Parsec Financial Management, Inc. Incresed Positions in Q1 2023

Parsec Financial Management, Inc.

  • $2.37 Billion
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
455K
+ 12.31%
$26.87 - $29.65 $12.2M - $13.5M
4.15M $119M
VEA
Vanguard Ftse Developed Market

ETFs
66.5K
+ 1.41%
$42.2 - $46.17 $2.81M - $3.07M
4.79M $216M
IVV
Ishares Core S&P 500 ETF

ETFs
6.48K
+ 3.45%
$381.13 - $418.66 $2.47M - $2.71M
194K $79.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.1K
+ 6.38%
$74.05 - $97.96 $1.19M - $1.58M
269K $25M
GOOG
Alphabet Inc.

Communication Services
4.54K
+ 1.41%
$86.77 - $108.8 $394K - $494K
327K $34M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
36.6K
+ 4.04%
$33.21 - $39.33 $1.21M - $1.44M
943K $35.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
37.6K
+ 6.22%
$88.82 - $106.56 $3.34M - $4.01M
642K $60.1M
AVGO
Broadcom Inc.

Technology
123
+ 0.22%
$553.48 - $643.71 $68.1K - $79.2K
57.2K $36.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
26K
+ 5.92%
$57.25 - $63.89 $1.49M - $1.66M
465K $29.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
77.3K
+ 10.58%
$49.51 - $50.8 $3.83M - $3.92M
807K $40.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.1K
+ 3.76%
$38.45 - $43.18 $1.54M - $1.73M
1.11M $44.7M
SWKS
Skyworks Solutions, Inc.

Technology
10.9K
+ 17.09%
$90.5 - $122.97 $985K - $1.34M
74.6K $8.8M
ALGN
Align Technology Inc

Healthcare
5.44K
+ 66.45%
$212.28 - $359.88 $1.16M - $1.96M
13.6K $4.56M
FDX
Fedex Corp

Industrials
2.89K
+ 8.74%
$177.29 - $228.49 $513K - $661K
36K $8.22M
AMZN
Amazon Com Inc

Consumer Cyclical
5.54K
+ 5.95%
$83.12 - $112.91 $461K - $626K
98.7K $10.2M
ABT
Abbott Laboratories

Healthcare
29.6K
+ 35.12%
$96.86 - $114.01 $2.87M - $3.38M
114K $11.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
11.8K
+ 16.06%
$114.11 - $143.56 $1.35M - $1.7M
85.4K $10.4M
STM
St Microelectronics N.V.

Technology
3.16K
+ 3.32%
$35.36 - $53.49 $112K - $169K
98.3K $5.26M
TFC
Truist Financial Corp

Financial Services
72.9K
+ 101.51%
$30.56 - $50.39 $2.23M - $3.67M
145K $4.93M
HUBB
Hubbell Inc

Industrials
6.62K
+ 50.45%
$223.55 - $253.46 $1.48M - $1.68M
19.7K $4.8M
FTNT
Fortinet, Inc.

Technology
6.85K
+ 10.55%
$47.45 - $66.46 $325K - $455K
71.8K $4.77M
IEFA
Ishares Tr

ETFs
6.43K
+ 2.92%
$62.17 - $67.7 $400K - $435K
227K $15.2M
ASML
Asml Holding Nv

Technology
701
+ 9.45%
$549.57 - $696.55 $385K - $488K
8.12K $5.53M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 8.5%
$136.57 - $153.91 $1.52M - $1.71M
142K $21.1M
LOW
Lowes Companies Inc

Consumer Cyclical
4.64K
+ 1.54%
$189.46 - $221.56 $879K - $1.03M
305K $61M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
760
+ 0.45%
$66.27 - $72.39 $50.4K - $55K
170K $12.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
21
+ 0.21%
$680.49 - $826.97 $14.3K - $17.4K
9.93K $8.16M
ADBE
Adobe Inc.

Technology
107
+ 0.67%
$320.54 - $392.23 $34.3K - $42K
16.1K $6.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.45K
+ 9.58%
$84.05 - $92.64 $458K - $505K
62.4K $5.64M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.76K
+ 14.1%
$95.39 - $109.35 $645K - $739K
54.7K $5.71M
DUK
Duke Energy Corp

Utilities
9.35K
+ 45.75%
$91.55 - $105.65 $856K - $987K
29.8K $2.87M
NVDA
Nvidia Corp

Technology
243
+ 4.59%
$142.65 - $277.77 $34.7K - $67.5K
5.54K $1.54M
PM
Philip Morris International Inc.

Consumer Defensive
6.92K
+ 68.93%
$90.27 - $105.39 $625K - $729K
17K $1.65M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
126
+ 0.56%
$283.23 - $323.1 $35.7K - $40.7K
22.6K $7.12M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
13.4K
+ 8.57%
$32.27 - $37.51 $432K - $502K
170K $5.76M
JEF
Jefferies Financial Group Inc.

Financial Services
25.9K
+ 29.69%
$29.42 - $40.47 $761K - $1.05M
113K $3.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.89K
+ 2.3%
$77.23 - $81.35 $223K - $235K
129K $10.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.75K
+ 3.9%
$92.27 - $107.68 $346K - $404K
100K $9.67M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.53K
+ 3.47%
$72.56 - $86.96 $184K - $220K
75.3K $5.72M
CRM
Salesforce, Inc.

Technology
509
+ 11.18%
$134.8 - $199.78 $68.6K - $102K
5.06K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
1.52K
+ 5.18%
$170.25 - $198.32 $259K - $302K
30.9K $5.52M
HSY
Hershey CO

Consumer Defensive
1.33K
+ 76.92%
$214.52 - $254.41 $286K - $339K
3.07K $780K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.86K
+ 5.23%
$29.58 - $33.94 $173K - $199K
118K $3.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 127.12%
$63.84 - $70.37 $299K - $329K
8.36K $582K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.04K
+ 6.27%
$293.51 - $320.37 $306K - $334K
17.7K $5.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.18K
+ 39.64%
$208.78 - $230.55 $245K - $271K
4.14K $932K
QCOM
Qualcomm Inc

Technology
442
+ 3.14%
$107.2 - $138.46 $47.4K - $61.2K
14.5K $1.85M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.1K
+ 2.86%
$60.51 - $63.64 $127K - $134K
75.4K $4.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.11K
+ 4.17%
$66.27 - $75.04 $139K - $158K
52.6K $3.68M
Activity Summary
Buys All Purchases 101 New Holdings 13 Increased Positions 88 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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