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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, CORT, AAPL, NVDA, and represent 28.17% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$36M), JMBS (+$27M), AAPL (+$16M), CVBF (+$16M), BINC (+$16M), IGSB (+$13M), Spdr S&p 500 Etf Tr Put Opt 05/25 470.0 Put (+$11M), IVV (+$9.9M), CORT (+$7.9M), SBUX (+$7.5M).
Started 233 new stock positions in CURE, PL, CVEO, DGII, AVLV, SPMD, Spdr S&p 500 Etf Tr Put Opt 05/25 541.0 Put, OXM, EYPT, TH.
Reduced shares in these 10 stocks: PLTR (-$24M), IGEB (-$19M), Spdr S&p500 Etf Feb 21 25 $510 (-$9.2M), Spdr S&p500 Etf Jan 17 25 $515 (-$8.6M), GOVT (-$6.2M), AGG, SSNC, VZ, Inari Medical Ord, EMXC.
Sold out of its positions in AMCX, ANIP, ARKQ, PRNT, ACCD, ARAY, AHCO, MSOS, ADV, Allovir.
Parallel Advisors was a net buyer of stock by $127M.
Parallel Advisors has $4.4B in assets under management (AUM), dropping by -0.26%.
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 3520 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Parallel Advisors has 3520 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors March 31, 2025 positions
Download the Parallel Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Etf (IVV)	8.9	$393M	+2%	700k	561.90	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	7.0	$312M		2.6M	122.01	View chart
Corcept Therapeutics Stock (CORT)	5.0	$220M	+3%	4.0M	55.29	View chart
Apple Stock (AAPL)	4.6	$206M	+8%	927k	222.11	View chart
Nvidia Corp Stock (NVDA)	2.7	$118M	+2%	1.1M	108.38	View chart
Microsoft Stock (MSFT)	2.4	$107M	+51%	286k	375.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.7	$77M	+6%	1.0M	75.65	View chart
Amazon.com Stock (AMZN)	1.6	$72M		380k	190.27	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	1.6	$72M	+7%	1.5M	48.76	View chart
Cvb Finl Corp Stock (CVBF)	1.6	$71M	+29%	3.8M	18.46	View chart
Vanguard Large Cap Etf (VV)	1.3	$57M		222k	257.03	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	1.2	$54M	+98%	1.2M	45.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$53M	+5%	339k	156.23	View chart
Google Stock (GOOGL)	1.1	$50M	+7%	323k	154.64	View chart
Costco Wholesale Corp Stock (COST)	1.0	$44M		46k	945.75	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$42M		450k	92.83	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$42M	+11%	72k	576.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$41M		78k	532.57	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$41M		150k	274.84	View chart
Vanguard Small Cap Etf Etf (VB)	0.8	$37M		166k	221.75	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.8	$34M	-3%	196k	170.89	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$32M		130k	245.28	View chart
Visa Stock (V)	0.6	$28M	+3%	81k	350.43	View chart
Netflix Stock (NFLX)	0.6	$27M	+11%	29k	932.55	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.6	$25M	-13%	247k	98.92	View chart
Eli Lilly & Co Stock (LLY)	0.5	$24M	+10%	29k	825.88	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$24M	+4%	470k	50.83	View chart
Vanguard Value Etf Etf (VTV)	0.5	$23M		134k	172.63	View chart
Mastercard Stock (MA)	0.5	$23M		42k	548.10	View chart
Abbvie Stock (ABBV)	0.5	$22M		107k	209.51	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$22M	+2%	39k	559.33	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$22M		47k	468.92	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$21M	+8%	256k	81.76	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$21M	+3%	271k	75.74	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$20M	+6%	40k	513.90	View chart
Uber Technologies Stock (UBER)	0.4	$20M	+2%	271k	72.86	View chart
Intuitive Surgical Stock (ISRG)	0.4	$19M	-2%	39k	495.27	View chart
Crown Castle Intl Corp Reit (CCI)	0.4	$19M		184k	104.23	View chart
Chevron Corp Stock (CVX)	0.4	$19M		112k	167.29	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.4	$18M		58k	312.03	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$18M	+9%	37k	497.61	View chart
Salesforce Stock (CRM)	0.4	$18M		67k	268.36	View chart
Tesla Motors Stock (TSLA)	0.4	$18M	+6%	69k	259.18	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$18M		217k	81.73	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.4	$18M	-3%	260k	68.01	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$18M		627k	27.96	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$18M	-8%	324k	53.97	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.4	$17M	+1027%	327k	52.38	View chart
Abbott Labs Stock (ABT)	0.4	$17M		128k	132.65	View chart
Unitedhealth Group Stock (UNH)	0.4	$16M	-9%	31k	523.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$16M	-59%	194k	84.40	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.4	$16M	-4%	528k	31.02	View chart
