Parisi Gray Wealth Management Purchases in Q4 2024

Parisi Gray Wealth Management

  • $310 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 1.96%
$213.65 - $479.86 $45.1K - $101K
11K $4.44M
USFR
Wisdomtree Floating Rate Treas

ETFs
27.1K
+ 17.81%
$50.23 - $50.46 $1.36M - $1.37M
179K $9.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
224
+ 0.5%
$481.22 - $538.17 $108K - $121K
44.6K $22.8M
MRVL
Marvell Technology, Inc.

Technology
8.18K
+ 196.61%
$70.31 - $124.78 $575K - $1.02M
12.3K $1.36M
AAPL
Apple Inc.

Technology
78
+ 0.15%
$221.69 - $259.02 $17.3K - $20.2K
53.5K $13.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
+ 0.23%
$521.84 - $558.82 $88.7K - $95K
73.4K $39.5M
AVGO
Broadcom Inc.

Technology
483
+ 4.14%
$159.67 - $250.0 $77.1K - $121K
12.2K $2.82M
MA
Mastercard Inc

Financial Services
47
+ 0.32%
$491.3 - $536.15 $23.1K - $25.2K
14.9K $7.84M
GS
Goldman Sachs Group Inc

Financial Services
70
+ 1.47%
$486.1 - $608.57 $34K - $42.6K
4.85K $2.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
165
+ 5.41%
$275.15 - $388.2 $45.4K - $64.1K
3.22K $1.1M
MCK
Mckesson Corp

Healthcare
395
New
$482.27 - $628.5 $190K - $248K
395 $225K
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 0.88%
$873.59 - $994.69 $45.4K - $51.7K
5.95K $5.45M
HON
Honeywell International Inc

Industrials
79
+ 0.79%
$202.84 - $236.0 $16K - $18.6K
10K $2.26M
DFS
Discover Financial Services

Financial Services
1.17K
New
$136.3 - $182.67 $159K - $213K
1.17K $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
539
+ 13.8%
$172.07 - $207.36 $92.7K - $112K
4.44K $877K
AXP
American Express CO

Financial Services
11
+ 0.17%
$267.35 - $305.57 $2.94K - $3.36K
6.37K $1.89M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.58K
+ 8.23%
$20.08 - $20.61 $172K - $177K
113K $2.27M
CRM
Salesforce, Inc.

Technology
146
+ 11.51%
$270.87 - $367.87 $39.5K - $53.7K
1.42K $473K
MKL
Markel Corp

Financial Services
12
+ 2.04%
$1542.01 - $1785.11 $18.5K - $21.4K
601 $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
72
+ 1.27%
$567.81 - $607.81 $40.9K - $43.8K
5.75K $3.37M
OXLC
Oxford Lane Capital Corp.

Financial Services
20K
New
$5.05 - $5.45 $101K - $109K
20K $101K
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 0.72%
$370.24 - $418.94 $8.89K - $10.1K
3.34K $1.34M
XLK
Technology Sector Spdr

ETFs
246
+ 4.94%
$220.26 - $241.44 $54.2K - $59.4K
5.23K $1.22M
BAC
Bank Of America Corp

Financial Services
3
+ 0.01%
$39.22 - $47.77 $118 - $143
20.4K $896K
NOW
Service Now, Inc.

Technology
19
+ 6.15%
$867.18 - $1148.42 $16.5K - $21.8K
328 $347K
PANW
Palo Alto Networks Inc

Technology
2.11K
+ 107.31%
$181.96 - $405.9 $385K - $858K
4.08K $743K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.07%
$246.06 - $292.59 $246 - $293
1.49K $415K
TTD
Trade Desk, Inc.

Technology
99
+ 2.23%
$108.7 - $139.51 $10.8K - $13.8K
4.53K $532K
TRGP
Targa Resources Corp.

Energy
6
+ 0.44%
$150.58 - $207.69 $903 - $1.25K
1.37K $244K
AGNC
Agnc Investment Corp.

Real Estate
9.68K
+ 21.04%
$9.21 - $10.59 $89.1K - $102K
55.7K $512K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.16%
$194.8 - $239.43 $390 - $479
1.27K $284K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
371
+ 0.57%
$61.68 - $67.87 $22.9K - $25.2K
65.8K $4.1M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.35%
$571.78 - $647.97 $1.14K - $1.3K
566 $351K
IWM
Ishares Russell 2000 ETF

ETFs
48
+ 0.11%
$216.13 - $242.4 $10.4K - $11.6K
42.2K $9.32M
CVX
Chevron Corp

Energy
130
+ 5.64%
$141.15 - $162.53 $18.3K - $21.1K
2.44K $352K
ROST
Ross Stores, Inc.

Consumer Cyclical
3
+ 0.04%
$138.59 - $156.61 $416 - $470
6.94K $1.05M
RVT
Royce Value Trust, Inc.

Financial Services
333
+ 2.89%
$15.15 - $16.9 $5.04K - $5.63K
11.9K $187K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.39%
$417.69 - $450.94 $1.25K - $1.35K
773 $328K
Blackrock Inc
687
New
N/A
687 $0
Armour Residential Reit Inc
13
+ 0.08%
N/A
16K $0
Blackrock ETF Trust Ii
4.81K
New
N/A
4.81K $0
Ge Vernova Inc
70
+ 4.69%
N/A
1.56K $0
Arista Networks Inc
3.33K
New
N/A
3.33K $0
Arm Holdings PLC
830
+ 12.69%
N/A
7.37K $0
Lam Research Corp
8.35K
New
N/A
8.35K $0
IBM
International Business Machines Corp

Technology
5
+ 0.06%
$204.9 - $238.04 $1.02K - $1.19K
8.55K $1.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
53
+ 1.0%
$183.23 - $199.79 $9.71K - $10.6K
5.36K $992K
NOC
Northrop Grumman Corp

Industrials
95
+ 8.95%
$466.52 - $543.88 $44.3K - $51.7K
1.16K $542K
XOM
Exxon Mobil Corp

Energy
32
+ 1.36%
$105.51 - $125.37 $3.38K - $4.01K
2.39K $257K
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Parisi Gray Wealth Management Portfolio

Follow Parisi Gray Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parisi Gray Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Parisi Gray Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email