Parcion Private Wealth
Latest statistics and disclosures from Parcion Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIGI, DFEM, MDYG, COIN, AVUV, and represent 28.52% of Parcion Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: DBMF (+$32M), JMBS (+$31M), SPLG (+$28M), VDE (+$15M), BLK (+$8.3M), GOOGL (+$7.6M), ETN (+$7.2M), SPY (+$7.2M), HPE (+$7.2M), FBTC (+$5.7M).
- Started 20 new stock positions in SMCI, JAAA, IWR, VDE, DBMF, IMCG, XMMO, NULG, EPAM, SPLG. WMT, BLK, BK, HPE, JMBS, TLN, VLO, APP, Arista Networks, XMVM.
- Reduced shares in these 10 stocks: JIRE (-$22M), DHR (-$9.0M), MCHP (-$7.9M), , AAPL (-$7.4M), QQQ, COIN, ALNT, CRH, DELL.
- Sold out of its positions in AMD, AVEM, AMAT, ANET, BlackRock, DHR, DFAE, ES, SHY, JEPI. JD, LEN, LESL, MCHP, NTAP, Super Micro Computer, TDG.
- Parcion Private Wealth was a net buyer of stock by $102M.
- Parcion Private Wealth has $1.3B in assets under management (AUM), dropping by 8.88%.
- Central Index Key (CIK): 0001801263
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Portfolio Holdings for Parcion Private Wealth
Parcion Private Wealth holds 239 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 7.3 | $96M | 1.2M | 79.99 |
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Dimensional Etf Trust Emerging Mkts Co (DFEM) | 5.5 | $72M | +5% | 2.8M | 26.19 |
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 5.5 | $72M | 833k | 86.89 |
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Coinbase Global Com Cl A (COIN) | 5.1 | $67M | -3% | 268k | 248.30 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.0 | $66M | 685k | 96.53 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $46M | -6% | 89k | 511.23 |
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Apple (AAPL) | 2.9 | $38M | -16% | 153k | 250.42 |
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 2.8 | $37M | -36% | 636k | 58.51 |
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.4 | $32M | NEW | 1.2M | 26.16 |
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Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.4 | $31M | NEW | 712k | 44.18 |
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NVIDIA Corporation (NVDA) | 2.3 | $31M | 227k | 134.29 |
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Microsoft Corporation (MSFT) | 2.3 | $30M | 72k | 421.50 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.2 | $28M | NEW | 408k | 68.94 |
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Paccar (PCAR) | 2.1 | $28M | 269k | 104.00 |
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Broadcom (AVGO) | 1.7 | $22M | 94k | 231.84 |
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 1.6 | $20M | +4% | 865k | 23.61 |
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Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.5 | $20M | +4% | 491k | 41.17 |
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World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $18M | +7% | 352k | 51.99 |
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Ishares Gold Tr Ishares New (IAU) | 1.3 | $18M | 354k | 49.51 |
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Spdr Ser Tr S&p Regl Bkg (KRE) | 1.2 | $16M | +6% | 267k | 60.35 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 1.2 | $16M | 566k | 28.15 |
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Vanguard World Energy Etf (VDE) | 1.2 | $15M | NEW | 125k | 121.31 |
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Amazon (AMZN) | 1.1 | $14M | 65k | 219.39 |
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Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.1 | $14M | 301k | 46.79 |
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Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.9 | $12M | +85% | 152k | 81.58 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $12M | +166% | 64k | 189.30 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $11M | 178k | 60.75 |
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Louisiana-Pacific Corporation (LPX) | 0.8 | $11M | 102k | 103.55 |
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Oracle Corporation (ORCL) | 0.8 | $10M | -4% | 63k | 166.64 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $9.8M | 41k | 239.71 |
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Eaton Corp SHS (ETN) | 0.7 | $9.5M | +313% | 29k | 331.87 |
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Kla Corp Com New (KLAC) | 0.7 | $9.2M | +6% | 15k | 630.08 |
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Procter & Gamble Company (PG) | 0.6 | $8.4M | +2% | 50k | 167.65 |
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Blackrock (BLK) | 0.6 | $8.3M | NEW | 8.1k | 1025.00 |
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Medtronic SHS (MDT) | 0.6 | $8.1M | +4% | 101k | 79.92 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $7.9M | +2% | 140k | 56.48 |
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Chevron Corporation (CVX) | 0.6 | $7.7M | +2% | 53k | 144.82 |
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Abbott Laboratories (ABT) | 0.6 | $7.7M | +3% | 68k | 113.11 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $7.6M | +1948% | 13k | 586.08 |
