Parcion Private Wealth
Latest statistics and disclosures from Parcion Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, DFEM, GLDM, AIRR, MUB, and represent 26.23% of Parcion Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$68M), XLRE (+$43M), IBTM (+$21M), RSP (+$7.8M), AVUV (+$6.7M), FETH (+$5.3M), PNC, MET, ROP, MUB.
- Started 66 new stock positions in SYK, ATI, DINO, CIEN, RXT, NTRS, NWL, ITT, VTI, VB.
- Reduced shares in these 10 stocks: IVV (-$582M), VIGI (-$104M), BAI (-$11M), AIRR (-$10M), LFST (-$9.2M), VOO (-$9.2M), CAT (-$8.1M), ETHA (-$5.2M), PCAR, RSG.
- Sold out of its positions in AAON, Agilon Health, ALK, ALNY, AIG, ELV, TEAM, ADSK, BBY, BFAM.
- Parcion Private Wealth was a net seller of stock by $-597M.
- Parcion Private Wealth has $1.6B in assets under management (AUM), dropping by -2.07%.
- Central Index Key (CIK): 0001801263
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Portfolio Holdings for Parcion Private Wealth
Parcion Private Wealth holds 434 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 9.9 | $160M | +73% | 1.8M | 90.53 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 5.7 | $93M | -2% | 2.7M | 34.55 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 3.6 | $58M | -5% | 626k | 92.69 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 3.5 | $57M | -15% | 516k | 110.78 |
|
| Ishares Tr National Mun Etf (MUB) | 3.5 | $56M | +3% | 525k | 106.15 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.2 | $51M | +15% | 461k | 110.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $48M | -4% | 83k | 577.18 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.9 | $46M | 1.5M | 30.15 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 2.7 | $43M | NEW | 1.1M | 40.83 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $38M | -7% | 219k | 174.40 |
|
| Apple (AAPL) | 2.4 | $38M | -6% | 150k | 253.79 |
|
| Coinbase Global Com Cl A (COIN) | 2.2 | $35M | 201k | 174.61 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.8 | $29M | 329k | 88.16 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $28M | +3% | 77k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $27M | -3% | 93k | 287.56 |
|
| Paccar (PCAR) | 1.6 | $26M | -15% | 228k | 115.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $26M | +42% | 137k | 191.92 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.5 | $24M | -30% | 714k | 32.95 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 1.3 | $21M | NEW | 894k | 22.93 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.2 | $20M | 190k | 103.43 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.2 | $20M | +3% | 411k | 47.59 |
|
| Broadcom (AVGO) | 1.1 | $18M | 58k | 309.51 |
|
|
| Kla Corp Com New (KLAC) | 1.0 | $16M | -3% | 11k | 1472.42 |
|
| Amazon (AMZN) | 1.0 | $15M | -5% | 74k | 208.27 |
|
| Weyerhaeuser Com New (WY) | 0.9 | $14M | 569k | 24.43 |
|
|
| Chevron Corporation (CVX) | 0.8 | $12M | 59k | 206.90 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $12M | 42k | 294.16 |
|
|
| Amgen (AMGN) | 0.6 | $9.8M | 28k | 351.86 |
|
|
| Eaton Corp SHS (ETN) | 0.6 | $9.4M | -11% | 26k | 357.67 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $9.2M | +4% | 147k | 62.56 |
|
| Coca-Cola Company (KO) | 0.6 | $9.0M | 119k | 76.05 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $8.9M | +2% | 150k | 59.03 |
|
| TJX Companies (TJX) | 0.5 | $8.8M | 55k | 159.70 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $8.8M | 60k | 147.11 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $8.5M | 149k | 56.79 |
|
|
| Linde SHS (LIN) | 0.5 | $8.3M | 17k | 495.77 |
|
|
| Cummins (CMI) | 0.5 | $8.1M | -3% | 15k | 538.01 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $8.0M | -3% | 33k | 244.18 |
|
| Blackrock (BLK) | 0.5 | $8.0M | 8.3k | 961.76 |
|
|
| Garmin SHS (GRMN) | 0.5 | $8.0M | -2% | 34k | 232.01 |
|
| Procter & Gamble Company (PG) | 0.5 | $7.9M | +3% | 54k | 144.44 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $7.5M | +2% | 164k | 45.62 |
|
| Louisiana-Pacific Corporation (LPX) | 0.5 | $7.4M | 102k | 72.75 |
|
|
| ResMed (RMD) | 0.4 | $7.0M | -2% | 31k | 224.48 |
|
| Abbott Laboratories (ABT) | 0.4 | $6.9M | -2% | 67k | 102.67 |
|
| McDonald's Corporation (MCD) | 0.4 | $6.8M | 22k | 310.79 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.7M | +9% | 23k | 286.86 |
|
