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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, QUAL, and represent 23.42% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$77M), TLH (+$19M), SCHD (+$9.8M), CFLT, EFG, CP, WPP, IWF, GBDC, PATH.
Started 209 new stock positions in HIX, RDVY, Salesforce Com Inc call, Rb Global, Knife River Corp, PUI, FREL, KBWB, DCOM, PFM.
Reduced shares in these 10 stocks: RSP (-$41M), ITOT (-$20M), USMV (-$18M), SHV (-$16M), IEFA (-$8.0M), IDV (-$7.3M), DOCS (-$6.3M), PLTR, ICSH, VLUE.
Sold out of its positions in ABBNY, ACVA, EQL, ATEN, PSDN, Agrify Corp, ALKT, Altra Holdings, IBUY, ARVN.
Parallel Advisors was a net seller of stock by $-12M.
Parallel Advisors has $3.1B in assets under management (AUM), dropping by 4.72%.
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 3366 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Parallel Advisors has 3366 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors June 30, 2023 positions
Download the Parallel Advisors June 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)	9.5	$296M	-6%	3.0M	97.84	View chart
Apple Stock (AAPL)	4.7	$147M		757k	193.97	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.8	$119M	+8%	1.6M	72.62	View chart
Corcept Therapeutics Stock (CORT)	2.7	$83M		3.7M	22.25	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.7	$83M	+1267%	614k	134.87	View chart
Ishares International Select Dividend Etf Etf (IDV)	2.1	$66M	-9%	2.5M	26.33	View chart
Microsoft Stock (MSFT)	1.8	$55M	+2%	162k	340.54	View chart
Cvb Finl Corp Stock (CVBF)	1.6	$51M		3.8M	13.28	View chart
Nvidia Corp Stock (NVDA)	1.5	$47M	+2%	111k	423.02	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.4	$44M	-15%	648k	67.50	View chart
Amazon.com Stock (AMZN)	1.4	$43M		327k	130.36	View chart
Vanguard Large Cap Etf (VV)	1.3	$42M		206k	202.72	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.3	$39M	+90%	353k	110.77	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$36M		298k	120.97	View chart
Vanguard Small Cap Etf Etf (VB)	1.2	$36M	-2%	180k	198.89	View chart
Google Stock (GOOGL)	1.0	$32M	+2%	263k	119.70	View chart
Ishares S&p 500 Index Etf (IVV)	1.0	$31M	-2%	69k	445.71	View chart
Vanguard Total Stk Mkt Etf (VTI)	1.0	$30M	-2%	135k	220.28	View chart
Spdr Gold Etf Etf (GLD)	0.9	$28M	+4%	156k	178.27	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.9	$28M	-37%	251k	110.45	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.8	$25M	-8%	255k	97.95	View chart
Costco Wholesale Corp Stock (COST)	0.8	$25M		46k	538.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$25M		72k	341.00	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$21M	+4%	458k	46.18	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$20M	+3%	405k	49.29	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.6	$20M	-6%	358k	54.44	View chart
Okta Inc Cl A Stock (OKTA)	0.6	$19M		280k	69.35	View chart
Chevron Corp Stock (CVX)	0.6	$19M		120k	157.35	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$18M	+5%	41k	443.29	View chart
Adobe Sys Stock (ADBE)	0.6	$18M	+2%	36k	489.00	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.6	$18M	+4%	57k	308.58	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$17M		120k	145.44	View chart
Mastercard Stock (MA)	0.5	$17M		42k	393.31	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$16M	+2%	202k	79.04	View chart
Visa Stock (V)	0.5	$16M		67k	237.48	View chart
Vanguard Value Etf Etf (VTV)	0.5	$16M		112k	142.10	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$16M	-53%	213k	74.33	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$16M		43k	369.43	View chart
Unitedhealth Group Stock (UNH)	0.5	$16M	+2%	32k	480.65	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$15M		30k	521.75	View chart
Ready Capital Corp Reit (RC)	0.5	$15M	-5%	1.3M	11.28	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$15M	+2%	53k	286.98	View chart
Abbvie Stock (ABBV)	0.5	$15M		111k	134.73	View chart
Vanguard Mid Cap Etf (VO)	0.5	$14M		66k	220.16	View chart
Salesforce Stock (CRM)	0.4	$14M	+7%	65k	211.26	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.4	$13M		175k	75.66	View chart
Abbott Labs Stock (ABT)	0.4	$13M		120k	109.02	View chart
Ishares Global Tech Etf Etf (IXN)	0.4	$13M	-4%	206k	62.19	View chart
Intuitive Surgical Stock (ISRG)	0.4	$12M		36k	341.95	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$12M		300k	40.68	View chart
Johnson & Johnson Stock (JNJ)	0.4	$12M	+7%	73k	165.52	View chart
Tesla Motors Stock (TSLA)	0.4	$12M		46k	261.77	View chart
