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
WELL
Welltower Inc.

Real Estate
859
+ 18.75%
$124.05 - $156.86 $107K - $135K
5.44K $833K
ITA
Ishares Tr

ETFs
1.25K
+ 15.66%
$144.84 - $159.5 $181K - $200K
9.26K $1.42M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.94K
+ 211.72%
$67.24 - $84.27 $265K - $332K
5.8K $395K
WFC
Wells Fargo & Company

Financial Services
2.66K
+ 7.13%
$66.78 - $81.42 $177K - $216K
39.9K $2.86M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.56K
+ 76.86%
$53.69 - $62.68 $191K - $223K
8.19K $498K
CI
Cigna Corp

Healthcare
242
+ 7.65%
$274.49 - $329.0 $66.4K - $79.6K
3.41K $1.12M
TXN
Texas Instruments Inc

Technology
1.27K
+ 6.09%
N/A
22.1K $4.3M
BSX
Boston Scientific Corp

Healthcare
748
+ 5.08%
$89.38 - $106.18 $66.9K - $79.4K
15.5K $1.56M
ET
Energy Transfer LP

Energy
14.2K
+ 71.0%
$17.26 - $21.08 $245K - $299K
34.2K $635K
DVN
Devon Energy Corp

Energy
4.72K
+ 34.47%
$33.15 - $38.55 $156K - $182K
18.4K $688K
DSL
Double Line Income Solutions Fund

Financial Services
19.3K
+ 19.67%
$12.53 - $12.88 $242K - $249K
117K $1.47M
CME
Cme Group Inc.

Financial Services
315
+ 6.82%
$225.82 - $266.54 $71.1K - $84K
4.94K $1.31M
ICE
Intercontinental Exchange, Inc.

Financial Services
484
+ 7.48%
$142.8 - $176.36 $69.1K - $85.4K
6.96K $1.2M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
14.4K
+ 78.78%
$12.61 - $14.92 $181K - $214K
32.6K $467K
INTC
Intel Corp

Technology
589
+ 0.72%
$19.1 - $27.39 $11.2K - $16.1K
82.8K $1.88M
NEE
Nextera Energy Inc

Utilities
4.79K
+ 3.5%
$66.96 - $76.16 $321K - $365K
142K $10.1M
CTVA
Corteva, Inc.

Basic Materials
448
+ 1.33%
$55.94 - $66.15 $25.1K - $29.6K
34.2K $2.15M
JEF
Jefferies Financial Group Inc.

Financial Services
5.08K
+ 285.75%
$52.22 - $81.31 $265K - $413K
6.85K $367K
EXC
Exelon Corp

Utilities
3.27K
+ 39.13%
$37.3 - $46.08 $122K - $151K
11.6K $535K
EQT
Eqt Corp

Energy
405
+ 1.5%
$46.16 - $54.25 $18.7K - $22K
27.4K $1.46M
SAN
Banco Santander, S.A.

Financial Services
8.64K
+ 11.54%
$4.46 - $7.14 $38.5K - $61.7K
83.5K $559K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.44K
+ 244.0%
$92.71 - $107.38 $226K - $262K
3.44K $318K
KMB
Kimberly Clark Corp

Consumer Defensive
1.04K
+ 17.81%
$124.46 - $147.4 $129K - $153K
6.85K $974K
PG
Procter & Gamble CO

Consumer Defensive
199
+ 0.31%
$158.56 - $176.26 $31.6K - $35.1K
64.5K $11M
QCOM
Qualcomm Inc

Technology
1.37K
+ 9.3%
$151.94 - $175.86 $209K - $242K
16.2K $2.48M
VO
Vanguard Mid Cap ETF

ETFs
2.34K
+ 4.18%
$251.87 - $277.95 $590K - $651K
58.4K $15M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.67K
+ 1.01%
$25.81 - $28.52 $43.1K - $47.6K
167K $4.6M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.28K
+ 50.55%
$94.68 - $131.34 $121K - $168K
3.82K $451K
STWD
Starwood Property Trust, Inc.

Real Estate
8.25K
+ 15.83%
$18.41 - $20.53 $152K - $169K
60.3K $1.19M
CTAS
Cintas Corp

Industrials
260
+ 3.91%
$182.09 - $208.14 $47.3K - $54.1K
6.91K $1.42M
TDG
Trans Digm Group Inc

Industrials
76
+ 8.82%
$1251.32 - $1394.11 $95.1K - $106K
938 $1.3M
JKHY
Henry Jack & Associates Inc

Technology
937
+ 22.02%
$166.47 - $191.28 $156K - $179K
5.19K $948K
AZN
Astrazeneca PLC

Healthcare
1.13K
+ 7.54%
$65.37 - $77.96 $73.5K - $87.7K
16K $1.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.25K
+ 0.2%
$27.01 - $28.54 $33.8K - $35.7K
626K $17.3M
CB
Chubb LTD

Financial Services
133
+ 2.19%
$257.71 - $301.99 $34.3K - $40.2K
6.22K $1.88M
COMP
Compass, Inc.

Technology
16.8K
+ 129.14%
$5.35 - $10.24 $89.7K - $172K
29.8K $271K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.72K
+ 2572.8%
$28.92 - $29.22 $194K - $196K
6.98K $203K
NOC
Northrop Grumman Corp

Industrials
132
+ 4.5%
$433.45 - $513.82 $57.2K - $67.8K
3.06K $1.57M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 0.81%
$1187.71 - $1432.58 $7.13K - $8.6K
748 $1.07M
EXPD
Expeditors International Of Washington Inc

Industrials
853
+ 9.29%
$109.09 - $126.48 $93.1K - $108K
10K $1.21M
PKX
Posco Holdings Inc.

Basic Materials
3.65K
+ 98.62%
$39.82 - $55.32 $145K - $202K
7.35K $349K
BNDX
Vanguard Total International B

ETFs
3.87K
+ 415.79%
$48.33 - $49.5 $187K - $192K
4.8K $234K
PII
Polaris Inc.

Consumer Cyclical
4.66K
+ 1328.49%
$40.9 - $58.36 $191K - $272K
5.01K $205K
PLD
Prologis, Inc.

Real Estate
1.19K
+ 13.77%
$103.59 - $124.04 $123K - $147K
9.81K $1.1M
DOX
Amdocs LTD

Technology
1.4K
+ 15.88%
$82.21 - $92.02 $115K - $129K
10.2K $936K
BMY
Bristol Myers Squibb CO

Healthcare
471
+ 1.35%
$53.9 - $63.11 $25.4K - $29.7K
35.3K $2.15M
PSX
Phillips 66

Energy
678
+ 6.59%
$113.93 - $131.55 $77.2K - $89.2K
11K $1.35M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.19K
+ 29.34%
$20.2 - $22.24 $165K - $182K
36.1K $769K
UL
Unilever PLC

Consumer Defensive
1.86K
+ 8.01%
$54.72 - $60.29 $102K - $112K
25.1K $1.5M
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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