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, AAPL, MSFT, BND, JPM, and represent 17.12% of Parr Mcknight Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: VIGI (+$5.3M), VIG (+$5.2M), BSCU, VUG, IWM, UL, NFLX, BOND, TBIL, MLM.
- Started 9 new stock positions in IWM, PLD, VIGI, TBIL, UL, MLM, BSCU, MS, DIS.
- Reduced shares in these 10 stocks: BSCP, BND, IUSB, Unilever, IVV, ROP, ICE, CRM, ACN, AAPL.
- Sold out of its positions in BRBR, BMY, CVS, ICE, BSCP, TIPZ, RLI, ROP, Unilever, VIOG.
- Parr Mcknight Wealth Management Group was a net seller of stock by $-1.6M.
- Parr Mcknight Wealth Management Group has $763M in assets under management (AUM), dropping by 0.06%.
- Central Index Key (CIK): 0002026926
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Download as csvPortfolio Holdings for Parr Mcknight Wealth Management Group
Parr Mcknight Wealth Management Group holds 224 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $36M | -6% | 53k | 684.93 |
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| Apple (AAPL) | 4.2 | $32M | -4% | 119k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.2 | $32M | 66k | 483.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $16M | -19% | 214k | 74.07 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $14M | 45k | 322.22 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.9 | $14M | -18% | 306k | 46.54 |
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| Broadcom (AVGO) | 1.8 | $14M | -3% | 39k | 346.10 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 1.7 | $13M | +16% | 141k | 93.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $12M | 139k | 89.46 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $12M | -3% | 39k | 313.00 |
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| Chevron Corporation (CVX) | 1.4 | $11M | 72k | 152.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $11M | 37k | 290.22 |
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| Analog Devices (ADI) | 1.4 | $11M | 40k | 271.20 |
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| Lowe's Companies (LOW) | 1.4 | $11M | 44k | 241.16 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $10M | 190k | 53.76 |
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| Johnson & Johnson (JNJ) | 1.3 | $10M | -4% | 49k | 206.95 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.3 | $10M | 76k | 132.37 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $7.9M | -2% | 145k | 54.71 |
|
| Amazon (AMZN) | 1.0 | $7.9M | 34k | 230.82 |
|
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| Meta Platforms Cl A (META) | 1.0 | $7.9M | +2% | 12k | 660.09 |
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| Ecolab (ECL) | 1.0 | $7.6M | 29k | 262.52 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $7.6M | +17% | 97k | 78.81 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $7.6M | +15% | 157k | 48.32 |
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| Cisco Systems (CSCO) | 0.9 | $7.2M | +9% | 94k | 77.03 |
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| Blackrock (BLK) | 0.9 | $7.2M | 6.7k | 1070.38 |
|
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $7.1M | -4% | 151k | 47.08 |
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| Illinois Tool Works (ITW) | 0.9 | $6.7M | 27k | 246.30 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $6.7M | +24% | 249k | 26.68 |
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| S&p Global (SPGI) | 0.9 | $6.5M | +3% | 13k | 522.57 |
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| TJX Companies (TJX) | 0.8 | $6.5M | 42k | 153.61 |
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| McDonald's Corporation (MCD) | 0.8 | $6.3M | 21k | 305.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $6.3M | +511% | 29k | 219.78 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.2M | +2% | 94k | 66.00 |
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| Abbvie (ABBV) | 0.8 | $6.1M | -5% | 27k | 228.49 |
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| Procter & Gamble Company (PG) | 0.8 | $5.9M | -6% | 42k | 143.31 |
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| Constellation Energy (CEG) | 0.8 | $5.7M | 16k | 353.27 |
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| Nextera Energy (NEE) | 0.7 | $5.5M | -2% | 69k | 80.28 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $5.5M | +4% | 82k | 67.22 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.5M | 30k | 186.50 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.5M | +310% | 11k | 487.86 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $5.4M | -17% | 56k | 96.28 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.7 | $5.3M | +17% | 282k | 18.84 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.7 | $5.3M | +17% | 257k | 20.60 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $5.3M | +17% | 268k | 19.74 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.7 | $5.3M | +17% | 270k | 19.57 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $5.3M | NEW | 57k | 91.45 |
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| Abbott Laboratories (ABT) | 0.7 | $5.2M | 42k | 125.29 |
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| American Express Company (AXP) | 0.7 | $5.0M | 14k | 369.95 |
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| Wec Energy Group (WEC) | 0.6 | $4.9M | +2% | 46k | 105.46 |
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| Amgen (AMGN) | 0.6 | $4.9M | 15k | 327.30 |
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| Phillips 66 (PSX) | 0.6 | $4.7M | 36k | 129.04 |
