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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, AAPL, SCHD, CORT, IDV, and represent 23.07% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: SHV (+$38M), SCHD (+$28M), VB (+$27M), AAPL (+$20M), VEA (+$18M), VCIT (+$15M), IDV (+$13M), ABBV (+$12M), ACN (+$12M), COST (+$12M).
Started 274 new stock positions in CBD, VYGR, Tailwind Acquisition Corp, AVDV, WSR, CGEM, CYXT, FPH, Intchains Group Ltd Ads Repstg Cl A, IMGN.
Reduced shares in these 10 stocks: XLE (-$21M), ICSH (-$16M), EEMV (-$13M), IEFA (-$12M), TIP (-$10M), VLUE, SRLN, 1life Healthcare, SPTM, Linde.
Sold out of its positions in BTAL, AESC, MSOS, SAGP, ATSG, Akamai Technologies Inc note 0.125% 5/0, AKYA, America Movil Sab De Cv spon adr l, APEI, AMWL.
Parallel Advisors was a net buyer of stock by $550M.
Parallel Advisors has $3.0B in assets under management (AUM), dropping by 28.61%.
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 3437 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Parallel Advisors has 3437 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors March 31, 2023 positions
Download the Parallel Advisors March 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)	9.9	$292M		3.2M	90.55	View chart
Apple Stock (AAPL)	4.2	$125M	+19%	755k	164.90	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.7	$110M	+33%	1.5M	73.16	View chart
Corcept Therapeutics Stock (CORT)	2.7	$81M		3.7M	21.66	View chart
Ishares International Select Dividend Etf Etf (IDV)	2.6	$77M	+20%	2.8M	27.49	View chart
Cvb Finl Corp Stock (CVBF)	2.2	$64M		3.8M	16.68	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.7	$51M	-19%	765k	66.85	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	1.7	$49M	+6%	340k	144.62	View chart
Microsoft Stock (MSFT)	1.5	$46M		159k	288.30	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	1.5	$44M	+645%	400k	110.50	View chart
Vanguard Large Cap Etf (VV)	1.3	$39M		208k	186.81	View chart
Vanguard Small Cap Etf Etf (VB)	1.2	$35M	+367%	184k	189.56	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.1	$34M	+3%	460k	72.74	View chart
Amazon.com Stock (AMZN)	1.1	$33M	+21%	323k	103.29	View chart
Setup an alert Parallel Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified? Email Address
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$31M	+57%	295k	104.00	View chart
Nvidia Corp Stock (NVDA)	1.0	$30M	+52%	108k	277.77	View chart
Ishares S&p 500 Index Etf (IVV)	1.0	$29M	+10%	71k	411.08	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.9	$28M	+18%	138k	204.12	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.9	$28M		278k	99.64	View chart
Spdr Gold Etf Etf (GLD)	0.9	$27M	+9%	149k	183.20	View chart
Google Stock (GOOGL)	0.9	$27M	+2%	256k	103.73	View chart
Okta Inc Cl A Stock (OKTA)	0.8	$24M		280k	86.24	View chart
Costco Wholesale Corp Stock (COST)	0.8	$23M	+101%	46k	496.87	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$22M	+72%	72k	308.77	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.7	$21M	+10%	185k	114.54	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$20M	+861%	440k	45.20	View chart
Chevron Corp Stock (CVX)	0.7	$20M	+119%	122k	163.16	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.6	$19M	-9%	381k	50.43	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$19M	+26%	393k	48.79	View chart
Abbvie Stock (ABBV)	0.6	$18M	+204%	112k	159.37	View chart
Thermo Fisher Scientific Stock (TMO)	0.6	$17M	+147%	30k	576.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$16M	+4%	39k	409.40	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$16M	+1381%	197k	80.22	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$16M	+74%	120k	130.32	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.5	$16M	+308%	54k	285.81	View chart
Vanguard Value Etf Etf (VTV)	0.5	$16M	+2%	113k	138.11	View chart
