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, GOOGL, IEFA, and represent 16.59% of Parr Mcknight Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: VO (+$9.9M), META (+$5.0M), PANW, LRCX, C, MSFT, GOOGL, AXP, IEFA, IEMG.
- Started 13 new stock positions in RELX, AMAT, EWY, PANW, BX, MRNA, HONA, CVS, IBIT, U. NIC, LRCX, HON.
- Reduced shares in these 10 stocks: V, SYK, VWO, CVX, INTU, ITW, VEA, CEG, MLM, GSLC.
- Sold out of its positions in Honeywell International, IFF, INTU, MLM, PAYX, SNY, SYK, TTE.
- Parr Mcknight Wealth Management Group was a net buyer of stock by $37M.
- Parr Mcknight Wealth Management Group has $844M in assets under management (AUM), dropping by 10.65%.
- Central Index Key (CIK): 0002026926
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Portfolio Holdings for Parr Mcknight Wealth Management Group
Parr Mcknight Wealth Management Group holds 219 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.9 | $42M | +3% | 56k | 748.89 |
|
| Apple (AAPL) | 4.1 | $35M | 121k | 289.36 |
|
|
| Microsoft Corporation (MSFT) | 3.4 | $29M | +11% | 77k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $17M | +20% | 49k | 357.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $17M | +20% | 176k | 96.58 |
|
| Broadcom (AVGO) | 1.9 | $16M | 42k | 377.75 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $15M | +48% | 27k | 563.29 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.7 | $15M | +5% | 157k | 92.21 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $15M | 44k | 327.33 |
|
|
| Analog Devices (ADI) | 1.7 | $14M | -3% | 36k | 397.17 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $14M | 191k | 73.41 |
|
|
| Johnson & Johnson (JNJ) | 1.6 | $13M | +10% | 52k | 253.97 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.6 | $13M | 287k | 46.15 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $13M | +317% | 161k | 80.57 |
|
| Cisco Systems (CSCO) | 1.5 | $13M | -9% | 110k | 117.46 |
|
| Ishares Core Msci Emkt (IEMG) | 1.4 | $12M | +32% | 141k | 82.84 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $9.5M | +27% | 7.9k | 1199.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $9.4M | +21% | 122k | 77.11 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $9.2M | +6% | 190k | 48.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $9.1M | -20% | 153k | 59.69 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $9.1M | -16% | 64k | 141.89 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $8.8M | +6% | 112k | 77.91 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.0 | $8.3M | +7% | 312k | 26.52 |
|
| Lowe's Companies (LOW) | 1.0 | $8.2M | +9% | 37k | 220.49 |
|
| Amazon (AMZN) | 0.9 | $8.0M | 33k | 238.34 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.9 | $7.9M | +4% | 67k | 117.50 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $7.8M | -11% | 115k | 68.41 |
|
| Ecolab (ECL) | 0.9 | $7.7M | 28k | 278.61 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.9 | $7.7M | +7% | 52k | 147.73 |
|
| Chevron Corporation (CVX) | 0.9 | $7.6M | -23% | 46k | 165.76 |
|
| American Express Company (AXP) | 0.9 | $7.5M | +62% | 22k | 338.25 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $7.4M | +3% | 159k | 46.81 |
|
| Linde SHS (LIN) | 0.9 | $7.2M | +36% | 14k | 518.95 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $6.8M | +6% | 7.3k | 935.50 |
|
| Blackrock (BLK) | 0.8 | $6.8M | +4% | 7.1k | 961.61 |
|
| Nextera Energy (NEE) | 0.8 | $6.7M | +20% | 76k | 87.77 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.7 | $6.2M | +5% | 320k | 19.52 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $6.2M | +6% | 317k | 19.61 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.7 | $6.2M | +6% | 374k | 16.64 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.7 | $6.2M | +6% | 305k | 20.36 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.7 | $6.2M | +6% | 334k | 18.57 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $6.0M | 30k | 200.09 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $5.8M | 39k | 146.64 |
|
|
| Wec Energy Group (WEC) | 0.7 | $5.5M | 47k | 116.77 |
|
|
| Amgen (AMGN) | 0.6 | $5.4M | +8% | 15k | 362.12 |
|
| UnitedHealth (UNH) | 0.6 | $5.2M | -6% | 13k | 415.63 |
|
| Phillips 66 (PSX) | 0.6 | $5.2M | +12% | 31k | 169.05 |
|
| Qualcomm (QCOM) | 0.6 | $5.0M | -10% | 27k | 184.79 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $4.9M | -2% | 51k | 96.44 |
|
| Williams Companies (WMB) | 0.6 | $4.8M | +119% | 64k | 74.34 |
|
| TJX Companies (TJX) | 0.6 | $4.7M | -18% | 31k | 151.50 |
|
| Goldman Sachs (GS) | 0.6 | $4.7M | -3% | 4.6k | 1011.26 |
|