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| Linde SHS (LIN) | 0.6 | $4.7M | +2% | 11k | 426.39 |
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| Pepsi (PEP) | 0.6 | $4.4M | -17% | 31k | 143.52 |
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| General Dynamics Corporation (GD) | 0.6 | $4.4M | 13k | 336.67 |
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| UnitedHealth (UNH) | 0.6 | $4.3M | 13k | 330.11 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.6 | $4.3M | NEW | 253k | 16.92 |
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| Chubb (CB) | 0.6 | $4.2M | -7% | 14k | 312.12 |
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| Goldman Sachs (GS) | 0.6 | $4.2M | -4% | 4.8k | 878.91 |
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| International Business Machines (IBM) | 0.5 | $4.2M | +8% | 14k | 296.20 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.5 | $4.1M | +12% | 42k | 97.85 |
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| Costco Wholesale Corporation (COST) | 0.5 | $4.1M | 4.8k | 862.39 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $4.1M | -5% | 110k | 37.39 |
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| L3harris Technologies (LHX) | 0.5 | $4.1M | 14k | 293.57 |
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| Automatic Data Processing (ADP) | 0.5 | $4.1M | -6% | 16k | 257.23 |
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| Merck & Co (MRK) | 0.5 | $4.0M | -14% | 38k | 105.26 |
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| Wal-Mart Stores (WMT) | 0.5 | $4.0M | 36k | 111.41 |
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| Amphenol Corp Cl A (APH) | 0.5 | $4.0M | -6% | 29k | 135.14 |
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| Barclays Adr (BCS) | 0.5 | $3.7M | -4% | 144k | 25.45 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $3.6M | +14% | 47k | 77.88 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $3.6M | NEW | 15k | 246.16 |
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| AFLAC Incorporated (AFL) | 0.5 | $3.6M | -2% | 33k | 110.27 |
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| Ge Aerospace Com New (GE) | 0.5 | $3.6M | 12k | 308.03 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $3.6M | +12% | 51k | 69.52 |
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| Starbucks Corporation (SBUX) | 0.5 | $3.5M | 42k | 84.21 |
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| Emerson Electric (EMR) | 0.4 | $3.4M | +2% | 26k | 132.72 |
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| Qualcomm (QCOM) | 0.4 | $3.4M | 20k | 171.05 |
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| Cummins (CMI) | 0.4 | $3.3M | +2% | 6.6k | 510.45 |
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| Cme (CME) | 0.4 | $3.3M | 12k | 273.09 |
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| Sap Se Spon Adr (SAP) | 0.4 | $3.3M | 13k | 242.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.2M | -31% | 12k | 268.31 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $3.2M | +3% | 3.7k | 878.96 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $3.1M | 23k | 137.87 |
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| Astrazeneca Sponsored Adr | 0.4 | $3.1M | 33k | 91.93 |
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| Paychex (PAYX) | 0.4 | $3.1M | -6% | 27k | 112.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.0M | +5% | 6.0k | 502.65 |
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| W.W. Grainger (GWW) | 0.4 | $3.0M | -6% | 2.9k | 1009.14 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.9M | +2% | 5.1k | 570.88 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.4 | $2.8M | -2% | 146k | 19.33 |
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| RPM International (RPM) | 0.4 | $2.8M | -4% | 27k | 104.00 |
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| Visa Com Cl A (V) | 0.4 | $2.8M | +3% | 7.9k | 350.71 |
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| Tc Energy Corp (TRP) | 0.4 | $2.8M | 50k | 55.01 |
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| Intuit (INTU) | 0.4 | $2.7M | +3% | 4.1k | 662.42 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $2.7M | 29k | 90.70 |
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| Unilever Spon Adr New (UL) | 0.3 | $2.5M | NEW | 39k | 65.40 |
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| Boston Scientific Corporation (BSX) | 0.3 | $2.5M | +3% | 26k | 95.35 |
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| Motorola Solutions Com New (MSI) | 0.3 | $2.4M | +3% | 6.3k | 383.32 |
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| Stryker Corporation (SYK) | 0.3 | $2.4M | +5% | 6.9k | 351.47 |
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| CMS Energy Corporation (CMS) | 0.3 | $2.4M | 34k | 69.93 |
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| Williams Companies (WMB) | 0.3 | $2.3M | 39k | 60.11 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.3M | 20k | 117.21 |
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| Netflix (NFLX) | 0.3 | $2.2M | +785% | 24k | 93.76 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $2.2M | -2% | 164k | 13.25 |
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| FactSet Research Systems (FDS) | 0.3 | $2.2M | -32% | 7.5k | 290.18 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $2.1M | -2% | 26k | 80.03 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.3 | $2.1M | -5% | 91k | 23.23 |
