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Parallel Advisors

Latest statistics and disclosures from Parallel Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IVV, AAPL, NVDA, CORT, and represent 25.26% of Parallel Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP (+$53M), AGG (+$22M), JMBS (+$15M), IVV (+$8.3M), IJH (+$6.8M), WMT (+$5.3M), AAPL, MSFT, META, AMZN.
Started 179 new stock positions in Simplify Exchange Traded Fun, METC, MORT, SPQ, CDXS, Adverum Biotechnologies, SYM, SPHR, GEO, DFNM.
Reduced shares in these 10 stocks: ITOT (-$46M), SHV (-$33M), Effector Therapeutics (-$23M), EMXC, NVDA, SCHD, CPNG, BOND, IDV, TLH.
Sold out of its positions in AMC, AMN, AMRK, AHCO, SYRE, Adverum Biotechnologies, ASLE, Aeva Technologies, ALLO, MDRX.
Parallel Advisors was a net buyer of stock by $82M.
Parallel Advisors has $3.7B in assets under management (AUM), dropping by 9.48%.
Central Index Key (CIK): 0001690010

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Positions held by Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Parallel Advisors

Parallel Advisors holds 3302 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Parallel Advisors has 3302 total positions. Only the first 250 positions are shown.

Sign up to view all of the Parallel Advisors March 31, 2024 positions
Download the Parallel Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	9.5	$350M	-11%	3.0M	115.30	View chart
Ishares S&p 500 Index Etf (IVV)	6.9	$256M	+3%	487k	525.73	View chart
Apple Stock (AAPL)	3.6	$134M	+2%	780k	171.48	View chart
Nvidia Corp Stock (NVDA)	2.6	$97M		107k	903.56	View chart
Corcept Therapeutics Stock (CORT)	2.6	$96M		3.8M	25.19	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.4	$88M		538k	164.35	View chart
Microsoft Stock (MSFT)	2.0	$72M	+5%	171k	420.72	View chart
Amazon.com Stock (AMZN)	1.7	$61M	+3%	341k	180.38	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	1.6	$60M	+849%	353k	169.37	View chart
Ishares Aggregate Bond Etf Etf (AGG)	1.6	$60M	+57%	608k	97.94	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.5	$55M	+2%	741k	74.22	View chart
Vanguard Large Cap Etf (VV)	1.5	$55M		227k	239.76	View chart
Cvb Finl Corp Stock (CVBF)	1.4	$53M		2.9M	17.84	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$45M		294k	152.26	View chart
Google Stock (GOOGL)	1.1	$41M	+4%	270k	150.93	View chart
Vanguard Total Stk Mkt Etf (VTI)	1.1	$41M		157k	259.90	View chart
Vanguard Small Cap Etf Etf (VB)	1.1	$41M		178k	228.59	View chart
Costco Wholesale Corp Stock (COST)	0.9	$34M		46k	732.64	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$32M		76k	420.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$28M	+7%	58k	485.58	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$25M	+2%	126k	200.30	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$23M		465k	50.17	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$21M	+4%	46k	444.01	View chart
Uber Technologies Stock (UBER)	0.6	$20M	+2%	265k	76.99	View chart
Abbvie Stock (ABBV)	0.5	$20M		111k	182.10	View chart
Mastercard Stock (MA)	0.5	$20M		42k	481.57	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.5	$20M		58k	346.61	View chart
Visa Stock (V)	0.5	$20M	+4%	71k	279.08	View chart
Salesforce Stock (CRM)	0.5	$20M		66k	301.18	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$19M	-7%	237k	80.63	View chart
Ishares Global Tech Etf Etf (IXN)	0.5	$19M		255k	74.81	View chart
Eli Lilly & Co Stock (LLY)	0.5	$19M	+2%	24k	777.96	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$18M	+5%	31k	581.21	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$18M	+2%	226k	80.51	View chart
Vanguard Value Etf Etf (VTV)	0.5	$18M		111k	162.86	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$18M	-4%	34k	523.06	View chart
Chevron Corp Stock (CVX)	0.5	$18M		113k	157.74	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$18M	-2%	342k	51.60	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.5	$18M	-4%	273k	64.15	View chart
Unitedhealth Group Stock (UNH)	0.5	$18M		35k	494.70	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.5	$18M	-17%	303k	57.57	View chart
Adobe Sys Stock (ADBE)	0.5	$17M	-4%	34k	504.60	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.5	$17M	-5%	609k	28.04	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$17M		213k	79.86	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.4	$15M	NEW	339k	45.10	View chart