| Illinois Tool Works (ITW) | 0.5 | $4.6M | -31% | 17k | 270.47 |
|
| Ge Aerospace Com New (GE) | 0.5 | $4.5M | +2% | 12k | 373.73 |
|
| Barclays Adr (BCS) | 0.5 | $4.4M | -6% | 165k | 26.86 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $4.2M | +6% | 55k | 76.70 |
|
| L3harris Technologies (LHX) | 0.5 | $4.2M | +9% | 14k | 290.60 |
|
| W.W. Grainger (GWW) | 0.5 | $4.2M | 3.1k | 1360.51 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $4.2M | +6% | 61k | 68.93 |
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.5 | $4.1M | 141k | 29.34 |
|
|
| PNC Financial Services (PNC) | 0.5 | $4.1M | +35% | 17k | 246.22 |
|
| Automatic Data Processing (ADP) | 0.5 | $4.1M | 18k | 223.95 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $4.0M | +9% | 44k | 90.74 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.5 | $4.0M | 24k | 170.14 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $4.0M | 35k | 113.26 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.5 | $4.0M | +6% | 108k | 37.02 |
|
| Abbvie (ABBV) | 0.5 | $3.9M | -2% | 16k | 251.64 |
|
| Chubb (CB) | 0.5 | $3.9M | 12k | 340.74 |
|
|
| Astrazeneca Ord (AZN) | 0.5 | $3.9M | +7% | 20k | 189.62 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $3.8M | +6% | 34k | 112.88 |
|
| Citigroup Com New (C) | 0.4 | $3.7M | +713% | 27k | 139.96 |
|
| Fastenal Company (FAST) | 0.4 | $3.7M | +3% | 77k | 48.03 |
|
| AFLAC Incorporated (AFL) | 0.4 | $3.7M | 32k | 117.25 |
|
|
| Coca-Cola Company (KO) | 0.4 | $3.6M | 45k | 81.27 |
|
|
| Cummins (CMI) | 0.4 | $3.6M | -15% | 5.1k | 713.21 |
|
| Palo Alto Networks (PANW) | 0.4 | $3.6M | NEW | 11k | 341.02 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $3.6M | 21k | 176.32 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $3.6M | 10k | 354.22 |
|
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| Emerson Electric (EMR) | 0.4 | $3.6M | 25k | 143.15 |
|
|
| Lam Research Corp Com New (LRCX) | 0.4 | $3.5M | NEW | 8.2k | 433.33 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $3.5M | +2% | 3.6k | 978.12 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $3.4M | 39k | 86.65 |
|
|
| Sap Se Spon Adr (SAP) | 0.4 | $3.4M | +81% | 22k | 154.11 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.4 | $3.3M | +6% | 35k | 96.90 |
|
| Merck & Co (MRK) | 0.4 | $3.3M | +4% | 26k | 128.50 |
|
| Ing Groep Sponsored Adr (ING) | 0.4 | $3.3M | +3% | 105k | 31.38 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.4 | $3.3M | 139k | 23.58 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.2M | +6% | 6.4k | 500.39 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.2M | 11k | 300.45 |
|
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.4 | $3.1M | +6% | 63k | 49.38 |
|
| S&p Global (SPGI) | 0.4 | $3.1M | +2% | 7.6k | 407.24 |
|
| Constellation Energy (CEG) | 0.4 | $3.1M | -37% | 12k | 248.37 |
|
| salesforce (CRM) | 0.4 | $3.0M | +76% | 19k | 156.66 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $2.9M | +5% | 7.0k | 415.29 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.9M | -15% | 19k | 156.72 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.9M | 9.8k | 298.07 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $2.9M | 15k | 190.52 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.9M | +8% | 5.7k | 513.60 |
|
| Corning Incorporated (GLW) | 0.3 | $2.9M | 11k | 255.44 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $2.8M | 6.0k | 477.57 |
|
|
| Walt Disney Company (DIS) | 0.3 | $2.8M | +5% | 29k | 96.25 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.8M | -30% | 10k | 270.30 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Finl (PSCF) | 0.3 | $2.8M | +4% | 42k | 65.07 |
|
| Pepsi (PEP) | 0.3 | $2.7M | -37% | 20k | 135.40 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $2.7M | +5% | 169k | 15.88 |
|
| Starbucks Corporation (SBUX) | 0.3 | $2.6M | -38% | 25k | 102.19 |
|
| RBB F/m Us Treasury (TBIL) | 0.3 | $2.5M | +27% | 51k | 49.86 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.5M | +11% | 5.0k | 501.36 |
|
| Keurig Dr Pepper (KDP) | 0.3 | $2.5M | +2% | 76k | 32.73 |
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| CMS Energy Corporation (CMS) | 0.3 | $2.5M | 32k | 76.50 |
|
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| Cme (CME) | 0.3 | $2.4M | -3% | 11k | 220.84 |
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| Prologis (PLD) | 0.3 | $2.3M | -42% | 17k | 135.47 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.3M | 5.4k | 426.12 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.2M | +6% | 18k | 124.44 |