Tjx Cos Stock (TJX)	0.4	$16M		133k	121.78	View chart
Intuit Stock (INTU)	0.4	$16M		26k	613.98	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.4	$16M	+403%	301k	52.37	View chart
Vanguard Mid Cap Etf (VO)	0.3	$15M	+4%	58k	258.62	View chart
Avago Technologies Stock (AVGO)	0.3	$15M	+19%	88k	167.44	View chart
Booking Holdings Stock (BKNG)	0.3	$14M		3.1k	4606.49	View chart
Adobe Sys Stock (ADBE)	0.3	$13M	-3%	34k	383.54	View chart
Walmart Stock (WMT)	0.3	$13M		148k	87.78	View chart
Johnson & Johnson Stock (JNJ)	0.3	$13M	+5%	76k	165.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$13M		276k	45.26	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.3	$13M		158k	78.89	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.3	$12M	+4%	154k	78.94	View chart
Spdr Gold Etf Etf (GLD)	0.3	$11M	+3%	39k	288.14	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$11M		58k	193.99	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.3	$11M	-10%	64k	173.23	View chart
Procter And Gamble Stock (PG)	0.2	$11M		65k	170.40	View chart
Blackrock Stock (BLK)	0.2	$11M	-2%	11k	946.52	View chart
Starbucks Corp Stock (SBUX)	0.2	$11M	+228%	110k	98.09	View chart
Home Depot Stock (HD)	0.2	$11M		29k	366.47	View chart
Spdr S&p 500 Etf Tr Put Opt 05/25 470.0 Put Options Put Option	0.2	$11M	NEW	19k	559.39	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$11M	+20%	181k	58.35	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$11M		55k	190.47	View chart
Sherwin Williams Stock (SHW)	0.2	$10M		30k	349.18	View chart
Donaldson Stock (DCI)	0.2	$10M	-2%	155k	67.06	View chart
Realty Income Corp Reit (O)	0.2	$10M		177k	58.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$10M	+15%	28k	361.09	View chart
Nextera Energy Stock (NEE)	0.2	$10M	+3%	142k	70.89	View chart
Honeywell Intl Stock (HON)	0.2	$10M	-2%	47k	211.74	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$9.9M	+21%	95k	104.57	View chart
Ecolab Stock (ECL)	0.2	$9.9M	-7%	39k	253.51	View chart
Roper Industries Stock (ROP)	0.2	$9.8M	+2%	17k	589.56	View chart
Oracle Corporation Stock (ORCL)	0.2	$9.4M		67k	139.87	View chart
Palo Alto Networks Stock (PANW)	0.2	$9.3M	+5%	55k	170.64	View chart
Verizon Communications Stock (VZ)	0.2	$9.0M	-26%	199k	45.36	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$9.0M	-2%	109k	82.31	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$8.9M		407k	21.94	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.2	$8.9M		176k	50.70	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$8.5M		46k	186.23	View chart
Energy Select Sector Spdr Etf (XLE)	0.2	$8.5M	-2%	91k	93.45	View chart
Colgate Palmolive Stock (CL)	0.2	$8.3M		88k	93.70	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$8.3M	+5%	91k	90.53	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$8.2M	-4%	69k	118.93	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$8.0M	-8%	86k	93.66	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.2	$8.0M	+17%	79k	101.20	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$7.9M	-5%	200k	39.69	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$7.8M		22k	352.58	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$7.3M		39k	187.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$7.3M	+3%	369k	19.78	View chart
Illinois Tool Wks Stock (ITW)	0.2	$7.3M		29k	248.01	View chart
Intl Business Machines Stock (IBM)	0.2	$7.1M	-2%	29k	248.64	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$7.1M		115k	62.15	View chart
Stryker Corp Stock (SYK)	0.2	$7.1M	+21%	19k	372.26	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$7.1M	-4%	155k	45.65	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$7.0M	+12%	58k	121.91	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$6.8M		59k	116.39	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$6.8M	+3%	18k	370.82	View chart
Vanguard Information Technology Etf (VGT)	0.2	$6.7M	-2%	12k	542.39	View chart
Cisco Sys Stock (CSCO)	0.1	$6.5M	+2%	105k	61.70	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.1	$6.4M		58k	110.46	View chart
Morgan Stanley Stock (MS)	0.1	$6.3M		54k	116.67	View chart
Coca Cola Stock (KO)	0.1	$6.1M	+2%	86k	71.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$6.0M		54k	111.09	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.1	$5.9M	-2%	36k	164.64	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$5.9M	-13%	71k	82.94	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.1	$5.8M	-7%	54k	106.65	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.1	$5.8M	+3%	100k	57.88	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$5.7M		259k	22.08	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$5.7M	-4%	226k	25.26	View chart