Vanguard Mid Cap Etf (VO)	0.4	$15M	-3%	60k	249.86	View chart
Intuit Stock (INTU)	0.4	$15M		23k	650.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$15M	+2%	31k	480.70	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$14M	-4%	626k	23.01	View chart
Intuitive Surgical Stock (ISRG)	0.4	$14M		36k	399.09	View chart
Abbott Labs Stock (ABT)	0.4	$14M	+2%	120k	113.66	View chart
Tjx Cos Stock (TJX)	0.4	$13M	+3%	128k	101.42	View chart
Netflix Stock (NFLX)	0.3	$13M	+8%	21k	607.33	View chart
Disney Walt Stock (DIS)	0.3	$13M		105k	122.36	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.3	$13M		165k	77.31	View chart
Verizon Communications Stock (VZ)	0.3	$13M		304k	41.96	View chart
Johnson & Johnson Stock (JNJ)	0.3	$13M	+16%	80k	158.19	View chart
Donaldson Stock (DCI)	0.3	$12M		164k	74.68	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.3	$12M		157k	77.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$12M	+14%	67k	182.61	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$12M	-4%	283k	41.77	View chart
Booking Holdings Stock (BKNG)	0.3	$11M		3.1k	3627.39	View chart
Home Depot Stock (HD)	0.3	$11M	+2%	28k	383.59	View chart
Ishares Tr Lehman Short Trea Bd Etf (SHV)	0.3	$10M	-76%	94k	110.54	View chart
Ecolab Stock (ECL)	0.3	$10M		45k	230.90	View chart
Sherwin Williams Stock (SHW)	0.3	$10M		29k	347.34	View chart
Energy Select Sector Spdr Etf (XLE)	0.3	$10M	-7%	107k	94.41	View chart
Blackrock Stock (BLK)	0.3	$10M	-2%	12k	833.69	View chart
Honeywell Intl Stock (HON)	0.3	$9.9M	-8%	49k	205.25	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$9.6M	+7%	190k	50.56	View chart
Realty Income Corp Reit (O)	0.3	$9.6M		177k	54.10	View chart
Ready Capital Corp Reit (RC)	0.3	$9.2M	-2%	1.0M	9.13	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$9.2M	+2%	49k	186.81	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$9.2M	-2%	110k	83.58	View chart
Procter And Gamble Stock (PG)	0.2	$9.0M	+3%	56k	162.25	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$8.9M		116k	76.81	View chart
Roper Industries Stock (ROP)	0.2	$8.9M	+2%	16k	560.84	View chart
Nike Inc Class B Stock (NKE)	0.2	$8.8M	-2%	94k	93.98	View chart
Avago Technologies Stock (AVGO)	0.2	$8.8M	+26%	6.6k	1325.41	View chart
Spdr Gold Etf Etf (GLD)	0.2	$8.6M	-3%	42k	205.72	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$8.6M	-14%	486k	17.79	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.2	$8.5M	+408%	139k	60.74	View chart
Illinois Tool Wks Stock (ITW)	0.2	$8.4M		32k	268.33	View chart
Colgate Palmolive Stock (CL)	0.2	$8.1M	+6%	90k	90.05	View chart
Tesla Motors Stock (TSLA)	0.2	$8.1M	-3%	46k	175.79	View chart
Nextera Energy Stock (NEE)	0.2	$8.0M	+12%	125k	63.91	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.2	$8.0M		92k	86.48	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$7.8M		41k	191.88	View chart
Walmart Stock (WMT)	0.2	$7.7M	+215%	129k	60.17	View chart
Merck & Co Stock (MRK)	0.2	$7.7M	+9%	59k	131.95	View chart
Pepsico Stock (PEP)	0.2	$7.7M		44k	175.01	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$7.6M	+3%	69k	110.52	View chart
Oracle Corporation Stock (ORCL)	0.2	$7.6M	+5%	60k	125.61	View chart
Ishares Edge Msci Usa Value Factor Etf Etf (VLUE)	0.2	$7.5M	+2%	70k	108.31	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$7.2M	-4%	62k	116.24	View chart
Vanguard Information Technology Etf (VGT)	0.2	$7.1M	-5%	14k	524.34	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$7.0M		117k	60.30	View chart
Palo Alto Networks Stock (PANW)	0.2	$7.0M	-2%	25k	284.13	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$7.0M		39k	179.11	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$6.9M	+18%	84k	81.53	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$6.7M		62k	107.41	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.2	$6.6M	+20%	51k	128.40	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$6.5M	-5%	19k	337.06	View chart
Xylem Stock (XYL)	0.2	$6.5M		50k	129.24	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.2	$6.5M	+2%	59k	110.13	View chart
Vanguard High Dividend Yield Etf (VYM)	0.2	$6.2M		51k	120.99	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.2	$6.2M	-4%	36k	169.21	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$6.1M	+11%	63k	95.56	View chart