Uber Technologies Stock (UBER)	0.4	$12M	+2%	273k	43.17	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.4	$12M	+2%	155k	75.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$12M	+12%	29k	407.29	View chart
Energy Select Sector Spdr Etf (XLE)	0.4	$11M	-14%	138k	81.17	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$11M		155k	72.50	View chart
Verizon Communications Stock (VZ)	0.4	$11M	-2%	298k	37.19	View chart
Intuit Stock (INTU)	0.4	$11M	-4%	24k	458.21	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$11M	-22%	707k	15.33	View chart
Vanguard High Dividend Yield Etf (VYM)	0.3	$11M		102k	106.07	View chart
Honeywell Intl Stock (HON)	0.3	$11M		52k	207.52	View chart
Lilly Eli & Co Stock (LLY)	0.3	$11M	+3%	23k	468.99	View chart
Tjx Cos Stock (TJX)	0.3	$11M		126k	84.79	View chart
Realty Income Corp Reit (O)	0.3	$11M		176k	59.79	View chart
Nike Inc Class B Stock (NKE)	0.3	$10M		94k	110.37	View chart
Donaldson Stock (DCI)	0.3	$10M		165k	62.51	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.3	$10M		117k	87.23	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$9.8M	+3%	61k	162.44	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.3	$9.8M	-80%	65k	149.64	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$9.3M	-2%	534k	17.40	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.3	$9.0M		108k	83.56	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$8.9M	-24%	177k	50.30	View chart
Disney Walt Stock (DIS)	0.3	$8.9M		99k	89.28	View chart
Blackrock Stock (BLK)	0.3	$8.7M		13k	691.22	View chart
Booking Holdings Stock (BKNG)	0.3	$8.5M		3.2k	2701.44	View chart
Nextera Energy Stock (NEE)	0.3	$8.5M		115k	74.20	View chart
Netflix Stock (NFLX)	0.3	$8.4M	+3%	19k	440.51	View chart
Procter And Gamble Stock (PG)	0.3	$8.3M		55k	151.74	View chart
Ecolab Stock (ECL)	0.3	$8.3M		45k	186.60	View chart
Home Depot Stock (HD)	0.3	$8.3M		27k	310.64	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.3	$8.3M	-22%	88k	93.79	View chart
Pepsico Stock (PEP)	0.3	$8.0M		43k	185.22	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$8.0M	-17%	75k	107.62	View chart
Illinois Tool Wks Stock (ITW)	0.3	$7.8M		31k	250.16	View chart
Sherwin Williams Stock (SHW)	0.2	$7.7M		29k	265.50	View chart
Roper Industries Stock (ROP)	0.2	$7.4M	+3%	15k	480.85	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$7.3M	-4%	44k	165.40	View chart
Vanguard Information Technology Etf (VGT)	0.2	$7.3M	-4%	17k	442.16	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$7.0M	+4%	65k	107.25	View chart
Walmart Stock (WMT)	0.2	$7.0M	+2%	44k	157.18	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$6.9M		43k	161.19	View chart
Palo Alto Networks Stock (PANW)	0.2	$6.5M		26k	255.51	View chart
Merck & Co Stock (MRK)	0.2	$6.5M		56k	115.39	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$6.3M	+36%	23k	275.19	View chart
Colgate Palmolive Stock (CL)	0.2	$6.2M		81k	77.04	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$6.2M	-13%	62k	99.65	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$6.1M		39k	157.83	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$6.1M	+4%	35k	172.22	View chart
Cisco Sys Stock (CSCO)	0.2	$6.1M		117k	51.74	View chart
Monster Beverage Corp Stock (MNST)	0.2	$5.9M	-2%	103k	57.44	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.2	$5.8M	+6%	198k	29.44	View chart
Oracle Corporation Stock (ORCL)	0.2	$5.8M	+8%	49k	119.09	View chart
Xylem Stock (XYL)	0.2	$5.7M	+2%	51k	112.62	View chart
Pimco Active Bond Etf Etf (BOND)	0.2	$5.7M	-15%	63k	91.62	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$5.5M		74k	75.09	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$5.5M		59k	94.33	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$5.5M		57k	95.94	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$5.5M	-2%	98k	56.08	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.2	$5.2M	-11%	92k	56.95	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.2	$5.2M	-3%	64k	81.08	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$4.9M	-5%	138k	35.65	View chart
Hormel Foods Corp Stock (HRL)	0.2	$4.9M		121k	40.22	View chart
Coca Cola Stock (KO)	0.2	$4.8M		81k	60.22	View chart
Payoneer Global Stock (PAYO)	0.2	$4.8M	-4%	1.0M	4.81	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$4.8M		18k	261.49	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.2	$4.8M	-5%	154k	30.93	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$4.7M	-11%	60k	78.35	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$4.7M		129k	36.39	View chart
