Parkworth Wealth Management, Inc. Incresed Positions in Q2 2025

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSE
Dimensional ETF Tr Dimen Emrgn
132
+ 4.03%
N/A
3.41K $130M
IEFA
Ishares Tr

ETFs
12
+ 0.53%
$67.83 - $84.09 $814 - $1.01K
2.29K $191M
DFSI
Dimensional ETF Tr Dimen Intl
308
+ 23.6%
N/A
1.61K $63.6M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 6.98%
$462.22 - $707.75 $2.77K - $4.25K
92 $64.8M
GE
General Electric CO

Industrials
17
+ 8.99%
$166.81 - $257.39 $2.84K - $4.38K
206 $53.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
222
+ 2775.0%
N/A
230 $15M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.31%
$376.48 - $440.65 $753 - $881
653 $288M
AVSU
American Centy ETF Tr Avantis

ETFs
6
+ 0.28%
$55.22 - $68.6 $331 - $412
2.16K $148M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.32%
$74.88 - $91.97 $449 - $552
1.9K $175M
ORCL
Oracle Corp

Technology
25
+ 24.75%
$122.82 - $218.63 $3.07K - $5.47K
126 $27.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
22
+ 1.5%
$62.73 - $78.42 $1.38K - $1.73K
1.49K $115M
XJR
Ishares Tresg Screened S&P Sma

ETFs
20
+ 0.38%
$32.75 - $39.55 $655 - $791
5.3K $209M
BAC
Bank Of America Corp

Financial Services
108
+ 10.39%
$34.39 - $47.46 $3.71K - $5.13K
1.15K $54.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 44.44%
$483.48 - $539.8 $13.5K - $15.1K
91 $44M
NFLX
Netflix Inc

Communication Services
6
+ 120.0%
$855.86 - $1339.13 $5.14K - $8.03K
11 $14.7M
V
Visa Inc.

Financial Services
28
+ 155.56%
$308.27 - $373.31 $8.63K - $10.5K
46 $16.3M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.44%
$146.58 - $180.01 $293 - $360
457 $81.1M
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.34%
$110.58 - $132.14 $553 - $661
1.46K $193M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.14%
$103.16 - $128.52 $103 - $129
738 $94.9M
MA
Mastercard Inc

Financial Services
14
+ 17.72%
$479.92 - $590.74 $6.72K - $8.27K
93 $52.3M
LLY
Eli Lilly & CO

Healthcare
12
+ 109.09%
$713.71 - $898.95 $8.56K - $10.8K
23 $17.9M
AVSD
American Centy ETF Tr Avantis

ETFs
17
+ 1.72%
$53.85 - $67.74 $915 - $1.15K
1.01K $68M
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.51%
$166.82 - $194.23 $834 - $971
976 $189M
JNJ
Johnson & Johnson

Healthcare
47
+ 130.56%
$146.36 - $159.82 $6.88K - $7.51K
83 $12.6M
IRM
Iron Mountain Inc

Real Estate
9
+ 2.57%
$76.93 - $105.25 $692 - $947
359 $36.8M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 180.0%
$335.24 - $380.78 $6.03K - $6.85K
28 $10.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
8
+ 0.31%
$34.28 - $41.6 $274 - $333
2.59K $108M
CSCO
Cisco Systems, Inc.

Technology
67
+ 39.64%
$53.19 - $69.38 $3.56K - $4.65K
236 $16.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9
+ 1.75%
$72.96 - $90.39 $657 - $814
524 $46.9M
BA
Boeing CO

Industrials
4
+ 4.0%
$136.59 - $217.51 $546 - $870
104 $21.8M
Linde PLC
10
+ 200.0%
N/A
15 $7.04M
ABT
Abbott Laboratories

Healthcare
34
+ 226.67%
$123.95 - $138.08 $4.21K - $4.69K
49 $6.66M
PLTR
Palantir Technologies Inc.

Technology
28
+ 186.67%
$74.01 - $144.25 $2.07K - $4.04K
43 $5.86M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3
+ 0.67%
$50.48 - $64.85 $151 - $195
454 $29.4M
INTU
Intuit Inc

Technology
5
+ 250.0%
$544.07 - $787.63 $2.72K - $3.94K
7 $5.51M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.24%
$65.04 - $82.18 $65 - $82.2
426 $35M
WFC
Wells Fargo & Company

Financial Services
49
+ 148.48%
$60.98 - $80.12 $2.99K - $3.93K
82 $6.57M
CRM
Salesforce, Inc.

Technology
15
+ 214.29%
$236.26 - $291.15 $3.54K - $4.37K
22 $6M
CAT
Caterpillar Inc

Industrials
8
+ 50.0%
$273.94 - $388.21 $2.19K - $3.11K
24 $9.47M
WMT
Walmart Inc.

Consumer Defensive
28
+ 23.53%
$81.79 - $99.98 $2.29K - $2.8K
147 $14.3M
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.4%
$131.84 - $157.76 $264 - $316
498 $78.6M
T
At&T Inc.

Communication Services
126
+ 129.9%
$26.33 - $28.94 $3.32K - $3.65K
223 $6.45M
UBER
Uber Technologies, Inc

Technology
32
+ 133.33%
$64.62 - $93.3 $2.07K - $2.99K
56 $5.23M
ADBE
Adobe Inc.

Technology
7
+ 3.24%
$340.0 - $420.68 $2.38K - $2.94K
223 $86.3M
AVSE
American Centy ETF Tr Avantis

ETFs
5
+ 1.16%
$45.56 - $58.63 $228 - $293
437 $25.6M
C
Citigroup Inc

Financial Services
27
+ 38.57%
$58.13 - $85.12 $1.57K - $2.3K
97 $8.27M
NOW
Service Now, Inc.

Technology
3
+ 300.0%
$721.65 - $1040.18 $2.16K - $3.12K
4 $4.11M
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.52%
$97.43 - $127.66 $97.4 - $128
192 $24.5M
SYK
Stryker Corp

Healthcare
8
+ 400.0%
$337.37 - $395.63 $2.7K - $3.17K
10 $3.96M
Activity Summary
Buys All Purchases 789 New Holdings 179 Increased Positions 610 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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