Parallel Advisors
Latest statistics and disclosures from Parallel Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, MSFT, CVBF, AAPL, VV, and represent 27.71% of Parallel Advisors's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$33.05M), ITOT (+$19.94M), VLUE (+$19.65M), IHI (+$18.74M), SHV (+$8.37M), SPTM (+$5.16M), AAPL, IXN, TLT, QQQ.
- Started 273 new stock positions in IHAK, VIACA, BAND, NGVC, UVSP, LE, REYN, CLDR, TRVN, SLVP.
- Reduced shares in these 10 stocks: QUAL (-$31.53M), SIZE (-$11.29M), GOVT (-$9.82M), USMV (-$5.85M), MSFT, BRK.B, IVV, DGRO, IJR, MTUM.
- Sold out of its positions in MITT, Alerian Mlp Etf, AVX Corporation, GOLF, ALEC, ALX, AXL, ANAT, Smith & Wesson Holding Corpora, AR.
- Parallel Advisors was a net buyer of stock by $74.09M.
- Parallel Advisors has $1.53B in assets under management (AUM), growing by 25.22%.
Portfolio Holdings for Parallel Advisors
Companies in the Parallel Advisors portfolio as of the June 2020 quarterly 13F filing
Parallel Advisors has 2610 total positions. Only the first 250 positions are shown. To access all holdings:
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- View the Parallel Advisors June 30, 2020 positions
- Download the Parallel Advisors June 2020 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) | 12.61 | $192.53M | +11% | 2.77M | 69.44 | |
| Microsoft Stock (MSFT) | 4.82 | $73.59M | -6% | 361.59k | 203.51 | |
| Cvb Finl Corp Stock (CVBF) | 4.79 | $73.15M | 3.90M | 18.74 | ||
| Apple Stock (AAPL) | 2.98 | $45.46M | +7% | 129.88k | 350.00 | |
| Vanguard Large Cap Etf (VV) | 2.50 | $38.19M | +4% | 267.09k | 143.00 | |
| Amazon.com Stock (AMZN) | 2.41 | $36.82M | +5% | 13.81k | 2666.67 | |
| Ishares Iboxx Usd Investment Grade Corporate Bond Etf Etf (LQD) | 2.18 | $33.33M | +11912% | 247.82k | 134.50 | |
| Ishares Edge Msci Min Vol Usa Etf Etf (USMV) | 1.91 | $29.14M | -16% | 480.58k | 60.63 | |
| Ishares Aggregate Bond Etf Etf (AGG) | 1.84 | $28.06M | -2% | 237.38k | 118.21 | |
| Ishares Global Tech Etf Etf (IXN) | 1.72 | $26.29M | +11% | 111.61k | 235.53 | |
| Ishares S&p 500 Index Etf (IVV) | 1.67 | $25.44M | -13% | 82.14k | 309.68 | |
| Corcept Therapeutics Stock (CORT) | 1.55 | $23.62M | 1.40M | 16.82 | ||
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 1.30 | $19.81M | -33% | 707.73k | 27.99 | |
| Ishares Edge Msci Usa Value Factor Etf Etf (VLUE) | 1.29 | $19.65M | NEW | 271.90k | 72.28 | |
| Ishares U.s. Medical Devices Etf Etf (IHI) | 1.24 | $18.98M | +7692% | 71.69k | 264.76 | |
| Vanguard Total Stk Mkt Etf (VTI) | 1.24 | $18.90M | +13% | 120.71k | 156.53 | |
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.21 | $18.49M | +13% | 388.36k | 47.60 | |
| Powershares Qqq Tr Etf (QQQ) | 0.97 | $14.83M | +19% | 59.91k | 247.59 | |
