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Parallel Advisors

Latest statistics and disclosures from Parallel Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IVV, AAPL, CORT, QUAL, and represent 27.66% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$186M), EMXC (+$20M), SHV (+$19M), AGG (+$9.0M), IXN, SPAB, ITOT, ESGU, EFA, PYLD.
Started 197 new stock positions in MLYS, IBDX, CGEM, HUYA, ESTA, DSX.WS, SFES, ONEW, CRNX, PLL.
Reduced shares in these 10 stocks: SCHD (-$74M), TLH (-$34M), OKTA (-$25M), QUAL (-$15M), IEFA (-$7.7M), SPTM, EFG, Direxion Shs Etf Tr sp biotch bl, SPY, IDV.
Sold out of its positions in Abcam Plc Ads, ANIP, ARKW, SIVR, ACEL, Activision Blizzard, MSOS, AGIO, BFH, BSVO.
Parallel Advisors was a net buyer of stock by $41M.
Parallel Advisors has $3.4B in assets under management (AUM), dropping by 12.28%.
Central Index Key (CIK): 0001690010

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Positions held by Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Parallel Advisors

Parallel Advisors holds 3328 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Parallel Advisors has 3328 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors Dec. 31, 2023 positions
Download the Parallel Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	10.7	$361M		3.4M	105.23	View chart
Ishares S&p 500 Index Etf (IVV)	6.7	$225M	+481%	471k	477.63	View chart
Apple Stock (AAPL)	4.3	$146M		758k	192.53	View chart
Corcept Therapeutics Stock (CORT)	3.6	$122M		3.8M	32.48	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.3	$78M	-16%	531k	147.14	View chart
Microsoft Stock (MSFT)	1.8	$61M		163k	376.04	View chart
Cvb Finl Corp Stock (CVBF)	1.8	$60M		2.9M	20.19	View chart
Nvidia Corp Stock (NVDA)	1.6	$54M		109k	495.22	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.5	$51M	-13%	722k	70.35	View chart
Vanguard Large Cap Etf (VV)	1.5	$50M		231k	218.15	View chart
Amazon.com Stock (AMZN)	1.5	$50M		330k	151.94	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	1.3	$43M	+78%	391k	110.13	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$41M	-2%	291k	140.93	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.1	$38M	+30%	387k	99.25	View chart
Vanguard Small Cap Etf Etf (VB)	1.1	$38M		177k	213.33	View chart
Vanguard Total Stk Mkt Etf (VTI)	1.1	$38M		159k	237.22	View chart
Google Stock (GOOGL)	1.1	$36M	-2%	259k	139.69	View chart
Costco Wholesale Corp Stock (COST)	0.9	$30M		46k	660.08	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$27M		75k	356.66	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$23M		472k	47.90	View chart
Adobe Sys Stock (ADBE)	0.6	$21M		36k	596.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$21M		123k	170.10	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$20M	+14127%	368k	55.41	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.6	$20M		57k	350.91	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$19M	-79%	255k	76.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$19M		54k	353.96	View chart
Unitedhealth Group Stock (UNH)	0.6	$19M	+4%	36k	526.47	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$18M	+6%	44k	409.52	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.5	$18M	-16%	646k	27.99	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$18M	+6%	221k	81.28	View chart
Visa Stock (V)	0.5	$18M		69k	260.35	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$18M	-7%	352k	50.58	View chart
Mastercard Stock (MA)	0.5	$18M	-3%	42k	426.51	View chart
Salesforce Stock (CRM)	0.5	$17M		66k	263.14	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$17M	+21%	253k	68.18	View chart
Abbvie Stock (ABBV)	0.5	$17M		110k	154.97	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$17M	-18%	36k	475.32	View chart
Chevron Corp Stock (CVX)	0.5	$17M	-4%	113k	149.16	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.5	$17M	-19%	285k	58.45	View chart
