Parkside Advisors LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $68.6M, Ishares Russell 2000 ETF with a value of $33.4M, Ishares Barclays with a value of $30.5M, Ishares Tr Msci Eafe ETF with a value of $28.9M, and Ishares Core U.S. Aggregate Bo with a value of $26.5M.

Examining the 13F form we can see an decrease of $9.44M in the current position value, from $424M to 415M.

Below you can find more details about Parkside Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $415 Million
ETFs: $389 Million
Technology: $13.5 Million
Consumer Defensive: $2.78 Million
Communication Services: $2.66 Million
Financial Services: $1.94 Million
Healthcare: $1.67 Million
Industrials: $878,000
Consumer Cyclical: $864,000
Other: $204,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $415 Million
  • Prior Value $424 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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