Parcion Private Wealth LLC Incresed Positions in Q3 2024

Parcion Private Wealth LLC

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
194K
+ 30.81%
$81.1 - $89.18 $15.8M - $17.3M
825K $72.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
118K
+ 13.22%
$60.25 - $66.85 $7.1M - $7.87M
1.01M $66.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
30.2K
+ 2.63%
$80.13 - $88.89 $2.42M - $2.68M
1.18M $104M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
167K
+ 6.79%
$25.21 - $28.46 $4.2M - $4.74M
2.62M $73.7M
AVUV
American Centy ETF Tr Avantis

ETFs
28.3K
+ 4.32%
$88.24 - $99.7 $2.5M - $2.82M
684K $65.7M
NVDA
Nvidia Corp

Technology
44.2K
+ 24.12%
$98.91 - $134.91 $4.37M - $5.96M
227K $27.6M
AVGO
Broadcom Inc.

Technology
86.7K
+ 1219.69%
$136.27 - $1745.86 $11.8M - $151M
93.8K $16.2M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
154K
+ 23.05%
$23.57 - $24.19 $3.64M - $3.73M
824K $19.9M
GLDM
World Gold Trust

ETFs
18.7K
+ 6.04%
$46.2 - $53.01 $865K - $992K
329K $17.1M
CAT
Caterpillar Inc

Industrials
3.48K
+ 21.47%
$316.8 - $391.12 $1.1M - $1.36M
19.7K $7.7M
ORCL
Oracle Corp

Technology
411
+ 0.63%
$125.9 - $170.35 $51.7K - $70K
65.9K $11.2M
TPG
Tpg Inc.

Financial Services
7.37K
+ 7.84%
$40.49 - $59.88 $298K - $441K
101K $5.83M
MSFT
Microsoft Corp

Technology
6.98K
+ 10.91%
$395.15 - $467.56 $2.76M - $3.26M
70.9K $30.5M
RMD
Resmed Inc

Healthcare
1.18K
+ 3.83%
$186.94 - $252.92 $220K - $298K
31.9K $7.79M
MDT
Medtronic PLC

Healthcare
8.38K
+ 9.47%
$76.84 - $91.03 $644K - $763K
97K $8.73M
BLK
Black Rock Inc.

Financial Services
522
+ 6.78%
$782.27 - $949.51 $408K - $496K
8.23K $7.81M
ACN
Accenture PLC

Technology
2.27K
+ 14.38%
$295.44 - $355.81 $670K - $807K
18.1K $6.38M
MCD
Mcdonalds Corp

Consumer Cyclical
1.96K
+ 10.39%
$245.82 - $304.51 $482K - $597K
20.8K $6.34M
KO
Coca Cola CO

Consumer Defensive
8.59K
+ 8.4%
$62.69 - $73.01 $539K - $627K
111K $7.97M
BX
Blackstone Inc.

Financial Services
9.04K
+ 438.36%
$120.77 - $159.66 $1.09M - $1.44M
11.1K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
+ 6.77%
$333.64 - $405.2 $348K - $422K
16.4K $6.66M
DHR
Danaher Corp

Healthcare
1.62K
+ 5.27%
$239.25 - $280.76 $386K - $453K
32.3K $8.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
880
+ 0.94%
$434.77 - $502.96 $383K - $443K
94.8K $46.3M
ABT
Abbott Laboratories

Healthcare
5.7K
+ 9.44%
$100.07 - $118.13 $570K - $673K
66K $7.53M
EQIX
Equinix Inc

Real Estate
559
+ 9.7%
$749.0 - $890.01 $419K - $498K
6.32K $5.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
36.6K
+ 37.99%
$29.58 - $30.31 $1.08M - $1.11M
133K $4.02M
PG
Procter & Gamble CO

Consumer Defensive
4.07K
+ 9.08%
$160.76 - $177.82 $655K - $724K
48.9K $8.47M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
20.4K
+ 14.53%
$28.08 - $32.61 $573K - $666K
161K $5.09M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.89K
+ 4.39%
$61.42 - $76.46 $178K - $221K
68.8K $5.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.86K
+ 6.93%
$53.41 - $57.9 $473K - $513K
137K $7.9M
KR
Kroger CO

Consumer Defensive
6.05K
+ 7.66%
$50.43 - $57.3 $305K - $347K
85.1K $4.87M
LMT
Lockheed Martin Corp

Industrials
1.29K
+ 96.62%
$460.3 - $584.56 $592K - $752K
2.62K $1.53M
CMI
Cummins Inc

Industrials
627
+ 4.33%
$266.63 - $326.4 $167K - $205K
15.1K $4.89M
ABBV
Abb Vie Inc.

Healthcare
2.69K
+ 22.81%
$163.84 - $199.33 $441K - $537K
14.5K $2.86M
TFC
Truist Financial Corp

Financial Services
6.28K
+ 4.63%
$38.22 - $44.94 $240K - $282K
142K $6.06M
JPM
Jpmorgan Chase & CO

Financial Services
2.04K
+ 5.23%
$194.9 - $224.8 $398K - $459K
41.1K $8.66M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
510
+ 0.17%
$46.5 - $49.42 $23.7K - $25.2K
297K $14.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.59K
+ 6.66%
$210.25 - $231.86 $333K - $368K
25.4K $5.67M
DELL
Dell Technologies Inc.

Technology
5.87K
+ 238.16%
$87.89 - $145.97 $516K - $857K
8.34K $988K
IBM
International Business Machines Corp

Technology
1.14K
+ 15.59%
$175.1 - $223.38 $200K - $255K
8.46K $1.87M
NXST
Nexstar Media Group, Inc.

Communication Services
3.68K
+ 13.41%
$154.25 - $184.79 $568K - $680K
31.1K $5.14M
CVX
Chevron Corp

Energy
6.79K
+ 14.97%
$137.88 - $161.97 $936K - $1.1M
52.2K $7.68M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.63K
+ 114.96%
$125.95 - $142.04 $457K - $515K
6.78K $963K
GRMN
Garmin LTD

Technology
371
+ 1.0%
$161.1 - $183.29 $59.8K - $68K
37.3K $6.57M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 2.5%
$107.93 - $120.23 $138K - $154K
52.4K $6.16M
NVO
Novo Nordisk A S

Healthcare
4.33K
+ 270.22%
$119.07 - $145.42 $515K - $630K
5.93K $706K
XOM
Exxon Mobil Corp

Energy
3.88K
+ 53.52%
$109.72 - $119.0 $426K - $462K
11.1K $1.31M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
875
+ 0.68%
$30.61 - $34.92 $26.8K - $30.6K
129K $4.46M
ENB
Enbridge Inc

Energy
9.72K
+ 85.6%
$35.27 - $41.18 $343K - $400K
21.1K $855K
Activity Summary
Buys All Purchases 143 New Holdings 49 Increased Positions 94 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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