Avago Technologies Stock (AVGO)	0.1	$4.6M	-6%	5.3k	867.51	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$4.6M	-2%	89k	51.70	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.6M	+2%	19k	246.14	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.5M		61k	72.94	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$4.4M	-11%	81k	54.98	View chart
Texas Instrs Stock (TXN)	0.1	$4.4M		25k	180.02	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$4.4M	+10%	111k	39.56	View chart
Stryker Corp Stock (SYK)	0.1	$4.4M	+4%	14k	305.10	View chart
Toro Stock (TTC)	0.1	$4.4M		43k	101.65	View chart
Confluent Inc Class A Stock (CFLT)	0.1	$4.3M	+985%	122k	35.31	View chart
Fedex Corp Stock (FDX)	0.1	$4.3M		17k	247.91	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.2M		172k	24.63	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.2M		28k	147.16	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$4.1M	-4%	68k	60.60	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$4.1M	+1636%	43k	95.41	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$4.1M	+53%	73k	55.33	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.0M		42k	95.09	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.9M	+3%	13k	298.43	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.9M	-12%	31k	128.16	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$3.8M	-6%	60k	63.95	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$3.8M		44k	86.54	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$3.8M	-8%	52k	72.69	View chart
Vail Resorts Stock (MTN)	0.1	$3.8M	+5%	15k	251.77	View chart
American Tower Corp Reit (AMT)	0.1	$3.7M		19k	193.95	View chart
Morgan Stanley Stock (MS)	0.1	$3.7M		43k	85.40	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.5M	+3%	84k	41.55	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$3.4M	-4%	28k	122.58	View chart
Paypal Hldgs Stock (PYPL)	0.1	$3.4M		52k	66.73	View chart
Gilead Sciences Stock (GILD)	0.1	$3.4M		45k	77.07	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.4M		41k	83.20	View chart
Pfizer Stock (PFE)	0.1	$3.4M	+6%	92k	36.68	View chart
United Parcel Service Stock (UPS)	0.1	$3.3M	-13%	19k	179.25	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.1	$3.3M	-10%	96k	34.39	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$3.3M	+4%	20k	161.83	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.2M	+3%	57k	56.68	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.2M	+2%	100k	32.54	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.2M		65k	50.17	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$3.2M	-2%	43k	75.57	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.2M	-6%	32k	99.06	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$3.2M	-7%	20k	156.35	View chart
Analog Devices Stock (ADI)	0.1	$3.1M		16k	194.81	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$3.1M		31k	97.96	View chart
Vanguard Energy Etf (VDE)	0.1	$3.0M	+4%	27k	112.89	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$3.0M		27k	108.87	View chart
Inari Med Stock (NARI)	0.1	$2.9M		50k	58.14	View chart
Bank America Corp Stock (BAC)	0.1	$2.9M	+10%	101k	28.69	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.9M	-21%	46k	62.81	View chart
Danaher Corp Stock (DHR)	0.1	$2.8M	-3%	12k	240.01	View chart
Intl Business Machines Stock (IBM)	0.1	$2.8M		21k	133.81	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.8M	+3%	53k	52.37	View chart
Quanta Services Stock (PWR)	0.1	$2.6M		14k	196.46	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.6M	+13%	52k	50.45	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$2.6M	-32%	41k	63.62	View chart
Conocophillips Stock (COP)	0.1	$2.6M	+5%	25k	103.61	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.6M		5.00	517810.00	View chart
Intel Corp Stock (INTC)	0.1	$2.6M	-9%	77k	33.44	View chart
Emerson Elec Stock (EMR)	0.1	$2.6M	+3%	28k	90.39	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$2.5M		17k	146.88	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$2.5M	+159%	187k	13.50	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.5M		63k	40.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.5M	+4%	13k	187.27	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.5M		36k	70.48	View chart
Service Now Stock (NOW)	0.1	$2.5M		4.5k	562.03	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$2.5M		25k	100.92	View chart
Markel Corp Holding Stock (MKL)	0.1	$2.4M	+6%	1.8k	1383.18	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$2.4M		25k	96.98	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$2.4M		14k	173.87	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$2.4M		15k	156.46	View chart
