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Parallel Advisors

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

Top 5 stock holdings are IVV, ITOT, AAPL, CORT, NVDA, and represent 28.33% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: IVW (+$36M), IGEB (+$21M), IEFA (+$17M), Blackrock (+$11M), AVGO (+$11M), IVV (+$11M), JMBS (+$7.8M), Spdr S&p 500 Etf Tr Put Opt 10/24 470.0 Put (+$7.8M), Spdr S&p 500 Etf Tr Put Opt 11/24 470.0 Put (+$7.5M), BILS (+$6.6M).
Started 231 new stock positions in GLDM, ITUB, AMN, TLSA, RCKT, NEGG, Lam Research, GLNG, BKAG, Tesla Inc Cll Opt 01/25 210.0 Cal.
Reduced shares in these 10 stocks: RSP (-$40M), AGG (-$33M), , EMXC (-$9.3M), ITOT (-$5.0M), RC, VUG, VTV, PAYO, QUAL.
Sold out of its positions in AMCX, ALXO, POWW, ABIO, Ast Spacemobile, PALL, Aceragen, ADX, AAGR, AAGRW.
Parallel Advisors was a net buyer of stock by $105M.
Parallel Advisors has $4.3B in assets under management (AUM), dropping by 8.97%.
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 3417 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Parallel Advisors has 3417 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors Sept. 30, 2024 positions
Download the Parallel Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	8.9	$379M	+2%	656k	576.82	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	7.7	$328M		2.6M	125.62	View chart
Apple Stock (AAPL)	4.6	$197M	+3%	844k	233.00	View chart
Corcept Therapeutics Stock (CORT)	4.1	$177M		3.8M	46.28	View chart
Nvidia Corp Stock (NVDA)	3.0	$126M		1.0M	121.44	View chart
Microsoft Stock (MSFT)	1.9	$80M	+4%	185k	430.30	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.7	$73M	+29%	940k	78.05	View chart
Amazon.com Stock (AMZN)	1.6	$70M	+2%	376k	186.33	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	1.5	$63M	+8%	1.3M	49.47	View chart
Vanguard Large Cap Etf (VV)	1.4	$60M		227k	263.29	View chart
Cvb Finl Corp Stock (CVBF)	1.2	$53M		2.9M	17.82	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$49M		293k	167.19	View chart
Google Stock (GOOGL)	1.1	$47M	+3%	285k	165.85	View chart
Vanguard Total Stk Mkt Etf (VTI)	1.0	$43M		152k	283.16	View chart
Costco Wholesale Corp Stock (COST)	1.0	$42M	+3%	47k	886.54	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$40M	+1091%	416k	95.75	View chart
Vanguard Small Cap Etf Etf (VB)	0.9	$40M	-2%	167k	237.21	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.9	$37M	-5%	208k	179.30	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$36M	+5%	63k	572.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$36M		77k	460.27	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.7	$29M	-52%	290k	101.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$27M		128k	210.86	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.6	$26M	+43%	551k	46.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$24M		461k	52.81	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$23M		615k	37.20	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$22M	+2%	46k	488.07	View chart
Vanguard Value Etf Etf (VTV)	0.5	$22M	-11%	127k	174.57	View chart
Abbvie Stock (ABBV)	0.5	$22M		109k	197.48	View chart
Unitedhealth Group Stock (UNH)	0.5	$21M	+3%	37k	584.71	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$21M		257k	82.53	View chart
Eli Lilly & Co Stock (LLY)	0.5	$21M	-2%	24k	885.97	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.5	$21M	+2%	59k	353.48	View chart
Visa Stock (V)	0.5	$21M	+2%	76k	274.95	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.5	$21M	NEW	445k	46.47	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$21M	+3%	33k	618.58	View chart
Uber Technologies Stock (UBER)	0.5	$20M		272k	75.16	View chart
Mastercard Stock (MA)	0.5	$20M		41k	493.81	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$20M	+5%	35k	573.77	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$20M		349k	57.41	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$19M		228k	83.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$19M	+14%	36k	527.69	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$19M		221k	84.53	View chart
Adobe Sys Stock (ADBE)	0.4	$18M	+2%	36k	517.79	View chart
Salesforce Stock (CRM)	0.4	$18M		67k	273.71	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.4	$18M		257k	70.06	View chart
Intuitive Surgical Stock (ISRG)	0.4	$18M		36k	491.29	View chart
Netflix Stock (NFLX)	0.4	$18M	+10%	25k	709.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$18M	+3%	212k	83.63	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$17M		561k	30.23	View chart
Chevron Corp Stock (CVX)	0.4	$16M	-2%	110k	147.27	View chart
Tjx Cos Stock (TJX)	0.4	$15M	+2%	131k	117.54	View chart
Tesla Motors Stock (TSLA)	0.4	$15M	+18%	58k	261.63	View chart
