Parkside Investments, LLC Reduced Holdings in Q3 2024

Parkside Investments, LLC

  • $650 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-69.1K
- 33.23%
$90.85 - $96.66 $6.28M - $6.68M
139K $13.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-93K
- 25.05%
$50.25 - $50.74 $4.67M - $4.72M
278K $14.1M
KRE
Spdr S&P Regional Banking ETF

ETFs
-80.8K
- 41.65%
$47.94 - $59.23 $3.88M - $4.79M
113K $6.41M
DVN
Devon Energy Corp

Energy
-32.4K
- 15.85%
$37.87 - $48.65 $1.23M - $1.58M
172K $6.73M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-377K
- 85.21%
$6.71 - $8.78 $2.53M - $3.31M
65.5K $540K
MUB
Ishares National Muni Bond ETF

ETFs
-24.6K
- 16.41%
$106.13 - $108.7 $2.61M - $2.67M
125K $13.6M
GOOG
Alphabet Inc.

Communication Services
-1.31K
- 1.56%
$149.54 - $192.66 $195K - $252K
82.2K $13.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.05K
- 30.56%
$517.38 - $573.86 $1.06M - $1.18M
4.66K $2.67M
UNH
Unitedhealth Group Inc

Healthcare
-2K
- 58.84%
$488.01 - $604.18 $976K - $1.21M
1.4K $817K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-13.1K
- 38.12%
$47.01 - $48.2 $615K - $630K
21.2K $1.02M
PANW
Palo Alto Networks Inc

Technology
-1.2K
- 44.44%
$294.18 - $368.01 $353K - $442K
1.5K $512K
CVX
Chevron Corp

Energy
-1.68K
- 17.32%
$137.88 - $161.97 $231K - $271K
8K $1.18M
FANG
Diamondback Energy, Inc.

Energy
-1K
- 33.33%
$168.46 - $210.94 $168K - $211K
2K $344K
EQT
Eqt Corp

Energy
-5K
- 50.0%
$30.21 - $37.21 $151K - $186K
5K $183K
COST
Costco Wholesale Corp

Consumer Defensive
-135
- 30.13%
$801.83 - $917.05 $108K - $124K
313 $277K
GLW
Corning Inc

Technology
-25.4K
- 14.82%
$37.76 - $46.2 $959K - $1.17M
146K $6.59M
JPM
Jpmorgan Chase & CO

Financial Services
-406
- 13.79%
$194.9 - $224.8 $79.1K - $91.3K
2.54K $534K
NVDA
Nvidia Corp

Technology
-200
- 1.65%
$98.91 - $134.91 $19.8K - $27K
11.9K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.05K
- 13.59%
$105.53 - $118.34 $110K - $124K
6.65K $778K
APTV
Aptiv PLC

Consumer Cyclical
-2.78K
- 2.74%
$65.39 - $74.24 $181K - $206K
98.6K $7.1M
AUB
Atlantic Union Bankshares Corp

Financial Services
-1.95K
- 24.49%
$32.43 - $41.89 $63.2K - $81.6K
6.01K $226K
XLU
Utilities Sector Spdr

ETFs
-5K
- 16.67%
$67.67 - $80.78 $338K - $404K
25K $2.02M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-15.5K
- 33.55%
$2.88 - $5.17 $44.6K - $80.1K
30.7K $143K
ISRG
Intuitive Surgical Inc

Healthcare
-100
- 11.11%
$416.14 - $494.01 $41.6K - $49.4K
800 $393K
Brookfield Corp Cl A LTD Vt Sh
-5.37K
- 2.54%
N/A
206K $0
Cava Group Inc
-3K
- 37.5%
N/A
5K $0
AXP
American Express CO

Financial Services
-500
- 14.29%
$225.92 - $271.17 $113K - $136K
3K $813K
IAU
Ishares Gold Trust

ETFs
-27.6K
- 10.91%
$44.06 - $50.5 $1.21M - $1.39M
225K $11.2M
CF
Cf Industries Holdings, Inc.

Basic Materials
-9.53K
- 10.15%
$69.38 - $85.8 $661K - $818K
84.4K $7.24M
WMT
Walmart Inc.

Consumer Defensive
-16.7K
- 11.53%
$66.91 - $81.4 $1.12M - $1.36M
128K $10.4M
NEE
Nextera Energy Inc

Utilities
-12.3K
- 10.35%
$69.9 - $84.97 $861K - $1.05M
107K $9.02M
SOFI
So Fi Technologies, Inc.

Financial Services
-39.4K
- 4.98%
$6.32 - $8.19 $249K - $323K
752K $5.91M
UNP
Union Pacific Corp

Industrials
-490
- 1.03%
$221.78 - $256.09 $109K - $125K
47.3K $11.6M
Activity Summary
Buys All Purchases 49 New Holdings 11 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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