| Vanguard Small Cap Etf Etf (VB) | 0.89 | $13.53M | 92.84k | 145.71 | ||
| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 0.85 | $12.94M | +15% | 115.98k | 111.59 | |
| Facebook Inc Cl A Stock (FB) | 0.78 | $11.98M | +6% | 52.75k | 227.07 | |
| Google Stock (GOOGL) | 0.75 | $11.50M | +5% | 8.11k | 1417.93 | |
| Visa Stock (V) | 0.74 | $11.34M | 65.22k | 173.91 | ||
| Ishares Edge Msci Usa Quality Factor Etf Etf (QUAL) | 0.74 | $11.27M | -73% | 117.51k | 95.92 | |
| Vanguard Mid Cap Etf (VO) | 0.73 | $11.17M | -4% | 68.15k | 163.91 | |
| Ishares Tr Lehman Short Trea Bd Etf (SHV) | 0.70 | $10.65M | +367% | 96.18k | 110.74 | |
| Vanguard Short-term Bond Index Fund Etf (BSV) | 0.62 | $9.47M | 113.91k | 83.12 | ||
| Vanguard Value Etf Etf (VTV) | 0.60 | $9.17M | -6% | 92.09k | 99.59 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.56 | $8.57M | 27.80k | 308.34 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.55 | $8.37M | 5.92k | 1413.54 | ||
| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 0.55 | $8.33M | +162% | 220.43k | 37.78 | |
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.54 | $8.31M | -6% | 145.34k | 57.16 | |
| Zynga Stock (ZNGA) | 0.53 | $8.06M | 844.74k | 9.54 | ||
| Pimco Enhanced Short Maturity Etf Etf (MINT) | 0.52 | $7.93M | 77.98k | 101.69 | ||
| Paypal Hldgs Stock (PYPL) | 0.48 | $7.26M | 41.65k | 174.22 | ||
| Netflix Stock (NFLX) | 0.47 | $7.18M | +2% | 15.78k | 455.00 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.46 | $7.04M | -38% | 39.45k | 178.49 | |
| Uber Technologies Stock (UBER) | 0.46 | $7.00M | 225.38k | 31.08 | ||
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.45 | $6.94M | -9% | 59.25k | 117.18 | |
| ISHARES 20plus YR TREASURY ETF Etf (TLT) | 0.45 | $6.83M | +57% | 41.65k | 163.93 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.42 | $6.45M | -8% | 33.58k | 191.95 | |
| Costco Wholesale Corp Stock (COST) | 0.42 | $6.40M | +17% | 21.10k | 303.22 | |
| Verizon Communications Stock (VZ) | 0.42 | $6.35M | +8% | 115.18k | 55.12 | |
| Salesforce Stock (CRM) | 0.41 | $6.25M | +19% | 35.40k | 176.47 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.38 | $5.85M | -2% | 51.99k | 112.60 | |
| Spdr Gold Etf Etf (GLD) | 0.38 | $5.81M | +49% | 34.69k | 167.36 | |
| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.38 | $5.73M | 69.73k | 82.23 | ||
| Ishares Edge Msci Usa Momentum Factor Etf Etf (MTUM) | 0.37 | $5.68M | -25% | 43.40k | 130.98 | |
| Vanguard Total Bond Market Etf Etf (BND) | 0.37 | $5.60M | 63.35k | 88.33 | ||
| Johnson & Johnson Stock (JNJ) | 0.34 | $5.12M | 36.42k | 140.63 | ||
| Home Depot Stock (HD) | 0.33 | $5.10M | +5% | 20.36k | 250.50 | |
| Ishares Tr Kld 400 Social Index Etf (DSI) | 0.31 | $4.66M | 39.52k | 118.01 | ||
