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, BOND, and represent 15.65% of Parr Mcknight Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IJK (+$6.5M), IJJ (+$6.4M), LLY, HGER, AZN, META, XMMO, XMHQ, T, KO.
- Started 29 new stock positions in BAC, VTV, PSCH, PNC, PSCM, TTE, ETN, VLO, T, PSCE.
- Reduced shares in these 10 stocks: VIGI (-$5.3M), VIG (-$5.0M), VUG, AstraZeneca, CCEP, BSX, IBM, LOW, CVX, ABBV.
- Sold out of its positions in ADC, AstraZeneca, WRB, BSX, BEPC, BRO, BURL, CMCSA, CPAY, DPZ.
- Parr Mcknight Wealth Management Group was a net buyer of stock by $13M.
- Parr Mcknight Wealth Management Group has $763M in assets under management (AUM), dropping by 0.03%.
- Central Index Key (CIK): 0002026926
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Portfolio Holdings for Parr Mcknight Wealth Management Group
Parr Mcknight Wealth Management Group holds 214 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 S&p500 Etf (IVV) | 4.6 | $35M | 54k | 653.21 |
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| Apple (AAPL) | 4.0 | $31M | +2% | 121k | 253.79 |
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| Microsoft Corporation (MSFT) | 3.4 | $26M | +5% | 70k | 370.17 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $14M | -10% | 191k | 73.64 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.8 | $14M | +5% | 150k | 92.28 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.7 | $13M | -5% | 288k | 46.19 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $13M | +5% | 146k | 90.53 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $13M | 44k | 294.16 |
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| Broadcom (AVGO) | 1.7 | $13M | +5% | 41k | 309.51 |
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| Chevron Corporation (CVX) | 1.6 | $13M | -16% | 60k | 206.90 |
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| Analog Devices (ADI) | 1.5 | $12M | -7% | 37k | 318.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $12M | +4% | 40k | 287.56 |
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| Johnson & Johnson (JNJ) | 1.5 | $12M | -3% | 47k | 244.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $11M | +3% | 39k | 287.18 |
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| Meta Platforms Cl A (META) | 1.4 | $10M | +52% | 18k | 572.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $10M | 192k | 54.05 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.3 | $9.6M | 77k | 125.13 |
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| Cisco Systems (CSCO) | 1.2 | $9.4M | +28% | 121k | 77.59 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $8.5M | +13% | 178k | 48.05 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $8.3M | +9% | 106k | 78.41 |
|
| Lowe's Companies (LOW) | 1.1 | $8.0M | -23% | 34k | 236.28 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.0 | $7.6M | +15% | 289k | 26.20 |
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $7.4M | +29% | 106k | 69.75 |
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| Ecolab (ECL) | 1.0 | $7.4M | -4% | 28k | 266.02 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $7.4M | -10% | 130k | 56.79 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $7.2M | 153k | 46.95 |
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| Amazon (AMZN) | 0.9 | $7.0M | 34k | 208.27 |
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| Costco Wholesale Corporation (COST) | 0.9 | $6.9M | +43% | 6.9k | 996.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $6.8M | +6% | 100k | 67.53 |
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| Blackrock (BLK) | 0.9 | $6.5M | 6.8k | 961.75 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.9 | $6.5M | NEW | 65k | 100.62 |
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| Illinois Tool Works (ITW) | 0.8 | $6.4M | -8% | 25k | 260.29 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $6.4M | NEW | 48k | 132.50 |
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| TJX Companies (TJX) | 0.8 | $6.1M | -9% | 38k | 159.70 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $5.9M | +12% | 303k | 19.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $5.9M | +11% | 299k | 19.62 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.8 | $5.9M | +38% | 351k | 16.72 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.8 | $5.9M | +11% | 287k | 20.42 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.8 | $5.9M | +11% | 314k | 18.66 |
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| Nextera Energy (NEE) | 0.8 | $5.9M | -8% | 63k | 92.88 |
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| Eli Lilly & Co. (LLY) | 0.7 | $5.7M | +452% | 6.2k | 919.77 |
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| Procter & Gamble Company (PG) | 0.7 | $5.6M | -6% | 39k | 144.44 |
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| Constellation Energy (CEG) | 0.7 | $5.5M | +21% | 20k | 279.25 |
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| Wec Energy Group (WEC) | 0.7 | $5.4M | 46k | 115.77 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.3M | +3% | 30k | 174.40 |
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| Linde SHS (LIN) | 0.7 | $5.0M | -6% | 10k | 495.77 |
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| Pepsi (PEP) | 0.7 | $5.0M | +4% | 32k | 155.29 |
