Peapack-Gladstone-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "MMSI",
  "RGEN",
  "ITRI",
  "FLEX",
  "MPWR",
  "GDX",
  "NTR",
  "AGI.TO",
  "AES",
  "ARW",
  "IMO",
  "PCG",
  "AWR",
  "FTI",
  "SNOW",
  "MU",
  "NVG",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "SBR",
  "MTSI",
  "JLL",
  null,
  "FIZZ",
  "ALL",
  null,
  "GOOGL",
  "AVT",
  "VDE",
  "AXP",
  "ANIP",
  "AIG",
  "ACA",
  "ASML",
  "T",
  "BLK",
  "GLTR",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "WRB",
  null,
  "BSX",
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "PFS",
  "ESS",
  "EHC",
  null,
  null,
  "UTG",
  "RL",
  null,
  "FG",
  "FRT",
  null,
  "SFBS",
  "EOG",
  "SIGI",
  "UMH",
  null,
  null,
  null,
  null,
  "USAC",
  "MUJ",
  "DMLP",
  "GD",
  "IREN",
  "GILD",
  "GIS",
  "AMRX",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  null,
  "MCD",
  "INTU",
  "FMX",
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "HURN",
  "BTO",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "NXJ",
  "ONDS",
  "NRT",
  "PGC",
  "IVW",
  "IJH",
  null,
  "MCRB",
  null,
  null,
  "TRN",
  null,
  null,
  null,
  "IQV",
  "RMT",
  null,
  "ASA",
  null,
  null,
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "LAZ",
  "ICF",
  "IWS",
  null,
  "LIN",
  "PCN",
  null,
  "MCR",
  "SCHY",
  "L",
  null,
  "ERC",
  "GGT",
  "VTN",
  "MPC",
  "MMC",
  "MRVL",
  null,
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  "HQY",
  "NTRS",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "HOV",
  "OXY",
  null,
  "ORLY",
  "WIW",
  "EMN",
  "ADM",
  null,
  null,
  "AER",
  "BX",
  "HSY",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  null,
  "MKC",
  "AMGN",
  "PKG",
  "MSTR",
  null,
  "DGX",
  "PPG",
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  null,
  "STAG",
  null,
  "VWO",
  null,
  "VSS",
  null,
  "IWV",
  null,
  null,
  "NJR",
  null,
  "PRF",
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "TTE",
  null,
  "AGO",
  "TEF",
  "MMT",
  "TXT",
  "AEF",
  "EVN",
  "TSCO",
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "GOGO",
  "SNY",
  null,
  "TSM",
  "IT",
  "GSK",
  "GPN",
  "GFI",
  null,
  null,
  null,
  "ETR",
  "GPI",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "SRPT",
  "ARE",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "SF",
  "AVY",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "SDY",
  "FI",
  "CPAY",
  "DOV",
  "TAP",
  "IP",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "VLY",
  "CAH",
  "AEP",
  "BKR",
  "FTRE",
  "IPG",
  "EEFT",
  null,
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  null,
  null,
  "IVE",
  "LCID",
  null,
  null,
  "ACIW",
  null,
  null,
  null,
  "EGP",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  "VOOV",
  null,
  "VOOG",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "VICI",
  "WMT",
  "WES",
  "WDC",
  "WFC",
  "WAL",
  "WELL",
  "WSM",
  "WMB",
  null,
  "WH",
  "WDAY",
  "YUM",
  "XYL",
  "ZBRA",
  "SOLV",
  null,
  null,
  null,
  "DY",
  "GRMN",
  "PTC",
  "FNF",
  "FR",
  "AEM",
  null,
  "SCHD",
  "ET",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHF",
  "SCHA",
  "MSCI",
  "NSC",
  "KEY",
  "INFY",
  null,
  "JCI",
  "LH",
  "MFC",
  "KDP",
  "MGM",
  null,
  "SO",
  "SJM",
  "TRMB",
  "PPL",
  "PFGC",
  "TGNA",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  null,
  "SCI",
  "TDY",
  "SUI",
  "SYY",
  "DIA",
  null,
  "HALO",
  "IUSV",
  "GEV",
  "MELI",
  "OLED",
  "ZBH",
  "MCK",
  "HESM",
  null,
  "EXR",
  "GWW",
  null,
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  null,
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BDC",
  "BHP",
  "BBY",
  "BE",
  "BA",
  "BAH",
  "SAM",
  "BWA",
  "BMY",
  "BIP",
  "CACI",
  "BXP",
  "CNI",
  "CNNE",
  "CARR",
  "CBRE",
  "CNP",
  "CHE",
  "CVX",
  null,
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "KO",
  "CMA",
  "COIN",
  "CLBK",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CDP",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DE",
  "DVN",
  "FANG",
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 672
Total Value: 2946656
Accession Number: 0001050743-25-000005
Form Type: 13F-HR
CIK: peapack-gladstone-financial
Manager Name: Peapack-Gladstone-Financial

Data Enrichment

82% identified

554 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

672 positions • $2.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 34

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Apple Inc.

