Parr Mcknight Wealth Management Group
Latest statistics and disclosures from Parr Mcknight Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, AAPL, BND, IUSB, and represent 18.49% of Parr Mcknight Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: AXP, NVDA, CMI, PH, BLK, FAST, CEG, ICE, ADI, IVV.
- Started 8 new stock positions in PMBS, VIOG, ICE, IVOG, SLB, CMI, PH, BITB.
- Reduced shares in these 10 stocks: UNH, IWM, CTAS, WMB, LLY, XOM, TMUS, NOC, AFL, SHW.
- Sold out of its positions in CHX, CTAS, DIS, IWM, EVTR, NOC, SHW, TMUS, UPS, MTN.
- Parr Mcknight Wealth Management Group was a net buyer of stock by $2.7M.
- Parr Mcknight Wealth Management Group has $762M in assets under management (AUM), dropping by 4.60%.
- Central Index Key (CIK): 0002026926
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Portfolio Holdings for Parr Mcknight Wealth Management Group
Parr Mcknight Wealth Management Group holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $38M | +3% | 57k | 669.30 |
|
| Microsoft Corporation (MSFT) | 4.5 | $34M | 66k | 517.95 |
|
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| Apple (AAPL) | 4.1 | $32M | 124k | 254.63 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $20M | -4% | 265k | 74.37 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.3 | $18M | +4% | 377k | 46.71 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $14M | 45k | 315.43 |
|
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| Broadcom (AVGO) | 1.8 | $14M | -7% | 41k | 329.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $12M | -3% | 141k | 87.31 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 1.5 | $11M | +12% | 122k | 93.35 |
|
| Lowe's Companies (LOW) | 1.5 | $11M | 45k | 251.31 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $11M | +2% | 38k | 293.74 |
|
| Chevron Corporation (CVX) | 1.4 | $11M | +3% | 71k | 155.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $10M | +3% | 187k | 54.18 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.3 | $10M | +4% | 77k | 130.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $9.8M | +11% | 40k | 243.10 |
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| Analog Devices (ADI) | 1.3 | $9.7M | +27% | 40k | 245.70 |
|
| Johnson & Johnson (JNJ) | 1.2 | $9.5M | -3% | 51k | 185.42 |
|
| Meta Platforms Cl A (META) | 1.1 | $8.5M | 12k | 734.40 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $7.9M | 149k | 53.40 |
|
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| Ecolab (ECL) | 1.0 | $7.8M | +17% | 29k | 273.86 |
|
| Blackrock (BLK) | 1.0 | $7.7M | +51% | 6.6k | 1165.92 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $7.4M | 158k | 46.96 |
|
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| Amazon (AMZN) | 1.0 | $7.4M | 34k | 219.57 |
|
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| Illinois Tool Works (ITW) | 0.9 | $7.0M | 27k | 260.76 |
|
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| Procter & Gamble Company (PG) | 0.9 | $6.8M | 44k | 153.65 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $6.7M | +11% | 136k | 49.46 |
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| Abbvie (ABBV) | 0.9 | $6.5M | 28k | 231.54 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $6.5M | +11% | 83k | 78.91 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $6.5M | -8% | 68k | 95.19 |
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| McDonald's Corporation (MCD) | 0.8 | $6.3M | 21k | 303.90 |
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| TJX Companies (TJX) | 0.8 | $6.1M | 42k | 144.54 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.0M | +17% | 92k | 65.26 |
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| Cisco Systems (CSCO) | 0.8 | $5.9M | 86k | 68.42 |
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| S&p Global (SPGI) | 0.8 | $5.9M | 12k | 486.69 |
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| Abbott Laboratories (ABT) | 0.7 | $5.6M | 42k | 133.94 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.6M | +96% | 30k | 186.58 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $5.4M | +33% | 200k | 26.84 |
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| Nextera Energy (NEE) | 0.7 | $5.3M | 70k | 75.49 |
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| Pepsi (PEP) | 0.7 | $5.2M | 37k | 140.44 |
|
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| Constellation Energy (CEG) | 0.7 | $5.2M | +79% | 16k | 329.07 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $5.2M | +8% | 78k | 65.92 |
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| Wec Energy Group (WEC) | 0.7 | $5.1M | 45k | 114.59 |
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| Linde SHS (LIN) | 0.7 | $5.0M | 11k | 475.00 |
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| Automatic Data Processing (ADP) | 0.7 | $5.0M | 17k | 293.50 |
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| Phillips 66 (PSX) | 0.6 | $4.9M | 36k | 136.02 |
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| American Express Company (AXP) | 0.6 | $4.6M | +1243% | 14k | 332.16 |
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| UnitedHealth (UNH) | 0.6 | $4.5M | -48% | 13k | 345.30 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.6 | $4.5M | +12% | 218k | 20.69 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.6 | $4.5M | +12% | 230k | 19.56 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.6 | $4.5M | +10% | 240k | 18.81 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $4.5M | +11% | 219k | 20.57 |
