Parcion Private Wealth LLC Incresed Positions in Q2 2025

Parcion Private Wealth LLC

  • $1.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
491
+ 5.17%
$92.87 - $125.73 $45.6K - $61.7K
9.99K $1.19M
D
Dominion Energy, Inc

Utilities
221
+ 1.81%
$49.66 - $58.0 $11K - $12.8K
12.4K $702K
FNKO
Funko, Inc.

Consumer Cyclical
7.68K
+ 64.77%
$3.51 - $6.86 $26.9K - $52.7K
19.5K $92K
FATE
Fate Therapeutics Inc

Healthcare
392
+ 1.29%
$0.68 - $1.67 $267 - $655
30.8K $34K
KO
Coca Cola CO

Consumer Defensive
1.54K
+ 1.27%
$68.37 - $73.9 $106K - $114K
123K $8.72M
ALK
Alaska Air Group, Inc.

Industrials
24
+ 0.47%
$41.01 - $54.88 $984 - $1.32K
5.16K $255K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 0.45%
N/A
1.8K $333K
PLD
Prologis, Inc.

Real Estate
146
+ 6.56%
$89.76 - $112.34 $13.1K - $16.4K
2.37K $249K
Blackrock Inc
94
+ 1.15%
N/A
8.28K $0
Brookfield Infrastructure CO
676
+ 0.43%
N/A
158K $0
Linde PLC
352
+ 2.11%
N/A
17K $0
NEE
Nextera Energy Inc

Utilities
112
+ 2.06%
$64.11 - $75.0 $7.18K - $8.4K
5.56K $386K
Columbia ETF Tr I
1.73K
+ 13.2%
N/A
14.9K $0
Crane Company
31
+ 2.19%
N/A
1.45K $0
Fidelity Wise Origin Bitcoin
5.62K
+ 4.09%
N/A
143K $0
MRSN
Mersana Therapeutics, Inc.

Healthcare
941
+ 6.15%
$0.26 - $0.41 $245 - $386
16.2K $4K
MO
Altria Group, Inc.

Consumer Defensive
172
+ 1.56%
$55.56 - $60.91 $9.56K - $10.5K
11.2K $655K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.86%
$210.83 - $235.28 $1.69K - $1.88K
937 $207K
ETR
Entergy Corp

Utilities
56
+ 0.68%
$79.01 - $86.61 $4.42K - $4.85K
8.27K $687K
ACN
Accenture PLC

Technology
791
+ 4.08%
$279.23 - $323.21 $221K - $256K
20.2K $6.03M
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.22%
$394.72 - $440.39 $1.18K - $1.32K
1.37K $574K
AVA
Avista Corp

Utilities
109
+ 1.49%
$36.94 - $42.43 $4.03K - $4.62K
7.44K $282K
LNT
Alliant Energy Corp

Utilities
19
+ 0.29%
$58.79 - $64.85 $1.12K - $1.23K
6.57K $396K
DTE
Dte Energy CO

Utilities
55
+ 0.94%
$127.39 - $139.49 $7.01K - $7.67K
5.9K $780K
AEP
American Electric Power CO Inc

Utilities
66
+ 1.06%
$98.59 - $109.11 $6.51K - $7.2K
6.3K $653K
VZ
Verizon Communications Inc

Communication Services
73
+ 0.28%
$41.67 - $45.62 $3.04K - $3.33K
26K $1.13M
DUK
Duke Energy Corp

Utilities
14
+ 0.09%
$112.46 - $124.05 $1.57K - $1.74K
14.8K $1.74M
MRK
Merck & Co., Inc.

Healthcare
1.86K
+ 9.25%
$73.47 - $87.12 $137K - $162K
22K $1.74M
NXST
Nexstar Media Group, Inc.

Communication Services
879
+ 2.51%
$144.68 - $181.86 $127K - $160K
35.9K $6.22M
BMY
Bristol Myers Squibb CO

Healthcare
345
+ 5.79%
$44.12 - $59.6 $15.2K - $20.6K
6.3K $291K
MSEX
Middlesex Water CO

Utilities
15
+ 0.19%
$54.18 - $66.57 $813 - $999
8.02K $434K
SBUX
Starbucks Corp

Consumer Cyclical
37
+ 0.27%
$79.69 - $99.41 $2.95K - $3.68K
13.5K $1.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.33K
+ 4.53%
$55.13 - $75.25 $73.3K - $100K
30.7K $2.1M
PNW
Pinnacle West Capital Corp

Utilities
76
+ 0.33%
$88.3 - $95.43 $6.71K - $7.25K
23K $2.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 2.39%
$483.48 - $539.8 $63.8K - $71.3K
5.66K $2.75M
UNH
Unitedhealth Group Inc

Healthcare
104
+ 8.67%
$274.35 - $599.47 $28.5K - $62.3K
1.3K $406K
OKE
Oneok Inc

Energy
79
+ 0.47%
$78.71 - $100.37 $6.22K - $7.93K
16.7K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
1.73K
+ 3.27%
$157.66 - $172.39 $272K - $298K
54.5K $8.68M
ABBV
Abb Vie Inc.

Healthcare
41
+ 0.26%
$170.16 - $206.27 $6.98K - $8.46K
15.6K $2.9M
MCD
Mcdonalds Corp

Consumer Cyclical
278
+ 1.24%
$285.55 - $321.23 $79.4K - $89.3K
22.6K $6.61M
LPX
Louisiana Pacific Corp

Industrials
193
+ 0.19%
$81.16 - $95.48 $15.7K - $18.4K
102K $8.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
309
+ 1.12%
$212.1 - $244.27 $65.5K - $75.5K
27.9K $6.1M
CVX
Chevron Corp

Energy
2.91K
+ 5.12%
$133.73 - $168.51 $389K - $490K
59.7K $8.55M
WY
Weyerhaeuser CO

Real Estate
53
+ 0.01%
$24.69 - $29.48 $1.31K - $1.56K
566K $14.6M
AAPL
Apple Inc.

Technology
1.5K
+ 0.96%
$172.42 - $223.89 $259K - $336K
158K $32.3M
LFST
Life Stance Health Group, Inc.

Healthcare
17
+ 0.0%
$4.83 - $6.91 $82.1 - $117
2.35M $12.2M
Activity Summary
Buys All Purchases 194 New Holdings 47 Increased Positions 147 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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