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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, NVDA, CORT, and represent 27.83% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$113M), IVV (+$83M), DYNF (+$55M), AAPL (+$7.7M), VUG (+$6.9M), FBND (+$5.9M), VTV (+$5.2M), AMZN, LRGF, MSFT.
Started 211 new stock positions in TPST, DFIV, SPBO, ZEUS, COCO, Call, RDWR, SG, OPY, PTGX.
Reduced shares in these 10 stocks: QUAL (-$54M), ITOT (-$46M), RSP (-$9.5M), EMXC, SHV, IDV, VB, VO, SCHD, VTI.
Sold out of its positions in ABM, ATNI, ASGI, ACAD, Agiliti, EXTO, ALZN, AVSC, American Equity Investment Life Holding, AMSWA.
Parallel Advisors was a net buyer of stock by $202M.
Parallel Advisors has $3.9B in assets under management (AUM), dropping by 5.78%.
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 June 2024 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 June 30, 2024 positions
Download the Parallel Advisors June 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	$349M	+31%	638k	547.23	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	8.1	$315M	-12%	2.7M	118.78	View chart
Apple Stock (AAPL)	4.4	$172M	+4%	817k	210.62	View chart
Nvidia Corp Stock (NVDA)	3.2	$126M	+858%	1.0M	123.54	View chart
Corcept Therapeutics Stock (CORT)	3.2	$124M		3.8M	32.49	View chart
Microsoft Stock (MSFT)	2.0	$80M	+4%	178k	446.95	View chart
Amazon.com Stock (AMZN)	1.8	$71M	+7%	365k	193.25	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.5	$59M		612k	97.07	View chart
Vanguard Large Cap Etf (VV)	1.5	$57M		227k	249.62	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	1.4	$55M	+22105%	1.2M	46.94	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$54M		295k	183.42	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.4	$53M		727k	72.64	View chart
Cvb Finl Corp Stock (CVBF)	1.3	$51M		2.9M	17.24	View chart
Google Stock (GOOGL)	1.3	$50M	+2%	277k	182.15	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	1.2	$48M	-16%	295k	164.28	View chart
Vanguard Total Stk Mkt Etf (VTI)	1.0	$41M	-2%	152k	267.51	View chart
Costco Wholesale Corp Stock (COST)	1.0	$39M		46k	850.00	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.0	$38M	-58%	221k	170.76	View chart
Vanguard Small Cap Etf Etf (VB)	1.0	$38M	-3%	172k	218.04	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$31M		76k	406.80	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$30M	+2%	60k	504.22	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$26M		127k	202.26	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$23M		469k	49.42	View chart
Vanguard Value Etf Etf (VTV)	0.6	$23M	+29%	143k	160.41	View chart
Eli Lilly & Co Stock (LLY)	0.6	$22M	+2%	24k	905.39	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$21M		258k	82.82	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$21M	-3%	45k	479.11	View chart
Uber Technologies Stock (UBER)	0.5	$19M		267k	72.68	View chart
Visa Stock (V)	0.5	$19M	+3%	74k	262.47	View chart
Adobe Sys Stock (ADBE)	0.5	$19M		35k	555.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$19M	+3%	355k	53.53	View chart
Abbvie Stock (ABBV)	0.5	$19M		110k	171.52	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$18M		34k	544.22	View chart
Mastercard Stock (MA)	0.5	$18M	-2%	41k	441.16	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$18M		225k	79.93	View chart
Unitedhealth Group Stock (UNH)	0.5	$18M		35k	509.26	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$18M	+2%	32k	553.00	View chart
Chevron Corp Stock (CVX)	0.5	$18M		113k	156.42	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.4	$17M		58k	303.41	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$17M	-6%	221k	77.76	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.4	$17M	-5%	259k	66.35	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.4	$17M	+12%	383k	44.65	View chart
Salesforce Stock (CRM)	0.4	$17M		66k	257.10	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$16M	-3%	205k	78.33	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$16M		627k	25.33	View chart
Intuitive Surgical Stock (ISRG)	0.4	$16M		36k	444.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$16M		31k	500.13	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$16M	-8%	559k	27.67	View chart
Netflix Stock (NFLX)	0.4	$15M	+7%	23k	674.88	View chart
Intuit Stock (INTU)	0.4	$15M		23k	657.20	View chart
Tjx Cos Stock (TJX)	0.4	$14M		128k	110.10	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.4	$14M	-21%	238k	59.20	View chart
Vanguard Mid Cap Etf (VO)	0.3	$13M	-8%	55k	242.10	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$13M	+5%	299k	43.76	View chart