| Allison Transmission Hldngs I (ALSN) | 0.4 | $6.6M | -2% | 56k | 117.06 |
|
| Equinix (EQIX) | 0.4 | $6.5M | +2% | 6.7k | 980.20 |
|
| Oshkosh Corporation (OSK) | 0.4 | $6.5M | -2% | 44k | 147.21 |
|
| Kroger (KR) | 0.4 | $6.2M | -2% | 85k | 72.36 |
|
| Nexstar Media Group Common Stock (NXST) | 0.4 | $6.2M | -2% | 34k | 180.83 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.4 | $6.0M | +3% | 57k | 105.03 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.4 | $6.0M | 151k | 39.52 |
|
|
| Caterpillar (CAT) | 0.4 | $5.9M | -57% | 8.3k | 708.46 |
|
| PNC Financial Services (PNC) | 0.4 | $5.8M | +567% | 28k | 208.09 |
|
| Freeport Mcmoran CL B (FCX) | 0.4 | $5.7M | 97k | 58.78 |
|
|
| CRH Ord (CRH) | 0.4 | $5.6M | 54k | 105.12 |
|
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| Home Depot (HD) | 0.3 | $5.5M | 17k | 328.88 |
|
|
| Fidelity Ethereum SHS (FETH) | 0.3 | $5.3M | NEW | 255k | 20.88 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $5.3M | 4.8k | 1093.28 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $5.2M | +4% | 30k | 173.45 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $5.0M | +6% | 66k | 76.54 |
|
| Sempra Energy (SRE) | 0.3 | $4.7M | 48k | 97.17 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.3 | $4.7M | -2% | 69k | 67.57 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $4.6M | 129k | 35.94 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $4.6M | 58k | 79.61 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.5M | -11% | 4.6k | 996.33 |
|
| MetLife (MET) | 0.3 | $4.5M | NEW | 63k | 70.72 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.3 | $4.4M | +4% | 146k | 30.07 |
|
| Bandwidth Com Cl A (BAND) | 0.3 | $4.4M | +3% | 245k | 17.82 |
|
| Bank of America Corporation (BAC) | 0.3 | $4.1M | 85k | 48.75 |
|
|
| Lifestance Health Group (LFST) | 0.3 | $4.1M | -69% | 644k | 6.37 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $4.1M | 9.4k | 430.29 |
|
|
| Deere & Company (DE) | 0.3 | $4.0M | 7.2k | 563.30 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $3.9M | -7% | 6.0k | 650.35 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $3.8M | 62k | 61.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.7M | 7.7k | 479.20 |
|
|
| Ross Stores (ROST) | 0.2 | $3.7M | 17k | 216.63 |
|
|
| Merck & Co (MRK) | 0.2 | $3.6M | 30k | 120.29 |
|
|
| Tesla Motors (TSLA) | 0.2 | $3.6M | 9.6k | 371.75 |
|
|
| Abbvie (ABBV) | 0.2 | $3.5M | -2% | 16k | 217.49 |
|
| Roper Industries (ROP) | 0.2 | $3.4M | +1101% | 9.6k | 353.86 |
|
| Meta Platforms Cl A (META) | 0.2 | $3.1M | +10% | 5.3k | 572.14 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $3.0M | 71k | 42.31 |
|
|
| Intel Corporation (INTC) | 0.2 | $3.0M | -11% | 68k | 44.13 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.9M | -5% | 20k | 146.28 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.9M | 12k | 242.62 |
|
|
| Dow (DOW) | 0.2 | $2.8M | +8% | 68k | 41.65 |
|
| Us Bancorp Com New (USB) | 0.2 | $2.8M | -5% | 54k | 52.01 |
|
| SYNNEX Corporation (SNX) | 0.2 | $2.7M | +4% | 16k | 168.71 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.6M | +4% | 11k | 244.44 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.5M | +2% | 4.2k | 604.40 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | +14% | 2.8k | 919.73 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $2.5M | +4% | 93k | 26.72 |
|
| Corteva (CTVA) | 0.2 | $2.5M | 30k | 83.71 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.4M | 35k | 69.75 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.1 | $2.4M | 24k | 100.75 |
|
|
| Boeing Company (BA) | 0.1 | $2.4M | +13% | 12k | 199.03 |
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| Williams Companies (WMB) | 0.1 | $2.4M | 33k | 72.78 |
|
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| Phillips 66 (PSX) | 0.1 | $2.3M | 13k | 182.18 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.3M | +31% | 18k | 124.28 |
|
| Vaneck Etf Trust Alternative Asse (GPZ) | 0.1 | $2.2M | -14% | 104k | 21.48 |
|
| Netflix (NFLX) | 0.1 | $2.2M | +26% | 23k | 96.15 |
|
