Parkworth Wealth Management, Inc. New Holdings in Q2 2025

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
4.85K
New
N/A
4.85K $150M
BND
Vanguard Bd Index Fd Inc Total

ETFs
980
New
$72.02 - $73.82 $70.6K - $72.3K
980 $72.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
920
New
$50.39 - $60.05 $46.4K - $55.2K
920 $55.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.85K
New
$24.32 - $29.74 $45K - $55K
1.85K $54.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
615
New
$45.9 - $47.2 $28.2K - $29K
615 $28.9M
JPIE
J P Morgan Exchange Traded Fd
623
New
$45.12 - $46.32 $28.1K - $28.9K
623 $28.9M
NEE
Nextera Energy Inc

Utilities
30
New
$64.11 - $75.0 $1.92K - $2.25K
30 $2.08M
WELL
Welltower Inc.

Real Estate
11
New
$136.49 - $155.22 $1.5K - $1.71K
11 $1.69M
PM
Philip Morris International Inc.

Consumer Defensive
9
New
$149.23 - $184.95 $1.34K - $1.66K
9 $1.64M
EQIX
Equinix Inc

Real Estate
2
New
$740.07 - $914.43 $1.48K - $1.83K
2 $1.59M
SO
Southern CO

Utilities
15
New
$84.91 - $92.56 $1.27K - $1.39K
15 $1.38M
DG
Dollar General Corp

Consumer Defensive
12
New
$86.02 - $114.95 $1.03K - $1.38K
12 $1.37M
AMT
American Tower Corp

Real Estate
6
New
$203.96 - $228.19 $1.22K - $1.37K
6 $1.33M
O
Realty Income Corp

Real Estate
23
New
$52.27 - $58.52 $1.2K - $1.35K
23 $1.33M
AEP
American Electric Power CO Inc

Utilities
12
New
$98.59 - $109.11 $1.18K - $1.31K
12 $1.25M
DLR
Digital Realty Trust, Inc.

Real Estate
7
New
$136.11 - $177.69 $953 - $1.24K
7 $1.22M
MO
Altria Group, Inc.

Consumer Defensive
20
New
$55.56 - $60.91 $1.11K - $1.22K
20 $1.17M
RTX
Raytheon Technologies Corp

Industrials
8
New
$113.75 - $148.48 $910 - $1.19K
8 $1.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
17
New
$63.54 - $68.5 $1.08K - $1.16K
17 $1.15M
CCI
Crown Castle International Corp

Real Estate
11
New
$94.83 - $107.06 $1.04K - $1.18K
11 $1.13M
LHX
L3 Harris Technologies, Inc.

Industrials
4
New
$200.21 - $256.99 $801 - $1.03K
4 $1M
HSY
Hershey CO

Consumer Defensive
6
New
$151.29 - $173.13 $908 - $1.04K
6 $996K
VST
Vistra Corp.

Utilities
5
New
$98.07 - $195.04 $490 - $975
5 $969K
HON
Honeywell International Inc

Industrials
4
New
$182.86 - $232.88 $731 - $932
4 $932K
LMT
Lockheed Martin Corp

Industrials
2
New
$430.82 - $486.45 $862 - $973
2 $926K
CCL
Carnival Corp

Consumer Cyclical
30
New
$16.43 - $28.12 $493 - $844
30 $844K
Coreweave Inc
5
New
N/A
5 $815K
MSTR
Microstrategy Inc

Technology
2
New
$237.95 - $421.61 $476 - $843
2 $808K
HAL
Halliburton CO

Energy
38
New
$19.26 - $25.7 $732 - $977
38 $774K
BIIB
Biogen Inc.

Healthcare
6
New
$113.38 - $135.49 $680 - $813
6 $754K
JCI
Johnson Controls International PLC

Industrials
7
New
$71.14 - $105.62 $498 - $739
7 $739K
SBAC
Sba Communications Corp

Real Estate
3
New
$208.57 - $243.4 $626 - $730
3 $705K
FCX
Freeport Mcmoran Inc

Basic Materials
16
New
$29.15 - $44.46 $466 - $711
16 $694K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
New
$67.22 - $100.51 $471 - $704
7 $693K
Bkv Corp
28
New
N/A
28 $675K
EQT
Eqt Corp

Energy
11
New
$46.11 - $60.44 $507 - $665
11 $642K
MDB
Mongo Db, Inc.

Technology
3
New
$145.85 - $225.38 $438 - $676
3 $630K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
5
New
$49.95 - $128.54 $250 - $643
5 $622K
EPM
Evolution Petroleum Corp

Energy
131
New
$4.07 - $5.19 $533 - $680
131 $616K
KMI
Kinder Morgan, Inc.

Energy
20
New
$25.21 - $29.4 $504 - $588
20 $588K
GD
General Dynamics Corp

Industrials
2
New
$247.68 - $291.66 $495 - $583
2 $583K
ALB
Albemarle Corp

Basic Materials
9
New
$50.76 - $72.25 $457 - $650
9 $564K
Bunge Global Sa
7
New
N/A
7 $562K
Venture Global Inc
36
New
N/A
36 $561K
HUBS
Hubspot Inc

Technology
1
New
$487.07 - $672.24 $487 - $672
1 $557K
OXY
Occidental Petroleum Corp

Energy
13
New
$36.11 - $49.33 $469 - $641
13 $546K
DVN
Devon Energy Corp

Energy
17
New
$26.8 - $37.92 $456 - $645
17 $541K
DTE
Dte Energy CO

Utilities
4
New
$127.39 - $139.49 $510 - $558
4 $530K
Jacobs Solutions Inc
4
New
N/A
4 $526K
Activity Summary
Buys All Purchases 789 New Holdings 179 Increased Positions 610 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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