Abbott Labs Stock (ABT)	0.3	$13M		122k	103.91	View chart
Booking Holdings Stock (BKNG)	0.3	$13M		3.2k	3961.13	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.3	$12M	-2%	160k	77.28	View chart
Verizon Communications Stock (VZ)	0.3	$12M	-2%	298k	41.24	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.3	$12M		158k	77.14	View chart
Donaldson Stock (DCI)	0.3	$12M		163k	71.56	View chart
Procter And Gamble Stock (PG)	0.3	$11M	+21%	67k	164.92	View chart
Avago Technologies Stock (AVGO)	0.3	$11M	+3%	6.9k	1605.65	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$11M	-9%	60k	182.55	View chart
Johnson & Johnson Stock (JNJ)	0.3	$11M	-9%	72k	146.16	View chart
Ecolab Stock (ECL)	0.3	$10M		44k	238.00	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$10M	+199%	28k	374.01	View chart
Honeywell Intl Stock (HON)	0.3	$10M		48k	213.54	View chart
Disney Walt Stock (DIS)	0.3	$10M	-3%	101k	99.29	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$10M	+11%	55k	182.01	View chart
Home Depot Stock (HD)	0.3	$10M	+5%	29k	344.24	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$9.9M	-2%	475k	20.95	View chart
Tesla Motors Stock (TSLA)	0.2	$9.6M	+5%	49k	197.88	View chart
Walmart Stock (WMT)	0.2	$9.5M	+8%	140k	67.71	View chart
Blackrock Stock (BLK)	0.2	$9.4M		12k	787.34	View chart
Energy Select Sector Spdr Etf (XLE)	0.2	$9.3M	-4%	102k	91.15	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.2	$9.3M	-3%	184k	50.53	View chart
Realty Income Corp Reit (O)	0.2	$9.3M		176k	52.82	View chart
Nextera Energy Stock (NEE)	0.2	$9.2M	+4%	130k	70.81	View chart
Roper Industries Stock (ROP)	0.2	$9.0M		16k	563.66	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$8.9M	+19%	49k	182.52	View chart
Colgate Palmolive Stock (CL)	0.2	$8.8M		91k	97.04	View chart
Sherwin Williams Stock (SHW)	0.2	$8.7M		29k	298.43	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$8.7M	+6%	148k	58.52	View chart
Oracle Corporation Stock (ORCL)	0.2	$8.6M		61k	141.20	View chart
Palo Alto Networks Stock (PANW)	0.2	$8.5M		25k	339.01	View chart
Spdr Gold Etf Etf (GLD)	0.2	$8.3M	-7%	39k	215.01	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$8.3M	-9%	99k	83.96	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$8.2M		116k	70.94	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$8.1M	+14%	71k	115.12	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$8.1M	+16%	22k	364.51	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.2	$7.9M	-23%	72k	110.50	View chart
Vanguard Information Technology Etf (VGT)	0.2	$7.8M		14k	576.59	View chart
Illinois Tool Wks Stock (ITW)	0.2	$7.6M		32k	236.96	View chart
Merck & Co Stock (MRK)	0.2	$7.5M	+3%	61k	123.80	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$7.5M	-2%	90k	83.76	View chart
Ready Capital Corp Reit (RC)	0.2	$7.5M	-9%	913k	8.18	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.2	$7.3M		51k	142.74	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$7.2M		68k	106.66	View chart
Pepsico Stock (PEP)	0.2	$7.1M	-2%	43k	164.93	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.2	$7.0M	-3%	67k	103.46	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$7.0M		86k	81.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$6.9M		115k	60.30	View chart
Nike Inc Class B Stock (NKE)	0.2	$6.9M	-2%	92k	75.37	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$6.7M		39k	174.47	View chart
Xylem Stock (XYL)	0.2	$6.7M		49k	135.63	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$6.6M	+5%	17k	383.18	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$6.5M	+3%	38k	173.36	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$6.5M		58k	112.40	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$6.5M	+27%	55k	119.32	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$6.3M	-5%	59k	106.78	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$6.2M	+20%	86k	72.05	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$6.2M	+2021%	138k	44.93	View chart
Vanguard High Dividend Yield Etf (VYM)	0.2	$6.2M		52k	118.60	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$6.1M	+4%	66k	92.37	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$5.8M	+3%	151k	38.42	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$5.5M	+5%	32k	173.81	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$5.4M	-10%	127k	42.59	View chart
Coca Cola Stock (KO)	0.1	$5.2M		82k	63.65	View chart
Stryker Corp Stock (SYK)	0.1	$5.2M		15k	340.24	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$5.1M	-10%	53k	96.62	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.1	$5.0M	-4%	88k	56.88	View chart