Mastercard Stock (MA)	0.5	$15M	+285%	42k	363.41	View chart
Visa Stock (V)	0.5	$15M		67k	225.47	View chart
Unitedhealth Group Stock (UNH)	0.5	$15M	+67%	32k	472.59	View chart
Ready Capital Corp Reit (RC)	0.5	$14M	+4%	1.4M	10.17	View chart
Vanguard Mid Cap Etf (VO)	0.5	$14M	+29%	65k	211.07	View chart
Adobe Sys Stock (ADBE)	0.5	$14M	+158%	36k	385.37	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$14M		42k	320.94	View chart
Energy Select Sector Spdr Etf (XLE)	0.5	$14M	-61%	163k	82.83	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.4	$13M	+289%	175k	76.23	View chart
Salesforce Stock (CRM)	0.4	$12M	+76%	61k	199.78	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$12M	+415%	299k	40.40	View chart
Abbott Labs Stock (ABT)	0.4	$12M	+263%	118k	101.26	View chart
Verizon Communications Stock (VZ)	0.4	$12M	+90%	307k	38.89	View chart
Ishares Global Tech Etf Etf (IXN)	0.4	$12M	-10%	216k	54.36	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.4	$12M	-57%	233k	50.25	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.4	$12M	+11724%	152k	75.55	View chart
Nike Inc Class B Stock (NKE)	0.4	$11M	+223%	93k	122.64	View chart
Intuit Stock (INTU)	0.4	$11M	+244%	25k	445.83	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$11M	-4%	157k	71.52	View chart
Realty Income Corp Reit (O)	0.4	$11M		175k	63.32	View chart
Donaldson Stock (DCI)	0.4	$11M	+8751%	168k	65.34	View chart
Vanguard High Dividend Yield Etf (VYM)	0.4	$11M	+14%	104k	105.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$11M	+9%	51k	211.94	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.4	$11M	-16%	114k	92.59	View chart
Johnson & Johnson Stock (JNJ)	0.4	$11M	+15%	68k	155.00	View chart
Disney Walt Stock (DIS)	0.3	$10M	+130%	100k	100.13	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$9.9M	-50%	90k	110.25	View chart
Tjx Cos Stock (TJX)	0.3	$9.9M	+1107%	126k	78.36	View chart
Honeywell Intl Stock (HON)	0.3	$9.7M	+256%	51k	191.12	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.3	$9.7M	+2964%	117k	83.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$9.5M	+490%	25k	376.07	View chart
Tesla Motors Stock (TSLA)	0.3	$9.5M	+9%	46k	207.46	View chart
Intuitive Surgical Stock (ISRG)	0.3	$9.2M	+887%	36k	255.47	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$9.0M	+7%	58k	154.01	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.3	$8.9M	+104%	107k	83.04	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$8.8M		549k	16.00	View chart
Nextera Energy Stock (NEE)	0.3	$8.7M	+158%	113k	77.08	View chart
Uber Technologies Stock (UBER)	0.3	$8.5M	+3%	267k	31.70	View chart
Booking Holdings Stock (BKNG)	0.3	$8.4M	+383%	3.2k	2652.41	View chart
Blackrock Stock (BLK)	0.3	$8.4M	+546%	13k	669.12	View chart
Procter And Gamble Stock (PG)	0.3	$8.1M	+22%	54k	148.69	View chart
Home Depot Stock (HD)	0.3	$7.9M	+4%	27k	295.12	View chart
Pepsico Stock (PEP)	0.3	$7.8M	+31%	43k	182.30	View chart
Illinois Tool Wks Stock (ITW)	0.3	$7.7M	+474%	32k	243.46	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$7.7M	-6%	908k	8.45	View chart
Lilly Eli & Co Stock (LLY)	0.3	$7.6M	+8%	22k	343.43	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$7.3M		46k	158.76	View chart
Ecolab Stock (ECL)	0.2	$7.3M	+1187%	44k	165.53	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$6.9M	-17%	72k	96.70	View chart
Pimco Active Bond Etf Etf (BOND)	0.2	$6.9M		74k	92.76	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$6.9M	+8%	63k	109.65	View chart
Vanguard Information Technology Etf (VGT)	0.2	$6.6M	+83%	17k	385.47	View chart
Payoneer Global Stock (PAYO)	0.2	$6.6M	-4%	1.0M	6.28	View chart
Roper Industries Stock (ROP)	0.2	$6.5M	+1040%	15k	440.69	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$6.5M	-5%	43k	151.76	View chart
Sherwin Williams Stock (SHW)	0.2	$6.4M	+822%	29k	224.77	View chart