Vanguard Value Etf Etf (VTV)	0.5	$17M		110k	149.50	View chart
Uber Technologies Stock (UBER)	0.5	$16M		258k	61.57	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$16M	+12%	211k	75.35	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$16M		30k	530.79	View chart
Intuit Stock (INTU)	0.4	$15M		23k	625.03	View chart
Vanguard Mid Cap Etf (VO)	0.4	$15M	-2%	63k	232.64	View chart
Eli Lilly & Co Stock (LLY)	0.4	$14M		23k	582.93	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$13M		30k	436.80	View chart
Abbott Labs Stock (ABT)	0.4	$13M		117k	110.07	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.4	$13M		167k	77.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$12M	-4%	297k	41.10	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.4	$12M		154k	77.39	View chart
Tesla Motors Stock (TSLA)	0.4	$12M		48k	248.48	View chart
Intuitive Surgical Stock (ISRG)	0.4	$12M		35k	337.36	View chart
Tjx Cos Stock (TJX)	0.3	$12M		123k	93.81	View chart
Verizon Communications Stock (VZ)	0.3	$12M	+7%	305k	37.70	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$11M	-3%	659k	17.17	View chart
Honeywell Intl Stock (HON)	0.3	$11M		53k	209.71	View chart
Booking Holdings Stock (BKNG)	0.3	$11M		3.1k	3547.56	View chart
Donaldson Stock (DCI)	0.3	$11M		166k	65.35	View chart
Johnson & Johnson Stock (JNJ)	0.3	$11M	-9%	68k	156.74	View chart
Ready Capital Corp Reit (RC)	0.3	$11M	-18%	1.0M	10.25	View chart
Nike Inc Class B Stock (NKE)	0.3	$11M	+3%	96k	108.57	View chart
Realty Income Corp Reit (O)	0.3	$10M		175k	57.42	View chart
Blackrock Stock (BLK)	0.3	$10M		12k	811.83	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$10M	-4%	59k	170.40	View chart
Energy Select Sector Spdr Etf (XLE)	0.3	$9.7M	-16%	116k	83.84	View chart
Netflix Stock (NFLX)	0.3	$9.5M		19k	486.88	View chart
Disney Walt Stock (DIS)	0.3	$9.3M	+2%	103k	90.29	View chart
Home Depot Stock (HD)	0.3	$9.3M	-3%	27k	346.55	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$9.2M	+9%	566k	16.19	View chart
Sherwin Williams Stock (SHW)	0.3	$8.9M		29k	311.90	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$8.9M	+14%	177k	50.36	View chart
Ecolab Stock (ECL)	0.3	$8.9M		45k	198.35	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.3	$8.8M	-16%	113k	78.03	View chart
Roper Industries Stock (ROP)	0.2	$8.4M		15k	545.16	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$8.3M	-2%	48k	173.89	View chart
Spdr Gold Etf Etf (GLD)	0.2	$8.3M	-12%	44k	191.17	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$8.2M	-4%	93k	88.36	View chart
Illinois Tool Wks Stock (ITW)	0.2	$8.1M		31k	261.94	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$7.9M		116k	68.42	View chart
Procter And Gamble Stock (PG)	0.2	$7.8M	-2%	53k	146.54	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$7.6M	-4%	27k	277.15	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$7.5M		38k	197.37	View chart
Palo Alto Networks Stock (PANW)	0.2	$7.5M		25k	294.88	View chart
Pepsico Stock (PEP)	0.2	$7.4M	-5%	43k	169.84	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$7.3M		67k	108.25	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$7.2M	-6%	40k	179.97	View chart
Vanguard Information Technology Etf (VGT)	0.2	$6.9M	-12%	14k	484.00	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.2	$6.9M	-11%	68k	101.16	View chart
Colgate Palmolive Stock (CL)	0.2	$6.8M	+4%	85k	79.71	View chart
Nextera Energy Stock (NEE)	0.2	$6.7M	-3%	111k	60.74	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$6.7M	+8%	116k	57.96	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$6.7M	-10%	62k	107.49	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$6.5M		39k	165.25	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$6.5M	-3%	65k	99.98	View chart