Morgan Stanley Stock (MS)	0.1	$5.0M	-3%	52k	97.19	View chart
Intl Business Machines Stock (IBM)	0.1	$4.9M	+6%	29k	172.95	View chart
Cisco Sys Stock (CSCO)	0.1	$4.9M	-9%	104k	47.51	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$4.9M	+19%	126k	39.05	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$4.9M	+33%	8.00	612241.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.9M	+5%	76k	64.25	View chart
Monster Beverage Corp Stock (MNST)	0.1	$4.9M	-2%	98k	49.95	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.5M	-3%	18k	257.28	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.5M	+2%	71k	63.54	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.5M		29k	155.49	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.1	$4.4M	-5%	150k	29.70	View chart
Paypal Hldgs Stock (PYPL)	0.1	$4.4M	+10%	76k	58.03	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$4.4M	-2%	69k	62.87	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.1	$4.3M	+431%	78k	55.69	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$4.3M		69k	62.67	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.3M	-2%	163k	26.56	View chart
Quanta Services Stock (PWR)	0.1	$4.3M	+5%	17k	254.09	View chart
American Tower Corp Reit (AMT)	0.1	$4.3M	+2%	22k	194.38	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.2M	-4%	21k	202.89	View chart
Texas Instrs Stock (TXN)	0.1	$4.2M		22k	194.53	View chart
Vanguard Energy Etf (VDE)	0.1	$4.2M	+7%	33k	127.57	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.2M		43k	97.27	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.1M	+2%	63k	65.44	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.1M	+3%	47k	88.48	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$4.1M	+6%	163k	25.09	View chart
Bank America Corp Stock (BAC)	0.1	$4.1M	+2%	103k	39.77	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$4.1M	+5%	50k	81.65	View chart
Synopsys Stock (SNPS)	0.1	$4.0M	+7%	6.8k	595.08	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$4.0M		27k	150.50	View chart
Applied Matls Stock (AMAT)	0.1	$4.0M	+7%	17k	235.99	View chart
Gilead Sciences Stock (GILD)	0.1	$4.0M	+26%	58k	68.61	View chart
Toro Stock (TTC)	0.1	$3.9M	-3%	42k	93.51	View chart
Analog Devices Stock (ADI)	0.1	$3.9M	+8%	17k	228.26	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$3.9M	-3%	94k	41.06	View chart
Fedex Corp Stock (FDX)	0.1	$3.9M	-13%	13k	299.84	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$3.8M	+7%	50k	76.70	View chart
Markel Corp Holding Stock (MKL)	0.1	$3.8M	+16%	2.4k	1575.80	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.8M		41k	92.71	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.8M	-7%	121k	31.55	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$3.8M	-17%	33k	112.63	View chart
Payoneer Global Stock (PAYO)	0.1	$3.7M	-12%	675k	5.54	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.7M		15k	254.83	View chart
Service Now Stock (NOW)	0.1	$3.7M		4.7k	786.59	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.6M	+5%	22k	162.21	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$3.6M	+31%	16k	226.23	View chart
Hormel Foods Corp Stock (HRL)	0.1	$3.5M	-6%	115k	30.49	View chart
Rtx Corporation Stock (RTX)	0.1	$3.5M		34k	100.39	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$3.4M	+25%	32k	106.55	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.4M		86k	39.16	View chart
Danaher Corp Stock (DHR)	0.1	$3.4M	+3%	14k	249.85	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.3M	+7%	213k	15.71	View chart
Emerson Elec Stock (EMR)	0.1	$3.3M	+2%	30k	110.16	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.3M	-3%	93k	35.08	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.2M		35k	92.54	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$3.2M		135k	23.73	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$3.2M	+2%	129k	24.77	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$3.2M	+13%	141k	22.57	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$3.2M	+2%	134k	23.82	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.2M	-2%	43k	73.69	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.1M	-5%	21k	151.63	View chart
Conocophillips Stock (COP)	0.1	$3.1M		27k	114.38	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.1M		60k	51.24	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$3.1M	+8%	112k	27.44	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.1M	-13%	54k	56.68	View chart
Blackstone Group Stock (BX)	0.1	$3.1M	+11%	25k	123.80	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$3.0M		69k	43.93	View chart
