury | +0.1% | +53.56% | Add |
| 26 | MS | Morgan Stanley | +0.1% | -1.58% | Trim |
| 27 | BE | Bloom Energy Corp- A | +0.1% | +2.12% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | 0% | +11.56% | Add |
| 29 | WMT | Walmart Inc | 0% | -3.88% | Trim |
| 30 | BAC | Bank Of America CORP | 0% | -0.30% | Trim |
| 31 | SYY | Sysco CORP | 0% | +18.38% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | 0% | +4.94% | Add |
| 33 | TSLA | Tesla Inc | 0% | +1.85% | Add |
| 34 | EFG | Ishares Msci Eafe Growth ETF | 0% | +972.65% | Add |
| 35 | PGC | Peapack Gladstone Finl CORP | 0% | -7.31% | Trim |
| 36 | ADP | Automatic Data Processing | 0% | -1.26% | Trim |
| 37 | EW | Edwards Lifesciences CORP | 0% | -1.81% | Trim |
| 38 | BMY | Bristol-myers Squibb Co | 0% | -1.71% | Trim |
| 39 | FISV | Fiserv Inc | 0% | +3.02% | Add |
| 40 | VGT | Vanguard Info Tech ETF | 0% | -2.04% | Trim |
| 41 | IGEB | Ishares Investment Grade Sys | 0% | +480.59% | Add |
| 42 | VB | Vanguard Small-cap ETF | 0% | -0.02% | Trim |
| 43 | PANW | Palo Alto Networks Inc | 0% | +197.81% | Add |
| 44 | PYPL | Paypal Holdings Inc | 0% | +0.09% | Add |
| 45 | TJX | Tjx Companies Inc | 0% | +0.27% | Add |
| 46 | DFAT | Dimensional US Target Value | 0% | NEW | New buy |
| 47 | AXP | American Express Co | 0% | -0.34% | Trim |
| 48 | EMR | Emerson Electric Co | 0% | -1.76% | Trim |
| 49 | XLF | Ss Financial Select Sector | 0% | -1.47% | Trim |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +11.32% | 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 693 disclosed positions in Q4 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 12.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $66.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $58.3M
During Q4 2024, Peapack Gladstone Financial CORP's top holdings by market value included AAPL (5.5%)、MSFT (3.1%)、QQQ (2.5%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 2024, Peapack Gladstone Financial CORP made 198 total portfolio adjustments, initiating 3 new buys, adding to 66 positions, trimming 124 holdings, and fully liquidating 5 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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