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| Phillips 66 (PSX) | 0.7 | $5.0M | -24% | 27k | 182.18 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $4.9M | -7% | 52k | 93.93 |
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| Amgen (AMGN) | 0.6 | $4.8M | -7% | 14k | 351.85 |
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| McDonald's Corporation (MCD) | 0.6 | $4.6M | -27% | 15k | 310.78 |
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| L3harris Technologies (LHX) | 0.6 | $4.5M | -5% | 13k | 345.16 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.6 | $4.4M | NEW | 141k | 31.01 |
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| Wal-Mart Stores (WMT) | 0.6 | $4.3M | -3% | 35k | 124.28 |
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| Abbott Laboratories (ABT) | 0.5 | $4.2M | -2% | 41k | 102.67 |
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| American Express Company (AXP) | 0.5 | $4.1M | 14k | 302.48 |
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| Goldman Sachs (GS) | 0.5 | $4.0M | 4.8k | 845.90 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $4.0M | +9% | 52k | 77.18 |
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| Prologis (PLD) | 0.5 | $4.0M | +219% | 30k | 132.18 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $3.9M | +10% | 57k | 68.78 |
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| Qualcomm (QCOM) | 0.5 | $3.9M | +52% | 30k | 128.78 |
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| Astrazeneca Ord (AZN) | 0.5 | $3.7M | NEW | 19k | 197.22 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $3.7M | -7% | 101k | 36.84 |
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| Barclays Adr (BCS) | 0.5 | $3.7M | +22% | 176k | 21.16 |
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| Chubb (CB) | 0.5 | $3.7M | -16% | 11k | 325.93 |
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| Automatic Data Processing (ADP) | 0.5 | $3.7M | +14% | 18k | 203.18 |
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| UnitedHealth (UNH) | 0.5 | $3.6M | 13k | 270.59 |
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| Starbucks Corporation (SBUX) | 0.5 | $3.6M | -3% | 40k | 89.59 |
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| Abbvie (ABBV) | 0.5 | $3.5M | -39% | 16k | 217.49 |
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| Fastenal Company (FAST) | 0.5 | $3.5M | +106% | 75k | 46.40 |
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| General Dynamics Corporation (GD) | 0.5 | $3.5M | -22% | 10k | 343.24 |
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| AFLAC Incorporated (AFL) | 0.5 | $3.4M | -4% | 31k | 109.71 |
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| W.W. Grainger (GWW) | 0.4 | $3.4M | +6% | 3.1k | 1090.90 |
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| Cme (CME) | 0.4 | $3.4M | -6% | 11k | 295.36 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.4 | $3.4M | NEW | 23k | 145.02 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $3.4M | -3% | 22k | 152.75 |
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| Coca-Cola Company (KO) | 0.4 | $3.4M | +493% | 44k | 76.05 |
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| Ge Aerospace Com New (GE) | 0.4 | $3.3M | 12k | 283.77 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.3M | +39% | 17k | 198.30 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $3.3M | NEW | 32k | 103.37 |
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| Cummins (CMI) | 0.4 | $3.3M | -7% | 6.0k | 538.02 |
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| Emerson Electric (EMR) | 0.4 | $3.2M | -3% | 25k | 131.02 |
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| S&p Global (SPGI) | 0.4 | $3.2M | -40% | 7.4k | 425.32 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.4 | $3.1M | -23% | 33k | 96.80 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $3.1M | -3% | 3.5k | 895.24 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $3.1M | +99% | 40k | 78.66 |
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| Merck & Co (MRK) | 0.4 | $3.0M | -34% | 25k | 120.29 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.4 | $2.9M | +112% | 59k | 49.60 |
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| At&t (T) | 0.4 | $2.9M | NEW | 100k | 28.99 |
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| Motorola Solutions Com New (MSI) | 0.4 | $2.9M | +5% | 6.7k | 433.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.9M | 6.0k | 479.20 |
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| Visa Com Cl A (V) | 0.4 | $2.8M | +17% | 9.3k | 302.24 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $2.8M | -2% | 160k | 17.32 |
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| EOG Resources (EOG) | 0.4 | $2.8M | +35% | 19k | 144.57 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.4 | $2.7M | -5% | 138k | 19.75 |
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| Tc Energy Corp (TRP) | 0.4 | $2.7M | -13% | 44k | 62.60 |
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| Walt Disney Company (DIS) | 0.4 | $2.7M | +273% | 28k | 96.38 |
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| Ing Groep Sponsored Adr (ING) | 0.3 | $2.6M | +954% | 102k | 26.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.6M | -28% | 11k | 248.00 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | +2% | 5.2k | 499.66 |