Walmart Stock (WMT)	0.2	$6.4M	+2%	43k	147.45	View chart
Netflix Stock (NFLX)	0.2	$6.4M		19k	345.48	View chart
Cisco Sys Stock (CSCO)	0.2	$6.1M	+11%	117k	52.28	View chart
Doximity Inc Cl A Stock (DOCS)	0.2	$6.0M		186k	32.38	View chart
Colgate Palmolive Stock (CL)	0.2	$6.0M	+842%	79k	75.15	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.2	$5.9M	+188%	104k	57.42	View chart
Merck & Co Stock (MRK)	0.2	$5.9M	+5%	56k	106.39	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$5.9M	-12%	39k	152.26	View chart
Monster Beverage Corp Stock (MNST)	0.2	$5.7M	+2385%	106k	54.01	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$5.6M	+705%	34k	166.44	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$5.6M	-6%	45k	124.07	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$5.5M	NEW	75k	73.68	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$5.5M		100k	55.21	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.2	$5.5M		185k	29.63	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.2	$5.5M	-3%	67k	82.16	View chart
Xylem Stock (XYL)	0.2	$5.2M	+1482%	50k	104.70	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$5.2M	-15%	57k	91.16	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.2	$5.1M	+853%	163k	31.22	View chart
Palo Alto Networks Stock (PANW)	0.2	$5.1M	-2%	25k	199.74	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$5.1M	+4%	145k	34.80	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.2	$5.0M	-71%	91k	54.57	View chart
Coca Cola Stock (KO)	0.2	$4.9M	+21%	79k	62.03	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$4.9M	-2%	68k	71.71	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$4.8M		130k	37.37	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$4.8M	+1016%	58k	82.73	View chart
Hormel Foods Corp Stock (HRL)	0.2	$4.8M	+648%	119k	39.88	View chart
Toro Stock (TTC)	0.2	$4.8M	+1993%	43k	111.16	View chart
Texas Instrs Stock (TXN)	0.2	$4.6M	+2%	25k	186.02	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$4.5M	+142%	18k	250.16	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$4.4M	-3%	64k	69.31	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$4.4M		92k	47.85	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$4.4M	-15%	35k	124.40	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.3M		61k	69.72	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$4.2M	+14%	57k	73.83	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.2M	+7%	171k	24.52	View chart
United Parcel Service Stock (UPS)	0.1	$4.2M	+10%	22k	193.99	View chart
Oracle Corporation Stock (ORCL)	0.1	$4.2M	+13%	45k	92.92	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$4.1M	+3%	17k	244.33	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$4.1M	+5%	62k	66.63	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.1M	+409%	18k	225.88	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$4.0M	+3681%	71k	56.47	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$4.0M	+15%	101k	39.46	View chart
Fedex Corp Stock (FDX)	0.1	$4.0M	+498%	17k	228.50	View chart
Stryker Corp Stock (SYK)	0.1	$3.9M	+31%	14k	285.49	View chart
American Tower Corp Reit (AMT)	0.1	$3.9M	+89%	19k	204.34	View chart
Paypal Hldgs Stock (PYPL)	0.1	$3.9M	+109%	51k	75.94	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$3.9M	+4%	42k	93.59	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$3.8M	+1724%	44k	86.28	View chart
Morgan Stanley Stock (MS)	0.1	$3.7M		42k	87.80	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.1	$3.7M	+4%	108k	34.28	View chart
Gilead Sciences Stock (GILD)	0.1	$3.7M	+4%	44k	82.97	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$3.7M	-5%	30k	123.71	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$3.6M		58k	62.40	View chart