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Garmin SHS (GRMN) | 0.6 | $7.5M | -3% | 36k | 206.25 |
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ResMed (RMD) | 0.6 | $7.4M | 32k | 228.69 |
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Coca-Cola Company (KO) | 0.6 | $7.2M | +4% | 116k | 62.26 |
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Hewlett Packard Enterprise (HPE) | 0.5 | $7.2M | NEW | 336k | 21.35 |
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Caterpillar (CAT) | 0.5 | $7.1M | 20k | 362.83 |
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Linde SHS (LIN) | 0.5 | $6.6M | +3% | 16k | 418.67 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $6.5M | +2% | 19k | 351.78 |
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TJX Companies (TJX) | 0.5 | $6.4M | 53k | 120.82 |
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Allison Transmission Hldngs I (ALSN) | 0.5 | $6.4M | -3% | 59k | 108.06 |
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Home Depot (HD) | 0.5 | $6.4M | 16k | 388.99 |
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TPG Com Cl A (TPG) | 0.5 | $6.2M | -2% | 99k | 62.84 |
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McDonald's Corporation (MCD) | 0.5 | $6.2M | +2% | 21k | 289.80 |
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Truist Financial Corp equities (TFC) | 0.5 | $6.2M | 142k | 43.38 |
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Equinix (EQIX) | 0.5 | $6.1M | +2% | 6.5k | 942.90 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $6.1M | +3% | 136k | 44.87 |
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CRH Ord (CRH) | 0.4 | $5.6M | -14% | 61k | 92.52 |
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Marsh & McLennan Companies (MMC) | 0.4 | $5.5M | +2% | 26k | 212.41 |
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Kroger (KR) | 0.4 | $5.3M | 86k | 61.15 |
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Cummins (CMI) | 0.4 | $5.3M | 15k | 348.61 |
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Ss&c Technologies Holding (SSNC) | 0.4 | $5.2M | 69k | 75.78 |
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Nexstar Media Group Common Stock (NXST) | 0.4 | $5.1M | +3% | 32k | 157.97 |
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Republic Services (RSG) | 0.4 | $4.9M | 25k | 201.18 |
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American Centy Etf Tr Us Quality Grow (QGRO) | 0.4 | $4.9M | 49k | 99.70 |
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Costco Wholesale Corporation (COST) | 0.4 | $4.9M | 5.3k | 916.27 |
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Interpublic Group of Companies (IPG) | 0.4 | $4.7M | +4% | 169k | 28.02 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $4.4M | 129k | 34.35 |
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Marathon Petroleum Corp (MPC) | 0.3 | $4.3M | +3% | 31k | 139.50 |
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Sempra Energy (SRE) | 0.3 | $4.1M | 47k | 87.72 |
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Wells Fargo & Company (WFC) | 0.3 | $4.0M | 57k | 70.24 |
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Bandwidth Com Cl A (BAND) | 0.3 | $4.0M | 232k | 17.02 |
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Oshkosh Corporation (OSK) | 0.3 | $3.9M | +2% | 41k | 95.07 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $3.8M | -5% | 126k | 29.86 |
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Bank of America Corporation (BAC) | 0.3 | $3.4M | 78k | 43.95 |
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Freeport-mcmoran CL B (FCX) | 0.3 | $3.3M | 86k | 38.08 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.2M | 17k | 190.44 |
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Ross Stores (ROST) | 0.2 | $3.0M | 20k | 151.25 |
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Deere & Company (DE) | 0.2 | $3.0M | 7.1k | 423.70 |
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Union Pacific Corporation (UNP) | 0.2 | $2.6M | 11k | 228.04 |
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Abbvie (ABBV) | 0.2 | $2.6M | 15k | 177.70 |
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Us Bancorp Del Com New (USB) | 0.2 | $2.5M | 53k | 47.81 |
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Merck & Co (MRK) | 0.2 | $2.4M | 24k | 99.48 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.3M | 9.5k | 242.13 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.3M | 5.0k | 453.28 |
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Dupont De Nemours (DD) | 0.2 | $2.2M | 29k | 76.27 |
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Dow (DOW) | 0.2 | $2.1M | +21% | 52k | 40.14 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $2.0M | -15% | 22k | 90.06 |
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Pinnacle West Capital Corporation (PNW) | 0.1 | $1.9M | 23k | 84.77 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.9M | 11k | 172.42 |
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Ishares Tr Faln Angls Usd (FALN) | 0.1 | $1.9M | +24% | 71k | 26.71 |
