Parsec Financial Management, Inc. has filed its 13F form on April 06, 2023 for Q1 2023 where it was disclosed a total value porftolio of $2.37 Billion distributed in 295 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $216M, Dimensional ETF Tr with a value of $119M, Apple Inc. with a value of $119M, Microsoft Corp with a value of $98.9M, and Ishares Core S&P 500 ETF with a value of $79.9M.

Examining the 13F form we can see an increase of $127M in the current position value, from $2.24B to 2.37B.

Below you can find more details about Parsec Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.37 Billion
ETFs: $974 Million
Technology: $402 Million
Healthcare: $236 Million
Financial Services: $195 Million
Consumer Cyclical: $138 Million
Industrials: $138 Million
Consumer Defensive: $134 Million
Communication Services: $114 Million
Other: $36.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $2.37 Billion
  • Prior Value $2.24 Billion
  • Filing
  • Period Q1 2023
  • Filing Date April 06, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 13 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
Track This Portfolio

Track Parsec Financial Management, Inc. Portfolio

Follow Parsec Financial Management, Inc. 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 Parsec Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parsec Financial Management, Inc. with notifications on news.