| International Business Machines (IBM) | 0.1 | $2.2M | 9.0k | 242.39 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $2.0M | 14k | 145.94 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $2.0M | 27k | 75.74 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.0M | -82% | 3.3k | 597.55 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | 15k | 130.94 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.9M | +284% | 29k | 64.08 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.9M | +2% | 11k | 169.66 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.9M | -99% | 2.8k | 653.21 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.8M | +9% | 7.2k | 250.58 |
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| ConocoPhillips (COP) | 0.1 | $1.8M | 14k | 132.00 |
|
|
| Qnity Electronics Common Stock (Q) | 0.1 | $1.8M | +3% | 15k | 115.38 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | +8% | 29k | 60.65 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.8M | 11k | 164.57 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.7M | +38% | 15k | 114.99 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.7M | 25k | 68.79 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +13% | 5.9k | 283.75 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $1.6M | 13k | 127.73 |
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| Comfort Systems USA (FIX) | 0.1 | $1.6M | 1.2k | 1378.99 |
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| General Dynamics Corporation (GD) | 0.1 | $1.6M | -2% | 4.6k | 343.22 |
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| Edison International (EIX) | 0.1 | $1.6M | +21% | 21k | 73.18 |
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| Oneok (OKE) | 0.1 | $1.5M | 17k | 90.39 |
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| Ge Vernova (GEV) | 0.1 | $1.5M | +11% | 1.7k | 872.90 |
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| Micron Technology (MU) | 0.1 | $1.5M | +21% | 4.3k | 337.84 |
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| PG&E Corporation (PCG) | 0.1 | $1.5M | +6% | 83k | 17.57 |
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| Dupont De Nemours (DD) | 0.1 | $1.4M | 32k | 45.80 |
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| Cme (CME) | 0.1 | $1.4M | 4.9k | 295.36 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.4M | 23k | 61.26 |
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| Chubb (CB) | 0.1 | $1.4M | -3% | 4.2k | 325.93 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $1.3M | +4% | 19k | 70.36 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +4% | 6.8k | 192.90 |
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| salesforce (CRM) | 0.1 | $1.3M | +21% | 7.0k | 186.66 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | -5% | 11k | 122.78 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.3M | 12k | 111.18 |
|
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| Applied Materials (AMAT) | 0.1 | $1.3M | +4% | 3.7k | 341.76 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.2M | -98% | 14k | 88.46 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.2M | 55k | 22.25 |
|
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| Metropcs Communications (TMUS) | 0.1 | $1.2M | +8% | 5.5k | 210.03 |
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| McKesson Corporation (MCK) | 0.1 | $1.2M | 1.3k | 865.36 |
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|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.2M | 3.1k | 370.68 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $1.1M | 12k | 95.96 |
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| Fortinet (FTNT) | 0.1 | $1.1M | +15% | 14k | 81.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 13k | 89.59 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | +5% | 22k | 50.20 |
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| SLB Com Stk (SLB) | 0.1 | $1.1M | 22k | 51.39 |
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| Palo Alto Networks (PANW) | 0.1 | $1.1M | -21% | 6.9k | 160.33 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | +9% | 3.6k | 302.24 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.1M | -4% | 31k | 33.86 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | +6% | 8.0k | 131.08 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.0M | +27% | 8.2k | 126.28 |
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| Technipfmc (FTI) | 0.1 | $1.0M | +8% | 15k | 69.13 |
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| Pepsi (PEP) | 0.1 | $1.0M | -17% | 6.6k | 155.29 |
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| FedEx Corporation (FDX) | 0.1 | $1.0M | +4% | 2.9k | 356.18 |