Walmart Stock (WMT)	0.2	$6.4M	-4%	41k	157.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$6.2M		20k	303.17	View chart
Oracle Corporation Stock (ORCL)	0.2	$6.0M	+5%	57k	105.43	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.2	$5.9M	+2%	37k	157.80	View chart
Avago Technologies Stock (AVGO)	0.2	$5.9M	-3%	5.2k	1116.30	View chart
Merck & Co Stock (MRK)	0.2	$5.8M		54k	109.02	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$5.8M	+10%	145k	40.21	View chart
Vanguard High Dividend Yield Etf (VYM)	0.2	$5.8M	-37%	52k	111.63	View chart
Monster Beverage Corp Stock (MNST)	0.2	$5.8M	-2%	101k	57.61	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$5.8M		57k	101.77	View chart
Xylem Stock (XYL)	0.2	$5.8M		51k	114.36	View chart
Cisco Sys Stock (CSCO)	0.2	$5.7M	-9%	112k	50.52	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$5.6M	-2%	71k	79.34	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$5.6M	+10%	66k	85.06	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$5.6M		150k	36.96	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$5.4M	+19%	74k	73.55	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.2	$5.3M		91k	57.94	View chart
Morgan Stanley Stock (MS)	0.1	$5.0M	-4%	54k	93.25	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$4.8M	-6%	59k	82.04	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.1	$4.6M	+3%	156k	29.78	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.6M		28k	160.95	View chart
Fedex Corp Stock (FDX)	0.1	$4.6M		18k	252.97	View chart
Stryker Corp Stock (SYK)	0.1	$4.5M		15k	299.46	View chart
Coca Cola Stock (KO)	0.1	$4.5M		77k	58.93	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$4.5M	-88%	41k	108.26	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.5M	-2%	18k	241.74	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$4.4M	+3%	42k	103.45	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.3M	-2%	57k	76.25	View chart
American Tower Corp Reit (AMT)	0.1	$4.3M		20k	215.88	View chart
Payoneer Global Stock (PAYO)	0.1	$4.3M	-11%	820k	5.21	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$4.2M	-8%	134k	31.19	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$4.2M		68k	61.11	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.2M	-6%	58k	72.43	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.2M	-3%	16k	255.32	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.1M	-2%	40k	103.07	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.1M	-2%	73k	56.40	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.1M	-3%	166k	24.79	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$4.1M	+168%	39k	104.92	View chart
Pimco Active Bond Etf Etf (BOND)	0.1	$4.0M	-22%	44k	92.45	View chart
Intl Business Machines Stock (IBM)	0.1	$4.0M	+14%	25k	163.55	View chart
Toro Stock (TTC)	0.1	$4.0M	-2%	42k	95.99	View chart
Intel Corp Stock (INTC)	0.1	$4.0M		79k	50.25	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.9M	-7%	13k	296.51	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$3.9M		38k	102.88	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.9M	-15%	71k	54.98	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$3.8M		43k	89.06	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$3.8M	-5%	68k	55.67	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$3.8M	+4%	100k	37.56	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.7M	+2%	42k	89.29	View chart
Hormel Foods Corp Stock (HRL)	0.1	$3.7M	-2%	116k	32.11	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.7M	+3%	85k	43.85	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$3.7M		102k	36.07	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$3.7M		18k	200.71	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.6M	+6%	52k	68.80	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$3.5M	+334%	138k	25.64	View chart
Gilead Sciences Stock (GILD)	0.1	$3.5M		43k	81.01	View chart