AAPL|037833100

Shares:595.7K

Value:$132.3M

% of Portfolio:4490.6% ($132.3M/$2.9M)

MICROSOFT CORP

MSFT|594918104

Shares:242.8K

Value:$91.1M

% of Portfolio:3092.7% ($91.1M/$2.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:104.1K

Value:$58.3M

% of Portfolio:1977.0% ($58.3M/$2.9M)

AMAZON COM INC

AMZN|023135106

Shares:293.6K

Value:$55.9M

% of Portfolio:1896.0% ($55.9M/$2.9M)

46436E718

Shares:540.3K

Value:$54.4M

% of Portfolio:1846.0% ($54.4M/$2.9M)

921937819

BIV|921937819

Shares:693.3K

Value:$53.1M

% of Portfolio:1801.7% ($53.1M/$2.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:212.8K

Value:$52.2M

% of Portfolio:1771.2% ($52.2M/$2.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:108.6K

Value:$50.9M

% of Portfolio:1728.5% ($50.9M/$2.9M)

VISA INC.

V|92826C839

Shares:135.8K

Value:$47.6M

% of Portfolio:1615.6% ($47.6M/$2.9M)

921937827

BSV|921937827

Shares:566.0K

Value:$44.3M

% of Portfolio:1503.5% ($44.3M/$2.9M)

81369Y407

Shares:201.9K

Value:$39.9M

% of Portfolio:1352.7% ($39.9M/$2.9M)

92204A702

VGT|92204A702

Shares:73.3K

Value:$39.7M

% of Portfolio:1348.9% ($39.7M/$2.9M)

464287655

IWM|464287655

Shares:198.7K

Value:$39.6M

% of Portfolio:1344.9% ($39.6M/$2.9M)

Meta Platforms, Inc.

META|30303M102

Shares:67.6K

Value:$39.0M

% of Portfolio:1322.7% ($39.0M/$2.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:216.8K

Value:$33.5M

% of Portfolio:1137.9% ($33.5M/$2.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:41

Value:$32.7M

% of Portfolio:1111.0% ($32.7M/$2.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:55.6K

Value:$29.6M

% of Portfolio:1005.7% ($29.6M/$2.9M)

HOME DEPOT, INC.

HD|437076102

Shares:77.8K

Value:$28.5M

% of Portfolio:967.9% ($28.5M/$2.9M)

922908363

VOO|922908363

Shares:55.5K

Value:$28.5M

% of Portfolio:967.1% ($28.5M/$2.9M)

