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
FOUR
Shift4 Payments, Inc.

Technology
196
+ 5.9%
$81.71 - $125.66 $16K - $24.6K
3.52K $297K
WDC
Western Digital Corp

Technology
49
+ 1.92%
$40.43 - $72.03 $1.98K - $3.53K
2.61K $105K
RLI
Rli Corp

Financial Services
109
+ 16.27%
$71.75 - $163.21 $7.82K - $17.8K
779 $62K
PFF
Ishares Trust Ishares Pfd And

ETFs
497
+ 0.42%
$30.73 - $32.26 $15.3K - $16K
119K $3.67M
TM
Toyota Motor Corp

Consumer Cyclical
213
+ 4.17%
$176.53 - $195.35 $37.6K - $41.6K
5.32K $939K
IWN
Ishares Russell2000 Val ETF

ETFs
447
+ 4.69%
$149.27 - $169.4 $66.7K - $75.7K
9.98K $1.51M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.52K
+ 15.16%
$47.79 - $59.89 $168K - $211K
26.8K $1.34M
DDOG
Datadog, Inc.

Technology
1.2K
+ 29.46%
$98.68 - $151.89 $118K - $182K
5.27K $522K
TXG
10x Genomics, Inc.

Healthcare
2.69K
+ 18.02%
$8.73 - $16.31 $23.4K - $43.8K
17.6K $153K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.08%
$168.84 - $202.89 $507 - $609
3.74K $656K
CFLT
Confluent, Inc.

Technology
438
+ 2.63%
$23.44 - $37.65 $10.3K - $16.5K
17.1K $400K
APH
Amphenol Corp

Technology
288
+ 1.31%
$61.62 - $78.55 $17.7K - $22.6K
22.3K $1.46M
DOW
Dow Inc.

Basic Materials
348
+ 2.32%
$34.36 - $41.92 $12K - $14.6K
15.3K $535K
HPQ
Hp Inc

Technology
977
+ 5.18%
$27.69 - $34.72 $27.1K - $33.9K
19.9K $549K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
758
+ 5.65%
$121.0 - $142.28 $91.7K - $108K
14.2K $1.75M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.01%
$68.07 - $78.99 $68.1 - $79
8.46K $576K
VBK
Vanguard Small Cap Growth ETF

ETFs
405
+ 6.47%
$247.97 - $296.33 $100K - $120K
6.66K $1.69M
WSM
Williams Sonoma Inc

Consumer Cyclical
63
+ 2.18%
$158.1 - $217.71 $9.96K - $13.7K
2.96K $467K
HUBS
Hubspot Inc

Technology
19
+ 2.75%
$571.29 - $819.71 $10.9K - $15.6K
710 $405K
DFUS
Dimensional ETF Tr U S Equity

ETFs
38
+ 0.16%
$59.61 - $66.71 $2.27K - $2.53K
24.1K $1.45M
LRGF
Ishares Tr

ETFs
3.26K
+ 3.38%
$56.95 - $63.95 $186K - $209K
99.8K $5.74M
PANW
Palo Alto Networks Inc

Technology
2.92K
+ 5.63%
$167.82 - $208.28 $489K - $607K
54.7K $9.33M
TT
Trane Technologies PLC

Industrials
18
+ 0.62%
$332.0 - $400.86 $5.98K - $7.22K
2.94K $989K
CMF
Ishares California Muni Bond E

ETFs
127
+ 0.15%
$55.93 - $57.47 $7.1K - $7.3K
86.7K $4.86M
MAR
Marriott International Inc

Consumer Cyclical
79
+ 2.91%
$237.01 - $304.45 $18.7K - $24.1K
2.8K $666K
CCJ
Cameco Corp

Energy
108
+ 1.09%
$40.64 - $56.86 $4.39K - $6.14K
10K $413K
DELL
Dell Technologies Inc.

Technology
487
+ 8.29%
$90.34 - $124.66 $44K - $60.7K
6.36K $579K
PCG
Pg&E Corp

Utilities
887
+ 2.35%
$15.16 - $20.4 $13.4K - $18.1K
38.6K $663K
TQQQ
Proshares Ultrapro Qqq

ETFs
274
+ 5.09%
$57.3 - $90.39 $15.7K - $24.8K
5.65K $324K
CIEN
Ciena Corp

Technology
166
+ 3.48%
$60.43 - $98.18 $10K - $16.3K
4.94K $298K
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.13%
$302.31 - $337.54 $2.72K - $3.04K
6.7K $2.04M
SMR
Nuscale Power Corp

Industrials
3.9K
+ 6.78%
$14.16 - $29.08 $55.3K - $113K
61.5K $920K
U
Unity Software Inc.

Technology
1.29K
+ 2.62%
$19.44 - $28.34 $25K - $36.5K
50.5K $988K
UAL
United Airlines Holdings, Inc.

Industrials
19
+ 0.38%
$69.05 - $110.52 $1.31K - $2.1K
4.99K $344K
DAL
Delta Air Lines, Inc.

Industrials
846
+ 8.05%
$43.6 - $69.06 $36.9K - $58.4K
11.4K $495K
MGC
Vanguard Mega Cap ETF

ETFs
79
+ 0.62%
$199.2 - $222.69 $15.7K - $17.6K
12.7K $2.55M
ROST
Ross Stores, Inc.

Consumer Cyclical
33
+ 0.54%
$123.3 - $154.95 $4.07K - $5.11K
6.2K $791K
ADI
Analog Devices Inc

Technology
118
+ 0.74%
$201.56 - $243.82 $23.8K - $28.8K
16.1K $3.24M
AMP
Ameriprise Financial Inc

Financial Services
120
+ 2.8%
$472.29 - $575.13 $56.7K - $69K
4.41K $2.14M
UIS
Unisys Corp

Technology
44.6K
+ 21.38%
$3.9 - $7.15 $174K - $319K
253K $1.17M
ASAN
Asana, Inc.

Technology
103
+ 0.35%
$12.64 - $24.28 $1.3K - $2.5K
29.3K $436K
WMT
Walmart Inc.

Consumer Defensive
1.98K
+ 1.35%
$84.5 - $105.05 $167K - $208K
148K $13M
KKR
Kkr & Co. Inc.

Financial Services
512
+ 5.36%
$108.17 - $167.07 $55.4K - $85.5K
10.1K $1.16M
ETN
Eaton Corp PLC

Industrials
857
+ 10.56%
$271.83 - $371.23 $233K - $318K
8.97K $2.44M
IWM
Ishares Russell 2000 ETF

ETFs
969
+ 4.25%
$198.1 - $229.79 $192K - $223K
23.8K $4.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 0.59%
$21.75 - $24.28 $33.1K - $37K
259K $5.68M
CAT
Caterpillar Inc

Industrials
134
+ 1.33%
$326.75 - $407.63 $43.8K - $54.6K
10.2K $3.37M
SYF
Synchrony Financial

Financial Services
80
+ 0.31%
$51.9 - $70.63 $4.15K - $5.65K
25.8K $1.37M
AXP
American Express CO

Financial Services
8
+ 0.06%
$255.39 - $325.87 $2.04K - $2.61K
12.8K $3.44M
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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