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| Servicenow (NOW) | 0.3 | $2.0M | +405% | 13k | 153.19 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.0M | +105% | 14k | 143.97 |
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| Orix Corp Sponsored Adr (IX) | 0.3 | $1.9M | 65k | 29.22 |
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| Medtronic SHS (MDT) | 0.2 | $1.9M | 20k | 96.06 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $1.8M | NEW | 36k | 49.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | +8% | 29k | 62.47 |
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| Martin Marietta Materials (MLM) | 0.2 | $1.8M | NEW | 2.8k | 622.66 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.7M | -17% | 2.8k | 605.01 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.7M | -6% | 21k | 79.02 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.6M | 4.7k | 344.60 |
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| Philip Morris International (PM) | 0.2 | $1.6M | 10k | 160.40 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $1.6M | -14% | 7.7k | 209.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 2.5k | 627.13 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.6M | -7% | 16k | 100.34 |
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| Keysight Technologies (KEYS) | 0.2 | $1.5M | -13% | 7.5k | 203.19 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $1.5M | -14% | 3.4k | 448.43 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.5M | 31k | 48.46 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $1.5M | -16% | 39k | 38.34 |
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| EOG Resources (EOG) | 0.2 | $1.5M | 14k | 105.01 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.5M | +103% | 33k | 44.71 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.5M | -44% | 20k | 73.63 |
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| Fastenal Company (FAST) | 0.2 | $1.5M | -38% | 36k | 40.13 |
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| American Tower Reit (AMT) | 0.2 | $1.4M | -5% | 8.2k | 175.57 |
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| Hubbell (HUBB) | 0.2 | $1.4M | -13% | 3.2k | 444.11 |
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| Kroger (KR) | 0.2 | $1.4M | 23k | 62.48 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.4M | NEW | 8.0k | 177.53 |
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| International Flavors & Fragrances (IFF) | 0.2 | $1.4M | -8% | 21k | 67.39 |
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| Burlington Stores (BURL) | 0.2 | $1.4M | -12% | 4.9k | 288.85 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.2 | $1.4M | +65% | 28k | 49.70 |
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| Rollins (ROL) | 0.2 | $1.4M | -11% | 23k | 60.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | -8% | 4.0k | 335.27 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $1.3M | +22% | 14k | 94.82 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.3M | 2.7k | 483.67 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $1.3M | -12% | 18k | 70.12 |
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| Stag Industrial (STAG) | 0.2 | $1.2M | -11% | 34k | 36.76 |
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| Genuine Parts Company (GPC) | 0.2 | $1.2M | -2% | 10k | 122.96 |
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| Guidewire Software (GWRE) | 0.2 | $1.2M | -14% | 6.1k | 201.01 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -5% | 1.1k | 1074.68 |
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| Prologis (PLD) | 0.2 | $1.2M | NEW | 9.4k | 127.66 |
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| Agree Realty Corporation (ADC) | 0.2 | $1.2M | -10% | 16k | 72.03 |
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| Sun Communities (SUI) | 0.2 | $1.2M | -11% | 9.3k | 123.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | 1.6k | 681.89 |
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| Caterpillar (CAT) | 0.1 | $1.1M | -2% | 1.9k | 572.99 |
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| Waste Connections (WCN) | 0.1 | $1.1M | -14% | 6.2k | 175.36 |
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| Corpay Com Shs (CPAY) | 0.1 | $1.1M | -13% | 3.6k | 300.93 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.1M | -54% | 8.5k | 125.82 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | -45% | 36k | 29.89 |
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| Post Holdings Inc Common (POST) | 0.1 | $1.1M | -10% | 11k | 99.05 |
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| 3M Company (MMM) | 0.1 | $1.0M | 6.4k | 160.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | -8% | 2.1k | 473.30 |
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| Corning Incorporated (GLW) | 0.1 | $996k | 11k | 87.56 |
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| Firstservice Corp (FSV) | 0.1 | $959k | -18% | 6.2k | 155.53 |
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| Newmont Mining Corporation (NEM) | 0.1 | $955k | 9.6k | 99.85 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $912k | -34% | 18k | 50.88 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $898k | +15% | 9.0k | 99.52 |
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| Tyler Technologies (TYL) | 0.1 | $875k | -18% | 1.9k | 453.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $872k | 1.4k | 614.31 |
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| Brown & Brown (BRO) | 0.1 | $862k | -23% | 11k | 79.70 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $860k | 30k | 28.84 |