Avago Technologies Stock (AVGO)	0.1	$3.6M	+11%	5.7k	641.62	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.6M	+13%	13k	279.60	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.5M	+9%	34k	104.13	View chart
Pfizer Stock (PFE)	0.1	$3.5M	+7%	86k	40.80	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$3.4M		28k	119.30	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$3.3M	-31%	44k	76.49	View chart
Vail Resorts Stock (MTN)	0.1	$3.3M	+649%	14k	233.68	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.3M	+1430%	65k	50.54	View chart
Analog Devices Stock (ADI)	0.1	$3.2M	+4%	16k	197.22	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.1M	-8%	97k	32.12	View chart
Inari Med Stock (NARI)	0.1	$3.1M		50k	61.74	View chart
Danaher Corp Stock (DHR)	0.1	$3.1M	+3%	12k	252.05	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.1M	+344%	41k	76.21	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$3.1M	+49%	19k	159.14	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$3.1M	+1164%	22k	140.89	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.1M	+11%	81k	37.91	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$3.0M		31k	97.93	View chart
Vanguard Energy Etf (VDE)	0.1	$2.9M	+49%	26k	114.23	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.9M	+70%	55k	52.38	View chart
Ishares Iboxx Usd Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$2.8M	+27%	26k	109.61	View chart
Intl Business Machines Stock (IBM)	0.1	$2.8M	-2%	21k	131.10	View chart
Intel Corp Stock (INTC)	0.1	$2.8M		86k	32.67	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$2.7M	-13%	50k	53.98	View chart
Bank America Corp Stock (BAC)	0.1	$2.6M	-7%	91k	28.60	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.6M	-3%	64k	40.91	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.6M	+157%	48k	54.60	View chart
At&t Stock (T)	0.1	$2.5M	+2%	132k	19.26	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$2.5M		27k	92.81	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.5M		51k	48.37	View chart
Conocophillips Stock (COP)	0.1	$2.5M	+11%	24k	102.03	View chart
Illumina Stock (ILMN)	0.1	$2.4M		11k	232.55	View chart
Amgen Stock (AMGN)	0.1	$2.4M	+8%	10k	241.78	View chart
Emerson Elec Stock (EMR)	0.1	$2.4M	+81%	27k	87.14	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$2.4M	-13%	17k	137.27	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.3M		5.00	465600.00	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$2.3M	+2%	25k	92.23	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.3M		36k	63.89	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.3M	+71%	13k	178.40	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.3M	+3%	4.8k	472.80	View chart
Quanta Services Stock (PWR)	0.1	$2.3M		14k	166.64	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$2.3M	+3%	24k	93.02	View chart
General Mls Stock (GIS)	0.1	$2.2M	+45%	26k	85.46	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.2M	+11%	19k	117.18	View chart
Corteva Stock (CTVA)	0.1	$2.2M	+11%	36k	60.31	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.2M	+23%	46k	47.32	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$2.2M	+30%	41k	53.47	View chart
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN)	0.1	$2.2M		104k	20.80	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$2.1M		15k	143.15	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$2.1M	+12%	8.5k	249.45	View chart
Markel Corp Holding Stock (MKL)	0.1	$2.1M	+1407%	1.7k	1277.41	View chart
Synopsys Stock (SNPS)	0.1	$2.1M	+2%	5.4k	386.25	View chart
Estee Lauder Companies Stock (EL)	0.1	$2.1M	+169%	8.4k	246.48	View chart
Service Now Stock (NOW)	0.1	$2.0M	-3%	4.4k	464.77	View chart
American Express Stock (AXP)	0.1	$2.0M	+4%	12k	164.95	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$2.0M	+58%	14k	151.02	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$2.0M	+5%	81k	24.79	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.1	$2.0M	NEW	126k	15.96	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.0M		11k	187.04	View chart