| Vanguard Small Cap Value Etf Etf (VBR) | 0.30 | $4.54M | +3% | 42.42k | 106.90 | |
| Ishares Mbs Etf Etf (MBB) | 0.29 | $4.46M | -10% | 40.30k | 110.68 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.29 | $4.39M | -9% | 110.86k | 39.61 | |
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.29 | $4.37M | +86% | 77.43k | 56.39 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.28 | $4.33M | -18% | 111.58k | 38.78 | |
| Nvidia Corp Stock (NVDA) | 0.28 | $4.28M | 11.26k | 379.89 | ||
| Jpmorgan Chase & Co Stock (JPM) | 0.27 | $4.16M | +2% | 44.23k | 94.05 | |
| Procter And Gamble Stock (PG) | 0.27 | $4.05M | 33.87k | 119.56 | ||
| Schwab International Equity Etf Etf (SCHF) | 0.26 | $3.96M | -17% | 133.04k | 29.75 | |
| Thermo Fisher Scientific Stock (TMO) | 0.25 | $3.79M | +2% | 10.46k | 362.35 | |
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.25 | $3.78M | -42% | 55.30k | 68.28 | |
| Adobe Sys Stock (ADBE) | 0.25 | $3.76M | -3% | 8.63k | 435.26 | |
| Cisco Sys Stock (CSCO) | 0.25 | $3.75M | +13% | 80.33k | 46.63 | |
| Vanguard Total International Bond Etf Etf (BNDX) | 0.23 | $3.55M | +11% | 61.53k | 57.73 | |
| Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) | 0.23 | $3.54M | -2% | 42.84k | 82.65 | |
| Alibaba Group Hldg Adr (BABA) | 0.23 | $3.49M | 20.08k | 173.91 | ||
| Ishares S&p 500 Value Etf Etf (IVE) | 0.22 | $3.33M | 30.79k | 108.21 | ||
| Ishares Floating Rate Bond Etf Etf (FLOT) | 0.22 | $3.28M | +24% | 64.88k | 50.59 | |
| Ishares Tr S&p Calif Mun Bd Etf (CMF) | 0.21 | $3.26M | +3% | 52.46k | 62.16 | |
| American Tower Corp Reit (AMT) | 0.21 | $3.23M | +11% | 12.49k | 258.49 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.21 | $3.16M | -6% | 27.37k | 115.40 | |
| Disney Walt Co Com Disney Stock (DIS) | 0.20 | $3.11M | -5% | 27.93k | 111.48 | |
| Mastercard Stock (MA) | 0.20 | $3.10M | 10.49k | 295.67 | ||
| Vanguard S&p 500 Etf Etf (VOO) | 0.20 | $3.07M | -11% | 10.82k | 283.42 | |
| Vanguard High Dividend Yield Etf (VYM) | 0.20 | $3.06M | -8% | 38.84k | 78.76 | |
| Chevron Corp Stock (CVX) | 0.20 | $3.05M | 34.21k | 89.21 | ||
| Tesla Motors Stock (TSLA) | 0.20 | $3.04M | +11% | 2.81k | 1079.60 | |
| Ishares Liquidity Income Etf Etf (ICSH) | 0.20 | $3.03M | +15% | 60.02k | 50.55 | |
| Lyft Inc Cl A Stock (LYFT) | 0.19 | $2.96M | -5% | 89.56k | 33.01 | |
| Merck & Co Stock (MRK) | 0.19 | $2.88M | +8% | 37.26k | 77.32 | |
| Pepsico Stock (PEP) | 0.19 | $2.83M | 21.37k | 132.26 | ||
| Exxon Mobil Corp Stock (XOM) | 0.18 | $2.79M | +3% | 62.42k | 44.72 | |
| Intel Corp Stock (INTC) | 0.18 | $2.77M | +4% | 46.37k | 59.82 | |
| Twilio Inc Cl A Stock (TWLO) | 0.18 | $2.77M | -10% | 13.15k | 210.53 | |
| Unitedhealth Group Stock (UNH) | 0.18 | $2.76M | +4% | 9.36k | 294.95 | |