Monster Beverage Corp Stock (MNST)	0.2	$5.9M		100k	59.28	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$5.8M	-2%	142k	41.08	View chart
Cisco Sys Stock (CSCO)	0.2	$5.7M		114k	49.91	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$5.7M	-3%	145k	39.02	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$5.4M	-11%	58k	93.19	View chart
Stryker Corp Stock (SYK)	0.1	$5.4M		15k	357.87	View chart
Ishares Tr S&p Calif Mun Bd Etf (CMF)	0.1	$5.3M		92k	57.54	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$5.2M	-2%	72k	72.63	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$5.2M		16k	320.58	View chart
Intl Business Machines Stock (IBM)	0.1	$5.1M	+8%	27k	190.96	View chart
Morgan Stanley Stock (MS)	0.1	$5.0M		53k	94.16	View chart
Coca Cola Stock (KO)	0.1	$5.0M	+6%	82k	61.18	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.9M		18k	271.76	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$4.9M	+9%	43k	114.96	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	0.1	$4.7M		159k	29.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.6M	+19%	22k	210.30	View chart
Paypal Hldgs Stock (PYPL)	0.1	$4.6M	+23%	68k	66.99	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$4.5M		72k	62.06	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.5M	+6%	41k	110.50	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$4.4M	+7%	43k	102.76	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$4.4M		69k	64.37	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.1	$4.3M	+4%	71k	61.05	View chart
Fedex Corp Stock (FDX)	0.1	$4.3M	-17%	15k	289.74	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.3M	+6%	62k	70.00	View chart
Hormel Foods Corp Stock (HRL)	0.1	$4.3M	+5%	123k	34.89	View chart
American Tower Corp Reit (AMT)	0.1	$4.3M	+7%	22k	197.59	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.1	$4.2M		29k	148.49	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$4.2M		167k	25.25	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$4.2M	-3%	130k	32.23	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$4.2M	+4%	105k	39.66	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$4.2M	+27%	69k	60.42	View chart
Quanta Services Stock (PWR)	0.1	$4.1M	+9%	16k	259.80	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$4.1M	+18%	30k	136.05	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$4.0M	+4%	45k	89.67	View chart
Vanguard Energy Etf (VDE)	0.1	$4.0M	+12%	31k	131.70	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.0M	+7%	14k	281.94	View chart
Toro Stock (TTC)	0.1	$4.0M	+3%	43k	91.63	View chart
Spdr Biotech Etf Etf (XBI)	0.1	$3.9M		41k	94.89	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$3.9M	-4%	98k	39.89	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$3.9M	-18%	47k	81.78	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$3.9M	+11%	153k	25.28	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.8M	+10%	21k	180.49	View chart
Bank America Corp Stock (BAC)	0.1	$3.8M		101k	37.92	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$3.8M	+20%	6.00	634440.00	View chart
Payoneer Global Stock (PAYO)	0.1	$3.8M	-5%	776k	4.86	View chart
Intel Corp Stock (INTC)	0.1	$3.8M	+7%	85k	44.17	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$3.7M		86k	43.35	View chart
Texas Instrs Stock (TXN)	0.1	$3.7M	+9%	21k	174.21	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$3.6M	-9%	22k	164.96	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.1	$3.6M	-12%	62k	57.86	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$3.6M	-2%	27k	135.06	View chart
Synopsys Stock (SNPS)	0.1	$3.6M	+18%	6.3k	571.53	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$3.6M	+64%	46k	76.67	View chart
Service Now Stock (NOW)	0.1	$3.5M	+3%	4.6k	762.32	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.5M	+2%	97k	35.84	View chart
Conocophillips Stock (COP)	0.1	$3.4M	+6%	27k	127.28	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$3.4M	-21%	32k	105.03	View chart
Vail Resorts Stock (MTN)	0.1	$3.4M		15k	222.83	View chart
Gilead Sciences Stock (GILD)	0.1	$3.4M	+5%	46k	73.25	View chart
Emerson Elec Stock (EMR)	0.1	$3.3M		30k	113.42	View chart
Rtx Corporation Stock (RTX)	0.1	$3.3M	+5%	34k	97.53	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$3.3M		197k	16.63	View chart
Danaher Corp Stock (DHR)	0.1	$3.3M	+15%	13k	249.72	View chart