Inari Med Stock (NARI)	0.1	$3.4M		53k	64.92	View chart
Paypal Hldgs Stock (PYPL)	0.1	$3.4M		55k	61.41	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$3.4M		27k	122.75	View chart
Texas Instrs Stock (TXN)	0.1	$3.3M	-14%	20k	170.46	View chart
Bank America Corp Stock (BAC)	0.1	$3.3M	-4%	99k	33.67	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.3M	-18%	24k	136.14	View chart
Vail Resorts Stock (MTN)	0.1	$3.3M		15k	213.47	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.2M	-9%	94k	34.01	View chart
Vanguard Energy Etf (VDE)	0.1	$3.2M	-2%	27k	117.28	View chart
Service Now Stock (NOW)	0.1	$3.2M		4.5k	706.41	View chart
Quanta Services Stock (PWR)	0.1	$3.1M	+7%	15k	215.80	View chart
United Parcel Service Stock (UPS)	0.1	$3.1M	+4%	20k	157.23	View chart
Analog Devices Stock (ADI)	0.1	$3.1M	-2%	16k	198.55	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.0M		31k	96.01	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.0M	-4%	58k	51.27	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.0M	-3%	197k	15.10	View chart
Conocophillips Stock (COP)	0.1	$2.9M	-4%	25k	116.07	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$2.9M	+9%	9.4k	310.87	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.9M		54k	54.08	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.8M	+12%	19k	147.41	View chart
Emerson Elec Stock (EMR)	0.1	$2.8M	-3%	29k	97.33	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$2.8M	-17%	71k	39.03	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$2.7M	+7%	16k	169.28	View chart
Synopsys Stock (SNPS)	0.1	$2.7M	-2%	5.3k	514.91	View chart
Blackstone Group Stock (BX)	0.1	$2.7M	-5%	21k	130.92	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.7M		5.00	542625.00	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.7M	+5%	64k	42.57	View chart
Rtx Corporation Stock (RTX)	0.1	$2.7M	-6%	32k	84.14	View chart
Markel Corp Holding Stock (MKL)	0.1	$2.7M		1.9k	1419.90	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$2.6M	+14%	99k	26.51	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$2.6M		25k	104.00	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$2.6M	-13%	35k	75.87	View chart
Danaher Corp Stock (DHR)	0.1	$2.6M	-8%	11k	231.34	View chart
Amgen Stock (AMGN)	0.1	$2.6M	-4%	9.0k	288.01	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.5M		34k	75.10	View chart
Applied Matls Stock (AMAT)	0.1	$2.5M		15k	162.07	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$2.4M	+4%	47k	52.04	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.4M		11k	223.39	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$2.4M	-12%	12k	192.49	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$2.3M	-35%	41k	55.59	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.3M	-20%	36k	62.66	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$2.2M	+23%	98k	23.04	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$2.2M	-29%	28k	77.02	View chart
Boeing Stock (BA)	0.1	$2.1M	+10%	8.2k	260.67	View chart
Linde Stock (LIN)	0.1	$2.1M	-4%	5.2k	410.74	View chart
Uipath Inc Cl A Stock (PATH)	0.1	$2.1M	-3%	85k	24.84	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.1M		9.6k	216.94	View chart
American Express Stock (AXP)	0.1	$2.1M		11k	187.34	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.0M	-18%	19k	108.41	View chart
S&p Global Stock (SPGI)	0.1	$2.0M	+19%	4.6k	440.50	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$2.0M	+340%	80k	25.09	View chart
At&t Stock (T)	0.1	$2.0M	+27%	119k	16.78	View chart
Iqvia Hldgs Stock (IQV)	0.1	$2.0M	-5%	8.6k	231.37	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.0M	-6%	17k	117.22	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.0M		4.4k	453.21	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	-5%	6.6k	295.65	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$1.9M	+37%	4.8k	406.93	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.9M	+390%	81k	23.93	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.9M	+18%	24k	78.96	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.9M	-7%	12k	156.88	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.9M	+405%	80k	23.90	View chart
