Parkwoods Wealth Partners, LLC New Holdings in Q2 2025

Parkwoods Wealth Partners, LLC

  • $173 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
16.8K
New
N/A
16.8K $522M
NVDA
Nvidia Corp

Technology
3.09K
New
$94.31 - $157.99 $291K - $488K
3.09K $488M
META
Meta Platforms, Inc.

Communication Services
640
New
$484.66 - $738.09 $310K - $472K
640 $473M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9K
New
$47.09 - $48.01 $424K - $432K
9K $432M
IBM
International Business Machines Corp

Technology
1.2K
New
$221.03 - $294.78 $264K - $352K
1.2K $352M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
700
New
$483.48 - $539.8 $338K - $378K
700 $340M
IWB
Ishares Tr Russell 1000 ETF

ETFs
992
New
$272.36 - $339.57 $270K - $337K
992 $337M
WMT
Walmart Inc.

Consumer Defensive
3.37K
New
$81.79 - $99.98 $276K - $337K
3.37K $330M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.43K
New
$58.63 - $59.9 $319K - $325K
5.43K $325M
CVX
Chevron Corp

Energy
2.12K
New
$133.73 - $168.51 $283K - $357K
2.12K $303M
RTX
Raytheon Technologies Corp

Industrials
1.85K
New
$113.75 - $148.48 $210K - $275K
1.85K $270M
INTU
Intuit Inc

Technology
320
New
$544.07 - $787.63 $174K - $252K
320 $252M
BAC
Bank Of America Corp

Financial Services
5.15K
New
$34.39 - $47.46 $177K - $244K
5.15K $244M
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
New
N/A
1.14K $234M
DFAU
Dimensional ETF Tr

ETFs
5.41K
New
$34.04 - $42.36 $184K - $229K
5.41K $229M
GS
Goldman Sachs Group Inc

Financial Services
323
New
$462.22 - $707.75 $149K - $229K
323 $229M
ABT
Abbott Laboratories

Healthcare
1.53K
New
$123.95 - $138.08 $190K - $211K
1.53K $208M
APH
Amphenol Corp

Technology
2.09K
New
$59.09 - $98.75 $123K - $206K
2.09K $206M
PG
Procter & Gamble CO

Consumer Defensive
1.29K
New
$157.66 - $172.39 $204K - $223K
1.29K $206M
GWW
W.W. Grainger, Inc.

Industrials
194
New
$919.93 - $1101.66 $178K - $214K
194 $202M
Activity Summary
Buys All Purchases 61 New Holdings 21 Increased Positions 40 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Parkwoods Wealth Partners, LLC Portfolio

Follow Parkwoods Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkwoods Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parkwoods Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email