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| Walt Disney Company (DIS) | 0.1 | $844k | NEW | 7.4k | 113.78 |
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| Deere & Company (DE) | 0.1 | $823k | +56% | 1.8k | 465.57 |
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| Keurig Dr Pepper (KDP) | 0.1 | $785k | -49% | 28k | 28.01 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $776k | -39% | 11k | 68.11 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $735k | -46% | 14k | 53.83 |
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| Tesla Motors (TSLA) | 0.1 | $725k | 1.6k | 449.72 |
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| Target Corporation (TGT) | 0.1 | $719k | -4% | 7.4k | 97.75 |
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| salesforce (CRM) | 0.1 | $706k | -70% | 2.7k | 264.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $691k | 7.4k | 93.20 |
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| Hormel Foods Corporation (HRL) | 0.1 | $676k | +38% | 29k | 23.70 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $666k | 26k | 25.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $615k | -25% | 6.2k | 99.88 |
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| Lamb Weston Hldgs (LW) | 0.1 | $604k | -41% | 14k | 41.89 |
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| Travelers Companies (TRV) | 0.1 | $584k | 2.0k | 290.06 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $571k | +73% | 12k | 47.56 |
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| PPG Industries (PPG) | 0.1 | $541k | -53% | 5.3k | 102.46 |
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| Us Bancorp Del Com New (USB) | 0.1 | $540k | -3% | 10k | 53.36 |
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| Honeywell International (HON) | 0.1 | $523k | 2.7k | 195.09 |
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| Coca-Cola Company (KO) | 0.1 | $519k | 7.4k | 69.91 |
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| Carlisle Companies (CSL) | 0.1 | $514k | -56% | 1.6k | 319.86 |
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| FedEx Corporation (FDX) | 0.1 | $508k | 1.8k | 288.86 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $499k | 8.5k | 58.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $484k | +25% | 4.0k | 120.34 |
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| Domino's Pizza (DPZ) | 0.1 | $454k | -63% | 1.1k | 416.82 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $448k | 2.4k | 183.40 |
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| Intel Corporation (INTC) | 0.1 | $441k | 12k | 36.90 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $431k | 2.7k | 160.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $411k | +2% | 1.3k | 313.80 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $386k | 2.4k | 162.63 |
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| Citigroup Com New (C) | 0.1 | $384k | 3.3k | 116.69 |
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| SLB Com Stk (SLB) | 0.0 | $380k | +5% | 9.9k | 38.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $375k | 497.00 | 753.72 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $373k | 1.0k | 373.44 |
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| Watsco, Incorporated (WSO) | 0.0 | $356k | -63% | 1.1k | 336.95 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $356k | -36% | 2.4k | 148.69 |
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| Home Depot (HD) | 0.0 | $350k | 1.0k | 344.07 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $349k | 1.6k | 214.06 |
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| Arrow Financial Corporation (AROW) | 0.0 | $345k | 11k | 31.40 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $340k | +8% | 4.5k | 75.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $338k | 1.3k | 257.95 |
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| Donaldson Company (DCI) | 0.0 | $326k | 3.7k | 88.66 |
|
|
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $317k | 10k | 31.69 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $317k | 814.00 | 389.20 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $310k | 10k | 30.96 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $306k | +3% | 772.00 | 396.31 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $306k | 2.4k | 125.91 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $306k | 16k | 19.71 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $300k | 517.00 | 579.45 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $299k | 672.00 | 444.59 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $298k | 1.0k | 287.72 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $270k | 9.6k | 28.00 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $261k | 1.2k | 210.34 |
|
|
| Gilead Sciences (GILD) | 0.0 | $260k | 2.1k | 122.74 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $253k | 1.0k | 247.12 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $246k | 1.8k | 133.52 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $244k | 2.5k | 96.84 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $242k | -12% | 5.4k | 45.21 |
|
| ConocoPhillips (COP) | 0.0 | $215k | 2.3k | 93.61 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $210k | 1.8k | 120.20 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $28k | 33k | 0.83 |
|
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 Q4 filed Feb. 10, 2026
- 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