Parallel Advisors, LLC Reduced Holdings in Q1 2025

Parallel Advisors, LLC

  • $4.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-268
- 1.63%
$109.66 - $136.26 $29.4K - $36.5K
16.2K $1.78M
CMI
Cummins Inc

Industrials
-117
- 1.7%
$312.92 - $386.07 $36.6K - $45.2K
6.78K $2.13M
VCR
Vanguard Consumer Discretionar

ETFs
-289
- 8.02%
$318.51 - $391.75 $92K - $113K
3.31K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
-179
- 2.78%
$524.81 - $672.19 $93.9K - $120K
6.27K $3.42M
FLO
Flowers Foods Inc

Consumer Defensive
-11.5K
- 40.26%
$18.05 - $20.78 $208K - $239K
17.1K $324K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-17.4K
- 6.86%
$20.1 - $20.8 $351K - $363K
237K $4.92M
MUB
Ishares National Muni Bond ETF

ETFs
-2.09K
- 8.15%
$104.71 - $107.69 $219K - $225K
23.6K $2.48M
HPE
Hewlett Packard Enterprise CO

Technology
-3.78K
- 11.69%
$14.77 - $24.42 $55.8K - $92.3K
28.5K $440K
BDX
Becton Dickinson & CO

Healthcare
-1.13K
- 23.96%
$222.79 - $249.08 $251K - $281K
3.58K $819K
LOW
Lowes Companies Inc

Consumer Cyclical
-530
- 6.16%
$222.66 - $268.42 $118K - $142K
8.08K $1.88M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.88K
- 14.81%
$51.45 - $58.51 $148K - $168K
16.6K $857K
IQV
Iqvia Holdings Inc.

Healthcare
-290
- 3.16%
$176.3 - $209.96 $51.1K - $60.9K
8.88K $1.56M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-890
- 8.84%
$126.86 - $146.45 $113K - $130K
9.18K $1.17M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-8.45K
- 90.72%
$27.06 - $28.25 $229K - $239K
865 $23K
EA
Electronic Arts Inc.

Communication Services
-1.53K
- 31.96%
$116.53 - $146.29 $178K - $223K
3.25K $469K
ITW
Illinois Tool Works Inc

Industrials
-257
- 0.87%
$244.9 - $274.48 $62.9K - $70.5K
29.3K $7.27M
GVI
Ishares Tr

ETFs
-2.2K
- 67.34%
$103.49 - $106.02 $227K - $233K
1.07K $112K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.4K
- 13.25%
$37.84 - $44.02 $129K - $150K
22.2K $856K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.83K
- 7.35%
$23.16 - $27.04 $88.6K - $103K
48.2K $1.13M
APP
App Lovin Corp

Technology
-298
- 13.28%
$238.08 - $510.13 $70.9K - $152K
1.95K $515K
PATH
Ui Path, Inc.

Technology
-2.06K
- 2.62%
$9.97 - $15.19 $20.5K - $31.3K
76.6K $789K
GNTX
Gentex Corp

Consumer Cyclical
-5.65K
- 39.06%
$23.3 - $28.48 $132K - $161K
8.81K $205K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.83K
- 4.22%
$44.41 - $45.98 $303K - $314K
155K $7.07M
MU
Micron Technology Inc

Technology
-2.91K
- 16.37%
$86.89 - $109.38 $253K - $319K
14.9K $1.29M
SEIC
Sei Investments CO

Financial Services
-1.54K
- 8.94%
$72.08 - $86.58 $111K - $134K
15.7K $1.22M
MSI
Motorola Solutions, Inc.

Technology
-296
- 9.96%
$411.73 - $482.1 $122K - $143K
2.68K $1.17M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-7.17K
- 42.04%
$28.27 - $29.28 $203K - $210K
9.89K $286K
MANH
Manhattan Associates Inc

Technology
-500
- 42.55%
$163.5 - $295.1 $81.8K - $148K
675 $116K
TTE
Total Energies Se

Energy
-2.93K
- 32.11%
N/A
6.19K $424K
ALL
Allstate Corp

Financial Services
-1.52K
- 18.97%
$180.99 - $210.18 $275K - $320K
6.5K $1.35M
DLR
Digital Realty Trust, Inc.

Real Estate
-309
- 6.79%
$142.1 - $183.56 $43.9K - $56.7K
4.24K $608K
EQNR
Equinor Asa

Energy
-9.19K
- 54.92%
$22.37 - $26.45 $206K - $243K
7.54K $199K
CSTL
Castle Biosciences Inc

Healthcare
-402
- 1.44%
$18.76 - $32.72 $7.54K - $13.2K
27.6K $550K
VCYT
Veracyte, Inc.

Healthcare
-3.68K
- 43.0%
$29.65 - $46.14 $109K - $170K
4.88K $147K
EQIX
Equinix Inc

Real Estate
-104
- 12.61%
$803.0 - $959.97 $83.5K - $99.8K
721 $587K
KRYS
Krystal Biotech, Inc.

Healthcare
-1.51K
- 46.52%
$142.64 - $194.44 $215K - $293K
1.73K $318K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-10.6K
- 4.5%
$24.79 - $25.26 $263K - $268K
226K $5.7M
PJT
Pjt Partners Inc.

Financial Services
-725
- 18.82%
$135.97 - $177.59 $98.6K - $129K
3.13K $425K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-8K
- 49.08%
$23.24 - $26.16 $186K - $209K
8.3K $209K
CLX
Clorox CO

Consumer Defensive
-677
- 13.52%
$141.76 - $162.89 $96K - $110K
4.33K $637K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 1.91%
$65.27 - $71.18 $83.9K - $91.5K
66.1K $4.34M
DVY
Ishares Tr

ETFs
-1.49K
- 8.5%
$128.58 - $138.1 $192K - $206K
16K $2.13M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-22.5K
- 76.71%
$7.6 - $7.96 $171K - $179K
6.83K $52K
WIT
Wipro LTD

Technology
-11.4K
- 4.06%
$3.0 - $3.77 $34.2K - $43K
269K $823K
GTLS
Chart Industries Inc

Industrials
-300
- 11.22%
$141.99 - $218.35 $42.6K - $65.5K
2.37K $342K
NTAP
Net App, Inc.

Technology
-718
- 19.16%
$87.84 - $126.3 $63.1K - $90.7K
3.03K $266K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-129
- 11.68%
$634.14 - $744.83 $81.8K - $96.1K
975 $618K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-6.02K
- 92.85%
$27.64 - $28.58 $166K - $172K
463 $13K
VTRS
Viatris Inc

Healthcare
-6.91K
- 24.05%
$8.68 - $12.42 $60K - $85.8K
21.8K $190K
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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