| Schwab Emerging Market Eq Etf Etf (SCHE) | 0.18 | $2.69M | +4% | 110.60k | 24.35 | |
| Ishares Dj Select Dividend Etf (DVY) | 0.18 | $2.69M | 33.37k | 80.70 | ||
| Walmart Stock (WMT) | 0.18 | $2.68M | +4% | 22.39k | 119.76 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.17 | $2.65M | -2% | 43.60k | 60.85 | |
| Fidelity Natl Info Svcs Stock (FIS) | 0.17 | $2.65M | +3% | 19.77k | 134.06 | |
| Ishares Edge Msci Usa Size Factor Etf Etf (SIZE) | 0.17 | $2.63M | -81% | 30.00k | 87.59 | |
| Vanguard Reit Index Etf Etf (VNQ) | 0.17 | $2.56M | -20% | 32.65k | 78.53 | |
| Lilly Eli & Co Stock (LLY) | 0.17 | $2.53M | -13% | 15.40k | 164.12 | |
| Shopify Inc Cl A Stock (SHOP) | 0.16 | $2.50M | +42% | 2.64k | 949.17 | |
| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.16 | $2.45M | +89% | 69.25k | 35.41 | |
| Coca Cola Stock (KO) | 0.16 | $2.45M | 54.85k | 44.66 | ||
| Ishares S&p Smallcap 600 Value Etf Etf (IJS) | 0.16 | $2.42M | 20.08k | 120.36 | ||
| Cvs Health Corp Stock (CVS) | 0.16 | $2.40M | +86% | 36.99k | 64.97 | |
| Abbvie Stock (ABBV) | 0.16 | $2.40M | +8% | 24.47k | 98.15 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.16 | $2.40M | -15% | 59.95k | 39.98 | |
| Schwab Etfs- Us Broad Market Etf Etf (SCHB) | 0.16 | $2.38M | +4% | 32.46k | 73.44 | |
| Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) | 0.16 | $2.37M | -3% | 23.26k | 101.93 | |
| Bristol-myers Squibb Stock (BMY) | 0.15 | $2.36M | +26% | 40.21k | 58.80 | |
| Nextera Energy Stock (NEE) | 0.15 | $2.36M | -9% | 9.85k | 240.10 | |
| Vanguard Mega Cap 300 Etf Etf (MGC) | 0.15 | $2.35M | 21.45k | 109.41 | ||
| Draftkings Inc Com Cl A Stock | 0.15 | $2.34M | NEW | 70.47k | 33.25 | |
| Service Now Stock (NOW) | 0.14 | $2.20M | +6% | 5.44k | 404.92 | |
| Vanguard Total World Stock Etf Etf (VT) | 0.14 | $2.19M | +27% | 29.31k | 74.79 | |
| Gilead Sciences Stock (GILD) | 0.14 | $2.19M | 28.44k | 76.94 | ||
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.14 | $2.18M | +3210% | 21.75k | 100.28 | |
| Bk Of America Corp Stock (BAC) | 0.14 | $2.16M | +14% | 90.97k | 23.74 | |
| Pfizer Stock (PFE) | 0.14 | $2.15M | +17% | 65.77k | 32.69 | |
| Arcus Biosciences Stock (RCUS) | 0.14 | $2.15M | 86.88k | 24.74 | ||
| Starbucks Corp Stock (SBUX) | 0.14 | $2.11M | 28.70k | 73.59 | ||
| Comcast Corp New Cl A Stock (CMCSA) | 0.14 | $2.08M | +21% | 53.30k | 38.97 | |
| Texas Instrs Stock (TXN) | 0.13 | $2.06M | -2% | 16.22k | 126.95 | |
| Vanguard Growth Etf Etf (VUG) | 0.13 | $2.03M | -7% | 10.05k | 202.03 | |
| Mcdonalds Corp Stock (MCD) | 0.13 | $2.03M | +3% | 11.01k | 184.41 | |
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.13 | $2.03M | -6% | 21.31k | 95.12 | |
| Powershares Sp500 Low Volatility Etf Etf (SPLV) | 0.13 | $2.00M | +28% | 40.33k | 49.67 | |