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Meta Platforms Cl A (META) | 0.1 | $1.9M | 3.2k | 585.51 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.9M | 45k | 41.82 |
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International Business Machines (IBM) | 0.1 | $1.9M | 8.5k | 219.83 |
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salesforce (CRM) | 0.1 | $1.9M | 5.5k | 334.32 |
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Boeing Company (BA) | 0.1 | $1.8M | -3% | 10k | 177.00 |
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Williams Companies (WMB) | 0.1 | $1.7M | 32k | 54.12 |
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Oneok (OKE) | 0.1 | $1.7M | 17k | 100.40 |
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Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.7M | 25k | 67.67 |
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Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.7M | 9.4k | 177.03 |
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SYNNEX Corporation (SNX) | 0.1 | $1.6M | 14k | 117.28 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | 31k | 52.22 |
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Corteva (CTVA) | 0.1 | $1.6M | 28k | 56.97 |
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Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | 15k | 107.74 |
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Aaon Com Par $0.004 (AAON) | 0.1 | $1.5M | 13k | 117.68 |
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Netflix (NFLX) | 0.1 | $1.5M | -15% | 1.7k | 891.33 |
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Morgan Stanley Com New (MS) | 0.1 | $1.4M | 11k | 125.71 |
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ConocoPhillips (COP) | 0.1 | $1.4M | 14k | 99.18 |
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Intel Corporation (INTC) | 0.1 | $1.4M | -4% | 69k | 20.05 |
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Metropcs Communications (TMUS) | 0.1 | $1.3M | -8% | 6.0k | 220.73 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $1.3M | 18k | 75.63 |
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Palo Alto Networks (PANW) | 0.1 | $1.3M | +102% | 7.1k | 181.97 |
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Starbucks Corporation (SBUX) | 0.1 | $1.3M | +2% | 14k | 91.25 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | 2.6k | 485.95 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -22% | 2.3k | 538.81 |
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.2M | -10% | 66k | 18.31 |
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Tesla Motors (TSLA) | 0.1 | $1.2M | +2% | 2.9k | 403.84 |
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Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 11k | 107.57 |
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American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.1M | 12k | 96.93 |
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Johnson & Johnson (JNJ) | 0.1 | $1.1M | 7.6k | 144.62 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 5.6k | 187.51 |
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Phillips 66 (PSX) | 0.1 | $1.1M | 9.2k | 113.93 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | 3.1k | 334.25 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.0M | +15% | 7.9k | 132.10 |
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Verizon Communications (VZ) | 0.1 | $1.0M | 26k | 39.99 |
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Ishares Tr International Sl (ISCF) | 0.1 | $1.0M | 32k | 32.28 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $1000k | 12k | 85.66 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $959k | 1.6k | 588.68 |
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Eli Lilly & Co. (LLY) | 0.1 | $902k | 1.2k | 772.00 |
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Enbridge (ENB) | 0.1 | $894k | 21k | 42.43 |
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Allied Motion Technologies (ALNT) | 0.1 | $860k | -61% | 35k | 24.28 |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $842k | +127% | 13k | 65.81 |
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3M Company (MMM) | 0.1 | $788k | +2% | 6.1k | 129.14 |
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Amgen (AMGN) | 0.1 | $753k | 2.9k | 260.67 |
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Fortinet (FTNT) | 0.1 | $725k | -2% | 7.7k | 94.48 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $717k | -13% | 8.9k | 80.66 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $704k | 3.6k | 198.18 |
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Raytheon Technologies Corp (RTX) | 0.1 | $701k | 6.1k | 115.72 |
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General Dynamics Corporation (GD) | 0.1 | $698k | 2.7k | 263.49 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $698k | -9% | 7.7k | 90.93 |
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Cme (CME) | 0.1 | $697k | 3.0k | 232.24 |
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Schlumberger Com Stk (SLB) | 0.1 | $672k | 18k | 38.33 |