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| 3M Company (MMM) | 0.1 | $994k | -4% | 6.8k | 145.23 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $985k | 10k | 95.62 |
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| Kinder Morgan (KMI) | 0.1 | $971k | +6% | 29k | 33.53 |
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| Centene Corporation (CNC) | 0.1 | $953k | -11% | 29k | 32.74 |
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| Sandisk Corp (SNDK) | 0.1 | $951k | -24% | 1.5k | 635.34 |
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| Entergy Corporation (ETR) | 0.1 | $928k | 8.3k | 112.36 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $927k | 14k | 65.46 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $923k | 1.2k | 772.64 |
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| Columbia Etf Tr I Us Equity Income (EQIN) | 0.1 | $916k | +18% | 19k | 49.15 |
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| Republic Services (RSG) | 0.1 | $914k | -83% | 4.2k | 219.02 |
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| Honeywell International (HON) | 0.1 | $907k | +41% | 4.0k | 226.03 |
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| Philip Morris International (PM) | 0.1 | $899k | +9% | 5.4k | 165.34 |
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| General Motors Company (GM) | 0.1 | $889k | +15% | 12k | 74.50 |
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| Citigroup Com New (C) | 0.1 | $885k | -2% | 7.8k | 113.41 |
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| DTE Energy Company (DTE) | 0.1 | $883k | 6.0k | 146.22 |
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| S&p Global (SPGI) | 0.1 | $845k | NEW | 2.0k | 425.34 |
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| Amphenol Corp Cl A (APH) | 0.1 | $844k | +8% | 6.7k | 126.35 |
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| Cisco Systems (CSCO) | 0.1 | $828k | +47% | 11k | 77.59 |
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| Cheniere Energy Com New (LNG) | 0.1 | $826k | NEW | 2.9k | 283.76 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $824k | NEW | 4.5k | 184.28 |
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| Altria (MO) | 0.1 | $818k | 12k | 65.99 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $808k | NEW | 6.9k | 116.29 |
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| Dominion Resources (D) | 0.0 | $799k | 13k | 61.82 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $796k | +5% | 3.8k | 211.90 |
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| Ventas (VTR) | 0.0 | $796k | -5% | 9.7k | 81.78 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $795k | 8.2k | 97.13 |
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| Newmont Mining Corporation (NEM) | 0.0 | $776k | 7.2k | 108.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $762k | 2.0k | 390.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $756k | 11k | 67.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $743k | NEW | 3.4k | 217.25 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $721k | 8.3k | 86.41 |
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| Paypal Holdings (PYPL) | 0.0 | $700k | +31% | 16k | 45.23 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $696k | +40% | 2.9k | 243.08 |
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| Illumina (ILMN) | 0.0 | $693k | -8% | 5.6k | 123.26 |
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| Delta Air Lines Com New (DAL) | 0.0 | $689k | +8% | 10k | 66.48 |
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| UnitedHealth (UNH) | 0.0 | $678k | +5% | 2.5k | 270.59 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $671k | 14k | 47.83 |
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| Servicenow (NOW) | 0.0 | $665k | +80% | 6.4k | 104.55 |
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| Western Digital (WDC) | 0.0 | $664k | +6% | 2.5k | 270.49 |
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| Ameriprise Financial (AMP) | 0.0 | $659k | +4% | 1.5k | 444.40 |
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| Motorola Solutions Com New (MSI) | 0.0 | $642k | +3% | 1.5k | 433.97 |
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| Capital One Financial (COF) | 0.0 | $641k | -24% | 3.5k | 182.43 |