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| Unilever Spon Adr New (UL) | 0.3 | $2.2M | -9% | 37k | 60.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.2M | -9% | 3.2k | 686.81 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.2M | -2% | 17k | 126.58 |
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| Tc Energy Corp (TRP) | 0.3 | $2.2M | -25% | 33k | 66.29 |
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| At&t (T) | 0.3 | $2.2M | +3% | 104k | 20.70 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $2.1M | +4% | 6.2k | 344.32 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.1M | +37% | 21k | 100.81 |
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| Caterpillar (CAT) | 0.2 | $2.1M | 1.9k | 1064.66 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $2.0M | -10% | 22k | 94.93 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.0M | +2% | 9.8k | 209.04 |
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| Bank of America Corporation (BAC) | 0.2 | $2.0M | -33% | 36k | 56.98 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) | 0.2 | $2.0M | +7% | 11k | 186.06 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.0M | 7.3k | 272.00 |
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| FactSet Research Systems (FDS) | 0.2 | $2.0M | 8.5k | 230.08 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.9M | +49% | 16k | 121.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.9M | +5% | 32k | 57.84 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | NEW | 16k | 117.67 |
|
| Medtronic SHS (MDT) | 0.2 | $1.8M | +9% | 23k | 78.23 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | +508% | 20k | 86.14 |
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| RPM International (RPM) | 0.2 | $1.7M | 16k | 111.15 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | +19% | 4.6k | 370.04 |
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| Philip Morris International (PM) | 0.2 | $1.6M | 9.1k | 180.91 |
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| American Tower Reit (AMT) | 0.2 | $1.6M | -3% | 10k | 163.57 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.2 | $1.6M | -23% | 17k | 92.41 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD) | 0.2 | $1.5M | +9% | 13k | 118.38 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 3.0k | 509.46 |
|
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $1.5M | +5% | 16k | 93.52 |
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| Relx Sponsored Adr (RELX) | 0.2 | $1.5M | NEW | 46k | 31.67 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.2 | $1.4M | 27k | 52.37 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.4M | +8% | 20k | 71.86 |
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| EOG Resources (EOG) | 0.2 | $1.4M | -44% | 11k | 129.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.3M | +20% | 1.8k | 746.79 |
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| Deere & Company (DE) | 0.2 | $1.3M | +17% | 2.1k | 634.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.1k | 236.62 |
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| Intel Corporation (INTC) | 0.1 | $1.1M | -32% | 8.1k | 139.63 |
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| Carlisle Companies (CSL) | 0.1 | $1.1M | +3% | 3.0k | 362.75 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 3.7k | 281.21 |
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| 3M Company (MMM) | 0.1 | $1.0M | 6.3k | 161.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $972k | 1.3k | 736.40 |
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| Target Corporation (TGT) | 0.1 | $958k | 7.3k | 130.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $950k | +260% | 7.7k | 124.17 |
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| Newmont Mining Corporation (NEM) | 0.1 | $897k | 9.6k | 93.40 |
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| Nicolet Bankshares (NIC) | 0.1 | $889k | NEW | 5.4k | 165.39 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $846k | 30k | 28.39 |
|
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| Hormel Foods Corporation (HRL) | 0.1 | $696k | 28k | 24.82 |
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| Tesla Motors (TSLA) | 0.1 | $682k | 1.6k | 420.60 |
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| Travelers Companies (TRV) | 0.1 | $665k | 2.0k | 330.12 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $657k | -28% | 21k | 31.86 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $634k | +4% | 2.5k | 255.67 |
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| Us Bancorp Com New (USB) | 0.1 | $628k | 10k | 60.40 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Util (PSCU) | 0.1 | $617k | +12% | 9.3k | 66.06 |