Disney Walt Stock (DIS)	0.1	$5.7M	-28%	58k	98.69	View chart
Xylem Stock (XYL)	0.1	$5.6M		47k	119.46	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$5.6M	-6%	43k	128.96	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$5.6M	-12%	7.00	798441.57	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$5.5M	-9%	33k	166.00	View chart
Paypal Hldgs Stock (PYPL)	0.1	$5.4M		83k	65.25	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$5.4M	-3%	233k	23.13	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$5.4M	-6%	123k	43.70	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$5.3M	-10%	220k	24.18	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$5.3M	+13%	54k	97.95	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$5.3M	+17%	246k	21.53	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$5.2M	-3%	242k	21.72	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$5.2M	+6%	77k	67.85	View chart
Pepsico Stock (PEP)	0.1	$5.2M	-5%	35k	149.94	View chart
Markel Corp Holding Stock (MKL)	0.1	$5.1M	+5%	2.8k	1869.68	View chart
Monster Beverage Corp Stock (MNST)	0.1	$5.1M	-3%	87k	58.52	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$5.1M	-14%	210k	24.21	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$5.0M	-3%	201k	24.99	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$4.9M	-6%	237k	20.75	View chart
Merck & Co Stock (MRK)	0.1	$4.9M	-7%	55k	89.75	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.1	$4.9M		87k	56.27	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.9M		16k	312.28	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.8M	-3%	23k	207.26	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$4.8M	+14%	182k	26.35	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$4.8M	+13%	61k	78.28	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.7M	+4%	24k	199.49	View chart
American Tower Corp Reit (AMT)	0.1	$4.7M		22k	217.60	View chart
Quanta Services Stock (PWR)	0.1	$4.7M	+2%	18k	254.18	View chart
Rtx Corporation Stock (RTX)	0.1	$4.6M		35k	132.45	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.6M		167k	27.57	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$4.6M	-17%	85k	53.52	View chart
At&t Stock (T)	0.1	$4.6M		161k	28.28	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$4.5M	-10%	178k	25.54	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$4.5M	-16%	177k	25.15	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$4.4M	-10%	172k	25.56	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.4M		66k	66.34	View chart
Blackstone Group Stock (BX)	0.1	$4.4M	+6%	31k	139.78	View chart
Arista Networks Stock (ANET)	0.1	$4.3M	+33%	56k	77.48	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$4.3M	-6%	143k	30.31	View chart
Bank America Corp Stock (BAC)	0.1	$4.3M	-6%	104k	41.73	View chart
Service Now Stock (NOW)	0.1	$4.2M	-2%	5.3k	796.07	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$4.2M	-10%	59k	72.45	View chart
Vanguard Energy Etf (VDE)	0.1	$4.2M	-2%	32k	129.70	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.2M		43k	97.45	View chart
Parker-hannifin Corp Stock (PH)	0.1	$4.1M	+42%	6.8k	607.84	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$4.0M		49k	82.73	View chart
Lululemon Athletica Stock (LULU)	0.1	$4.0M	+62%	14k	283.06	View chart
Texas Instrs Stock (TXN)	0.1	$4.0M	+6%	22k	179.68	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$3.9M	+2%	34k	115.95	View chart
Gilead Sciences Stock (GILD)	0.1	$3.8M	-7%	34k	112.05	View chart
Emerson Elec Stock (EMR)	0.1	$3.8M	+25%	35k	109.64	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$3.8M	-3%	42k	90.59	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.8M	-21%	52k	73.45	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$3.7M		26k	140.46	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$3.7M	+2%	18k	206.48	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$3.7M		119k	30.73	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$3.6M	+18%	140k	25.79	View chart
Conocophillips Stock (COP)	0.1	$3.6M	+13%	34k	105.00	View chart
Danaher Corp Stock (DHR)	0.1	$3.6M	+37%	17k	205.01	View chart
American Express Stock (AXP)	0.1	$3.4M		13k	269.00	View chart
Goldman Sachs Group Stock (GS)	0.1	$3.4M	-2%	6.3k	546.26	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.4M	-3%	93k	36.44	View chart
Caterpillar Stock (CAT)	0.1	$3.4M		10k	329.79	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$3.3M		48k	69.44	View chart
Ge Aerospace Stock (GE)	0.1	$3.3M		17k	200.15	View chart
Nike Inc Class B Stock (NKE)	0.1	$3.3M	-31%	52k	63.48	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.3M	+4%	219k	15.14	View chart