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.13 | $1.99M | -2% | 26.92k | 74.07 | |
| Honeywell Intl Stock (HON) | 0.13 | $1.96M | -4% | 13.55k | 144.55 | |
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.13 | $1.95M | -5% | 9.06k | 214.70 | |
| Amgen Stock (AMGN) | 0.13 | $1.94M | +4% | 8.23k | 235.82 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.13 | $1.93M | +7% | 37.84k | 51.11 | |
| Ishares Dj Us Technology Etf (IYW) | 0.13 | $1.91M | 7.10k | 269.79 | ||
| Vanguard Total International Stock Etf Etf (VXUS) | 0.12 | $1.86M | -4% | 37.86k | 49.16 | |
| Danaher Corp Stock (DHR) | 0.12 | $1.84M | -3% | 10.39k | 176.75 | |
| Ark Innovation Etf Etf (ARKK) | 0.12 | $1.84M | +11% | 25.77k | 71.28 | |
| United Parcel Service Stock (UPS) | 0.12 | $1.83M | -24% | 16.45k | 111.17 | |
| Abbott Labs Stock (ABT) | 0.12 | $1.81M | -9% | 19.74k | 91.43 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.12 | $1.80M | -29% | 12.58k | 143.12 | |
| Illumina Stock (ILMN) | 0.12 | $1.79M | -3% | 5.07k | 352.94 | |
| Lululemon Athletica Stock (LULU) | 0.12 | $1.79M | +31% | 5.74k | 311.90 | |
| Nike Inc Class B Stock (NKE) | 0.11 | $1.74M | +12% | 17.80k | 98.00 | |
| At&t Stock (T) | 0.11 | $1.74M | -22% | 57.47k | 30.23 | |
| Docusign Stock (DOCU) | 0.11 | $1.72M | +55% | 9.97k | 172.15 | |
| Ishares Russell 2000 Value Etf (IWN) | 0.11 | $1.68M | 17.28k | 97.46 | ||
| Oracle Corporation Stock (ORCL) | 0.11 | $1.65M | +4% | 29.82k | 55.27 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.11 | $1.63M | -9% | 28.73k | 56.77 | |
| Okta Inc Cl A Stock (OKTA) | 0.11 | $1.61M | +26% | 8.02k | 200.20 | |
| Air Prods & Chems Stock (APD) | 0.10 | $1.59M | 6.58k | 241.37 | ||
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.10 | $1.55M | -2% | 7.47k | 207.41 | |
| Raytheon Technologies Corp Stock (RTX) | 0.10 | $1.53M | +52% | 24.89k | 61.60 | |
| Blackrock Stock (BLK) | 0.10 | $1.53M | +11% | 2.82k | 544.03 | |
| Ishares Tr S&p 100 Index Fund Etf (OEF) | 0.10 | $1.52M | 10.70k | 142.40 | ||
| Target Corp Stock (TGT) | 0.10 | $1.46M | +50% | 12.17k | 119.89 | |
| Intuit Stock (INTU) | 0.09 | $1.45M | 4.88k | 296.13 | ||
| Stryker Corp Stock (SYK) | 0.09 | $1.43M | +9% | 7.95k | 180.16 | |
| Landmark Infrastructure Lp Com Unit Stock (LMRK) | 0.09 | $1.42M | 143.64k | 9.90 | ||
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.09 | $1.41M | -6% | 8.19k | 171.63 | |
| Ishares Edge Msci Multifactor Usa Etf Etf (LRGF) | 0.09 | $1.36M | -39% | 43.82k | 31.06 | |
| Staar Surgical Co Com Par Usd0.01 Stock (STAA) | 0.09 | $1.35M | 21.92k | 61.50 | ||
| Dupont De Nemours Stock (DD) | 0.09 | $1.31M | -8% | 24.65k | 53.10 | |
| Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) | 0.08 | $1.21M | +9% | 24.19k | 49.85 | |