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| General Dynamics Corporation (GD) | 0.6 | $4.5M | 13k | 341.01 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.6 | $4.5M | +11% | 228k | 19.71 |
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| Ishares Tr Broad Usd High (USHY) | 0.6 | $4.4M | -29% | 116k | 37.78 |
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| Costco Wholesale Corporation (COST) | 0.6 | $4.4M | 4.7k | 925.68 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $4.3M | -30% | 18k | 246.61 |
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| L3harris Technologies (LHX) | 0.6 | $4.3M | 14k | 305.41 |
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| Amgen (AMGN) | 0.6 | $4.2M | 15k | 282.19 |
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| Chubb (CB) | 0.5 | $4.1M | -6% | 15k | 282.25 |
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| Goldman Sachs (GS) | 0.5 | $4.0M | -7% | 5.0k | 796.27 |
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| Amphenol Corp Cl A (APH) | 0.5 | $3.9M | -3% | 31k | 123.75 |
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| AFLAC Incorporated (AFL) | 0.5 | $3.8M | -36% | 34k | 111.70 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.8M | 36k | 103.06 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.5 | $3.7M | -8% | 38k | 98.62 |
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| Merck & Co (MRK) | 0.5 | $3.7M | +2% | 44k | 83.93 |
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| Paychex (PAYX) | 0.5 | $3.7M | 29k | 126.76 |
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| International Business Machines (IBM) | 0.5 | $3.6M | +2% | 13k | 282.15 |
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| Sap Se Spon Adr (SAP) | 0.5 | $3.6M | 14k | 267.20 |
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| Starbucks Corporation (SBUX) | 0.5 | $3.5M | 41k | 84.60 |
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| Ge Aerospace Com New (GE) | 0.5 | $3.5M | 12k | 300.82 |
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| Qualcomm (QCOM) | 0.4 | $3.3M | 20k | 166.36 |
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| Cme (CME) | 0.4 | $3.3M | 12k | 270.20 |
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| RPM International (RPM) | 0.4 | $3.3M | 28k | 117.88 |
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| Emerson Electric (EMR) | 0.4 | $3.3M | 25k | 131.18 |
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| Netflix (NFLX) | 0.4 | $3.2M | 2.7k | 1198.92 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $3.2M | +10% | 45k | 70.85 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $3.2M | +10% | 41k | 78.09 |
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| FactSet Research Systems (FDS) | 0.4 | $3.2M | +8% | 11k | 286.48 |
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| Barclays Adr (BCS) | 0.4 | $3.1M | 150k | 20.67 |
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| W.W. Grainger (GWW) | 0.4 | $3.0M | 3.2k | 953.04 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $3.0M | 23k | 128.24 |
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| Fastenal Company (FAST) | 0.4 | $2.9M | +534% | 59k | 49.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.9M | +2% | 5.7k | 502.74 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.8M | 5.0k | 568.81 |
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| Motorola Solutions Com New (MSI) | 0.4 | $2.8M | 6.1k | 457.29 |
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| Tc Energy Corp (TRP) | 0.4 | $2.8M | 51k | 54.41 |
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| Zoetis Cl A (ZTS) | 0.4 | $2.7M | 19k | 146.32 |
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| Cummins (CMI) | 0.4 | $2.7M | NEW | 6.4k | 422.37 |
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| Intuit (INTU) | 0.4 | $2.7M | +3% | 3.9k | 682.91 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $2.7M | NEW | 3.5k | 758.15 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $2.7M | 29k | 90.41 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $2.6M | +2% | 36k | 74.49 |
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| Visa Com Cl A (V) | 0.3 | $2.6M | +16% | 7.7k | 341.38 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $2.6M | +2% | 34k | 76.72 |
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| Unilever Spon Adr New (UL) | 0.3 | $2.5M | 43k | 59.28 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.3 | $2.5M | 150k | 16.74 |
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| Boston Scientific Corporation (BSX) | 0.3 | $2.5M | +4% | 25k | 97.63 |
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| Williams Companies (WMB) | 0.3 | $2.5M | -53% | 39k | 63.35 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.3 | $2.5M | 96k | 25.90 |
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| CMS Energy Corporation (CMS) | 0.3 | $2.5M | 34k | 73.26 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.4M | 20k | 123.75 |
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| Servicenow (NOW) | 0.3 | $2.4M | +8% | 2.6k | 920.28 |
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| Stryker Corporation (SYK) | 0.3 | $2.4M | +7% | 6.5k | 369.67 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $2.3M | -4% | 168k | 13.43 |
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| Roper Industries (ROP) | 0.3 | $2.2M | +6% | 4.5k | 498.69 |
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| salesforce (CRM) | 0.3 | $2.2M | +28% | 9.1k | 237.00 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.1M | NEW | 13k | 168.48 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.1M | +6% | 65k | 31.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.9M | +5% | 6.8k | 281.87 |
