Parkside Advisors LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $391 Million distributed in 80 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 $68.4M, Ishares Russell 2000 ETF with a value of $31.8M, Ishares Barclays with a value of $27.4M, Ishares Tr Msci Eafe ETF with a value of $25.4M, and Ishares Core U.S. Aggregate Bo with a value of $24M.

Examining the 13F form we can see an increase of $2.67M in the current position value, from $389M to 391M.

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

Portfolio value $391 Million
ETFs: $368 Million
Technology: $11.4 Million
Communication Services: $2.69 Million
Consumer Defensive: $2.41 Million
Financial Services: $1.97 Million
Healthcare: $1.37 Million
Consumer Cyclical: $895,000
Industrials: $708,000
Other: $205,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $391 Million
  • Prior Value $389 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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