Parr Mcknight Wealth Management Group, LLC Portfolio Holdings

Parr Mcknight Wealth Management Group, LLC

  • $695 Billion
  • Q1 2025

Parr Mcknight Wealth Management Group, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $695 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 $30.8B, Apple Inc. with a value of $29.7B, Microsoft Corp with a value of $27.4B, Vanguard Bd Index Fd Inc Total with a value of $21.8B, and Ishares Core Total Usd Bond Ma with a value of $18.4B.

Examining the 13F form we can see an decrease of $2.47B in the current position value, from $698B to 695B.

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 $695 Billion
ETFs: $221 Billion
Technology: $110 Billion
Healthcare: $60.2 Billion
Financial Services: $58.8 Billion
Industrials: $55 Billion
Consumer Defensive: $46 Billion
Consumer Cyclical: $44.4 Billion
Energy: $28.7 Billion
Other: $52.1 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$415M
$289 Million 0.04% of portfolio
11,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $695 Billion
  • Prior Value $698 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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