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| Target Corporation (TGT) | 0.0 | $638k | +9% | 5.3k | 121.20 |
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| Talen Energy Corp (TLN) | 0.0 | $634k | 2.0k | 319.23 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $623k | -3% | 1.2k | 499.68 |
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| Nextera Energy (NEE) | 0.0 | $620k | 6.7k | 92.88 |
|
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| United Parcel Svcs CL B (UPS) | 0.0 | $614k | -5% | 6.2k | 98.38 |
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| Dell Technologies CL C (DELL) | 0.0 | $597k | -2% | 3.6k | 164.13 |
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| Teradyne (TER) | 0.0 | $593k | +42% | 2.0k | 296.46 |
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| AmerisourceBergen (COR) | 0.0 | $588k | 1.9k | 314.14 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $579k | +11% | 2.7k | 213.66 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $574k | +5% | 4.0k | 145.04 |
|
| Verisign (VRSN) | 0.0 | $569k | -35% | 2.3k | 248.36 |
|
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $567k | NEW | 8.8k | 64.63 |
|
| Emcor (EME) | 0.0 | $566k | +57% | 766.00 | 738.31 |
|
| Valero Energy Corporation (VLO) | 0.0 | $563k | 2.3k | 247.08 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $563k | +8% | 1.2k | 460.98 |
|
| SYSCO Corporation (SYY) | 0.0 | $563k | NEW | 7.9k | 71.33 |
|
| Enbridge (ENB) | 0.0 | $559k | 10k | 54.14 |
|
|
| Dollar General (DG) | 0.0 | $547k | +3% | 4.6k | 118.73 |
|
| Advanced Micro Devices (AMD) | 0.0 | $544k | +15% | 2.7k | 203.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $542k | NEW | 2.1k | 261.92 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $537k | -2% | 3.3k | 164.98 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $528k | +2% | 7.4k | 71.76 |
|
| Natera (NTRA) | 0.0 | $528k | -6% | 2.6k | 199.99 |
|
| Incyte Corporation (INCY) | 0.0 | $526k | 5.6k | 94.12 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $523k | 3.6k | 145.74 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $516k | 1.4k | 379.90 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $512k | +3% | 3.4k | 150.82 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $512k | +2% | 3.9k | 131.74 |
|
| Pinnacle Finl Partners Com D | 0.0 | $511k | +4% | 5.9k | 86.14 |
|
| Prologis (PLD) | 0.0 | $505k | 3.8k | 132.18 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $504k | 5.4k | 93.98 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $504k | +14% | 3.8k | 130.95 |
|
| Uber Technologies (UBER) | 0.0 | $500k | 7.0k | 71.93 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $500k | 810.00 | 616.76 |
|
|
| Equifax (EFX) | 0.0 | $495k | NEW | 2.7k | 180.08 |
|
| Burlington Stores (BURL) | 0.0 | $493k | NEW | 1.5k | 325.38 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $492k | -2% | 1.2k | 398.00 |
|
| Pfizer (PFE) | 0.0 | $490k | -8% | 18k | 28.08 |
|
| Intuit (INTU) | 0.0 | $490k | +23% | 1.1k | 432.38 |
|
| Expedia Group Com New (EXPE) | 0.0 | $487k | -43% | 2.1k | 230.89 |
|
| Exelixis (EXEL) | 0.0 | $484k | -11% | 11k | 42.89 |
|
| Eversource Energy (ES) | 0.0 | $483k | +18% | 7.0k | 69.28 |
|
| BorgWarner (BWA) | 0.0 | $476k | 8.8k | 54.26 |
|
|
| Tapestry (TPR) | 0.0 | $474k | 3.4k | 141.11 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $471k | -18% | 15k | 32.01 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $471k | +6% | 959.00 | 491.54 |
|
| Trane Technologies SHS (TT) | 0.0 | $469k | -10% | 1.1k | 416.74 |
|
| Halliburton Company (HAL) | 0.0 | $464k | 12k | 38.99 |
|
|
| Textron (TXT) | 0.0 | $463k | 5.3k | 87.56 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $459k | -13% | 10k | 45.18 |
|
| Quanta Services (PWR) | 0.0 | $458k | 835.00 | 549.02 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $457k | 5.4k | 84.84 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $453k | +14% | 1.3k | 337.95 |
|
| Alcoa (AA) | 0.0 | $450k | +6% | 6.8k | 66.33 |
|
| Medpace Hldgs (MEDP) | 0.0 | $449k | -31% | 934.00 | 480.19 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $448k | +3% | 11k | 42.37 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $445k | 4.6k | 97.23 |
|
|