Pfizer Stock (PFE)	0.1	$3.0M	+19%	108k	27.98	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$3.0M	+15%	6.4k	468.69	View chart
Qualcomm Stock (QCOM)	0.1	$2.9M	+2%	15k	199.18	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$2.9M	-8%	15k	197.29	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$2.9M	-12%	28k	102.70	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$2.9M	+2%	128k	22.67	View chart
Amgen Stock (AMGN)	0.1	$2.9M		9.2k	312.45	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$2.9M	+2%	115k	24.86	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.8M		11k	264.30	View chart
Diamondback Energy Stock (FANG)	0.1	$2.8M	+5%	14k	200.19	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$2.7M	+7%	135k	20.29	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$2.7M	+7%	129k	21.26	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$2.7M	+6349%	27k	99.37	View chart
Caterpillar Stock (CAT)	0.1	$2.7M	-2%	8.0k	333.10	View chart
Vail Resorts Stock (MTN)	0.1	$2.6M	-2%	15k	180.13	View chart
Arista Networks Stock (ANET)	0.1	$2.6M	+12%	7.5k	350.49	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$2.6M	+8%	105k	24.56	View chart
Ge Aerospace Stock (GE)	0.1	$2.6M		16k	158.97	View chart
Linde Stock (LIN)	0.1	$2.6M	+4%	5.8k	438.79	View chart
At&t Stock (T)	0.1	$2.6M	+4%	134k	19.11	View chart
American Express Stock (AXP)	0.1	$2.6M		11k	231.54	View chart
Intel Corp Stock (INTC)	0.1	$2.6M	-3%	82k	30.97	View chart
United Parcel Service Stock (UPS)	0.1	$2.5M	-4%	19k	136.85	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.5M		39k	64.95	View chart
Inari Med Stock (NARI)	0.1	$2.5M		52k	48.15	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.5M	+3%	5.5k	452.34	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.1	$2.5M	+8%	16k	153.90	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.4M		9.3k	260.70	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$2.4M	+6%	96k	25.20	View chart
Cadence Design System Stock (CDNS)	0.1	$2.4M	+3%	7.8k	307.76	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.4M	-8%	31k	77.85	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$2.4M	-11%	26k	91.08	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.4M		9.6k	246.07	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$2.4M		2.3k	1022.60	View chart
Eaton Corp Stock (ETN)	0.1	$2.3M	+4%	7.4k	313.55	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$2.3M	+48%	90k	25.64	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.3M	-11%	47k	48.60	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.1	$2.2M		90k	25.13	View chart
S&p Global Stock (SPGI)	0.1	$2.2M		5.0k	445.99	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$2.2M	+160%	8.7k	250.12	View chart
Micron Technology Stock (MU)	0.1	$2.2M		16k	131.53	View chart
Elevance Health Stock (ELV)	0.1	$2.1M	+9%	3.9k	541.89	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.1M	-11%	11k	194.87	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.1M	+13%	23k	91.81	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.0M		4.3k	467.06	View chart
Cummins Stock (CMI)	0.1	$2.0M		7.2k	276.92	View chart
T-mobile Us Stock (TMUS)	0.1	$2.0M	+12%	11k	176.18	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$2.0M	-10%	34k	57.21	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$2.0M		6.6k	297.52	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$1.9M		52k	37.67	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.0	$1.9M		35k	55.04	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.9M	+2%	8.1k	238.70	View chart
Wells Fargo Stock (WFC)	0.0	$1.9M		32k	59.39	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$1.9M		32k	58.64	View chart
Iqvia Hldgs Stock (IQV)	0.0	$1.9M	+3%	8.9k	211.43	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$1.9M	+19%	40k	46.61	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$1.9M		15k	120.98	View chart
Progressive Corp Stock (PGR)	0.0	$1.8M	+8%	8.9k	207.70	View chart
Altria Group Stock (MO)	0.0	$1.8M	-7%	40k	45.55	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$1.8M		47k	38.17	View chart
Canadian Pac Railway Stock (CP)	0.0	$1.8M	-4%	23k	78.73	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$1.8M	+5%	6.7k	266.00	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$1.8M	-5%	32k	56.81	View chart

Past Filings by Parallel Advisors

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

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
Parallel Advisors 2021 Q3 filed Oct. 22, 2021

View all past filings

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