HoldingsChannel.com
Parisi Gray Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 77,709 +3,773 $18,267
     VOO77,709+3,773$18,267
ISHARES TR CORE U S AGGREGATE BD ETF (AGG) 95,544 -1,833 $11,023
     AGG95,544-1,833$11,023
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 83,815 -2,389 $10,805
     VTI83,815-2,389$10,805
ISHARES TR CORE S&P 500 ETF (IVV) 31,418 -265 $8,118
     IVV31,418-265$8,118
INVESCO QQQ TR UNIT SER 1 38,434 +659 $7,327
     QQQ38,434+659$7,327
ISHARES TR CORE S&P MID CAP ETF (IJH) 39,219 -1,295 $5,621
     IJH39,219-1,295$5,621
APPLE INC COM 14,644 +243 $3,724
     AAPL14,644+243$3,724
MASTERCARD INC CL A COM 15,189 -28 $3,669
     MA15,189-28$3,669
MICROSOFT CORP COM 22,516 +291 $3,551
     MSFT22,516+291$3,551
ISHARES TR RUSSELL 2000 ETF (IWM) 29,061 -420 $3,313
     IWM29,061-420$3,313
JP MORGAN CHASE & CO COM 27,231 +917 $2,429
     JPM27,231+917$2,429
ISHARES TR MSCI EMERGING MKTS INDEX FD (EEM) 64,712 -5,437 $2,209
     EEM64,712-5,437$2,209
HOME DEPOT INC COM 11,276 +208 $2,105
     HD11,276+208$2,105
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,089
     BRK.B9,939+257$1,817
     BRK.A1UNCH$272
ALPHABET INC CL A 1,683 +14 $1,956
     GOOGL1,683+14$1,956
EATON VANCE TAX ADVANTAGED GLOBAL DIVID OPPORTUNITIES FD COM 101,957 +251 $1,810
     ETO101,957+251$1,810
AMAZON COM INC 925 +22 $1,803
     AMZN925+22$1,803
PIMCO DYNAMIC INCOME FD SHS 83,317 -858 $1,702
     PDI83,317-858$1,702
DANAHER CORP COM 12,171 +2,555 $1,679
     DHR12,171+2,555$1,679
JOHNSON & JOHNSON COM 12,009 -44 $1,549
     JNJ12,009-44$1,549
SPDR S&P 500 ETF TR TR UNIT (SPY) 5,960 -9 $1,536
     SPY5,960-9$1,536
UNITEDHEALTH GROUP INC COM 6,128 +117 $1,528
     UNH6,128+117$1,528
FACEBOOK INC CL A 9,131 -123 $1,523
     FB9,131-123$1,523
COSTCO WHOLESALE CORP NEW COM 4,732 +876 $1,349
     COST4,732+876$1,349
ISHARES TR CORE MSCI EAFE ETF (IEFA) 24,775 -6,279 $1,236
     IEFA24,775-6,279$1,236
NIKE INC CL B 13,870 +348 $1,138
     NKE13,870+348$1,138
ALPHABET INC CAP STK CL C 954 -28 $1,109
     GOOG954-28$1,109
HONEYWELL INTL INC COM 8,272 +74 $1,096
     HON8,272+74$1,096
LOWES COS INC COM 12,621 UNCH $1,086
     LOW12,621UNCH$1,086
AMGEN INC COM 5,314 -20 $1,077
     AMGN5,314-20$1,077
INTERNATIONAL BUSINESS MACHS CORP COM 9,512 +86 $1,055
     IBM9,512+86$1,055
CISCO SYSTEMS INC 25,711 -792 $1,011
     CSCO25,711-792$1,011
BANK OF AMERICA CORPORATION COM 48,140 +633 $1,001
     BAC48,140+633$1,001
BRISTOL MYERS SQUIBB CO COM      $983
     BMY17,100+3,775$942
     Equity10,842UNCH$41
INVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ETF (RSP) 11,441 -817 $961
     RSP11,441-817$961
DISNEY WALT CO DISNEY COM 9,832 -275 $950
     DIS9,832-275$950
COMCAST CORP CL A 26,890 -298 $924
     CMCSA26,890-298$924
MARKEL CORP COM 945 +51 $877
     MKL945+51$877
ECOLAB INC COM 5,549 +509 $862
     ECL5,549+509$862
BOEING CO COM 5,684 +424 $825
     BA5,684+424$825
ORACLE CORP COM 17,013 -710 $822
     ORCL17,013-710$822
QUALCOMM INC 11,276 +90 $763
     QCOM11,276+90$763
CHEVRON CORP NEW COM 10,232 -60 $741
     CVX10,232-60$741
ILLINOIS TOOL WORKS INC COM 5,193 +3,167 $738
     ITW5,193+3,167$738
EATON VANCE TAX ADVANTAGED GLOBAL DIVID INCOME FD COM 61,664 -8,776 $737
     ETG61,664-8,776$737
ISHARES TR MSCI EAFE ETF (EFA) 13,615 -666 $728
     EFA13,615-666$728
ISHARES TR RUSSELL 1000 ETF (IWB) 4,948 +1,611 $700
     IWB4,948+1,611$700
ISHARES TR RUSSELL 1000 GROWTH ETF (IWF) 4,574 -4 $689
     IWF4,574-4$689
ROSS STORES INC STATE OF INC CHGD FM CALF TO DELAWARE 7,627 UNCH $663
     ROST7,627UNCH$663
US BANCORP DEL COM 18,744 +685 $646
     USB18,744+685$646

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 03/31/2020: $141,227
At 12/31/2019: $176,762

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

Parisi Gray Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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