Parallel Advisors, LLC Incresed Positions in Q1 2025

Parallel Advisors, LLC

  • $4.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
96.7K
+ 51.19%
$375.39 - $447.2 $36.3M - $43.2M
286K $107M
JMBS
Janus Detroit Str Tr Henderson

ETFs
596K
+ 98.67%
$43.53 - $45.42 $26M - $27.1M
1.2M $54.2M
CORT
Corcept Therapeutics Inc

Healthcare
143K
+ 3.73%
$49.85 - $73.61 $7.12M - $10.5M
3.97M $217M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
241K
+ 403.4%
$51.52 - $52.35 $12.4M - $12.6M
301K $15.8M
IEFA
Ishares Tr

ETFs
59.7K
+ 6.19%
$69.57 - $78.65 $4.15M - $4.69M
1.02M $78.2M
SBUX
Starbucks Corp

Consumer Cyclical
76.5K
+ 228.86%
$91.75 - $115.81 $7.01M - $8.85M
110K $10.7M
CVBF
Cvb Financial Corp

Financial Services
875K
+ 29.67%
$18.42 - $21.2 $16.1M - $18.5M
3.82M $70.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
351
+ 0.45%
$442.66 - $534.52 $155K - $188K
77.8K $40.9M
UBER
Uber Technologies, Inc

Technology
5.96K
+ 2.25%
$63.17 - $81.49 $377K - $486K
271K $19.8M
NFLX
Netflix Inc

Communication Services
2.88K
+ 11.22%
$828.4 - $1058.6 $2.39M - $3.05M
28.6K $26.6M
LLY
Eli Lilly & CO

Healthcare
2.7K
+ 10.26%
$725.72 - $929.72 $1.96M - $2.51M
29K $23.9M
META
Meta Platforms, Inc.

Communication Services
7.64K
+ 11.86%
$576.74 - $736.67 $4.41M - $5.63M
72.1K $41.6M
CVX
Chevron Corp

Energy
1.74K
+ 1.58%
$146.71 - $167.97 $256K - $293K
112K $18.7M
ABT
Abbott Laboratories

Healthcare
1.67K
+ 1.33%
$111.1 - $140.22 $186K - $234K
128K $16.9M
CCI
Crown Castle International Corp

Real Estate
318
+ 0.17%
$84.33 - $106.39 $26.8K - $33.8K
184K $19.2M
VEA
Vanguard Ftse Developed Market

ETFs
18.7K
+ 4.15%
$47.4 - $52.99 $887K - $991K
470K $24.1M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
119K
+ 6691.11%
$19.55 - $20.29 $2.32M - $2.41M
121K $2.45M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
123K
+ 6648.1%
$19.0 - $19.63 $2.33M - $2.41M
124K $2.44M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
110K
+ 6615.63%
$21.16 - $21.75 $2.34M - $2.4M
112K $2.44M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
108K
+ 6572.26%
$21.77 - $22.24 $2.35M - $2.4M
109K $2.43M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
106K
+ 6524.63%
$22.11 - $22.43 $2.35M - $2.39M
108K $2.42M
JNJ
Johnson & Johnson

Healthcare
3.72K
+ 5.14%
$142.06 - $167.7 $529K - $625K
76.2K $12.6M
GLD
Spdr Gold Trust

ETFs
1.22K
+ 3.22%
$243.19 - $288.14 $298K - $353K
39.2K $11.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
19.9K
+ 8.41%
$79.17 - $82.04 $1.57M - $1.63M
256K $20.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
34.7K
+ 379.04%
$50.72 - $50.92 $1.76M - $1.76M
43.8K $2.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.64K
+ 0.76%
$74.85 - $84.89 $123K - $139K
217K $17.9M
SYK
Stryker Corp

Healthcare
3.39K
+ 21.56%
$355.18 - $399.9 $1.2M - $1.35M
19.1K $7.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.2K
+ 892.77%
$64.88 - $72.1 $1.44M - $1.6M
24.7K $1.61M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
107K
+ 7.84%
$48.06 - $53.73 $5.13M - $5.74M
1.47M $71.2M
ROP
Roper Technologies Inc

Industrials
338
+ 2.08%
$502.71 - $593.81 $170K - $201K
16.6K $9.76M
ARES
Ares Management Corp

Financial Services
8.33K
+ 454.42%
$140.19 - $198.28 $1.17M - $1.65M
10.2K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.3K
+ 20.04%
$57.21 - $65.8 $1.73M - $1.99M
181K $10.6M
PH
Parker Hannifin Corp

Industrials
2.04K
+ 42.92%
$591.65 - $707.05 $1.2M - $1.44M
6.78K $4.12M
O
Realty Income Corp

Real Estate
2.8K
+ 1.61%
$51.67 - $58.49 $145K - $164K
177K $10.3M
KO
Coca Cola CO

Consumer Defensive
2.29K
+ 2.74%
$60.81 - $72.32 $139K - $166K
85.8K $6.14M
JPM
Jpmorgan Chase & CO

Financial Services
881
+ 0.68%
$225.19 - $279.95 $198K - $247K
130K $32M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.04K
+ 6.98%
$56.12 - $68.15 $283K - $343K
77.3K $5.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 21.72%
$102.49 - $119.96 $1.74M - $2.03M
95.1K $9.89M
MBB
Ishares Tr

ETFs
8.11K
+ 35.09%
$90.37 - $94.08 $733K - $763K
31.2K $2.93M
AMT
American Tower Corp

Real Estate
332
+ 1.56%
$173.46 - $217.6 $57.6K - $72.2K
21.6K $4.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.11K
+ 9.34%
$497.6 - $606.74 $1.55M - $1.89M
36.5K $18.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12K
+ 3.36%
$18.36 - $20.51 $220K - $246K
369K $7.36M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5.41K
+ 62.47%
$283.06 - $421.16 $1.53M - $2.28M
14.1K $3.98M
DHR
Danaher Corp

Healthcare
4.76K
+ 37.66%
$201.62 - $250.59 $960K - $1.19M
17.4K $3.57M
MKL
Markel Corp

Financial Services
152
+ 5.85%
$1660.14 - $2059.83 $252K - $313K
2.75K $5.14M
WM
Waste Management Inc

Industrials
1.51K
+ 14.86%
$200.54 - $233.78 $303K - $353K
11.7K $2.71M
AMGN
Amgen Inc

Healthcare
545
+ 5.81%
$258.59 - $327.36 $141K - $178K
9.93K $3.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.39K
+ 13.82%
$76.94 - $78.24 $569K - $579K
60.9K $4.77M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.39K
+ 211.81%
$63.07 - $73.5 $529K - $617K
12.4K $877K
Activity Summary
Buys All Purchases 1750 New Holdings 229 Increased Positions 1521 Sells All Sells 1173 Reductions 1165 Sold out 8 Options Calls 6 Puts 2
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