Parr Mcknight Wealth Management Group, LLC Portfolio Holdings

Parr Mcknight Wealth Management Group, LLC

  • $729 Billion
  • Q2 2025

Parr Mcknight Wealth Management Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $729 Billion distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.8B, Microsoft Corp with a value of $33.3B, Apple Inc. with a value of $25.7B, Vanguard Bd Index Fd Inc Total with a value of $20.5B, and Ishares Core Total Usd Bond Ma with a value of $16.7B.

Examining the 13F form we can see an increase of $33.5B in the current position value, from $695B to 729B.

Parr Mcknight Wealth Management Group, LLC is based out at Minneapolis, MN

Below you can find more details about Parr Mcknight Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $729 Billion
ETFs: $233 Billion
Technology: $125 Billion
Financial Services: $62.3 Billion
Healthcare: $57.5 Billion
Industrials: $55 Billion
Consumer Cyclical: $41.7 Billion
Consumer Defensive: $41.3 Billion
Energy: $27 Billion
Other: $64.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.25B
$1.53 Billion 0.21% of portfolio
67,964
Q2 2025 Added 1.01%
$7.21B
$1.49 Billion 0.2% of portfolio
3,881
Q2 2025 Added 1.09%
$6.48B
$1.35 Billion 0.18% of portfolio
37,118
Q2 2025 Added 2.51%
$9.1B
$1.31 Billion 0.18% of portfolio
7,502
Q2 2025 Added 1.8%
$8.22B
$1.23 Billion 0.17% of portfolio
23,703
Q2 2025 Added 1.73%
$5.94B
$1.25 Billion 0.17% of portfolio
7,969
Q2 2025 Added 5.86%
$5.77B
$1.25 Billion 0.17% of portfolio
17,150
Q2 2025 Added 1.61%
$6.33B
$1.24 Billion 0.17% of portfolio
11,332
Q2 2025 Added 2.27%
$3.04B
$1.19 Billion 0.16% of portfolio
16,494
Q2 2025 Added 2.64%
$5.11B
$1.12 Billion 0.15% of portfolio
19,370
Q2 2025 Added 1.13%
$5.15B
$282 Million 0.04% of portfolio
11,345
Q2 2025 New
$9.83B
$255 Million 0.03% of portfolio
3,671
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $729 Billion
  • Prior Value $695 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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