Parkworth Wealth Management, Inc. Purchases in Q1 2025

Parkworth Wealth Management, Inc.

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 61.54%
$222.15 - $428.22 $16K - $30.8K
189 $49M
DFSB
Dimensional ETF Tr Dimensional
5
+ 0.2%
N/A
2.51K $129M
SHEL
Shell PLC

Energy
1
+ 0.75%
$62.84 - $73.29 $62.8 - $73.3
135 $9.9M
IQ
I Qiyi, Inc.

Communication Services
650
New
$1.83 - $2.54 $1.19K - $1.65K
650 $1.47M
UBER
Uber Technologies, Inc

Technology
16
+ 200.0%
$63.17 - $81.49 $1.01K - $1.3K
24 $1.75M
Manager Directed Portfolios
110
+ 1.23%
N/A
9.08K $92.1M
JNJ
Johnson & Johnson

Healthcare
2
+ 5.88%
$142.06 - $167.7 $284 - $335
36 $5.91M
Ginkgo Bioworks Holdings Inc
175
New
N/A
175 $998K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.79%
$134.72 - $159.03 $135 - $159
127 $18.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 26.83%
$58.01 - $64.46 $638 - $709
52 $3.28M
ABT
Abbott Laboratories

Healthcare
4
+ 36.36%
$111.1 - $140.22 $444 - $561
15 $1.99M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15
New
$47.25 - $67.02 $709 - $1.01K
15 $714K
T
At&T Inc.

Communication Services
6
+ 6.59%
$21.56 - $28.28 $129 - $170
97 $2.74M
PSA
Public Storage

Real Estate
2
+ 0.89%
$288.99 - $313.98 $578 - $628
227 $67.9M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 12.5%
$89.14 - $117.41 $178 - $235
18 $2.02M
PPL
Ppl Corp

Utilities
12
New
$31.68 - $36.11 $380 - $433
12 $433K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 50.0%
$334.89 - $384.77 $335 - $385
3 $1.11M
CVS
Cvs Health Corp

Healthcare
4
+ 80.0%
$44.22 - $68.64 $177 - $275
9 $610K
WBD
Warner Bros. Discovery, Inc.

Communication Services
33
+ 3300.0%
$9.47 - $11.46 $313 - $378
34 $365K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 20.0%
$53.9 - $63.11 $216 - $252
24 $1.46M
NEM
Newmont Corp

Basic Materials
4
+ 36.36%
$37.79 - $48.39 $151 - $194
15 $724K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 100.0%
$233.07 - $290.7 $233 - $291
2 $540K
LNG
Cheniere Energy, Inc.

Energy
1
+ 25.0%
$209.32 - $253.66 $209 - $254
5 $1.16M
CAG
Conagra Brands Inc.

Consumer Defensive
11
New
$23.9 - $27.67 $263 - $304
11 $293K
HUM
Humana Inc

Healthcare
1
New
$249.11 - $303.11 $249 - $303
1 $265K
Ge Healthcare Technologies I
1
+ 1.64%
N/A
62 $5.02M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 33.33%
$123.25 - $162.53 $123 - $163
4 $629K
MET
Metlife Inc

Financial Services
3
+ 33.33%
$77.7 - $87.0 $233 - $261
12 $963K
RL
Ralph Lauren Corp

Consumer Cyclical
1
+ 100.0%
$215.68 - $286.74 $216 - $287
2 $441K
C
Citigroup Inc

Financial Services
3
+ 4.48%
$67.23 - $84.63 $202 - $254
70 $4.95M
RF
Regions Financial Corp

Financial Services
10
+ 111.11%
$20.84 - $24.77 $208 - $248
19 $413K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 20.0%
$61.61 - $70.93 $123 - $142
12 $813K
CMS
Cms Energy Corp

Utilities
2
+ 40.0%
$64.99 - $75.11 $130 - $150
7 $526K
Kenvue Inc
8
New
N/A
8 $192K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1
+ 33.33%
$88.0 - $115.5 $88 - $116
4 $456K
BAX
Baxter International Inc

Healthcare
5
+ 166.67%
$29.26 - $36.57 $146 - $183
8 $274K
GWRE
Guidewire Software, Inc.

Technology
1
New
$166.74 - $218.22 $167 - $218
1 $187K
OKTA
Okta, Inc.

Technology
1
+ 33.33%
$78.83 - $116.72 $78.8 - $117
4 $421K
COF
Capital One Financial Corp

Financial Services
1
+ 20.0%
$163.87 - $209.82 $164 - $210
6 $1.08M
Tko Group Holdings Inc
1
+ 100.0%
N/A
2 $306K
CNP
Centerpoint Energy Inc

Utilities
3
+ 25.0%
$30.87 - $36.25 $92.6 - $109
15 $543K
NPO
Enpro Industries, Inc

Industrials
1
New
$161.21 - $207.46 $161 - $207
1 $162K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2
+ 100.0%
$47.74 - $65.16 $95.5 - $130
4 $255K
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 10.0%
$75.42 - $88.95 $75.4 - $89
11 $923K
FHN
First Horizon Corp

Financial Services
8
New
$17.7 - $22.43 $142 - $179
8 $155K
HOOD
Robinhood Markets, Inc.

Technology
2
+ 12.5%
$35.63 - $65.28 $71.3 - $131
18 $749K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2
+ 100.0%
$61.25 - $72.83 $123 - $146
4 $283K
SNOW
Snowflake Inc.

Technology
1
+ 100.0%
$146.16 - $192.78 $146 - $193
2 $292K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 2.22%
$30.38 - $34.94 $30.4 - $34.9
46 $1.57M
Activity Summary
Buys All Purchases 243 New Holdings 41 Increased Positions 202 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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