| Pure Storage Inc Cl A Stock (PSTG) | 0.08 | $1.20M | +5% | 69.14k | 17.33 | |
| Invesco Dynamic Large Cap Value Etf Etf (PWV) | 0.08 | $1.20M | 35.67k | 33.52 | ||
| Morgan Stanley Stock (MS) | 0.08 | $1.19M | +15% | 24.76k | 48.26 | |
| Spdr S&p 500 Etf Options Put Option | 0.08 | $1.17M | +280% | 3.80k | 308.16 | |
| Newmont Corp Stock (NEM) | 0.08 | $1.16M | +72% | 18.81k | 61.73 | |
| Spdr Ser Tr S&p Divid Etf Etf (SDY) | 0.08 | $1.15M | -46% | 12.58k | 91.17 | |
| Phillips 66 Stock (PSX) | 0.07 | $1.14M | +76% | 15.91k | 71.88 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.07 | $1.12M | +4% | 9.15k | 122.91 | |
| Ishares S&p Smallcap 600 Growth Etf Etf (IJT) | 0.07 | $1.12M | 6.58k | 169.68 | ||
| Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) | 0.07 | $1.10M | -16% | 10.91k | 101.08 | |
| Slack Technologies Inc Com Cl A Stock (WORK) | 0.07 | $1.09M | +9% | 35.17k | 31.08 | |
| Allstate Corp Stock (ALL) | 0.07 | $1.08M | -3% | 11.17k | 96.96 | |
| Ishares S&p North Amer Tech-software Etf (IGV) | 0.07 | $1.07M | +27% | 3.78k | 284.13 | |
| Spdr Biotech Etf Etf (XBI) | 0.07 | $1.06M | -3% | 9.46k | 111.89 | |
| Vanguard Small-cap Growth Index Fund Etf (VBK) | 0.07 | $1.05M | -11% | 5.26k | 199.51 | |
| Lockheed Martin Corp Stock (LMT) | 0.07 | $1.03M | -3% | 2.83k | 364.73 | |
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.07 | $1.03M | -6% | 18.33k | 56.42 | |
| Consumer Discretionary Sel Sector Spdr Etf (XLY) | 0.07 | $1.03M | 8.08k | 127.69 | ||
| Schwab Etfs- Us Small-cap Etf Etf (SCHA) | 0.07 | $1.02M | -26% | 15.68k | 65.30 | |
| Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) | 0.07 | $997.00k | -24% | 18.24k | 54.67 | |
| Adverum Biotechnologies Stock (ADVM) | 0.07 | $996.00k | -17% | 47.71k | 20.88 | |
| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.07 | $996.00k | -2% | 20.93k | 47.58 | |
| Conocophillips Stock (COP) | 0.06 | $987.00k | +74% | 23.49k | 42.02 | |
| Vanguard Information Technology Etf (VGT) | 0.06 | $977.00k | +24% | 3.51k | 278.59 | |
| Hormel Foods Corp Stock (HRL) | 0.06 | $970.00k | +22% | 20.11k | 48.23 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.06 | $948.00k | -11% | 5.33k | 177.69 | |
| Blackstone Group Stock (BX) | 0.06 | $944.00k | 16.67k | 56.62 | ||
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.06 | $938.00k | 33.97k | 27.61 | ||
| Constellation Brands Inc Cl A Stock (STZ) | 0.06 | $932.00k | +51% | 5.33k | 174.83 | |
| Bank Marin Bancorp Stock (BMRC) | 0.06 | $923.00k | 27.71k | 33.31 | ||
| Boeing Stock (BA) | 0.06 | $916.00k | 5.00k | 183.31 | ||
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.06 | $911.00k | +3% | 16.21k | 56.21 | |
| Automatic Data Processing Stock (ADP) | 0.06 | $910.00k | +2% | 6.11k | 148.84 | |
