Parcion Private Wealth LLC Sells in Q2 2025

Parcion Private Wealth LLC

  • $1.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-909K
- 92.27%
$22.18 - $23.36 $20.2M - $21.2M
76.1K $1.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-193K
- 94.03%
$70.44 - $86.87 $13.6M - $16.8M
12.3K $1.06M
MDT
Medtronic PLC

Healthcare
-103K
- 96.89%
$80.68 - $88.86 $8.29M - $9.13M
3.3K $287K
TFC
Truist Financial Corp

Financial Services
-140K
- 96.21%
$34.79 - $42.99 $4.89M - $6.04M
5.53K $237K
DOW
Dow Inc.

Basic Materials
-29.1K
- 43.4%
$25.81 - $34.89 $752K - $1.02M
38K $1.01M
PCAR
Paccar Inc

Industrials
-918
- 0.34%
$86.4 - $99.09 $79.3K - $91K
268K $25.5M
COP
Conocophillips

Energy
-3.49K
- 18.85%
$82.66 - $106.1 $289K - $371K
15K $1.35M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.34K
- 1.13%
$43.89 - $45.45 $366K - $379K
732K $33M
XOM
Exxon Mobil Corp

Energy
-3.16K
- 29.15%
$99.93 - $119.04 $316K - $376K
7.68K $828K
ENB
Enbridge Inc

Energy
-9K
- 42.69%
$41.09 - $47.16 $370K - $424K
12.1K $547K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.21K
- 28.19%
$121.58 - $136.74 $268K - $302K
5.62K $762K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.4K
- 13.86%
$496.48 - $617.85 $694K - $863K
8.68K $5.36M
TMUS
T Mobile Us, Inc.

Communication Services
-184
- 3.16%
$220.99 - $268.54 $40.7K - $49.4K
5.64K $1.34M
LLY
Eli Lilly & CO

Healthcare
-163
- 11.36%
$713.71 - $898.95 $116K - $147K
1.27K $991K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.5K
- 41.96%
$57.41 - $74.81 $201K - $262K
4.84K $359K
AMOT
Allied Motion Technologies Inc

Technology
-6.62K
- 18.68%
N/A
28.8K $803K
TXN
Texas Instruments Inc

Technology
-902
- 18.43%
N/A
3.99K $777K
SLB
Schlumberger Limited

Energy
-667
- 3.66%
$31.95 - $42.2 $21.3K - $28.1K
17.6K $593K
QCOM
Qualcomm Inc

Technology
-1.04K
- 27.49%
$124.66 - $159.48 $129K - $165K
2.73K $435K
JNJ
Johnson & Johnson

Healthcare
-82
- 0.87%
$146.36 - $159.82 $12K - $13.1K
9.31K $1.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-134
- 15.42%
$390.26 - $489.06 $52.3K - $65.5K
735 $298K
PFE
Pfizer Inc

Healthcare
-3.77K
- 15.76%
$21.59 - $24.84 $81.4K - $93.6K
20.1K $488K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.52K
- 15.34%
$72.71 - $82.56 $110K - $125K
8.36K $682K
UNP
Union Pacific Corp

Industrials
-73
- 0.64%
$208.27 - $238.46 $15.2K - $17.4K
11.4K $2.63M
MMM
3 M CO

Industrials
-816
- 10.84%
$126.09 - $154.15 $103K - $126K
6.71K $1.02M
EPAM
Epam Systems, Inc.

Technology
-410
- 23.16%
N/A
1.36K $252K
VTR
Ventas, Inc.

Real Estate
-529
- 7.04%
$62.45 - $70.08 $33K - $37.1K
6.98K $440K
BK
Bank Of New York Mellon Corp

Financial Services
-1.04K
- 28.25%
$73.31 - $91.62 $75.9K - $94.8K
2.63K $239K
SSNC
Ss&C Technologies Holdings Inc

Technology
-104
- 0.15%
$71.96 - $83.42 $7.48K - $8.68K
71.3K $5.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
-739
- 22.83%
$105.69 - $140.64 $78.1K - $104K
2.5K $330K
VLO
Valero Energy Corp

Energy
-433
- 16.56%
$104.69 - $141.77 $45.3K - $61.4K
2.18K $293K
ADBE
Adobe Inc.

Technology
-137
- 9.37%
$340.0 - $420.68 $46.6K - $57.6K
1.33K $512K
AMD
Advanced Micro Devices Inc

Technology
-1.02K
- 40.1%
$78.21 - $143.81 $80K - $147K
1.53K $216K
CMCSA
Comcast Corp

Communication Services
-687
- 5.91%
$32.84 - $36.72 $22.6K - $25.2K
10.9K $390K
AMP
Ameriprise Financial Inc

Financial Services
-111
- 14.68%
$422.19 - $533.73 $46.9K - $59.2K
645 $344K
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.04K
- 1.62%
N/A
63.2K $1.13M
ISRG
Intuitive Surgical Inc

Healthcare
-146
- 11.66%
$451.58 - $565.94 $65.9K - $82.6K
1.11K $601K
AIG
American International Group, Inc.

Financial Services
-139
- 3.7%
$77.56 - $87.72 $10.8K - $12.2K
3.62K $309K
SCHW
Schwab Charles Corp

Financial Services
-963
- 17.36%
$69.06 - $91.24 $66.5K - $87.9K
4.59K $418K
HBAN
Huntington Bancshares Inc

Financial Services
-1.83K
- 14.91%
$12.49 - $16.76 $22.8K - $30.6K
10.4K $174K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-570
- 5.97%
$35.35 - $42.68 $20.1K - $24.3K
8.98K $382K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.2K
- 1.55%
$25.27 - $27.14 $30.4K - $32.7K
76.5K $2.08M
PANW
Palo Alto Networks Inc

Technology
-1.4K
- 16.71%
$152.44 - $204.64 $213K - $286K
6.96K $1.42M
CSCO
Cisco Systems, Inc.

Technology
-495
- 11.78%
$53.19 - $69.38 $26.3K - $34.3K
3.71K $257K
C
Citigroup Inc

Financial Services
-1.27K
- 16.64%
$58.13 - $85.12 $74K - $108K
6.38K $542K
Super Micro Computer Inc
-6.26K
- 34.83%
N/A
11.7K $0
Talen Energy Corp
-49
- 2.58%
N/A
1.85K $0
Arista Networks Inc
-971
- 10.56%
N/A
8.23K $0
Ge Vernova Inc
-27
- 2.89%
N/A
906 $0
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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