Cummins Stock (CMI)	0.1	$2.0M	+13%	8.4k	238.89	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$2.0M	-9%	84k	23.38	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.0M	-11%	14k	139.04	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$2.0M	+22%	40k	49.10	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.9M	+86%	18k	107.75	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.9M	-15%	8.6k	222.65	View chart
Canadian Pac Railway Stock (CP)	0.1	$1.9M		25k	76.94	View chart
Linde Stock	0.1	$1.8M	NEW	5.2k	355.48	View chart
Health Care Select Sector Spdr Etf (XLV)	0.1	$1.8M	+9%	14k	129.47	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.8M	+223%	7.7k	238.45	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.8M		9.6k	186.33	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.8M	+7%	5.5k	327.15	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$1.8M	+17%	52k	34.11	View chart
Blackstone Group Stock (BX)	0.1	$1.8M		20k	87.84	View chart
Target Corp Stock (TGT)	0.1	$1.8M		11k	165.63	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.8M	-10%	24k	74.30	View chart
Moodys Corp Stock (MCO)	0.1	$1.8M	+210%	5.7k	306.02	View chart
Applied Matls Stock (AMAT)	0.1	$1.7M	+2%	14k	122.83	View chart
Dupont De Nemours Stock (DD)	0.1	$1.7M	-3%	24k	71.77	View chart
Medtronic Stock (MDT)	0.1	$1.7M	+37%	21k	80.62	View chart
Hershey Stock (HSY)	0.1	$1.7M	+12%	6.8k	254.42	View chart
Oge Energy Corp Stock (OGE)	0.1	$1.7M		46k	37.66	View chart
Waste Management Stock (WM)	0.1	$1.7M	+5%	10k	163.18	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$1.7M	+5%	11k	154.30	View chart
Caterpillar Stock (CAT)	0.1	$1.7M	+5%	7.3k	228.86	View chart
First Solar Stock (FSLR)	0.1	$1.6M	+407%	7.6k	217.50	View chart
Iqvia Hldgs Stock (IQV)	0.1	$1.6M	-2%	8.2k	198.91	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.1	$1.6M	-6%	22k	75.55	View chart
Cvent Holding Corp Stock (CVT)	0.1	$1.6M	-23%	194k	8.36	View chart
Ishares Russell 2000 Value Etf (IWN)	0.1	$1.6M		12k	137.02	View chart
Invesco Dynamic Large Cap Value Etf Etf (PWV)	0.1	$1.6M		35k	45.28	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$1.6M	-8%	16k	101.66	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.6M	+211%	17k	94.73	View chart
Philip Morris Intl Stock (PM)	0.1	$1.6M	+5%	16k	97.25	View chart
Bhp Group Adr (BHP)	0.1	$1.6M	+57%	25k	63.40	View chart
Arcus Biosciences Stock (RCUS)	0.1	$1.6M		85k	18.24	View chart
J M Smucker Stock (SJM)	0.1	$1.6M	+84%	9.9k	157.37	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M		7.5k	199.97	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.1	$1.5M		14k	109.94	View chart
Boeing Stock (BA)	0.1	$1.5M	+26%	7.0k	212.45	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$1.4M	+4%	22k	65.58	View chart
Amdocs Stock (DOX)	0.0	$1.4M	+2%	15k	96.03	View chart
Altria Group Stock (MO)	0.0	$1.4M	+36%	32k	44.62	View chart
Elevance Health Stock (ELV)	0.0	$1.4M	-24%	3.1k	459.93	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$1.4M	+2%	14k	102.18	View chart
Cheniere Energy Stock (LNG)	0.0	$1.4M	-14%	9.0k	157.62	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$1.4M	-3%	28k	50.32	View chart

Past Filings by Parallel Advisors

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

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
Parallel Advisors 2020 Q1 filed April 27, 2020
Parallel Advisors 2019 Q4 filed Jan. 30, 2020
Parallel Advisors 2019 Q3 filed Nov. 1, 2019

View all past filings

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Parallel Advisors

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Portfolio Holdings for Parallel Advisors

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Past Filings by Parallel Advisors