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Kinder Morgan (KMI) | 0.1 | $661k | 24k | 27.40 |
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DTE Energy Company (DTE) | 0.1 | $660k | 5.5k | 120.75 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $647k | 1.2k | 521.96 |
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Motorola Solutions Com New (MSI) | 0.0 | $630k | 1.4k | 462.20 |
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Entergy Corporation (ETR) | 0.0 | $623k | +100% | 8.2k | 75.82 |
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Watsco, Incorporated (WSO) | 0.0 | $623k | 1.3k | 473.89 |
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Dominion Resources (D) | 0.0 | $619k | 12k | 53.88 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $591k | 7.8k | 75.61 |
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UnitedHealth (UNH) | 0.0 | $588k | 1.2k | 505.86 |
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Kkr & Co (KKR) | 0.0 | $579k | 3.9k | 147.91 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $576k | +12% | 6.7k | 86.02 |
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Altria (MO) | 0.0 | $575k | 11k | 52.29 |
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American Electric Power Company (AEP) | 0.0 | $575k | 6.2k | 92.23 |
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Visa Com Cl A (V) | 0.0 | $572k | 1.8k | 316.04 |
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Arista Networks Com Shs | 0.0 | $569k | NEW | 5.1k | 110.53 |
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Nike CL B (NKE) | 0.0 | $565k | 7.5k | 75.62 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $553k | -7% | 1.6k | 342.16 |
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Columbia Etf Tr I Us Equity Income (EQIN) | 0.0 | $544k | +33% | 12k | 44.35 |
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Flex Ord (FLEX) | 0.0 | $512k | 13k | 38.39 |
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Ares Capital Corporation (ARCC) | 0.0 | $503k | 23k | 21.89 |
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Pfizer (PFE) | 0.0 | $494k | +8% | 19k | 26.53 |
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Vertiv Holdings Com Cl A (VRT) | 0.0 | $482k | 4.2k | 113.61 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $479k | 910.00 | 526.59 |
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Nextera Energy (NEE) | 0.0 | $464k | 6.5k | 71.69 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $461k | -18% | 810.00 | 569.58 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $460k | -17% | 10k | 44.92 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $449k | 3.8k | 117.50 |
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Thermo Fisher Scientific (TMO) | 0.0 | $442k | 849.00 | 520.23 |
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Middlesex Water Company (MSEX) | 0.0 | $421k | 8.0k | 52.63 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $410k | 921.00 | 444.67 |
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Piper Jaffray Companies (PIPR) | 0.0 | $408k | 1.4k | 299.95 |
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AmerisourceBergen (COR) | 0.0 | $402k | 1.8k | 224.68 |
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Intuit (INTU) | 0.0 | $390k | 620.00 | 628.50 |
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Alliant Energy Corporation (LNT) | 0.0 | $387k | 6.5k | 59.14 |
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Essex Property Trust (ESS) | 0.0 | $383k | 1.3k | 285.50 |
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Honeywell International (HON) | 0.0 | $382k | 1.7k | 225.89 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $379k | NEW | 4.3k | 88.40 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $375k | 1.8k | 210.45 |
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Ventas (VTR) | 0.0 | $373k | 6.3k | 58.89 |
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Diamondback Energy (FANG) | 0.0 | $368k | -5% | 2.2k | 163.83 |
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Applovin Corp Com Cl A (APP) | 0.0 | $366k | NEW | 1.1k | 323.83 |
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Qualcomm (QCOM) | 0.0 | $364k | 2.4k | 153.57 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $350k | NEW | 6.9k | 50.71 |
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Ge Aerospace Com New (GE) | 0.0 | $348k | 2.1k | 166.79 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $347k | +12% | 865.00 | 401.58 |
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McKesson Corporation (MCK) | 0.0 | $346k | 607.00 | 569.91 |
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Paypal Holdings (PYPL) | 0.0 | $341k | 4.0k | 85.35 |
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Philip Morris International (PM) | 0.0 | $341k | 2.8k | 120.35 |
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Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $335k | 4.8k | 69.73 |
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Alaska Air (ALK) | 0.0 | $333k | 5.1k | 64.76 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $331k | 5.4k | 61.37 |
