HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
73,475 | -6,677 | $35,319 |
| VOO | 73,475 | -6,677 | $35,319 |
| WISDOMTREE TR |
400,353 | +81,319 | $20,134 |
| USFR | 400,353 | +81,319 | $20,134 |
| INVESCO QQQ TR |
44,148 | -3,492 | $19,602 |
| QQQ | 44,148 | -3,492 | $19,602 |
| VANGUARD INDEX FDS (VTI) |
61,858 | -3,060 | $16,077 |
| VTI | 61,858 | -3,060 | $16,077 |
| ISHARES TR (IVV) |
25,880 | -1,752 | $13,606 |
| IVV | 25,880 | -1,752 | $13,606 |
| NVIDIA CORPORATION |
12,474 | +131 | $11,271 |
| NVDA | 12,474 | +131 | $11,271 |
| MICROSOFT CORP |
24,794 | +167 | $10,431 |
| MSFT | 24,794 | +167 | $10,431 |
| APPLE INC |
54,346 | -162 | $9,319 |
| AAPL | 54,346 | -162 | $9,319 |
| MASTERCARD INCORPORATED |
15,111 | +78 | $7,277 |
| MA | 15,111 | +78 | $7,277 |
| ALPHABET INC |
35,625 | +46 | $5,377 |
| GOOGL | 35,625 | +46 | $5,377 |
| JPMORGAN CHASE & CO |
26,437 | +508 | $5,295 |
| JPM | 26,437 | +508 | $5,295 |
 BERKSHIRE HATHAWAY INC DEL |
$4,967 | ||
| BRK.B | 10,304 | +30 | $4,333 |
| BRK.A | 1 | UNCH | $634 |
| HOME DEPOT INC |
11,933 | +131 | $4,577 |
| HD | 11,933 | +131 | $4,577 |
| ELI LILLY & CO |
5,498 | +75 | $4,277 |
| LLY | 5,498 | +75 | $4,277 |
| META PLATFORMS INC |
8,804 | +30 | $4,275 |
| META | 8,804 | +30 | $4,275 |
| COSTCO WHSL CORP NEW |
5,761 | +85 | $4,220 |
| COST | 5,761 | +85 | $4,220 |
| ISHARES TR (IJH) |
63,969 | +50,044 | $3,886 |
| IJH | 63,969 | +50,044 | $3,886 |
| DANAHER CORPORATION |
15,324 | +1,173 | $3,827 |
| DHR | 15,324 | +1,173 | $3,827 |
| AMAZON COM INC |
20,173 | +203 | $3,639 |
| AMZN | 20,173 | +203 | $3,639 |
| ISHARES TR (EFA) |
42,676 | -18,818 | $3,408 |
| EFA | 42,676 | -18,818 | $3,408 |
| UNITEDHEALTH GROUP INC |
6,684 | +93 | $3,307 |
| UNH | 6,684 | +93 | $3,307 |
| SPDR S&P 500 ETF TR (SPY) |
5,997 | +91 | $3,137 |
| SPY | 5,997 | +91 | $3,137 |
| LOWES COS INC |
10,541 | +2 | $2,685 |
| LOW | 10,541 | +2 | $2,685 |
| ALPHABET INC |
16,160 | -124 | $2,461 |
| GOOG | 16,160 | -124 | $2,461 |
| PALANTIR TECHNOLOGIES INC |
98,835 | +12,082 | $2,274 |
| PLTR | 98,835 | +12,082 | $2,274 |
| JOHNSON & JOHNSON |
13,172 | -123 | $2,084 |
| JNJ | 13,172 | -123 | $2,084 |
| QUALCOMM INC |
11,986 | -1,184 | $2,029 |
| QCOM | 11,986 | -1,184 | $2,029 |
| GOLDMAN SACHS GROUP INC |
4,768 | +169 | $1,992 |
| GS | 4,768 | +169 | $1,992 |
| HONEYWELL INTL INC |
9,692 | +133 | $1,989 |
| HON | 9,692 | +133 | $1,989 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
10,472 | +68 | $1,774 |
| RSP | 10,472 | +68 | $1,774 |
| TESLA INC |
10,065 | +239 | $1,769 |
| TSLA | 10,065 | +239 | $1,769 |
| ILLINOIS TOOL WKS INC |
6,372 | +108 | $1,710 |
| ITW | 6,372 | +108 | $1,710 |
| INTERNATIONAL BUSINESS MACHS |
8,636 | +6 | $1,649 |
| IBM | 8,636 | +6 | $1,649 |
| ORACLE CORP |
12,946 | +5 | $1,626 |
| ORCL | 12,946 | +5 | $1,626 |
| ISHARES TR (IWB) |
5,155 | -78 | $1,485 |
| IWB | 5,155 | -78 | $1,485 |
| AMERICAN EXPRESS CO |
6,305 | +4 | $1,436 |
| AXP | 6,305 | +4 | $1,436 |
| PIMCO DYNAMIC INCOME FD |
69,000 | UNCH | $1,331 |
| PDI | 69,000 | UNCH | $1,331 |
| COMCAST CORP NEW |
29,547 | -367 | $1,281 |
| CMCSA | 29,547 | -367 | $1,281 |
| CISCO SYS INC |
25,639 | -238 | $1,280 |
| CSCO | 25,639 | -238 | $1,280 |
| ISHARES TR (EEM) |
29,733 | -3,434 | $1,221 |
| EEM | 29,733 | -3,434 | $1,221 |
| NIKE INC |
12,832 | -436 | $1,206 |
| NKE | 12,832 | -436 | $1,206 |
| PUBLIC SVC ENTERPRISE GRP IN |
17,943 | UNCH | $1,198 |
| PEG | 17,943 | UNCH | $1,198 |
| BOOKING HOLDINGS INC |
328 | UNCH | $1,190 |
| BKNG | 328 | UNCH | $1,190 |
| AMGEN INC |
4,108 | -7 | $1,168 |
| AMGN | 4,108 | -7 | $1,168 |
| ISHARES TR (IEFA) |
15,617 | -1,428 | $1,159 |
| IEFA | 15,617 | -1,428 | $1,159 |
| ISHARES TR (IWF) |
3,240 | -94 | $1,092 |
| IWF | 3,240 | -94 | $1,092 |
| VISA INC |
3,914 | +175 | $1,092 |
| V | 3,914 | +175 | $1,092 |
| BROADCOM INC |
823 | +91 | $1,091 |
| AVGO | 823 | +91 | $1,091 |
| ROSS STORES INC |
7,399 | UNCH | $1,086 |
| ROST | 7,399 | UNCH | $1,086 |
| SELECT SECTOR SPDR TR (XLK) |
5,025 | -5,604 | $1,047 |
| XLK | 5,025 | -5,604 | $1,047 |
See Full List: All Stocks Held By Parisi Gray Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Parisi Gray Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $266,604 At 12/31/2023: $246,806 Parisi Gray Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Parisi Gray Wealth Management 13F filings. Link to 13F filings: SEC filings |
