Parker Financial
Latest statistics and disclosures from Parker Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VUG, DFAC, VTV, BNDX, and represent 63.46% of Parker Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$5.5M), VEA, DFSD, DFCF, DFAS, BNDX, VWO, VOO, BIV, BLV.
- Started 1 new stock position in VOO.
- Reduced shares in these 10 stocks: VUG, VB, HELO, VTV, IWM, IEI, VIGI, VEU, SPY, IWF.
- Sold out of its position in HELO.
- Parker Financial was a net buyer of stock by $9.9M.
- Parker Financial has $204M in assets under management (AUM), dropping by 2.15%.
- Central Index Key (CIK): 0001965668
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Portfolio Holdings for Parker Financial
Parker Financial holds 35 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Parker Financial
SEC 13F filings are viewable for Parker Financial going back to 2022
- Parker Financial 2024 Q4 filed Feb. 3, 2025
- Parker Financial 2024 Q3 filed Nov. 4, 2024
- Parker Financial 2024 Q1 filed April 23, 2024
- Parker Financial 2023 Q4 filed Jan. 18, 2024
- Parker Financial 2023 Q3 filed Oct. 26, 2023
- Parker Financial 2023 Q2 filed July 20, 2023
- Parker Financial 2023 Q1 filed May 2, 2023
- Parker Financial 2022 Q4 filed Feb. 13, 2023