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| Bank of America Corporation (BAC) | 0.3 | $2.6M | NEW | 53k | 48.75 |
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| Amphenol Corp Cl A (APH) | 0.3 | $2.6M | -30% | 21k | 126.35 |
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| PNC Financial Services (PNC) | 0.3 | $2.5M | NEW | 12k | 208.09 |
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| CMS Energy Corporation (CMS) | 0.3 | $2.5M | -3% | 33k | 77.58 |
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| Stryker Corporation (SYK) | 0.3 | $2.5M | +9% | 7.5k | 328.59 |
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| Unilever Spon Adr New (UL) | 0.3 | $2.3M | +5% | 41k | 56.97 |
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| Intuit (INTU) | 0.3 | $2.3M | +31% | 5.4k | 432.38 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.3M | -10% | 18k | 130.94 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Finl (PSCF) | 0.3 | $2.3M | NEW | 40k | 56.85 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $2.2M | -8% | 24k | 93.29 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.2M | +764% | 4.5k | 491.53 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.2M | +113% | 18k | 118.21 |
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| Williams Companies (WMB) | 0.3 | $2.1M | -24% | 29k | 72.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.1M | +41% | 3.6k | 597.55 |
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| Sap Se Spon Adr (SAP) | 0.3 | $2.1M | -9% | 12k | 171.21 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.1M | +11% | 16k | 132.90 |
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| salesforce (CRM) | 0.3 | $2.0M | +305% | 11k | 186.67 |
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| RBB F/m Us Treasury (TBIL) | 0.3 | $2.0M | +10% | 40k | 49.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $2.0M | NEW | 5.8k | 337.95 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.0M | +6% | 31k | 64.08 |
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| Keurig Dr Pepper (KDP) | 0.3 | $2.0M | +164% | 74k | 26.33 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.9M | NEW | 5.4k | 357.67 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.9M | NEW | 9.8k | 194.14 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.9M | NEW | 5.9k | 320.55 |
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| FactSet Research Systems (FDS) | 0.2 | $1.8M | +14% | 8.5k | 216.99 |
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| Medtronic SHS (MDT) | 0.2 | $1.8M | +6% | 21k | 86.65 |
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| Martin Marietta Materials (MLM) | 0.2 | $1.8M | +8% | 3.1k | 588.68 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | +10% | 3.0k | 604.39 |
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| American Tower Reit (AMT) | 0.2 | $1.8M | +26% | 10k | 172.58 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.8M | NEW | 7.3k | 242.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.8M | +123% | 31k | 57.64 |
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| International Flavors & Fragrances (IFF) | 0.2 | $1.7M | +10% | 23k | 72.55 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.6M | +7% | 34k | 48.18 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.6M | +18% | 9.5k | 164.57 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) | 0.2 | $1.5M | NEW | 10k | 154.63 |
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| Corning Incorporated (GLW) | 0.2 | $1.5M | 11k | 135.97 |
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| RPM International (RPM) | 0.2 | $1.5M | -42% | 15k | 99.40 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.5M | -3% | 15k | 100.57 |
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| Philip Morris International (PM) | 0.2 | $1.5M | -10% | 9.0k | 165.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.5M | -70% | 3.3k | 436.79 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $1.4M | +9% | 15k | 93.27 |
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| Paychex (PAYX) | 0.2 | $1.4M | -44% | 15k | 92.12 |
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| Caterpillar (CAT) | 0.2 | $1.4M | 1.9k | 708.64 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.2 | $1.4M | NEW | 23k | 60.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | -5% | 3.8k | 320.81 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD) | 0.2 | $1.2M | NEW | 12k | 102.75 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.1 | $1.1M | NEW | 27k | 41.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | -81% | 5.1k | 215.06 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | +17% | 11k | 100.17 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $1.1M | +138% | 29k | 36.81 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.0M | 9.5k | 108.25 |
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| Carlisle Companies (CSL) | 0.1 | $987k | +83% | 3.0k | 333.62 |
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| Deere & Company (DE) | 0.1 | $982k | 1.7k | 563.30 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $961k | -10% | 1.5k | 650.34 |
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| 3M Company (MMM) | 0.1 | $928k | 6.4k | 145.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $905k | 2.1k | 426.40 |
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| Target Corporation (TGT) | 0.1 | $891k | 7.4k | 121.20 |