| Five Below (FIVE) | 0.0 | $444k | +20% | 1.9k | 228.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $444k | NEW | 1.4k | 320.81 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $441k | 13k | 34.85 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $440k | +39% | 3.9k | 113.97 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $439k | 4.3k | 101.41 |
|
|
| Corning Incorporated (GLW) | 0.0 | $438k | +8% | 3.2k | 135.97 |
|
| Prosperity Bancshares (PB) | 0.0 | $437k | 6.5k | 67.18 |
|
|
| Mueller Industries (MLI) | 0.0 | $436k | +6% | 3.9k | 110.80 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $434k | 9.0k | 48.32 |
|
|
| Royal Gold (RGLD) | 0.0 | $433k | 1.7k | 254.49 |
|
|
| Nike CL B (NKE) | 0.0 | $432k | +8% | 8.2k | 52.82 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $431k | -54% | 5.4k | 80.39 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $428k | NEW | 2.2k | 196.20 |
|
| Piper Sandler Companies Com D | 0.0 | $428k | +307% | 5.6k | 76.55 |
|
| Nutanix Cl A (NTNX) | 0.0 | $427k | +98% | 11k | 38.01 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $426k | 4.2k | 100.62 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $424k | +5% | 6.6k | 64.07 |
|
| Middlesex Water Company (MSEX) | 0.0 | $423k | 8.1k | 52.05 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $422k | +7% | 5.0k | 83.73 |
|
| Danaher Corporation (DHR) | 0.0 | $422k | -17% | 2.2k | 189.60 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $415k | +3% | 7.3k | 56.49 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $414k | 23k | 18.02 |
|
|
| Kkr & Co (KKR) | 0.0 | $410k | +8% | 4.4k | 92.50 |
|
| Travelers Companies (TRV) | 0.0 | $408k | +25% | 1.4k | 291.68 |
|
| EnerSys (ENS) | 0.0 | $407k | NEW | 2.3k | 173.72 |
|
| Match Group (MTCH) | 0.0 | $406k | +20% | 13k | 30.71 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $405k | +2% | 1.6k | 249.08 |
|
| Stifel Financial (SF) | 0.0 | $404k | +91% | 5.5k | 73.92 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $400k | +3% | 3.4k | 118.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $399k | +2% | 1.0k | 391.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $399k | NEW | 16k | 24.75 |
|
| Texas Roadhouse (TXRH) | 0.0 | $397k | +41% | 2.4k | 165.14 |
|
| Analog Devices (ADI) | 0.0 | $396k | +3% | 1.2k | 318.14 |
|
| Devon Energy Corporation (DVN) | 0.0 | $395k | -3% | 7.9k | 50.32 |
|
| Biogen Idec (BIIB) | 0.0 | $392k | +2% | 2.1k | 183.33 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $391k | +8% | 4.3k | 90.94 |
|
| Lowe's Companies (LOW) | 0.0 | $389k | 1.6k | 236.28 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $386k | 2.9k | 134.67 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $382k | -7% | 4.0k | 95.99 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $378k | -34% | 637.00 | 592.98 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $377k | +15% | 1.9k | 197.50 |
|
| Curtiss-Wright (CW) | 0.0 | $372k | +12% | 546.00 | 681.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $365k | NEW | 1.3k | 287.18 |
|
| Cigna Corp (CI) | 0.0 | $364k | +37% | 1.4k | 266.75 |
|
| Avista Corporation (AVA) | 0.0 | $363k | +3% | 9.0k | 40.14 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $358k | 3.2k | 112.27 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $357k | 1.5k | 237.62 |
|
|
| Itt (ITT) | 0.0 | $356k | NEW | 1.9k | 190.53 |
|
| At&t (T) | 0.0 | $356k | -7% | 12k | 28.99 |
|
| Omni (OMC) | 0.0 | $347k | +50% | 4.6k | 75.31 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $347k | NEW | 3.2k | 109.78 |
|
| Chewy Cl A (CHWY) | 0.0 | $346k | +62% | 13k | 27.00 |
|
| Molina Healthcare (MOH) | 0.0 | $343k | NEW | 2.6k | 133.30 |
|
| Essex Property Trust (ESS) | 0.0 | $343k | -3% | 1.4k | 242.00 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $338k | 6.2k | 54.55 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $335k | +58% | 4.6k | 73.48 |
|
| CarMax (KMX) | 0.0 | $334k | NEW | 8.0k | 41.58 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $333k | NEW | 5.1k | 65.00 |
|
| Citizens Financial (CFG) | 0.0 | $332k | +5% | 5.5k | 59.97 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $328k | 1.9k | 168.85 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $327k | +10% | 6.4k | 51.37 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $327k | +14% | 1.7k | 194.14 |
|