| Qualcomm Stock (QCOM) | 0.06 | $909.00k | -2% | 9.97k | 91.13 | |
| Citigroup Stock (C) | 0.06 | $871.00k | +13% | 17.05k | 51.09 | |
| American Express Stock (AXP) | 0.06 | $868.00k | -5% | 9.12k | 95.12 | |
| Ishares Tr Dow Jonesus Aerospace & Def Etf (ITA) | 0.06 | $867.00k | -6% | 5.26k | 164.67 | |
| Teladoc Health Stock (TDOC) | 0.06 | $862.00k | +2% | 4.52k | 190.83 | |
| S&p Global Stock (SPGI) | 0.06 | $855.00k | 2.60k | 329.23 | ||
| Vanguard Emerging Market Govt Bond Etf Etf (VWOB) | 0.06 | $851.00k | -6% | 10.95k | 77.75 | |
| Medallia Stock (MDLA) | 0.06 | $851.00k | 33.75k | 25.21 | ||
| Altria Group Stock (MO) | 0.06 | $847.00k | +10% | 21.58k | 39.24 | |
| Elanco Animal Health Stock (ELAN) | 0.05 | $837.00k | +18319% | 39.05k | 21.43 | |
| Tjx Cos Stock (TJX) | 0.05 | $836.00k | +69% | 16.54k | 50.54 | |
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.05 | $832.00k | +27% | 3.28k | 253.43 | |
| Applied Matls Stock (AMAT) | 0.05 | $830.00k | 13.74k | 60.40 | ||
| Intl Business Machines Stock (IBM) | 0.05 | $830.00k | +15% | 6.87k | 120.76 | |
| Avago Technologies Stock (AVGO) | 0.05 | $827.00k | +6% | 2.62k | 315.41 | |
| Travelers Companies Stock (TRV) | 0.05 | $817.00k | 7.16k | 114.04 | ||
| Crown Castle Intl Corp Reit (CCI) | 0.05 | $814.00k | +189% | 4.87k | 167.28 | |
| Waste Management Stock (WM) | 0.05 | $808.00k | -5% | 7.63k | 105.91 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.05 | $801.00k | 3 | 267000.00 | ||
| Ecolab Stock (ECL) | 0.05 | $800.00k | +6% | 4.02k | 198.81 | |
| Synopsys Stock (SNPS) | 0.05 | $794.00k | +27% | 4.07k | 194.99 | |
| Technology Select Sector Spdr Etf (XLK) | 0.05 | $794.00k | +57% | 7.60k | 104.45 | |
| Square Inc Cl A Stock (SQ) | 0.05 | $792.00k | +53% | 7.55k | 104.91 | |
| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.05 | $787.00k | -28% | 8.15k | 96.55 | |
| Union Pac Corp Stock (UNP) | 0.05 | $786.00k | +18% | 4.65k | 168.92 | |
| Philip Morris Intl Stock (PM) | 0.05 | $785.00k | -2% | 11.21k | 70.05 | |
| Medtronic Stock (MDT) | 0.05 | $781.00k | -3% | 8.53k | 91.59 | |
| Illinois Tool Wks Stock (ITW) | 0.05 | $778.00k | +5% | 4.45k | 174.75 | |
| American Water Works Stock (AWK) | 0.05 | $757.00k | +77% | 5.88k | 128.65 | |
| Castle Biosciences Stock (CSTL) | 0.05 | $753.00k | NEW | 20.00k | 37.65 | |
| Northrop Grumman Corp Stock (NOC) | 0.05 | $748.00k | -7% | 2.43k | 307.31 | |
| Zuora Inc Com Cl A Stock (ZUO) | 0.05 | $747.00k | 58.66k | 12.73 | ||
| Blackline Stock (BL) | 0.05 | $745.00k | +117% | 8.99k | 82.86 | |
| Vanguard Energy Etf (VDE) | 0.05 | $741.00k | +18% | 14.74k | 50.26 | |
| Lowes Cos Stock (LOW) | 0.05 | $739.00k | 5.47k | 135.05 | ||
| First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) | 0.05 | $737.00k | +45% | 6.76k | 108.96 | |