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Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $331k | NEW | 4.4k | 75.53 |
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Ameriprise Financial (AMP) | 0.0 | $316k | 593.00 | 532.50 |
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Uber Technologies (UBER) | 0.0 | $308k | -4% | 5.1k | 60.32 |
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $296k | NEW | 2.4k | 123.53 |
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Super Micro Computer Com New (SMCI) | 0.0 | $295k | NEW | 9.7k | 30.47 |
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Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $295k | -16% | 13k | 23.30 |
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Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $292k | 5.0k | 58.14 |
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Martin Marietta Materials (MLM) | 0.0 | $290k | 561.00 | 516.56 |
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At&t (T) | 0.0 | $288k | -28% | 13k | 22.77 |
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Funko Com Cl A (FNKO) | 0.0 | $286k | -6% | 21k | 13.39 |
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Bristol Myers Squibb (BMY) | 0.0 | $284k | 5.0k | 56.56 |
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Citigroup Com New (C) | 0.0 | $282k | 4.0k | 70.39 |
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Quanta Services (PWR) | 0.0 | $274k | 866.00 | 316.04 |
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Dt Midstream Common Stock (DTM) | 0.0 | $273k | 2.7k | 99.43 |
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Camtek Ord (CAMT) | 0.0 | $273k | 3.4k | 80.77 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $273k | 2.5k | 108.60 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $272k | 1.4k | 195.83 |
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Avista Corporation (AVA) | 0.0 | $269k | 7.3k | 36.63 |
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Simon Property (SPG) | 0.0 | $268k | 1.6k | 172.21 |
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American Tower Reit (AMT) | 0.0 | $267k | +7% | 1.5k | 183.40 |
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PPG Industries (PPG) | 0.0 | $267k | 2.2k | 119.43 |
|
|
Reliance Steel & Aluminum (RS) | 0.0 | $264k | +7% | 982.00 | 269.26 |
|
Ishares Msci Eurzone Etf (EZU) | 0.0 | $264k | -30% | 5.6k | 47.20 |
|
AutoZone (AZO) | 0.0 | $263k | -2% | 82.00 | 3202.00 |
|
Wal-Mart Stores (WMT) | 0.0 | $262k | NEW | 2.9k | 90.33 |
|
Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $262k | +27% | 7.9k | 33.13 |
|
Dell Technologies CL C (DELL) | 0.0 | $259k | -73% | 2.2k | 115.24 |
|
Talen Energy Corp (TLN) | 0.0 | $257k | NEW | 1.3k | 201.47 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $255k | 5.3k | 48.33 |
|
|
Carrier Global Corporation (CARR) | 0.0 | $253k | 3.7k | 68.26 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $248k | 1.3k | 197.49 |
|
|
Take-Two Interactive Software (TTWO) | 0.0 | $244k | 1.3k | 184.08 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $236k | -2% | 831.00 | 283.85 |
|
Globant S A (GLOB) | 0.0 | $232k | 1.1k | 214.42 |
|
|
D.R. Horton (DHI) | 0.0 | $230k | 1.6k | 139.85 |
|
|
Lowe's Companies (LOW) | 0.0 | $229k | 929.00 | 246.80 |
|
|
Prologis (PLD) | 0.0 | $226k | 2.1k | 105.71 |
|
|
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $224k | NEW | 4.0k | 55.42 |
|
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $217k | NEW | 2.5k | 85.84 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $213k | 1.9k | 112.26 |
|
|
Crane Company Common Stock (CR) | 0.0 | $213k | 1.4k | 151.75 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $212k | 2.2k | 96.91 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $208k | NEW | 1.7k | 122.59 |
|
Epam Systems (EPAM) | 0.0 | $207k | NEW | 885.00 | 233.82 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $204k | NEW | 2.7k | 76.85 |
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $145k | -23% | 13k | 11.38 |
|
Neuberger Berman Real Estate Sec (NRO) | 0.0 | $129k | 36k | 3.55 |
|
|
Ford Motor Company (F) | 0.0 | $115k | -8% | 12k | 9.90 |
|
Fate Therapeutics (FATE) | 0.0 | $46k | 28k | 1.65 |
|
Past Filings by Parcion Private Wealth
SEC 13F filings are viewable for Parcion Private Wealth going back to 2019
- Parcion Private Wealth 2024 Q4 filed Feb. 3, 2025
- Parcion Private Wealth 2024 Q3 filed Oct. 23, 2024
- Parcion Private Wealth 2024 Q2 filed Aug. 6, 2024
- Parcion Private Wealth 2024 Q1 filed April 24, 2024
- Parcion Private Wealth 2023 Q4 filed Jan. 23, 2024
- Parcion Private Wealth 2023 Q3 filed Oct. 27, 2023
- Parcion Private Wealth 2023 Q2 filed Aug. 2, 2023
- Parcion Private Wealth 2023 Q1 filed May 11, 2023
- Parcion Private Wealth 2022 Q4 filed Feb. 10, 2023
- Parcion Private Wealth 2022 Q3 filed Oct. 14, 2022
- Parcion Private Wealth 2022 Q2 filed Aug. 12, 2022
- Parcion Private Wealth 2022 Q1 filed May 6, 2022
- Parcion Private Wealth 2021 Q4 filed Feb. 8, 2022
- Parcion Private Wealth 2021 Q3 filed Nov. 15, 2021
- Parcion Private Wealth 2021 Q2 filed July 30, 2021
- Parcion Private Wealth 2021 Q1 filed April 8, 2021