Parisi Gray Wealth Management Purchases and Sells in Q1 2025

Parisi Gray Wealth Management

$301 Million
Q1 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	38K + 21.18%	$50.29 - $50.5 $1.91M - $1.92M	217K $10.9M
PLTR	7.06K + 6.26%	$64.98 - $124.62 $459K - $879K	120K $10.1M
BRK-B	1.19K + 11.46%	$442.66 - $534.52 $529K - $638K	11.6K $6.1M
MA	1.05K + 7.04%	$504.67 - $576.31 $529K - $604K	15.9K $8.74M
LLY	689 + 12.15%	$725.72 - $929.72 $500K - $641K	6.36K $5.25M
COST	602 + 10.11%	$890.62 - $1076.86 $536K - $648K	6.55K $6.2M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMC	3.88K New	$208.48 - $244.03 $809K - $947K	3.88K $947K
SNOW	2.8K New	$146.16 - $192.78 $409K - $540K	2.8K $409K
PM	1.68K New	$117.15 - $158.79 $197K - $267K	1.68K $266K
DELL	2.92K New	$90.34 - $124.66 $264K - $364K	2.92K $265K
VWO	5.08K New	$42.5 - $46.71 $216K - $237K	5.08K $230K
TRV	768 New	$232.43 - $265.13 $179K - $204K	768 $203K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-3.81K - 5.19%	$507.05 - $563.67 $1.93M - $2.14M	69.6K $35.6M
QQQ	-3.02K - 6.78%	$468.34 - $539.52 $1.42M - $1.63M	41.6K $19.5M
EFA	-32.1K - 33.62%	$74.85 - $84.89 $2.4M - $2.73M	63.4K $5.23M
EEM	-46.5K - 47.47%	$40.81 - $45.34 $1.9M - $2.11M	51.5K $2.25M
IVV	-705 - 2.73%	$554.06 - $615.85 $391K - $434K	25.1K $14M
SPY	-111 - 1.93%	$551.42 - $612.93 $61.2K - $68K	5.64K $3.15M

Activity Summary All Purchases 79 New Holdings 8 Increased Positions 71 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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