Synopsys Stock (SNPS)	0.1	$2.3M		5.3k	435.41	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$2.3M	-19%	41k	56.46	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.2M		4.9k	460.41	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.2M		11k	207.06	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$2.2M	-8%	7.8k	282.99	View chart
Ishares Iboxx Usd Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$2.2M	-21%	20k	108.14	View chart
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN)	0.1	$2.2M		104k	21.04	View chart
Applied Matls Stock (AMAT)	0.1	$2.1M	+4%	15k	144.55	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$2.1M	-3%	39k	54.41	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.1M	-4%	18k	113.31	View chart
General Mls Stock (GIS)	0.1	$2.0M	+2%	27k	76.70	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$2.0M		80k	25.45	View chart
Canadian Pac Railway Stock (CP)	0.1	$2.0M	NEW	25k	80.77	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$2.0M	+2%	41k	49.12	View chart
Blackstone Group Stock (BX)	0.1	$2.0M	+7%	22k	92.97	View chart
Corteva Stock (CTVA)	0.1	$2.0M	-3%	35k	57.30	View chart
Cummins Stock (CMI)	0.1	$2.0M	-2%	8.1k	245.18	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$2.0M	+3%	11k	175.99	View chart
Iqvia Hldgs Stock (IQV)	0.1	$2.0M	+6%	8.8k	224.79	View chart
Illumina Stock (ILMN)	0.1	$2.0M		11k	187.49	View chart
Linde Stock (LIN)	0.1	$1.9M		5.1k	381.13	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.9M	+3%	7.9k	244.83	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.9M		9.6k	201.56	View chart
Moodys Corp Stock (MCO)	0.1	$1.9M	-3%	5.5k	347.73	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.1	$1.9M	-4%	120k	15.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.9M		18k	106.73	View chart
American Express Stock (AXP)	0.1	$1.9M	-11%	11k	174.21	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.9M	-2%	83k	22.90	View chart
Amgen Stock (AMGN)	0.1	$1.9M	-17%	8.3k	222.04	View chart
Wpp 2012 Plc Dr Each Repr 5 Adr (WPP)	0.1	$1.8M	+1465%	35k	52.28	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.8M	+2%	5.6k	322.56	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.8M	-5%	8.1k	219.81	View chart
Medtronic Stock (MDT)	0.1	$1.8M	-5%	20k	88.10	View chart
Lowes Cos Stock (LOW)	0.1	$1.8M	+4%	7.8k	225.71	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.8M	-14%	12k	144.26	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$1.7M	-4%	27k	64.60	View chart
Arcus Biosciences Stock (RCUS)	0.1	$1.7M		85k	20.31	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$1.7M	-4%	50k	34.38	View chart
Caterpillar Stock (CAT)	0.1	$1.7M	-5%	6.9k	246.05	View chart
Hershey Stock (HSY)	0.1	$1.7M		6.8k	249.71	View chart
At&t Stock (T)	0.1	$1.7M	-20%	106k	15.95	View chart
Altria Group Stock (MO)	0.1	$1.7M	+14%	37k	45.30	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.7M	+4%	15k	113.91	View chart
Dupont De Nemours Stock (DD)	0.1	$1.7M	-4%	23k	71.44	View chart
Invesco Dynamic Large Cap Value Etf Etf (PWV)	0.1	$1.6M		35k	46.63	View chart
Oge Energy Corp Stock (OGE)	0.1	$1.6M		46k	35.91	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$1.6M	+68%	54k	29.90	View chart
Philip Morris Intl Stock (PM)	0.1	$1.6M		16k	97.62	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$1.6M		16k	100.79	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.1	$1.6M		14k	114.93	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$1.6M	+2%	9.1k	169.83	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.6M	-5%	11k	140.80	View chart
Estee Lauder Companies Stock (EL)	0.0	$1.5M	-5%	7.9k	196.40	View chart
Travelers Companies Stock (TRV)	0.0	$1.5M	+8%	8.9k	173.66	View chart
Health Care Select Sector Spdr Etf (XLV)	0.0	$1.5M	-18%	12k	132.73	View chart
S&p Global Stock (SPGI)	0.0	$1.5M	+10%	3.8k	400.90	View chart
Target Corp Stock (TGT)	0.0	$1.5M	+9%	12k	131.90	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.5M	-6%	22k	69.13	View chart
Elevance Health Stock (ELV)	0.0	$1.5M	+8%	3.4k	444.34	View chart
Uipath Inc Cl A Stock (PATH)	0.0	$1.5M	+2185%	90k	16.57	View chart
Boeing Stock (BA)	0.0	$1.5M		7.0k	211.17	View chart
Amdocs Stock (DOX)	0.0	$1.5M		15k	98.85	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.5M	-5%	16k	93.27	View chart

Past Filings by Parallel Advisors

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

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
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

View all past filings

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