Canadian Pac Railway Stock (CP)	0.1	$1.9M	-3%	24k	79.06	View chart
Qualcomm Stock (QCOM)	0.1	$1.9M	+11%	13k	144.63	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.9M	+10%	4.9k	385.79	View chart
Moodys Corp Stock (MCO)	0.1	$1.9M		4.8k	390.57	View chart
Cummins Stock (CMI)	0.1	$1.9M	-2%	7.7k	239.57	View chart
Pfizer Stock (PFE)	0.1	$1.8M	-17%	64k	28.79	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$1.8M	-11%	33k	56.14	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.8M	-2%	7.8k	232.96	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$1.8M	+2%	6.9k	262.27	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.8M	-27%	35k	51.31	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$1.8M	-3%	33k	53.97	View chart
Target Corp Stock (TGT)	0.1	$1.8M		13k	142.42	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.1	$1.8M		35k	50.74	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$1.8M	-13%	23k	77.90	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$1.8M		50k	35.41	View chart
Ishares Iboxx Usd Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.7M	-16%	16k	110.66	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$1.7M	-21%	8.7k	199.00	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$1.7M	+922%	75k	23.07	View chart
Lowes Cos Stock (LOW)	0.1	$1.7M	-4%	7.8k	222.54	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$1.7M	-8%	48k	35.25	View chart
Diageo Adr (DEO)	0.1	$1.7M	+194%	12k	145.67	View chart
Diamondback Energy Stock (FANG)	0.1	$1.7M	+11%	11k	155.08	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$1.7M	-12%	100k	16.86	View chart
Wpp 2012 Plc Dr Each Repr 5 Adr (WPP)	0.0	$1.7M		35k	47.57	View chart
Dupont De Nemours Stock (DD)	0.0	$1.7M	-3%	22k	76.93	View chart
General Electric Stock (GE)	0.0	$1.7M		13k	127.63	View chart
3M Stock (MMM)	0.0	$1.7M		15k	109.32	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$1.6M	+4%	9.4k	174.87	View chart
Arcus Biosciences Stock (RCUS)	0.0	$1.6M		86k	19.10	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$1.6M	+819%	66k	24.76	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.0	$1.6M	-34%	46k	35.55	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$1.6M	-17%	6.5k	250.72	View chart
Cadence Design System Stock (CDNS)	0.0	$1.6M		5.9k	272.37	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.0	$1.6M	NEW	63k	25.67	View chart
Union Pac Corp Stock (UNP)	0.0	$1.6M	+27%	6.6k	245.63	View chart
General Mls Stock (GIS)	0.0	$1.6M	+2%	25k	65.14	View chart
Medtronic Stock (MDT)	0.0	$1.6M	-5%	19k	82.38	View chart
Oge Energy Corp Stock (OGE)	0.0	$1.6M		46k	34.93	View chart

Past Filings by Parallel Advisors

SEC 13F filings are viewable for Parallel Advisors going back to 2016

Parallel Advisors 2023 Q4 filed Feb. 12, 2024
Parallel Advisors 2023 Q3 filed Nov. 14, 2023
Parallel Advisors 2023 Q2 filed Aug. 4, 2023
Parallel Advisors 2023 Q1 filed April 25, 2023
Parallel Advisors 2022 Q4 filed Feb. 6, 2023
Parallel Advisors 2022 Q3 filed Nov. 10, 2022
Parallel Advisors 2022 Q2 filed Aug. 1, 2022
Parallel Advisors 2022 Q1 filed April 28, 2022
Parallel Advisors 2021 Q4 filed Jan. 20, 2022
Parallel Advisors 2021 Q3 restated filed Nov. 2, 2021
Parallel Advisors 2021 Q3 filed Oct. 22, 2021
Parallel Advisors 2021 Q2 filed Aug. 6, 2021
Parallel Advisors 2021 Q1 filed April 23, 2021
Parallel Advisors 2020 Q4 filed Feb. 2, 2021
Parallel Advisors 2020 Q3 filed Oct. 27, 2020
Parallel Advisors 2020 Q2 filed July 16, 2020

View all past filings

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