Vanguard Mid Cap Etf (VO)	0.3	$15M		56k	263.83	View chart
Intuit Stock (INTU)	0.3	$15M		23k	621.02	View chart
Abbott Labs Stock (ABT)	0.3	$14M		121k	114.01	View chart
Booking Holdings Stock (BKNG)	0.3	$13M	-2%	3.1k	4213.64	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$13M	-9%	271k	47.85	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.3	$13M	-75%	71k	179.16	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.3	$13M		157k	80.30	View chart
Johnson & Johnson Stock (JNJ)	0.3	$13M	+8%	78k	162.06	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.3	$13M		159k	79.42	View chart
Verizon Communications Stock (VZ)	0.3	$13M	-5%	280k	44.91	View chart
Avago Technologies Stock (AVGO)	0.3	$12M	+932%	71k	172.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$12M	+2%	61k	198.06	View chart
Home Depot Stock (HD)	0.3	$12M		29k	405.21	View chart
Donaldson Stock (DCI)	0.3	$12M		159k	73.70	View chart
Nextera Energy Stock (NEE)	0.3	$12M	+4%	136k	84.53	View chart
Oracle Corporation Stock (ORCL)	0.3	$12M	+10%	67k	170.40	View chart
Sherwin Williams Stock (SHW)	0.3	$11M		29k	381.68	View chart
Blackrock Stock	0.3	$11M	NEW	12k	949.65	View chart
Walmart Stock (WMT)	0.3	$11M		138k	80.75	View chart
Realty Income Corp Reit (O)	0.3	$11M		175k	63.42	View chart
Procter And Gamble Stock (PG)	0.3	$11M	-5%	64k	173.20	View chart
Ecolab Stock (ECL)	0.3	$11M		43k	255.33	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$11M		55k	197.17	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$11M	-8%	435k	24.55	View chart
Honeywell Intl Stock (HON)	0.2	$9.9M		48k	206.71	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$9.5M	+2%	152k	62.32	View chart
Colgate Palmolive Stock (CL)	0.2	$9.4M		90k	103.81	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$9.4M		114k	82.30	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.2	$9.3M	+241%	94k	99.58	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.2	$9.3M		183k	50.74	View chart
Spdr Gold Etf Etf (GLD)	0.2	$9.1M	-3%	38k	243.06	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$9.0M	-7%	45k	200.78	View chart
Roper Industries Stock (ROP)	0.2	$8.9M		16k	556.50	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$8.8M	-2%	96k	91.31	View chart
Palo Alto Networks Stock (PANW)	0.2	$8.7M	+2%	26k	341.80	View chart
Illinois Tool Wks Stock (ITW)	0.2	$8.5M		33k	262.08	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$8.5M	-2%	87k	97.42	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$8.5M	+2%	72k	117.22	View chart
Energy Select Sector Spdr Etf (XLE)	0.2	$8.5M	-5%	96k	87.80	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$8.4M	+6%	72k	116.96	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$8.2M	-2%	22k	375.40	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.2	$8.1M	+145%	347k	23.45	View chart
Disney Walt Stock (DIS)	0.2	$8.1M	-17%	84k	96.19	View chart
Spdr S&p 500 Etf Tr Put Opt 10/24 470.0 Put Options Put Option	0.2	$7.8M	NEW	14k	573.76	View chart
Nike Inc Class B Stock (NKE)	0.2	$7.7M	-5%	87k	88.40	View chart
Vanguard Information Technology Etf (VGT)	0.2	$7.6M	-4%	13k	586.55	View chart
Spdr S&p 500 Etf Tr Put Opt 11/24 470.0 Put Options Put Option	0.2	$7.5M	NEW	13k	573.76	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$7.4M	+19%	180k	41.12	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$7.4M	-2%	84k	88.28	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$7.4M		38k	195.38	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$7.3M		113k	64.74	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$7.2M		38k	189.80	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$7.0M	-34%	18k	383.94	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$7.0M	+8%	150k	46.74	View chart
Pepsico Stock (PEP)	0.2	$7.0M	-4%	41k	170.05	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$7.0M		59k	119.55	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.2	$6.9M	-12%	63k	110.63	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.2	$6.8M	-6%	63k	109.04	View chart
Merck & Co Stock (MRK)	0.2	$6.8M		60k	113.56	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$6.6M	-3%	53k	126.18	View chart
Intl Business Machines Stock (IBM)	0.2	$6.5M	+3%	30k	221.08	View chart
Xylem Stock (XYL)	0.2	$6.5M		48k	135.03	View chart
Paypal Hldgs Stock (PYPL)	0.2	$6.4M	+8%	82k	78.03	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$6.4M	-2%	58k	110.47	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$6.3M	+31%	23k	280.48	View chart
Coca Cola Stock (KO)	0.1	$6.3M	+6%	88k	71.86	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$6.3M	+20%	152k	41.49	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$6.2M	+12%	36k	173.67	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$6.2M	-7%	48k	128.20	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$6.1M		51k	119.07	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$5.8M		127k	45.86	View chart