| Lumentum Hldgs (LITE) | 0.0 | $326k | NEW | 464.00 | 702.76 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $319k | -46% | 5.6k | 56.56 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $318k | +12% | 1.6k | 204.16 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $317k | 5.1k | 62.63 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $316k | -14% | 742.00 | 426.40 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $313k | +29% | 2.7k | 117.66 |
|
| Goldman Sachs (GS) | 0.0 | $308k | -8% | 364.00 | 845.99 |
|
| Consolidated Edison (ED) | 0.0 | $307k | 2.7k | 113.19 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $307k | 1.8k | 171.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $307k | NEW | 934.00 | 328.59 |
|
| Booking Holdings (BKNG) | 0.0 | $303k | -44% | 72.00 | 4210.32 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $303k | -36% | 12k | 26.33 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $299k | +10% | 438.00 | 682.24 |
|
| Toll Brothers (TOL) | 0.0 | $299k | -2% | 2.2k | 136.47 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $297k | -5% | 1.7k | 172.68 |
|
| Copart (CPRT) | 0.0 | $296k | NEW | 8.9k | 33.20 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $294k | -21% | 3.8k | 78.40 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $294k | 3.5k | 82.87 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $294k | NEW | 1.5k | 201.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $294k | 3.0k | 99.28 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $293k | NEW | 2.9k | 100.08 |
|
| Carrier Global Corporation (CARR) | 0.0 | $292k | +20% | 5.2k | 56.31 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $291k | 4.1k | 71.82 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $289k | +6% | 552.00 | 522.71 |
|
| PPG Industries (PPG) | 0.0 | $286k | +3% | 2.7k | 106.88 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $285k | +5% | 828.00 | 343.99 |
|
| Kraft Heinz (KHC) | 0.0 | $282k | NEW | 13k | 22.49 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $281k | -2% | 1.9k | 145.29 |
|
| Genpact SHS (G) | 0.0 | $280k | +29% | 7.5k | 37.25 |
|
| Las Vegas Sands (LVS) | 0.0 | $279k | -42% | 5.2k | 53.88 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $279k | +20% | 2.4k | 118.05 |
|
| Gilead Sciences (GILD) | 0.0 | $275k | +17% | 2.0k | 139.37 |
|
| Align Technology (ALGN) | 0.0 | $274k | 1.6k | 171.43 |
|
|
| Toro Company (TTC) | 0.0 | $273k | NEW | 2.9k | 93.44 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $273k | +5% | 3.4k | 80.58 |
|
| Iron Mountain (IRM) | 0.0 | $272k | NEW | 2.7k | 102.14 |
|
| Aramark Hldgs (ARMK) | 0.0 | $272k | +6% | 6.7k | 40.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $271k | -66% | 1.4k | 198.30 |
|
| Becton, Dickinson and (BDX) | 0.0 | $270k | +5% | 1.7k | 157.23 |
|
| Msci (MSCI) | 0.0 | $268k | +20% | 497.00 | 539.01 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $267k | -27% | 1.4k | 188.71 |
|
| Apa Corporation (APA) | 0.0 | $267k | NEW | 6.3k | 42.44 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $267k | +4% | 11k | 23.81 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $265k | +20% | 12k | 22.98 |
|
| Fifth Third Ban (FITB) | 0.0 | $263k | +10% | 5.7k | 46.46 |
|
| American Tower Reit (AMT) | 0.0 | $263k | -43% | 1.5k | 172.58 |
|
| Lululemon Athletica (LULU) | 0.0 | $262k | NEW | 1.7k | 153.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $257k | 1.9k | 132.90 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $256k | 1.2k | 212.22 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $256k | 5.6k | 45.97 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $255k | +51% | 1.0k | 244.77 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $254k | NEW | 4.4k | 57.61 |
|
| Evercore Class A (EVR) | 0.0 | $254k | 850.00 | 298.51 |
|
|
| Wright Express (WEX) | 0.0 | $253k | NEW | 1.7k | 153.04 |
|
| Mohawk Industries (MHK) | 0.0 | $252k | NEW | 2.6k | 98.46 |
|
| NetApp (NTAP) | 0.0 | $252k | -11% | 2.5k | 102.39 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $250k | -17% | 3.6k | 69.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $246k | NEW | 564.00 | 436.79 |
|
| MasTec (MTZ) | 0.0 | $246k | NEW | 763.00 | 321.74 |
|
| Fidelity National Information Services (FIS) | 0.0 | $244k | NEW | 5.2k | 46.91 |
|
| Popular Com New (BPOP) | 0.0 | $243k | 1.8k | 134.17 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $243k | NEW | 2.1k | 114.85 |
|
