Parcion Private Wealth LLC Purchases in Q3 2025

Parcion Private Wealth LLC

  • $1.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.54M
New
$25.43 - $27.31 $39.1M - $42M
1.54M $42M
IEFA
Ishares Tr

ETFs
441K
+ 78.38%
$81.7 - $87.53 $36.1M - $38.6M
1M $87.7M
MUB
Ishares National Muni Bond ETF

ETFs
284K
+ 133.35%
$103.24 - $106.68 $29.3M - $30.3M
497K $52.9M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
902K
New
$22.63 - $23.3 $20.4M - $21M
902K $20.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
99.4K
New
$181.56 - $190.33 $18.1M - $18.9M
99.4K $18.9M
NVDA
Nvidia Corp

Technology
13.3K
+ 5.93%
$153.3 - $186.58 $2.04M - $2.48M
238K $44.4M
AAPL
Apple Inc.

Technology
717
+ 0.45%
$202.38 - $256.87 $145K - $184K
158K $40.3M
GLDM
World Gold Trust

ETFs
2.05K
+ 0.31%
$64.73 - $76.45 $133K - $156K
665K $50.8M
GOOGL
Alphabet Inc.

Communication Services
1.14K
+ 1.18%
$174.36 - $254.72 $198K - $290K
97.6K $23.7M
CTSH
Cognizant Technology Solutions Corp

Technology
63.2K
New
$66.67 - $80.98 $4.22M - $5.12M
63.2K $4.24M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
68.4K
New
$42.75 - $43.37 $2.92M - $2.97M
68.4K $2.96M
MSFT
Microsoft Corp

Technology
1.91K
+ 2.63%
$491.09 - $535.64 $939K - $1.02M
74.7K $38.7M
CAT
Caterpillar Inc

Industrials
115
+ 0.57%
$390.92 - $477.15 $45K - $54.9K
20.3K $9.67M
GOOG
Alphabet Inc.

Communication Services
2.17K
+ 11.84%
$175.16 - $255.24 $381K - $555K
20.5K $5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.78K
+ 24.02%
$293.94 - $444.72 $524K - $792K
9.2K $4.09M
CMI
Cummins Inc

Industrials
28
+ 0.18%
$327.85 - $426.39 $9.18K - $11.9K
15.7K $6.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 2.62%
$282.78 - $316.06 $306K - $342K
42.3K $13.3M
PLTR
Palantir Technologies Inc.

Technology
2.32K
+ 11.91%
$130.68 - $186.97 $304K - $434K
21.8K $3.98M
TJX
Tjx Companies Inc

Consumer Cyclical
570
+ 1.04%
$121.35 - $144.54 $69.2K - $82.4K
55.6K $8.04M
AMZN
Amazon Com Inc

Consumer Cyclical
5.11K
+ 7.48%
$211.65 - $238.24 $1.08M - $1.22M
73.5K $16.1M
PCAR
Paccar Inc

Industrials
947
+ 0.35%
$92.91 - $102.86 $88K - $97.4K
269K $26.4M
INTC
Intel Corp

Technology
3.22K
+ 4.23%
$19.31 - $35.5 $62.1K - $114K
79.2K $2.66M
MPC
Marathon Petroleum Corp

Energy
47
+ 0.14%
$158.59 - $198.69 $7.45K - $9.34K
34.5K $6.64M
ABBV
Abb Vie Inc.

Healthcare
868
+ 5.55%
$184.85 - $231.54 $160K - $201K
16.5K $3.82M
HD
Home Depot, Inc.

Consumer Cyclical
439
+ 2.58%
$357.4 - $423.42 $157K - $186K
17.4K $7.06M
LFST
Life Stance Health Group, Inc.

Healthcare
1.45K
+ 0.06%
$3.79 - $5.63 $5.48K - $8.14K
2.35M $12.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12K
New
$62.09 - $66.51 $747K - $801K
12K $785K
CVX
Chevron Corp

Energy
287
+ 0.48%
$145.57 - $161.83 $41.8K - $46.4K
60K $9.31M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 25.38%
$695.21 - $791.73 $728K - $829K
5.17K $3.8M
SRE
Sempra Energy

Utilities
218
+ 0.46%
$74.14 - $89.98 $16.2K - $19.6K
48.1K $4.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
+ 21.15%
$459.11 - $506.91 $550K - $607K
6.86K $3.45M
ETN
Eaton Corp PLC

Industrials
275
+ 0.93%
$342.99 - $392.76 $94.3K - $108K
29.9K $11.2M
FDX
Fedex Corp

Industrials
2.41K
New
$217.1 - $243.2 $524K - $587K
2.41K $569K
PCG
Pg&E Corp

Utilities
37.2K
New
$13.0 - $15.73 $484K - $586K
37.2K $561K
BAC
Bank Of America Corp

Financial Services
4.07K
+ 5.12%
$44.92 - $52.42 $183K - $213K
83.5K $4.31M
RE
Everest Re Group LTD

Financial Services
1.45K
New
N/A
1.45K $536K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.11K
+ 4.05%
$107.5 - $115.86 $227K - $244K
54.2K $6.2M
MRK
Merck & Co., Inc.

Healthcare
4.61K
+ 20.97%
$77.6 - $87.37 $358K - $403K
26.6K $2.23M
DOW
Dow Inc.

Basic Materials
27.3K
+ 71.81%
$20.87 - $30.37 $569K - $828K
65.2K $1.5M
WMT
Walmart Inc.

Consumer Defensive
4.54K
+ 127.54%
$94.4 - $104.27 $429K - $474K
8.11K $835K
APP
App Lovin Corp

Technology
89
+ 7.81%
$335.1 - $718.54 $29.8K - $64K
1.23K $882K
LLY
Eli Lilly & CO

Healthcare
656
+ 51.57%
$625.65 - $812.69 $410K - $533K
1.93K $1.47M
PEP
Pepsico Inc

Consumer Defensive
3.1K
+ 101.9%
$133.81 - $152.16 $415K - $472K
6.15K $863K
ES
Eversource Energy

Utilities
6.41K
New
$62.86 - $71.14 $403K - $456K
6.41K $456K
UNH
Unitedhealth Group Inc

Healthcare
1.15K
+ 88.18%
$237.77 - $353.61 $273K - $406K
2.45K $846K
SNX
Td Synnex Corp

Technology
68
+ 0.45%
$135.82 - $166.01 $9.24K - $11.3K
15.2K $2.49M
JNJ
Johnson & Johnson

Healthcare
662
+ 7.11%
$155.17 - $185.42 $103K - $123K
9.98K $1.85M
RBLX
Roblox Corp

Communication Services
1.36K
+ 19.22%
$100.65 - $141.56 $137K - $192K
8.42K $1.17M
GD
General Dynamics Corp

Industrials
813
+ 28.01%
$293.92 - $341.0 $239K - $277K
3.72K $1.27M
Activity Summary
Buys All Purchases 260 New Holdings 76 Increased Positions 184 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 0
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