Parkworth Wealth Management, Inc. Sells in Q1 2025

Parkworth Wealth Management, Inc.

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-995
- 0.6%
$90.7 - $101.57 $90.2K - $101K
166K $15.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.13K
- 0.69%
$32.42 - $36.13 $101K - $113K
448K $14.8B
AAPL
Apple Inc.

Technology
-739
- 19.01%
$209.68 - $247.1 $155K - $183K
3.15K $700M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-145
- 0.32%
$58.81 - $68.2 $8.53K - $9.89K
45.3K $2.71B
CMF
Ishares California Muni Bond E

ETFs
-1.02K
- 93.92%
$55.93 - $57.47 $57K - $58.6K
66 $3.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-254
- 64.47%
$165.25 - $224.62 $42K - $57.1K
140 $23.2M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-308
- 2.82%
$42.24 - $47.29 $13K - $14.6K
10.6K $455M
IRM
Iron Mountain Inc

Real Estate
-150
- 30.0%
$82.79 - $111.31 $12.4K - $16.7K
350 $30.1M
DUK
Duke Energy Corp

Utilities
-200
- 76.63%
$105.87 - $121.97 $21.2K - $24.4K
61 $7.45M
PSX
Phillips 66

Energy
-150
- 95.54%
$113.93 - $131.55 $17.1K - $19.7K
7 $864K
NUE
Nucor Corp

Basic Materials
-118
- 95.16%
$114.48 - $142.52 $13.5K - $16.8K
6 $722K
KR
Kroger CO

Consumer Defensive
-194
- 88.99%
$58.36 - $67.72 $11.3K - $13.1K
24 $1.63M
BDX
Becton Dickinson & CO

Healthcare
-49
- 92.45%
$222.79 - $249.08 $10.9K - $12.2K
4 $916K
PRU
Prudential Financial Inc

Financial Services
-83
- 93.26%
$105.04 - $122.33 $8.72K - $10.2K
6 $670K
BAC
Bank Of America Corp

Financial Services
-165
- 13.7%
$39.61 - $47.74 $6.54K - $7.88K
1.04K $43.4M
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 69.7%
$347.25 - $424.87 $7.99K - $9.77K
10 $3.67M
ABBV
Abb Vie Inc.

Healthcare
-61
- 46.56%
$169.2 - $216.66 $10.3K - $13.2K
70 $14.6M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-83
- 96.51%
$96.18 - $109.82 $7.98K - $9.12K
3 $307K
GPC
Genuine Parts CO

Consumer Cyclical
-66
- 94.29%
$115.91 - $129.02 $7.65K - $8.52K
4 $477K
TGT
Target Corp

Consumer Defensive
-43
- 49.43%
$103.65 - $142.5 $4.46K - $6.13K
44 $4.6M
GIS
General Mills Inc

Consumer Defensive
-109
- 92.37%
$57.56 - $65.3 $6.27K - $7.12K
9 $538K
OZK
Bank Ozk

Financial Services
-151
- 97.42%
$41.71 - $53.1 $6.3K - $8.02K
4 $174K
SBUX
Starbucks Corp

Consumer Cyclical
-67
- 72.83%
$91.75 - $115.81 $6.15K - $7.76K
25 $2.44M
VZ
Verizon Communications Inc

Communication Services
-166
- 50.61%
$37.81 - $46.49 $6.28K - $7.72K
162 $7.34M
ADP
Automatic Data Processing Inc

Industrials
-18
- 75.0%
$286.85 - $318.64 $5.16K - $5.74K
6 $1.83M
CSCO
Cisco Systems, Inc.

Technology
-66
- 28.09%
$58.74 - $64.87 $3.88K - $4.28K
169 $10.4M
PFE
Pfizer Inc

Healthcare
-116
- 67.84%
$25.01 - $27.13 $2.9K - $3.15K
55 $1.39M
AMGN
Amgen Inc

Healthcare
-13
- 61.9%
$258.59 - $327.36 $3.36K - $4.26K
8 $2.49M
COIN
Coinbase Global, Inc.

Technology
-13
- 81.25%
$172.23 - $301.3 $2.24K - $3.92K
3 $517K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-1
- 50.0%
$435.02 - $515.95 $435 - $516
1 $470K
CRM
Salesforce, Inc.

Technology
-1
- 12.5%
$268.36 - $359.95 $268 - $360
7 $1.88M
UPS
United Parcel Service Inc

Industrials
-3
- 37.5%
$109.66 - $136.26 $329 - $409
5 $550K
AVGE
American Centy ETF Tr Avantis
-1
- 0.26%
N/A
382 $27.2M
FDX
Fedex Corp

Industrials
-1
- 20.0%
$230.33 - $281.53 $230 - $282
4 $975K
NKE
Nike, Inc.

Consumer Cyclical
-4
- 28.57%
$63.29 - $81.72 $253 - $327
10 $658K
DHR
Danaher Corp

Healthcare
-1
- 20.0%
$201.62 - $250.59 $202 - $251
4 $820K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1
- 3.7%
$47.79 - $59.89 $47.8 - $59.9
26 $1.31M
PLTR
Palantir Technologies Inc.

Technology
-16
- 51.61%
$64.98 - $124.62 $1.04K - $1.99K
15 $1.27M
COTY
Coty Inc.

Consumer Defensive
-13
- 7.78%
$5.43 - $7.61 $70.6 - $98.9
154 $842K
TPR
Tapestry, Inc.

Consumer Cyclical
-5
- 62.5%
$65.63 - $89.21 $328 - $446
3 $211K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1
- 33.33%
$161.05 - $222.93 $161 - $223
2 $367K
ON
On Semiconductor Corp

Technology
-1
- 10.0%
$40.69 - $64.51 $40.7 - $64.5
9 $366K
MOH
Molina Healthcare, Inc.

Healthcare
-1
- 50.0%
$266.57 - $333.27 $267 - $333
1 $329K
F
Ford Motor CO

Consumer Cyclical
-26
- 23.21%
$9.12 - $10.43 $237 - $271
86 $860K
SYF
Synchrony Financial

Financial Services
-2
- 18.18%
$51.9 - $70.63 $104 - $141
9 $476K
MCHP
Microchip Technology Inc

Technology
-3
- 30.0%
$48.41 - $64.3 $145 - $193
7 $339K
CDW
Cdw Corp

Technology
-1
- 33.33%
$160.26 - $206.13 $160 - $206
2 $321K
RRX
Regal Rexnord Corp

Industrials
-1
- 50.0%
$113.85 - $167.1 $114 - $167
1 $114K
CSX
Csx Corp

Industrials
-3
- 8.11%
$29.11 - $33.67 $87.3 - $101
34 $1M
Activity Summary
Buys All Purchases 243 New Holdings 41 Increased Positions 202 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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