Parisi Gray Wealth Management Reduced Holdings in Q3 2025

Parisi Gray Wealth Management

  • $375 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-3.66K
- 65.58%
$237.77 - $353.61 $870K - $1.29M
1.92K $662K
CMCSA
Comcast Corp

Communication Services
-9.42K
- 36.57%
$31.41 - $36.33 $296K - $342K
16.3K $513K
QCOM
Qualcomm Inc

Technology
-2.66K
- 17.73%
$145.84 - $173.55 $388K - $462K
12.4K $2.06M
MRVL
Marvell Technology, Inc.

Technology
-5.27K
- 23.42%
$62.31 - $84.07 $328K - $443K
17.2K $1.45M
ECC
Eagle Point Credit CO Inc.

Financial Services
-11.8K
- 14.7%
$6.23 - $7.8 $73.3K - $91.8K
68.3K $451K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.31%
$5364.25 - $5815.92 $5.36K - $5.82K
325 $1.75M
DHR
Danaher Corp

Healthcare
-673
- 5.27%
$181.46 - $212.2 $122K - $143K
12.1K $2.4M
DIS
Walt Disney CO

Communication Services
-178
- 3.5%
$112.25 - $124.0 $20K - $22.1K
4.9K $561K
KO
Coca Cola CO

Consumer Defensive
-311
- 5.43%
$65.67 - $71.67 $20.4K - $22.3K
5.42K $359K
PM
Philip Morris International Inc.

Consumer Defensive
-44
- 2.63%
$157.77 - $183.27 $6.94K - $8.06K
1.63K $263K
RACE
Ferrari N.V.

Consumer Cyclical
-51
- 3.89%
$436.24 - $517.65 $22.2K - $26.4K
1.26K $610K
MAR
Marriott International Inc

Consumer Cyclical
-34
- 2.28%
$255.35 - $282.87 $8.68K - $9.62K
1.46K $379K
USFR
Wisdomtree Floating Rate Treas

ETFs
-142
- 0.07%
$50.23 - $50.48 $7.13K - $7.17K
200K $10.1M
XOM
Exxon Mobil Corp

Energy
-215
- 8.68%
$105.83 - $117.22 $22.8K - $25.2K
2.26K $255K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-742
- 1.46%
$14.8 - $15.15 $11K - $11.2K
50.2K $752K
MRK
Merck & Co., Inc.

Healthcare
-330
- 7.35%
$77.6 - $87.37 $25.6K - $28.8K
4.16K $349K
PANW
Palo Alto Networks Inc

Technology
-8
- 0.18%
$167.06 - $208.19 $1.34K - $1.67K
4.5K $916K
Blackrock ETF Trust Ii
-2.37K
- 21.15%
N/A
8.85K $0
COP
Conocophillips

Energy
-89
- 3.91%
$91.0 - $98.99 $8.1K - $8.81K
2.19K $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-185
- 4.22%
$49.43 - $54.52 $9.14K - $10.1K
4.2K $227K
MCK
Mckesson Corp

Healthcare
-5
- 1.26%
$659.01 - $772.54 $3.3K - $3.86K
392 $302K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-370
- 3.53%
$181.56 - $190.33 $67.2K - $70.4K
10.1K $1.92M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-304
- 6.05%
$339.37 - $366.46 $103K - $111K
4.72K $1.73M
IWD
Ishares Russell 1000 Val ETF

ETFs
-133
- 2.35%
$192.76 - $203.86 $25.6K - $27.1K
5.53K $1.13M
VLO
Valero Energy Corp

Energy
-82
- 3.84%
$131.77 - $175.63 $10.8K - $14.4K
2.05K $349K
CAT
Caterpillar Inc

Industrials
-11
- 1.41%
$390.92 - $477.15 $4.3K - $5.25K
767 $365K
AXP
American Express CO

Financial Services
-3
- 0.05%
$294.27 - $342.31 $883 - $1.03K
6.37K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-235
- 4.24%
$617.65 - $666.84 $145K - $157K
5.31K $3.54M
XLK
Technology Sector Spdr

ETFs
-39
- 0.79%
$250.97 - $282.66 $9.79K - $11K
4.92K $1.39M
ROST
Ross Stores, Inc.

Consumer Cyclical
-174
- 2.51%
$127.59 - $152.81 $22.2K - $26.6K
6.75K $1.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.42%
$420.11 - $472.68 $5.88K - $6.62K
3.36K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 0.15%
$459.11 - $506.91 $8.26K - $9.12K
11.6K $5.83M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-574
- 0.91%
$87.29 - $93.61 $50.1K - $53.7K
62.4K $5.83M
JNJ
Johnson & Johnson

Healthcare
-502
- 5.61%
$155.17 - $185.42 $77.9K - $93.1K
8.45K $1.57M
IWM
Ishares Russell 2000 ETF

ETFs
-249
- 0.94%
$214.92 - $244.84 $53.5K - $61K
26.4K $6.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-395
- 1.6%
$620.67 - $670.08 $245K - $265K
24.3K $16.3M
VTI
Vanguard Total Stock Market Et

ETFs
-224
- 0.35%
$303.93 - $329.86 $68.1K - $73.9K
63.8K $20.9M
AAPL
Apple Inc.

Technology
-522
- 0.94%
$202.38 - $256.87 $106K - $134K
54.8K $14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-155
- 0.23%
$567.77 - $614.76 $88K - $95.3K
68.7K $42.1M
NVDA
Nvidia Corp

Technology
-770
- 0.6%
$153.3 - $186.58 $118K - $144K
127K $23.7M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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