Parisi Gray Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PG Parisi Gray Wealth Management | Institutional Filer | ▼ 4.71% | $419.8M | 137 |
Current Portfolio Holdings
Showing all 137 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 66K | $39.2M | 9.34% |
| 2 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 471K | $24.9M | 5.93% |
| 3 | NVDA | NVIDIA Corporation | Technology | 127K | $22.1M | 5.26% |
| 4 | QQQ | Invesco QQQ Trust | — | 38K | $22.0M | 5.25% |
| 5 | VTI | VANGUARD INDEX FDS | — | 63K | $20.4M | 4.85% |
| 6 | PLTR | Palantir Technologies Inc. | Technology | 119K | $17.4M | 4.15% |
| 7 | IVV | ISHARES TR | — | 24K | $15.8M | 3.77% |
| 8 | AAPL | Apple Inc. | Technology | 55K | $13.9M | 3.32% |
| 9 | USFR | WISDOMTREE TR | — | 264K | $13.3M | 3.17% |
| 10 | GOOGL | Alphabet Inc. | Technology | 38K | $11.0M | 2.63% |
| 11 | EFA | ISHARES TR | — | 101K | $9.8M | 2.34% |
| 12 | MSFT | Microsoft Corporation | Technology | 26K | $9.7M | 2.31% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 29K | $8.5M | 2.02% |
| 14 | IWM | iShares Russell 2000 ETF | — | 33K | $8.2M | 1.96% |
| 15 | MA | Mastercard Incorporated | Financial Services | 16K | $8.0M | 1.92% |
Showing 1 to 15 of 137 holdings