American Tower Corp Reit (AMT)	0.1	$5.6M	+8%	24k	232.57	View chart
Stryker Corp Stock (SYK)	0.1	$5.6M		15k	361.28	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$5.5M		8.00	691180.00	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$5.5M	-15%	73k	75.11	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$5.5M	+17%	74k	73.67	View chart
Morgan Stanley Stock (MS)	0.1	$5.5M		52k	104.24	View chart
Quanta Services Stock (PWR)	0.1	$5.4M	+7%	18k	298.15	View chart
Cisco Sys Stock (CSCO)	0.1	$5.3M	-3%	100k	53.22	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$5.3M	+2%	78k	67.85	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$5.3M	-63%	86k	61.11	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.1	$5.3M	+14%	90k	58.77	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$5.1M	-3%	51k	101.65	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.1	$5.1M		88k	58.11	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$5.1M		68k	74.21	View chart
Monster Beverage Corp Stock (MNST)	0.1	$4.9M	-2%	95k	52.17	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.9M	+2%	168k	29.18	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$4.9M	+47%	191k	25.53	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$4.8M	+45%	197k	24.37	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.8M	+2%	44k	107.66	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$4.8M	+46%	196k	24.30	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$4.6M		70k	66.52	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.6M	-3%	68k	67.27	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.6M	+4%	69k	65.99	View chart
Service Now Stock (NOW)	0.1	$4.5M	+8%	5.1k	894.49	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$4.5M	+51%	193k	23.51	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$4.5M	+57%	213k	21.22	View chart
Texas Instrs Stock (TXN)	0.1	$4.5M		22k	206.57	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$4.5M	+56%	202k	22.17	View chart
Blackstone Group Stock (BX)	0.1	$4.5M	+18%	29k	153.14	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.5M	-3%	20k	220.90	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$4.4M	+64%	172k	25.71	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.4M		29k	153.71	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.4M	-2%	17k	257.71	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$4.3M	+49%	172k	25.10	View chart
Bank America Corp Stock (BAC)	0.1	$4.3M	+5%	108k	39.68	View chart
Rtx Corporation Stock (RTX)	0.1	$4.3M	+3%	35k	121.16	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$4.2M		163k	26.14	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$4.1M	+64%	7.0k	584.62	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$4.1M	+62%	156k	26.40	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$4.1M		41k	98.80	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.0M	-8%	13k	304.52	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$4.0M		93k	43.45	View chart
Markel Corp Holding Stock (MKL)	0.1	$4.0M	+5%	2.6k	1569.08	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.0M		34k	119.70	View chart
Advanced Micro Devices Stock (AMD)	0.1	$4.0M	+9%	24k	164.08	View chart
Vanguard Energy Etf (VDE)	0.1	$4.0M		33k	122.48	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$3.9M	-2%	26k	151.62	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$3.9M	-6%	47k	83.15	View chart
Analog Devices Stock (ADI)	0.1	$3.9M		17k	230.18	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$3.9M	+10%	36k	108.63	View chart
Arista Networks Stock (ANET)	0.1	$3.9M	+34%	10k	383.84	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$3.8M	-11%	41k	93.58	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.8M	-3%	116k	33.23	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$3.8M	-3%	48k	78.69	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.8M	+43%	30k	126.81	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$3.8M	+13%	127k	29.53	View chart
Synopsys Stock (SNPS)	0.1	$3.7M	+8%	7.4k	506.44	View chart
Danaher Corp Stock (DHR)	0.1	$3.7M		13k	278.02	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.1	$3.7M	+63%	146k	25.21	View chart
Caterpillar Stock (CAT)	0.1	$3.6M	+16%	9.3k	391.14	View chart
Pfizer Stock (PFE)	0.1	$3.6M	+15%	124k	28.94	View chart
Fedex Corp Stock (FDX)	0.1	$3.6M		13k	273.69	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$3.6M		16k	225.78	View chart