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| Medtronic SHS (MDT) | 0.2 | $1.9M | 20k | 95.24 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.9M | -4% | 3.4k | 546.75 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $1.8M | -4% | 9.0k | 201.96 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | 23k | 79.94 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.8M | 27k | 66.01 |
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| Orix Corp Sponsored Adr (IX) | 0.2 | $1.7M | 67k | 26.12 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.7M | -36% | 17k | 100.69 |
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| American Tower Reit (AMT) | 0.2 | $1.7M | +2% | 8.6k | 192.32 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.7M | 4.8k | 346.53 |
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| Philip Morris International (PM) | 0.2 | $1.6M | 10k | 162.20 |
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| Guidewire Software (GWRE) | 0.2 | $1.6M | 7.0k | 229.86 |
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| Hubbell (HUBB) | 0.2 | $1.6M | 3.7k | 430.31 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $1.6M | -2% | 47k | 34.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.6M | 26k | 62.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | +11% | 27k | 59.92 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $1.6M | 21k | 76.62 |
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| EOG Resources (EOG) | 0.2 | $1.6M | 14k | 112.12 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $1.5M | 3.9k | 390.29 |
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| Kroger (KR) | 0.2 | $1.5M | 23k | 67.41 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.5M | +3% | 27k | 55.49 |
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| Rollins (ROL) | 0.2 | $1.5M | 26k | 58.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | +5% | 2.5k | 612.38 |
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| Keysight Technologies (KEYS) | 0.2 | $1.5M | +4% | 8.7k | 174.92 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.5M | 31k | 47.20 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.4M | -4% | 16k | 89.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | -9% | 4.4k | 328.17 |
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| Firstservice Corp (FSV) | 0.2 | $1.4M | 7.6k | 190.49 |
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| Lamb Weston Hldgs (LW) | 0.2 | $1.4M | +4% | 25k | 58.08 |
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| International Flavors & Fragrances (IFF) | 0.2 | $1.4M | 23k | 61.54 |
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| Keurig Dr Pepper (KDP) | 0.2 | $1.4M | +3% | 56k | 25.51 |
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| Burlington Stores (BURL) | 0.2 | $1.4M | 5.6k | 254.50 |
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| Genuine Parts Company (GPC) | 0.2 | $1.4M | 10k | 138.60 |
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| Sun Communities (SUI) | 0.2 | $1.4M | +3% | 11k | 129.00 |
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| Stag Industrial (STAG) | 0.2 | $1.3M | +2% | 38k | 35.29 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.3M | +2% | 2.7k | 499.21 |
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| Brown & Brown (BRO) | 0.2 | $1.3M | +15% | 14k | 93.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.3M | 2.7k | 479.61 |
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| Domino's Pizza (DPZ) | 0.2 | $1.3M | +4% | 3.0k | 431.71 |
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| Rli (RLI) | 0.2 | $1.3M | +20% | 20k | 65.22 |
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| Post Holdings Inc Common (POST) | 0.2 | $1.3M | +6% | 12k | 107.48 |
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| Agree Realty Corporation (ADC) | 0.2 | $1.3M | +5% | 18k | 71.04 |
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| Waste Connections (WCN) | 0.2 | $1.3M | +4% | 7.2k | 175.80 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.3M | +10% | 19k | 66.91 |
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| Tyler Technologies (TYL) | 0.2 | $1.2M | +5% | 2.4k | 523.16 |
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| Carlisle Companies (CSL) | 0.2 | $1.2M | -2% | 3.7k | 328.96 |
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| Bellring Brands Common Stock (BRBR) | 0.2 | $1.2M | +70% | 33k | 36.35 |
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| PPG Industries (PPG) | 0.2 | $1.2M | 11k | 105.11 |
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| Corpay Com Shs (CPAY) | 0.2 | $1.2M | +6% | 4.1k | 288.06 |
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| Watsco, Incorporated (WSO) | 0.2 | $1.2M | +14% | 2.9k | 404.30 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $1.1M | +11% | 12k | 95.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | -2% | 1.7k | 666.11 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +28% | 2.3k | 468.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | -10% | 4.7k | 215.79 |
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| 3M Company (MMM) | 0.1 | $975k | 6.3k | 155.17 |
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| Caterpillar (CAT) | 0.1 | $952k | 2.0k | 477.22 |
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| Corning Incorporated (GLW) | 0.1 | $937k | 11k | 82.03 |
