Parisi Gray Wealth Management Purchases in Q1 2025

Parisi Gray Wealth Management

  • $301 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RVT
Royce Value Trust, Inc.

Financial Services
244
+ 2.06%
$14.07 - $16.68 $3.43K - $4.07K
12.1K $172K
CAT
Caterpillar Inc

Industrials
21
+ 2.77%
$326.75 - $407.63 $6.86K - $8.56K
778 $256K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.15K
+ 6.31%
$57.21 - $65.8 $238K - $273K
70K $4.07M
MRK
Merck & Co., Inc.

Healthcare
147
+ 3.19%
$83.01 - $101.02 $12.2K - $14.8K
4.76K $427K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.24%
$192.6 - $233.2 $578 - $700
1.27K $250K
PEG
Public Service Enterprise Group Inc

Utilities
37
+ 0.21%
$78.2 - $90.39 $2.89K - $3.34K
18K $1.48M
BAC
Bank Of America Corp

Financial Services
51
+ 0.25%
$39.61 - $47.74 $2.02K - $2.43K
20.4K $853K
ECC
Eagle Point Credit CO Inc.

Financial Services
2.56K
+ 3.34%
$7.7 - $9.14 $19.7K - $23.4K
79.1K $636K
MAR
Marriott International Inc

Consumer Cyclical
42
+ 2.82%
$237.01 - $304.45 $9.95K - $12.8K
1.53K $364K
NOW
Service Now, Inc.

Technology
29
+ 8.84%
$783.83 - $1170.39 $22.7K - $33.9K
357 $284K
HON
Honeywell International Inc

Industrials
215
+ 2.14%
$202.75 - $226.52 $43.6K - $48.7K
10.2K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
2.57K
+ 12.58%
$190.26 - $242.06 $489K - $623K
23K $4.38M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.02%
$222.66 - $268.42 $445 - $537
10.4K $2.42M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.06%
$123.3 - $154.95 $493 - $620
6.95K $887K
AXP
American Express CO

Financial Services
3
+ 0.05%
$255.39 - $325.87 $766 - $978
6.37K $1.71M
TTD
Trade Desk, Inc.

Technology
318
+ 7.01%
$53.59 - $126.58 $17K - $40.3K
4.85K $265K
MRVL
Marvell Technology, Inc.

Technology
5.38K
+ 43.62%
$61.57 - $126.06 $331K - $679K
17.7K $1.09M
ORCL
Oracle Corp

Technology
212
+ 1.69%
$139.81 - $186.47 $29.6K - $39.5K
12.7K $1.78M
AVGO
Broadcom Inc.

Technology
2.63K
+ 21.62%
$167.43 - $244.7 $440K - $643K
14.8K $2.47M
DHR
Danaher Corp

Healthcare
19
+ 0.12%
$201.62 - $250.59 $3.83K - $4.76K
15.8K $3.23M
IWM
Ishares Russell 2000 ETF

ETFs
2.24K
+ 5.3%
$198.1 - $229.79 $443K - $514K
44.4K $8.91M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.02%
$156.06 - $207.71 $468 - $623
15.5K $2.42M
MSFT
Microsoft Corp

Technology
1.42K
+ 5.81%
$375.39 - $447.2 $533K - $635K
25.9K $9.71M
GOOGL
Alphabet Inc.

Communication Services
3.06K
+ 8.73%
$154.33 - $206.19 $472K - $631K
38.1K $5.88M
VTI
Vanguard Total Stock Market Et

ETFs
490
+ 0.78%
$271.18 - $303.12 $133K - $149K
63.3K $17.3M
AAPL
Apple Inc.

Technology
1.82K
+ 3.39%
$209.68 - $247.1 $381K - $449K
55.4K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 15.72%
$222.15 - $428.22 $384K - $740K
12.7K $3.3M
NVDA
Nvidia Corp

Technology
4.15K
+ 3.36%
$106.98 - $149.43 $444K - $620K
128K $13.9M
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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