81369Y605

Shares:564.3K

Value:$28.1M

% of Portfolio:953.8% ($28.1M/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	595.7K	QoQ -4.33% (-27.0K) YoY -9.72% (-64.1K)	All Managers (Combined)	$132.3M	4490.6% ($132.3M/$2.9M)	QoQ -15.13% (-$24) YoY +16.94% (-$19)
MICROSOFT CORP(MSFTcusip594918104)	242.8K	QoQ -2.96% (-7.4K) YoY -2.29% (-5.7K)	All Managers (Combined)	$91.1M	3092.7% ($91.1M/$2.9M)	QoQ -13.58% (-$14) YoY -12.82% (-$13)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	104.1K	QoQ -1.37% (-1.4K) YoY -2.87% (-3.1K)	All Managers (Combined)	$58.3M	1977.0% ($58.3M/$2.9M)	QoQ -5.86% (-$4) YoY +3.86% (-$2)
AMAZON COM INC(AMZNcusip023135106)	293.6K	QoQ -4.50% (-13.9K) YoY -4.94% (-15.3K)	All Managers (Combined)	$55.9M	1896.0% ($55.9M/$2.9M)	QoQ -17.18% (-$12) YoY +0.25% (-$0)
(cusip46436E718)✕	540.3K	QoQ +10.72% (+52.4K) YoY +96.04% (+264.7K)	All Managers (Combined)	$54.4M	1846.0% ($54.4M/$2.9M)	QoQ +11.11% (+$5) YoY +95.96% (+$27)
(BIVcusip921937819)	693.3K	QoQ +12.65% (+77.9K) YoY +106.79% (+358.1K)	All Managers (Combined)	$53.1M	1801.7% ($53.1M/$2.9M)	QoQ +15.42% (+$7) YoY +110.00% (+$28)
JPMORGAN CHASE & CO(JPMcusip46625H100)	212.8K	QoQ -1.71% (-3.7K) YoY -3.16% (-7.0K)	All Managers (Combined)	$52.2M	1771.2% ($52.2M/$2.9M)	QoQ +0.57% (-$0) YoY +18.59% (-$8)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	108.6K	QoQ -2.48% (-2.8K) YoY -2.76% (-3.1K)	All Managers (Combined)	$50.9M	1728.5% ($50.9M/$2.9M)	QoQ -10.55% (-$6) YoY +2.68% (-$1)
VISA INC.(Vcusip92826C839)	135.8K	QoQ -5.60% (-8.1K) YoY -7.94% (-11.7K)	All Managers (Combined)	$47.6M	1615.6% ($47.6M/$2.9M)	QoQ +4.67% (-$2) YoY +15.59% (-$6)
(BSVcusip921937827)	566.0K	QoQ +4.18% (+22.8K) YoY +43.80% (+172.4K)	All Managers (Combined)	$44.3M	1503.5% ($44.3M/$2.9M)	QoQ +5.55% (+$2) YoY +46.81% (+$14)
(cusip81369Y407)✕	201.9K	QoQ -1.99% (-4.1K) YoY -4.76% (-10.1K)	All Managers (Combined)	$39.9M	1352.7% ($39.9M/$2.9M)	QoQ -13.73% (-$6) YoY +2.26% (-$1)
(VGTcusip92204A702)	73.3K	QoQ -1.49% (-1.1K) YoY -3.18% (-2.4K)	All Managers (Combined)	$39.7M	1348.9% ($39.7M/$2.9M)	QoQ -14.08% (-$7) YoY +0.14% (-$0)
(IWMcusip464287655)	198.7K	QoQ -2.73% (-5.6K) YoY -10.03% (-22.2K)	All Managers (Combined)	$39.6M	1344.9% ($39.6M/$2.9M)	QoQ -12.18% (-$5) YoY -14.65% (-$7)
Meta Platforms, Inc.(METAcusip30303M102)	67.6K	QoQ -2.90% (-2.0K) YoY -6.44% (-4.7K)	All Managers (Combined)	$39.0M	1322.7% ($39.0M/$2.9M)	QoQ -4.42% (-$2) YoY +11.04% (-$4)
Alphabet Inc.(GOOGLcusip02079K305)	216.8K	QoQ -3.42% (-7.7K) YoY -1.06% (-2.3K)	All Managers (Combined)	$33.5M	1137.9% ($33.5M/$2.9M)	QoQ -21.11% (-$9) YoY +1.36% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	41	QoQ -2.38% (-1) YoY -2.38% (-1)	All Managers (Combined)	$32.7M	1111.0% ($32.7M/$2.9M)	QoQ +14.46% (-$4) YoY +22.85% (-$6)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	55.6K	QoQ -1.06% (-599) YoY -5.19% (-3.0K)	All Managers (Combined)	$29.6M	1005.7% ($29.6M/$2.9M)	QoQ +16.24% (-$4) YoY +20.08% (-$5)
HOME DEPOT, INC.(HDcusip437076102)	77.8K	QoQ -5.32% (-4.4K) YoY -5.79% (-4.8K)	All Managers (Combined)	$28.5M	967.9% ($28.5M/$2.9M)	QoQ -10.79% (-$3) YoY -9.99% (-$3)
(VOOcusip922908363)	55.5K	QoQ +9.26% (+4.7K) YoY +105.52% (+28.5K)	All Managers (Combined)	$28.5M	967.1% ($28.5M/$2.9M)	QoQ +4.21% (+$1) YoY +119.72% (+$16)
(cusip81369Y605)✕	564.3K	QoQ -3.57% (-20.9K) YoY -5.52% (-33.0K)	All Managers (Combined)	$28.1M	953.8% ($28.1M/$2.9M)	QoQ -0.62% (-$0) YoY +11.72% (-$3)