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| Eli Lilly & Co. (LLY) | 0.1 | $910k | -74% | 1.2k | 763.00 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $861k | 30k | 28.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $853k | 1.4k | 600.37 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.1 | $835k | NEW | 17k | 49.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $826k | -19% | 8.2k | 100.25 |
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| Newmont Mining Corporation (NEM) | 0.1 | $810k | 9.6k | 84.31 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $766k | -57% | 7.8k | 97.82 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $749k | +2% | 26k | 28.79 |
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| Tesla Motors (TSLA) | 0.1 | $729k | 1.6k | 444.72 |
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| Target Corporation (TGT) | 0.1 | $689k | 7.7k | 89.70 |
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| Wells Fargo & Company (WFC) | 0.1 | $625k | 7.5k | 83.82 |
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| Honeywell International (HON) | 0.1 | $564k | +43% | 2.7k | 210.50 |
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| Travelers Companies (TRV) | 0.1 | $562k | 2.0k | 279.22 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $553k | -14% | 3.8k | 145.65 |
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| Deere & Company (DE) | 0.1 | $516k | 1.1k | 457.26 |
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| Hormel Foods Corporation (HRL) | 0.1 | $508k | -3% | 21k | 24.74 |
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| Us Bancorp Del Com New (USB) | 0.1 | $508k | 11k | 48.33 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $500k | 8.5k | 58.85 |
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| Coca-Cola Company (KO) | 0.1 | $493k | 7.4k | 66.32 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $458k | 2.4k | 192.74 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $431k | NEW | 6.9k | 62.22 |
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| FedEx Corporation (FDX) | 0.1 | $415k | 1.8k | 235.81 |
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| Home Depot (HD) | 0.1 | $411k | 1.0k | 405.10 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $405k | 2.4k | 167.33 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $403k | 2.7k | 148.61 |
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| Intel Corporation (INTC) | 0.1 | $401k | 12k | 33.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $371k | 497.00 | 746.54 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $366k | 1.0k | 365.48 |
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| CVS Caremark Corporation (CVS) | 0.0 | $363k | 4.8k | 75.39 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $360k | -86% | 3.2k | 112.76 |
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| Trane Technologies SHS (TT) | 0.0 | $344k | 814.00 | 421.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $338k | -8% | 1.3k | 254.32 |
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| Citigroup Com New (C) | 0.0 | $334k | 3.3k | 101.50 |
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| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $331k | 10k | 33.07 |
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| Schlumberger Com Stk (SLB) | 0.0 | $323k | NEW | 9.4k | 34.37 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $316k | 10k | 31.62 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $312k | 1.6k | 191.09 |
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| Arrow Financial Corporation (AROW) | 0.0 | $311k | 11k | 28.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $311k | 1.3k | 243.55 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $306k | -4% | 4.2k | 73.46 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $305k | 2.4k | 125.84 |
|
|
| Donaldson Company (DCI) | 0.0 | $301k | 3.7k | 81.85 |
|
|
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.0 | $296k | -70% | 5.5k | 53.73 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $293k | 672.00 | 435.46 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $279k | 1.0k | 272.83 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $269k | 1.0k | 259.68 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $266k | 747.00 | 355.47 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $262k | -20% | 6.1k | 42.96 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $252k | +5% | 9.7k | 26.08 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $252k | +5% | 1.2k | 203.59 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $251k | +2% | 517.00 | 485.02 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $250k | 5.6k | 45.10 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $249k | 2.5k | 98.59 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $242k | 1.8k | 131.23 |
|
|
| Gilead Sciences (GILD) | 0.0 | $235k | 2.1k | 111.00 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $228k | 16k | 14.68 |
|
|
| ConocoPhillips (COP) | 0.0 | $221k | 2.3k | 94.59 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $209k | NEW | 1.8k | 119.48 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $201k | NEW | 1.6k | 121.76 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $41k | 33k | 1.24 |
|
Past Filings by Parr Mcknight Wealth Management Group
SEC 13F filings are viewable for Parr Mcknight Wealth Management Group going back to 2024
- Parr Mcknight Wealth Management Group 2025 Q3 filed Nov. 10, 2025
- Parr Mcknight Wealth Management Group 2025 Q2 filed Aug. 11, 2025
- Parr Mcknight Wealth Management Group 2025 Q1 filed April 30, 2025
- Parr Mcknight Wealth Management Group 2024 Q4 filed Feb. 19, 2025