Parcion Private Wealth LLC New Holdings 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
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
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12K
New
$62.09 - $66.51 $747K - $801K
12K $785K
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
RE
Everest Re Group LTD

Financial Services
1.45K
New
N/A
1.45K $536K
ES
Eversource Energy

Utilities
6.41K
New
$62.86 - $71.14 $403K - $456K
6.41K $456K
MOH
Molina Healthcare, Inc.

Healthcare
2.09K
New
$152.31 - $306.29 $319K - $641K
2.09K $400K
MEDP
Medpace Holdings, Inc.

Healthcare
763
New
$308.88 - $514.16 $236K - $392K
763 $392K
BBY
Best Buy CO Inc

Consumer Cyclical
5.12K
New
$64.12 - $78.46 $328K - $401K
5.12K $386K
INCY
Incyte Corp

Healthcare
4.39K
New
$67.27 - $86.96 $295K - $382K
4.39K $372K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
789
New
$311.12 - $482.13 $245K - $380K
789 $359K
VTV
Vanguard Value ETF

ETFs
1.86K
New
$175.51 - $186.57 $327K - $348K
1.86K $347K
NBIX
Neurocrine Biosciences Inc

Healthcare
2.43K
New
$123.98 - $146.67 $302K - $357K
2.43K $341K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$224.68 - $282.71 $270K - $340K
1.2K $335K
ZM
Zoom Video Communications, Inc.

Technology
4.05K
New
$69.77 - $86.83 $283K - $352K
4.05K $334K
CNC
Centene Corp

Healthcare
9.38K
New
$25.21 - $56.65 $236K - $531K
9.38K $334K
CHWY
Chewy, Inc.

Consumer Cyclical
7.58K
New
$34.27 - $42.33 $260K - $321K
7.58K $306K
NTRA
Natera, Inc.

Healthcare
1.9K
New
$133.66 - $181.11 $253K - $343K
1.9K $305K
GS
Goldman Sachs Group Inc

Financial Services
381
New
$696.56 - $806.32 $265K - $307K
381 $303K
CVS
Cvs Health Corp

Healthcare
4K
New
$58.75 - $76.5 $235K - $306K
4K $301K
MSCI
Msci Inc.

Financial Services
529
New
$526.48 - $588.0 $279K - $311K
529 $300K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.16K
New
$86.13 - $119.63 $272K - $378K
3.16K $296K
BWA
Borgwarner Inc

Consumer Cyclical
6.68K
New
$34.53 - $44.44 $231K - $297K
6.68K $293K
AZO
Autozone Inc

Consumer Cyclical
68
New
$3649.42 - $4354.54 $248K - $296K
68 $291K
TFX
Teleflex Inc

Healthcare
2.31K
New
$109.79 - $132.5 $254K - $306K
2.31K $282K
IBB
Ishares Biotechnology ETF

ETFs
1.94K
New
$127.63 - $144.37 $248K - $280K
1.94K $280K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
494
New
$534.91 - $598.71 $264K - $296K
494 $277K
LNG
Cheniere Energy, Inc.

Energy
1.18K
New
$222.68 - $244.28 $262K - $288K
1.18K $276K
MTCH
Match Group, Inc.

Communication Services
7.83K
New
$31.83 - $38.77 $249K - $304K
7.83K $276K
BPOP
Popular, Inc.

Financial Services
2.14K
New
$111.3 - $128.04 $238K - $273K
2.14K $271K
EVR
Evercore Inc.

Financial Services
801
New
$276.5 - $362.79 $221K - $291K
801 $270K
VUG
Vanguard Growth ETF

ETFs
564
New
$433.97 - $484.08 $245K - $273K
564 $270K
XLK
Technology Sector Spdr

ETFs
954
New
$250.97 - $282.66 $239K - $270K
954 $268K
ESTC
Elastic N.V.

Technology
3.13K
New
$72.54 - $92.3 $227K - $289K
3.13K $264K
MGM
Mgm Resorts International

Consumer Cyclical
7.58K
New
$34.18 - $39.77 $259K - $301K
7.58K $262K
NEM
Newmont Corp

Basic Materials
2.97K
New
$57.35 - $85.25 $171K - $253K
2.97K $250K
MLM
Martin Marietta Materials Inc

Basic Materials
393
New
$546.36 - $631.12 $215K - $248K
393 $247K
EME
Emcor Group, Inc.

Industrials
380
New
$530.88 - $655.83 $202K - $249K
380 $246K
GLW
Corning Inc

Technology
2.94K
New
$51.6 - $82.03 $152K - $241K
2.94K $241K
PSA
Public Storage

Real Estate
825
New
$271.94 - $298.09 $224K - $246K
825 $238K
STX
Seagate Technology Holdings PLC

Technology
996
New
$142.01 - $236.06 $141K - $235K
996 $235K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
New
$108.46 - $120.63 $214K - $238K
1.97K $234K
DHI
Horton D R Inc

Consumer Cyclical
1.38K
New
$129.82 - $184.04 $179K - $254K
1.38K $233K
ADI
Analog Devices Inc

Technology
943
New
$220.68 - $255.63 $208K - $241K
943 $231K
GL
Globe Life Inc.

Financial Services
1.61K
New
$117.6 - $146.55 $189K - $236K
1.61K $230K
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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