Parisi Gray Wealth Management Portfolio Holdings
Parisi Gray Wealth Management
- $301 Million
- Q3 2024
Parisi Gray Wealth Management has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $38.6M, Invesco Qqq Trust, Series 1 with a value of $21.7M, Vanguard Total Stock Market Et with a value of $17.8M, Nvidia Corp with a value of $15.2M, and Ishares Core S&P 500 ETF with a value of $14.9M.
Examining the 13F form we can see an increase of $23M in the current position value, from $278M to 301M.
Below you can find more details about Parisi Gray Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$301 Million
ETFs: $142 Million
Technology: $58.7 Million
Financial Services: $32.6 Million
Healthcare: $17.9 Million
Consumer Cyclical: $17.8 Million
Communication Services: $15.4 Million
Consumer Defensive: $6.73 Million
Industrials: $6.27 Million
Other: $3.64 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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