Parallel Advisors

Latest statistics and disclosures from Parallel Advisors's latest quarterly 13F-HR filing:

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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.

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

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

View all past filings