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| International Business Machines (IBM) | 0.1 | $891k | -73% | 3.7k | 242.42 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $854k | 30k | 28.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $762k | -7% | 1.3k | 577.18 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $683k | 4.0k | 169.64 |
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| Hormel Foods Corporation (HRL) | 0.1 | $646k | 29k | 22.65 |
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| FedEx Corporation (FDX) | 0.1 | $627k | 1.8k | 356.18 |
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| Honeywell International (HON) | 0.1 | $605k | 2.7k | 226.03 |
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| Tesla Motors (TSLA) | 0.1 | $600k | 1.6k | 371.75 |
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| Travelers Companies (TRV) | 0.1 | $587k | 2.0k | 291.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $586k | 7.4k | 79.61 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $580k | 2.4k | 244.18 |
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| Us Bancorp Com New (USB) | 0.1 | $541k | +2% | 10k | 52.01 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Matl (PSCM) | 0.1 | $538k | NEW | 5.4k | 99.05 |
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| Intel Corporation (INTC) | 0.1 | $528k | 12k | 44.13 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $523k | -2% | 25k | 20.70 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Util (PSCU) | 0.1 | $501k | NEW | 8.3k | 60.22 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $498k | 8.5k | 58.54 |
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| SLB Com Stk (SLB) | 0.1 | $488k | -4% | 9.5k | 51.39 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $471k | 2.4k | 192.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $459k | +33% | 1.8k | 261.92 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.1 | $457k | NEW | 7.5k | 60.97 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $436k | NEW | 2.2k | 196.20 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $418k | 2.4k | 173.01 |
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| Home Depot (HD) | 0.1 | $408k | +22% | 1.2k | 328.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $392k | +4% | 1.4k | 286.88 |
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| Citigroup Com New (C) | 0.0 | $374k | 3.3k | 113.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $357k | 1.0k | 356.56 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $347k | +3% | 1.7k | 206.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $343k | 492.00 | 697.70 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $343k | 4.4k | 77.11 |
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| Trane Technologies SHS (TT) | 0.0 | $339k | 814.00 | 416.74 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $328k | +3% | 2.8k | 118.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $321k | -3% | 747.00 | 430.29 |
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| Donaldson Company (DCI) | 0.0 | $312k | 3.7k | 84.87 |
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| Spdr Series Trust State Street Spd (PSK) | 0.0 | $308k | 10k | 30.84 |
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| ConocoPhillips (COP) | 0.0 | $303k | 2.3k | 132.00 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $303k | 10k | 30.32 |
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| Air Products & Chemicals (APD) | 0.0 | $299k | 1.0k | 290.54 |
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| Gilead Sciences (GILD) | 0.0 | $296k | 2.1k | 139.37 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $286k | -53% | 2.9k | 99.27 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $281k | 1.0k | 272.23 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $274k | 672.00 | 407.69 |
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| Arrow Financial Corporation (AROW) | 0.0 | $269k | -27% | 8.0k | 33.57 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $265k | 1.2k | 213.67 |
|
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| Novo-nordisk A S Adr (NVO) | 0.0 | $262k | -60% | 7.1k | 36.75 |
|
| Valero Energy Corporation (VLO) | 0.0 | $247k | NEW | 1.0k | 247.08 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $236k | 2.5k | 93.66 |
|
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $233k | 16k | 15.05 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $233k | -87% | 2.7k | 85.24 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) | 0.0 | $223k | NEW | 7.1k | 31.51 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $221k | 1.8k | 120.79 |
|
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $219k | 1.8k | 125.03 |
|
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| Totalenergies Se Act (TTE) | 0.0 | $215k | NEW | 2.4k | 90.98 |
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| CSX Corporation (CSX) | 0.0 | $212k | NEW | 5.2k | 41.05 |
|
| Terex Corporation (TEX) | 0.0 | $208k | NEW | 3.5k | 59.10 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $205k | NEW | 1.6k | 124.46 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $27k | +23% | 41k | 0.64 |
|
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 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