| Anthem Stock (ANTM) | 0.05 | $736.00k | 2.80k | 262.76 | ||
| Activision Stock (ATVI) | 0.05 | $735.00k | -32% | 9.69k | 75.84 | |
| Wisdomtree Large Cap Dividend Etf (DLN) | 0.05 | $735.00k | +11% | 7.92k | 92.83 | |
| Chunghwa Telecom Adr (CHT) | 0.05 | $732.00k | +102% | 18.60k | 39.35 | |
| Cerner Corp Stock (CERN) | 0.05 | $730.00k | +32% | 10.66k | 68.47 | |
| Clorox Co Del Stock (CLX) | 0.05 | $726.00k | +6% | 3.31k | 219.27 | |
| First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) | 0.05 | $725.00k | -40% | 21.96k | 33.02 | |
| Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG) | 0.05 | $722.00k | 12.78k | 56.48 | ||
| Colgate Palmolive Stock (CL) | 0.05 | $709.00k | +36% | 9.69k | 73.18 | |
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.05 | $698.00k | +134% | 4.18k | 167.15 | |
| Asml Holding N V N Y Registry Adr (ASML) | 0.05 | $692.00k | 1.88k | 367.69 | ||
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.04 | $684.00k | +41% | 20.45k | 33.45 | |
| Wells Fargo Stock (WFC) | 0.04 | $683.00k | +9% | 26.68k | 25.60 | |
| Limoneira Stock (LMNR) | 0.04 | $681.00k | 47.03k | 14.48 | ||
| Health Care Select Sector Spdr Etf (XLV) | 0.04 | $680.00k | +180% | 6.80k | 100.00 | |
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.04 | $679.00k | +24% | 8.73k | 77.75 | |
| T-mobile Us Stock (TMUS) | 0.04 | $672.00k | +17% | 6.45k | 104.12 | |
| Martin Marietta Matls Stock (MLM) | 0.04 | $664.00k | -3% | 3.22k | 206.40 | |
| Palo Alto Networks Stock (PANW) | 0.04 | $664.00k | +5% | 2.89k | 229.60 | |
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.04 | $657.00k | +31% | 4.81k | 136.59 | |
| Ishares Msci Usa Esg Optimized Etf Etf (ESGU) | 0.04 | $655.00k | -5% | 9.37k | 69.93 | |
| Humana Stock (HUM) | 0.04 | $652.00k | +2% | 1.68k | 387.86 | |
| Moodys Corp Stock (MCO) | 0.04 | $651.00k | 2.37k | 274.57 | ||
| Dollar Gen Corp Stock (DG) | 0.04 | $646.00k | +37% | 3.40k | 190.22 |
Past Filings by Parallel Advisors
View past SEC 13F filings for Parallel Advisors
- Parallel Advisors 2020 Q1 filed April 27, 2020
- Parallel Advisors 2019 Q4 filed Jan. 30, 2020
- Parallel Advisors 2019 Q3 filed Nov. 1, 2019
- Parallel Advisors 2019 Q2 filed Aug. 5, 2019
- Parallel Advisors 2019 Q1 filed May 1, 2019
- Parallel Advisors 2018 Q4 filed Feb. 5, 2019
- Parallel Advisors 2018 Q3 filed Nov. 1, 2018
- Parallel Advisors 2018 Q2 filed July 30, 2018
- Parallel Advisors 2018 Q1 filed May 8, 2018
- Parallel Advisors 2017 Q4 filed Feb. 13, 2018
- Parallel Advisors 2017 Q3 amended filed Nov. 15, 2017
- Parallel Advisors 2017 Q3 filed Nov. 14, 2017
- Parallel Advisors 2017 Q2 filed Aug. 7, 2017
- Parallel Advisors 2017 Q1 amended filed May 12, 2017
- Parallel Advisors 2016 Q4 filed Feb. 14, 2017