Analog Devices Stock (ADI)	0.1	$3.2M		16k	201.67	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.2M	-6%	27k	119.47	View chart
T-mobile Us Stock (TMUS)	0.1	$3.2M	-2%	12k	266.70	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$3.2M	-19%	54k	58.85	View chart
Amgen Stock (AMGN)	0.1	$3.1M	+5%	9.9k	311.54	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.1M	+9%	39k	78.27	View chart
Synopsys Stock (SNPS)	0.1	$3.1M		7.2k	428.84	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.1	$3.0M	-86%	67k	45.01	View chart
Linde Stock (LIN)	0.1	$3.0M	+4%	6.4k	465.62	View chart
Diamondback Energy Stock (FANG)	0.1	$3.0M	+8%	19k	159.88	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$3.0M	+172%	59k	50.01	View chart
Philip Morris Intl Stock (PM)	0.1	$2.9M	-2%	19k	158.72	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.9M	+35%	31k	93.78	View chart
S&p Global Stock (SPGI)	0.1	$2.9M	+4%	5.8k	508.13	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.9M		11k	270.83	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.1	$2.9M		96k	30.10	View chart
Progressive Corp Stock (PGR)	0.1	$2.9M	-2%	10k	282.96	View chart
Wells Fargo Stock (WFC)	0.1	$2.9M	+7%	40k	71.79	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.8M	-11%	6.3k	446.69	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.7M		9.0k	305.51	View chart
Waste Management Stock (WM)	0.1	$2.7M	+14%	12k	231.51	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$2.7M		27k	97.91	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$2.6M	-25%	5.5k	484.93	View chart
Fedex Corp Stock (FDX)	0.1	$2.6M	-12%	11k	243.78	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$2.6M		13k	201.38	View chart
Pfizer Stock (PFE)	0.1	$2.5M	+5%	101k	25.34	View chart
Altria Group Stock (MO)	0.1	$2.5M	-7%	42k	60.02	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.1	$2.5M	+14%	64k	39.75	View chart
Applied Matls Stock (AMAT)	0.1	$2.5M		17k	145.12	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.5M		44k	57.14	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.5M	-8%	24k	105.44	View chart
Qualcomm Stock (QCOM)	0.1	$2.5M	+9%	16k	153.61	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$2.5M	-71%	107k	22.98	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL)	0.1	$2.5M	+6691%	121k	20.33	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.1	$2.4M	+6648%	124k	19.66	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.4M		9.6k	253.86	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.1	$2.4M	+6615%	112k	21.77	View chart
Eaton Corp Stock (ETN)	0.1	$2.4M	+10%	9.0k	271.89	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$2.4M	+6572%	109k	22.25	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$2.4M	+6524%	108k	22.42	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$2.4M	-36%	61k	39.37	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$2.4M	-14%	64k	36.90	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.3M	-4%	31k	74.72	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.3M	-8%	22k	102.75	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$2.3M	-5%	24k	95.48	View chart
Citigroup Stock (C)	0.1	$2.3M	+2%	32k	70.99	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.2M	+379%	44k	50.85	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$2.2M	-35%	27k	81.10	View chart
Ge Vernova Stock (GEV)	0.0	$2.2M	+11%	7.2k	305.28	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$2.2M		35k	60.99	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$2.2M	-8%	16k	134.28	View chart
Corteva Stock (CTVA)	0.0	$2.1M		34k	62.93	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.0	$2.1M	-61%	26k	83.53	View chart
Ameriprise Finl Stock (AMP)	0.0	$2.1M	+2%	4.4k	484.11	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$2.1M	-2%	10k	211.47	View chart
Cummins Stock (CMI)	0.0	$2.1M		6.8k	313.46	View chart
Moodys Corp Stock (MCO)	0.0	$2.1M	+4%	4.6k	465.65	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$2.1M	-32%	12k	183.51	View chart
Medtronic Stock (MDT)	0.0	$2.1M	+18%	23k	89.85	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.0	$2.1M		35k	59.51	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$2.1M		20k	104.58	View chart
Toro Stock (TTC)	0.0	$2.1M	-19%	29k	72.75	View chart
Hormel Foods Corp Stock (HRL)	0.0	$2.1M	-29%	67k	30.94	View chart

Past Filings by Parallel Advisors

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

Parallel Advisors 2025 Q1 filed April 8, 2025
Parallel Advisors 2024 Q4 filed Feb. 10, 2025
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

View all past filings

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