| Waste Management (WM) | 0.0 | $242k | 1.1k | 229.79 |
|
|
| Darling International (DAR) | 0.0 | $242k | NEW | 3.9k | 61.85 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $241k | NEW | 801.00 | 300.83 |
|
| Medtronic SHS (MDT) | 0.0 | $241k | -28% | 2.8k | 86.64 |
|
| Key (KEY) | 0.0 | $239k | +9% | 12k | 20.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $237k | NEW | 8.3k | 28.71 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $236k | -8% | 2.2k | 106.21 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $235k | NEW | 605.00 | 388.23 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $235k | -76% | 5.0k | 46.74 |
|
| Hasbro (HAS) | 0.0 | $233k | 2.5k | 93.60 |
|
|
| Portland Gen Elec Com New (POR) | 0.0 | $233k | +5% | 4.4k | 52.77 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $233k | NEW | 1.7k | 133.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $233k | -5% | 1.9k | 124.31 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $232k | +36% | 21k | 11.00 |
|
| Hubbell (HUBB) | 0.0 | $231k | 471.00 | 490.74 |
|
|
| Masimo Corporation (MASI) | 0.0 | $230k | NEW | 1.3k | 177.87 |
|
| V.F. Corporation (VFC) | 0.0 | $228k | NEW | 13k | 16.99 |
|
| Axalta Coating Sys (AXTA) | 0.0 | $226k | +5% | 8.1k | 27.70 |
|
| Crown Holdings (CCK) | 0.0 | $224k | -9% | 2.2k | 100.25 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $222k | NEW | 1.5k | 145.46 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $221k | NEW | 1.6k | 139.57 |
|
| Dover Corporation (DOV) | 0.0 | $218k | NEW | 1.0k | 208.45 |
|
| Old Republic International Corporation (ORI) | 0.0 | $216k | -12% | 5.4k | 39.90 |
|
| Gap (GAP) | 0.0 | $216k | -5% | 8.9k | 24.20 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $215k | NEW | 3.4k | 62.39 |
|
| Host Hotels & Resorts (HST) | 0.0 | $214k | +10% | 11k | 19.16 |
|
| Qualcomm (QCOM) | 0.0 | $214k | -36% | 1.7k | 128.80 |
|
| Invesco SHS (IVZ) | 0.0 | $211k | +10% | 8.7k | 24.29 |
|
| Adt (ADT) | 0.0 | $210k | -43% | 32k | 6.57 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $210k | +2% | 3.3k | 64.21 |
|
| Black Hills Corporation (BKH) | 0.0 | $209k | -3% | 3.0k | 69.41 |
|
| Flowserve Corporation (FLS) | 0.0 | $207k | NEW | 2.8k | 73.51 |
|
| Martin Marietta Materials (MLM) | 0.0 | $206k | -17% | 350.00 | 588.67 |
|
| eBay (EBAY) | 0.0 | $205k | NEW | 2.3k | 91.02 |
|
| Bath & Body Works In (BBWI) | 0.0 | $205k | NEW | 11k | 18.67 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $204k | NEW | 671.00 | 304.08 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $201k | NEW | 2.4k | 85.02 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $201k | 13k | 15.65 |
|
|
| Southern Company (SO) | 0.0 | $200k | NEW | 2.1k | 96.52 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $196k | -96% | 12k | 15.83 |
|
| Sentinelone Cl A (S) | 0.0 | $168k | +15% | 13k | 12.88 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $149k | -64% | 11k | 13.30 |
|
| Flowers Foods (FLO) | 0.0 | $141k | NEW | 17k | 8.15 |
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $137k | -28% | 11k | 12.09 |
|
| Valley National Ban (VLY) | 0.0 | $133k | NEW | 11k | 12.28 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $130k | NEW | 14k | 9.13 |
|
| Ford Motor Company (F) | 0.0 | $125k | -36% | 11k | 11.54 |
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $95k | 33k | 2.84 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $86k | -23% | 19k | 4.63 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $61k | NEW | 10k | 6.00 |
|
| Newell Rubbermaid (NWL) | 0.0 | $52k | NEW | 15k | 3.43 |
|
| Fate Therapeutics (FATE) | 0.0 | $20k | +17% | 17k | 1.20 |
|
| Beyond Meat (BYND) | 0.0 | $13k | NEW | 18k | 0.70 |
|
| Rackspace Technology (RXT) | 0.0 | $11k | NEW | 11k | 0.98 |
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| Alight Com Cl A (ALIT) | 0.0 | $10k | NEW | 18k | 0.58 |
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Past Filings by Parcion Private Wealth
SEC 13F filings are viewable for Parcion Private Wealth going back to 2019
- Parcion Private Wealth 2026 Q1 filed April 22, 2026
- Parcion Private Wealth 2025 Q4 filed Jan. 26, 2026
- Parcion Private Wealth 2025 Q3 filed Oct. 14, 2025
- Parcion Private Wealth 2025 Q2 filed July 30, 2025
- Parcion Private Wealth 2025 Q1 filed May 2, 2025
- 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