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| Wells Fargo & Company (WFC) | 0.1 | $600k | 7.3k | 82.64 |
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| Invesco Exch Traded Fd Tr Ii S&p Sm En Et New (PSCE) | 0.1 | $599k | +45% | 11k | 54.96 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Matl (PSCM) | 0.1 | $582k | +3% | 5.6k | 103.80 |
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| FedEx Corporation (FDX) | 0.1 | $551k | 1.8k | 313.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $550k | 4.0k | 136.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $547k | +2% | 1.8k | 303.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $530k | +9% | 1.5k | 353.37 |
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| Visa Com Cl A (V) | 0.1 | $509k | -84% | 1.5k | 343.09 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $507k | 25k | 20.06 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $495k | 8.5k | 58.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $483k | +4% | 2.5k | 189.73 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $483k | 2.2k | 217.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $470k | +698% | 3.9k | 119.52 |
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| SLB Com Stk (SLB) | 0.1 | $437k | 9.4k | 46.49 |
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| Unity Software (U) | 0.1 | $432k | NEW | 15k | 28.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $410k | 1.0k | 409.50 |
|
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| Trane Technologies SHS (TT) | 0.0 | $400k | 814.00 | 491.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $382k | 4.5k | 85.49 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $363k | 2.4k | 150.10 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $357k | NEW | 11k | 33.29 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $341k | 7.1k | 47.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $337k | -84% | 4.7k | 71.25 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $333k | +500% | 4.0k | 82.62 |
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| Donaldson Company (DCI) | 0.0 | $330k | 3.7k | 89.77 |
|
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $318k | NEW | 1.6k | 201.90 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $315k | 2.8k | 114.18 |
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| Honeywell Aerospace (HONA) | 0.0 | $309k | NEW | 1.4k | 221.08 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $308k | 1.0k | 298.93 |
|
|
| Honeywell International (HON) | 0.0 | $305k | NEW | 1.4k | 223.90 |
|
| Spdr Series Trust St Str Pfd Etf (PSK) | 0.0 | $305k | 10k | 30.53 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $305k | 10k | 30.49 |
|
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| Air Products & Chemicals (APD) | 0.0 | $303k | 1.0k | 293.14 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $300k | 1.2k | 242.43 |
|
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) | 0.0 | $295k | +18% | 8.4k | 35.27 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $290k | 2.5k | 114.88 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $289k | +2% | 1.7k | 168.42 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $286k | 2.9k | 98.98 |
|
|
| Home Depot (HD) | 0.0 | $286k | -34% | 810.00 | 352.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $275k | 747.00 | 368.38 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $269k | 16k | 17.35 |
|
|
| Gilead Sciences (GILD) | 0.0 | $268k | 2.1k | 126.34 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $260k | 1.0k | 260.44 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $256k | 1.8k | 146.30 |
|
|
| Terex Corporation (TEX) | 0.0 | $255k | 3.5k | 72.39 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $253k | 1.6k | 153.42 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $250k | 2.7k | 91.69 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $250k | NEW | 2.4k | 103.45 |
|
| Arrow Financial Corporation (AROW) | 0.0 | $246k | -25% | 6.0k | 40.99 |
|
| CSX Corporation (CSX) | 0.0 | $246k | 5.2k | 47.53 |
|
|
| ConocoPhillips (COP) | 0.0 | $239k | 2.3k | 103.96 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $239k | 1.8k | 131.62 |
|
|
| Moderna (MRNA) | 0.0 | $224k | NEW | 3.2k | 70.03 |
|
| Applied Materials (AMAT) | 0.0 | $211k | NEW | 292.00 | 723.00 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $9.9k | -26% | 30k | 0.33 |
|
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 2026 Q2 filed Aug. 5, 2026
- Parr Mcknight Wealth Management Group 2026 Q1 filed May 4, 2026
- 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