Applied Matls Stock (AMAT)	0.1	$3.5M	+2%	17k	202.06	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$3.5M		70k	49.70	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.4M	-2%	91k	37.56	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.4M	+5%	224k	15.11	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$3.3M	+12%	7.2k	465.10	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.1	$3.3M	+26%	20k	162.77	View chart
Gilead Sciences Stock (GILD)	0.1	$3.3M	-32%	39k	83.84	View chart
Amgen Stock (AMGN)	0.1	$3.2M	+9%	10k	322.22	View chart
American Express Stock (AXP)	0.1	$3.2M	+8%	12k	271.20	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.2M	-10%	77k	41.77	View chart
Toro Stock (TTC)	0.1	$3.2M	-11%	37k	86.73	View chart
Conocophillips Stock (COP)	0.1	$3.2M	+12%	31k	105.29	View chart
Hormel Foods Corp Stock (HRL)	0.1	$3.2M	-12%	101k	31.70	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.2M		54k	59.51	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.2M	+6%	33k	97.49	View chart
Ge Aerospace Stock (GE)	0.1	$3.2M	+2%	17k	188.58	View chart
Emerson Elec Stock (EMR)	0.1	$3.1M	-4%	29k	109.37	View chart
At&t Stock (T)	0.1	$3.1M	+6%	143k	22.00	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.1M	-2%	59k	52.66	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.1	$3.1M	-31%	102k	30.28	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.0M		15k	206.64	View chart
Linde Stock (LIN)	0.1	$3.0M	+8%	6.3k	476.92	View chart
Goldman Sachs Group Stock (GS)	0.1	$3.0M	+11%	6.1k	495.13	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$3.0M		11k	276.76	View chart
S&p Global Stock (SPGI)	0.1	$2.9M	+13%	5.7k	516.66	View chart
Diamondback Energy Stock (FANG)	0.1	$2.8M	+16%	16k	172.42	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$2.8M	-10%	25k	109.33	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.7M	-3%	38k	71.73	View chart
Qualcomm Stock (QCOM)	0.1	$2.7M	+6%	16k	170.05	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.6M	-7%	40k	64.81	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$2.5M	+6%	96k	26.65	View chart
Progressive Corp Stock (PGR)	0.1	$2.5M	+13%	10k	253.77	View chart
Ready Capital Corp Reit (RC)	0.1	$2.5M	-63%	333k	7.63	View chart
Eaton Corp Stock (ETN)	0.1	$2.5M		7.6k	331.48	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.5M		9.6k	260.07	View chart
T-mobile Us Stock (TMUS)	0.1	$2.5M	+8%	12k	206.37	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.5M	+8%	10k	245.46	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.4M		48k	49.92	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.4M	+6%	8.6k	276.75	View chart
Payoneer Global Stock (PAYO)	0.1	$2.4M	-53%	313k	7.53	View chart
Cummins Stock (CMI)	0.1	$2.3M		7.2k	323.82	View chart
Lowes Cos Stock (LOW)	0.1	$2.3M	+4%	8.4k	270.86	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$2.2M	+38%	49k	45.32	View chart
Iqvia Hldgs Stock (IQV)	0.1	$2.2M	+4%	9.2k	236.97	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$2.2M		53k	41.28	View chart
Inari Med Stock (NARI)	0.1	$2.2M		52k	41.24	View chart
United Parcel Service Stock (UPS)	0.1	$2.1M	-15%	16k	136.35	View chart
Vail Resorts Stock (MTN)	0.1	$2.1M	-16%	12k	174.29	View chart
Lululemon Athletica Stock (LULU)	0.0	$2.1M	+50%	7.8k	271.36	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$2.1M		6.7k	314.42	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$2.1M		16k	135.07	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.1M	-3%	10k	202.77	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$2.1M		32k	65.22	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$2.1M	+12%	26k	80.14	View chart
Cadence Design System Stock (CDNS)	0.0	$2.1M		7.7k	271.04	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$2.1M	-3%	33k	62.70	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$2.1M	-16%	22k	94.61	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$2.1M	+7%	2.5k	833.57	View chart
Altria Group Stock (MO)	0.0	$2.1M		40k	51.04	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.0	$2.0M		35k	58.32	View chart
Moodys Corp Stock (MCO)	0.0	$2.0M		4.3k	474.69	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$2.0M	-6%	21k	95.81	View chart
Hartford Finl Svcs Group Stock (HIG)	0.0	$2.0M	+2%	17k	117.61	View chart
Elevance Health Stock (ELV)	0.0	$2.0M	-2%	3.8k	520.10	View chart

Past Filings by Parallel Advisors

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

Parallel Advisors 2024 Q3 filed Nov. 13, 2024
Parallel Advisors 2024 Q2 filed Aug. 8, 2024
Parallel Advisors 2023 Q1 restated filed May 20, 2024
Parallel Advisors 2023 Q2 restated filed May 20, 2024
Parallel Advisors 2023 Q3 restated filed May 20, 2024
Parallel Advisors 2024 Q1 filed May 6, 2024
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

View all past filings

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