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
IBRX
Immunity Bio, Inc.

Healthcare
4
+ 133.33%
$2.32 - $3.9 $9.28 - $15.6
7 $21K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
0
New
$68.07 - $78.99 $0 - $0
0 $18K
RLI
Rli Corp

Financial Services
1
+ 100.0%
$71.75 - $163.21 $71.8 - $163
2 $161K
VTRS
Viatris Inc

Healthcare
8
+ 38.1%
$8.68 - $12.42 $69.4 - $99.4
29 $253K
SOFI
So Fi Technologies, Inc.

Financial Services
7
+ 25.93%
$11.18 - $18.03 $78.3 - $126
34 $395K
DAL
Delta Air Lines, Inc.

Industrials
5
+ 31.25%
$43.6 - $69.06 $218 - $345
21 $916K
VRT
Vertiv Holdings CO

Industrials
2
+ 40.0%
N/A
7 $505K
SQ
Block, Inc.

Technology
2
+ 33.33%
$54.04 - $92.95 $108 - $186
8 $435K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.64%
$156.61 - $168.02 $470 - $504
472 $75.8M
APP
App Lovin Corp

Technology
1
+ 16.67%
$238.08 - $510.13 $238 - $510
7 $1.86M
UAL
United Airlines Holdings, Inc.

Industrials
1
+ 8.33%
$69.05 - $110.52 $69.1 - $111
13 $898K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.85%
$84.5 - $105.05 $84.5 - $105
119 $10.4M
AAL
American Airlines Group Inc.

Industrials
7
+ 8.43%
N/A
90 $950K
Dimensional ETF Trust
20
+ 0.6%
N/A
3.36K $166M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19
+ 6.91%
$27.01 - $28.54 $513 - $542
294 $8.26M
GPS
Gap Inc

Consumer Cyclical
3
+ 0.62%
N/A
486 $10M
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.96%
$183.02 - $207.75 $366 - $416
210 $39.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.46%
$408.78 - $448.82 $1.23K - $1.35K
651 $273M
ORCL
Oracle Corp

Technology
1
+ 1.0%
$139.81 - $186.47 $140 - $186
101 $14.1M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.6%
$198.1 - $229.79 $198 - $230
168 $33.5M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.41%
$122.59 - $135.24 $736 - $811
1.46K $184M
DFSU
Dimensional ETF Tr Dimen Us Su
4
+ 0.18%
N/A
2.2K $78.7M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.8%
$83.01 - $101.02 $415 - $505
633 $56.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.26%
$82.81 - $92.93 $414 - $465
1.89K $161M
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.4%
$149.27 - $169.4 $299 - $339
496 $74.9M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7
+ 0.27%
$38.41 - $44.06 $269 - $308
2.59K $101M
AVSU
American Centy ETF Tr Avantis

ETFs
7
+ 0.33%
$61.4 - $69.08 $430 - $484
2.15K $134M
AMZN
Amazon Com Inc

Consumer Cyclical
6
+ 1.77%
$190.26 - $242.06 $1.14K - $1.45K
345 $65.7M
SHOP
Shopify Inc.

Technology
1K
+ 13.95%
$90.59 - $129.31 $90.6K - $129K
8.17K $752M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.27%
$302.31 - $337.54 $605 - $675
741 $227M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.77%
$154.33 - $206.19 $463 - $619
391 $60.5M
MSFT
Microsoft Corp

Technology
10
+ 2.56%
$375.39 - $447.2 $3.75K - $4.47K
401 $150M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.18%
$96.93 - $109.51 $388 - $438
2.19K $214M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.3%
$551.42 - $612.93 $1.1K - $1.23K
664 $371M
VFVA
Vanguard Wellington Fd U S Val

ETFs
85
+ 1.0%
$111.86 - $124.32 $9.51K - $10.6K
8.57K $977M
VB
Vanguard Small Cap ETF

ETFs
12
+ 0.55%
$217.89 - $252.64 $2.61K - $3.03K
2.2K $489M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.11%
$468.34 - $539.52 $468 - $540
931 $437M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6
+ 0.13%
$126.86 - $146.45 $761 - $879
4.74K $603M
DFSV
Dimensional ETF Tr Dimensional

ETFs
127
+ 0.31%
$27.56 - $32.1 $3.5K - $4.08K
41.2K $1.16B
NVDA
Nvidia Corp

Technology
21
+ 0.24%
$106.98 - $149.43 $2.25K - $3.14K
8.78K $923M
DFAT
Dimensional ETF Tr U S Target

ETFs
168
+ 0.21%
$50.44 - $58.1 $8.47K - $9.76K
81.9K $4.22B
AVUV
American Centy ETF Tr Avantis

ETFs
161
+ 0.34%
$84.95 - $100.62 $13.7K - $16.2K
47.4K $4.13B
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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