Parcion Private Wealth LLC Portfolio Holdings
Parcion Private Wealth LLC
- $1.19 Billion
- Q1 2025
Parcion Private Wealth LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Di with a value of $97.9M, Dimensional ETF Tr Emerging Mk with a value of $76.5M, American Centy ETF Tr Avantis with a value of $53.9M, Ishares Tr with a value of $41.7M, and Invesco Qqq Trust, Series 1 with a value of $41.4M.
Examining the 13F form we can see an decrease of $87.4M in the current position value, from $1.27B to 1.19B.
Parcion Private Wealth LLC is based out at Bellevue, WA
Below you can find more details about Parcion Private Wealth LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 393
- Current Value $1.19 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 71 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks