Parcion Private Wealth LLC Incresed Positions in Q1 2025

Parcion Private Wealth LLC

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
915
+ 53.86%
$121.76 - $142.99 $111K - $131K
2.61K $345K
PANW
Palo Alto Networks Inc

Technology
1.23K
+ 17.28%
$167.82 - $208.28 $207K - $256K
8.35K $1.43M
T
At&T Inc.

Communication Services
1.9K
+ 15.06%
$21.56 - $28.28 $41.1K - $53.8K
14.5K $411K
PSX
Phillips 66

Energy
267
+ 2.89%
$113.93 - $131.55 $30.4K - $35.1K
9.5K $1.17M
VRT
Vertiv Holdings CO

Industrials
1.38K
+ 32.62%
N/A
5.63K $487K
UNP
Union Pacific Corp

Industrials
100
+ 0.88%
$225.21 - $254.42 $22.5K - $25.4K
11.5K $2.72M
PFE
Pfizer Inc

Healthcare
5.29K
+ 28.38%
$25.01 - $27.13 $132K - $143K
23.9K $606K
BK
Bank Of New York Mellon Corp

Financial Services
1.01K
+ 38.16%
$75.42 - $88.95 $76.3K - $90K
3.66K $307K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.84K
+ 14.4%
$63.42 - $68.17 $117K - $126K
14.6K $937K
WFC
Wells Fargo & Company

Financial Services
82
+ 0.14%
$66.78 - $81.42 $5.48K - $6.68K
56.9K $4.09M
SLB
Schlumberger Limited

Energy
691
+ 3.94%
$38.4 - $43.74 $26.5K - $30.2K
18.2K $762K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.69K
+ 1.34%
$29.82 - $30.1 $50.2K - $50.7K
127K $3.83M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
995
+ 11.2%
$78.12 - $83.7 $77.7K - $83.3K
9.88K $796K
BMY
Bristol Myers Squibb CO

Healthcare
934
+ 18.59%
$53.9 - $63.11 $50.3K - $58.9K
5.96K $363K
RMD
Resmed Inc

Healthcare
1.04K
+ 3.24%
$219.7 - $257.65 $229K - $269K
33.3K $7.45M
D
Dominion Energy, Inc

Utilities
720
+ 6.27%
$52.85 - $57.43 $38.1K - $41.3K
12.2K $684K
AMP
Ameriprise Financial Inc

Financial Services
163
+ 27.49%
$472.29 - $575.13 $77K - $93.7K
756 $365K
CRWD
Crowd Strike Holdings, Inc.

Technology
94
+ 5.82%
$308.86 - $455.36 $29K - $42.8K
1.71K $602K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 3.18%
$461.52 - $548.18 $17.1K - $20.3K
1.2K $627K
GD
General Dynamics Corp

Industrials
52
+ 1.96%
$241.94 - $272.58 $12.6K - $14.2K
2.7K $736K
WMT
Walmart Inc.

Consumer Defensive
519
+ 17.87%
$84.5 - $105.05 $43.9K - $54.5K
3.42K $300K
INTU
Intuit Inc

Technology
65
+ 10.48%
$555.63 - $630.23 $36.1K - $41K
685 $420K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
12.1K
+ 33.33%
$3.27 - $3.68 $39.7K - $44.6K
48.5K $160K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
440
+ 18.39%
$110.9 - $132.93 $48.8K - $58.5K
2.83K $322K
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.0%
$26.1 - $31.22 $26.1 - $31.2
24.1K $688K
PLD
Prologis, Inc.

Real Estate
88
+ 4.12%
$103.59 - $124.04 $9.12K - $10.9K
2.22K $248K
DD
Du Pont De Nemours, Inc.

Basic Materials
805
+ 2.82%
$72.7 - $84.32 $58.5K - $67.9K
29.3K $2.19M
LMT
Lockheed Martin Corp

Industrials
257
+ 9.82%
$423.19 - $506.29 $109K - $130K
2.87K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
274
+ 7.72%
$183.02 - $207.75 $50.1K - $56.9K
3.82K $712K
GLOB
Globant S.A.

Technology
894
+ 82.7%
$117.72 - $228.73 $105K - $204K
1.98K $232K
Super Micro Computer Inc
8.28K
+ 85.52%
N/A
18K $0
Talen Energy Corp
626
+ 49.1%
N/A
1.9K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
552
+ 6.99%
N/A
8.45K $0
Blackrock Inc
104
+ 1.29%
N/A
8.19K $0
Columbia ETF Tr I
865
+ 7.06%
N/A
13.1K $0
Crane Company
10
+ 0.71%
N/A
1.41K $0
CRH.L
Crh PLC

Basic Materials
2.02K
+ 3.32%
N/A
63K $0
Linde PLC
804
+ 5.06%
N/A
16.7K $0
Arista Networks Inc
4.05K
+ 78.77%
N/A
9.2K $0
AMOT
Allied Motion Technologies Inc

Technology
16
+ 0.05%
N/A
35.4K $987K
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 2.36%
$497.6 - $606.74 $9.95K - $12.1K
869 $432K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
110
+ 4.35%
$77.67 - $90.15 $8.54K - $9.92K
2.64K $206K
FATE
Fate Therapeutics Inc

Healthcare
2.39K
+ 8.55%
$0.79 - $1.87 $1.89K - $4.47K
30.4K $24K
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 0.97%
$476.63 - $610.45 $5.72K - $7.33K
1.25K $620K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.84%
$192.82 - $222.1 $2.89K - $3.33K
1.8K $346K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.85K
+ 2.75%
$53.6 - $58.97 $206K - $227K
144K $7.88M
DELL
Dell Technologies Inc.

Technology
157
+ 6.99%
$90.34 - $124.66 $14.2K - $19.6K
2.4K $219K
PWR
Quanta Services, Inc.

Industrials
15
+ 1.73%
$236.71 - $358.03 $3.55K - $5.37K
881 $223K
APP
App Lovin Corp

Technology
3
+ 0.27%
$238.08 - $510.13 $714 - $1.53K
1.13K $300K
Activity Summary
Buys All Purchases 193 New Holdings 71 Increased Positions 122 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 1 Puts 0
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