Applied Matls Stock (AMAT)	0.1	$3.2M	+2%	16k	206.23	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$3.2M		9.3k	344.20	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.2M	-14%	44k	72.34	View chart
Markel Corp Holding Stock (MKL)	0.1	$3.2M	+11%	2.1k	1521.23	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$3.2M	+64%	133k	23.80	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$3.1M	+64%	131k	23.85	View chart
Analog Devices Stock (ADI)	0.1	$3.1M		16k	197.78	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$3.1M	+56%	125k	24.91	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$3.1M	+3%	60k	51.28	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.1M	+7%	34k	91.39	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$3.0M		16k	186.87	View chart
Caterpillar Stock (CAT)	0.1	$3.0M	+24%	8.2k	366.44	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$2.9M	+4%	104k	28.23	View chart
United Parcel Service Stock (UPS)	0.1	$2.9M		20k	148.63	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$2.9M	-2%	69k	42.01	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.9M		34k	84.44	View chart
Ge Aerospace Stock (GE)	0.1	$2.9M	+26%	17k	175.53	View chart
Blackstone Group Stock (BX)	0.1	$2.9M	+5%	22k	131.37	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$2.8M	+27%	125k	22.77	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$2.8M	+65%	124k	22.82	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$2.8M	+70%	112k	24.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.7M	+35%	26k	107.60	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$2.7M	-32%	30k	91.86	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$2.7M		11k	247.41	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.6M	+9%	40k	65.87	View chart
Diamondback Energy Stock (FANG)	0.1	$2.6M	+20%	13k	198.17	View chart
Amgen Stock (AMGN)	0.1	$2.6M	+2%	9.1k	284.31	View chart
Linde Stock (LIN)	0.1	$2.6M	+8%	5.6k	464.31	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$2.6M	+74%	126k	20.49	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$2.6M	+74%	120k	21.40	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$2.5M		12k	208.27	View chart
Pfizer Stock (PFE)	0.1	$2.5M	+41%	91k	27.75	View chart
Inari Med Stock (NARI)	0.1	$2.5M		53k	47.98	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.5M	-16%	53k	47.02	View chart
American Express Stock (AXP)	0.1	$2.5M		11k	227.68	View chart
Qualcomm Stock (QCOM)	0.1	$2.5M	+10%	15k	169.30	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.1	$2.4M	+83%	97k	24.81	View chart
Cadence Design System Stock (CDNS)	0.1	$2.4M	+27%	7.6k	311.28	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$2.3M	+15%	5.5k	418.02	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$2.3M	+77%	90k	25.48	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$2.3M		9.6k	238.32	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$2.3M	+13%	2.3k	970.57	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.1	$2.3M	+62%	91k	25.05	View chart
At&t Stock (T)	0.1	$2.3M	+8%	129k	17.60	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.3M		12k	187.36	View chart
Eaton Corp Stock (ETN)	0.1	$2.2M	+14%	7.1k	312.69	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.2M	+8%	5.3k	417.71	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.1	$2.2M	+63%	15k	148.44	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$2.2M		48k	45.41	View chart
Iqvia Hldgs Stock (IQV)	0.1	$2.2M		8.6k	252.88	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$2.2M	-6%	38k	56.59	View chart
S&p Global Stock (SPGI)	0.1	$2.1M	+9%	5.0k	425.44	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$2.1M	-17%	39k	54.81	View chart
Canadian Pac Railway Stock (CP)	0.1	$2.1M		24k	88.17	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.1M		9.3k	224.99	View chart
Cummins Stock (CMI)	0.1	$2.1M	-7%	7.1k	294.64	View chart
Lowes Cos Stock (LOW)	0.1	$2.0M	+3%	8.0k	254.74	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$2.0M	-3%	33k	61.15	View chart
Target Corp Stock (TGT)	0.1	$2.0M	-9%	11k	177.21	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.1	$2.0M		35k	56.68	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.0M		7.9k	249.75	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.9M	-2%	4.3k	454.89	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$1.9M	-3%	6.7k	288.02	View chart
Micron Technology Stock (MU)	0.1	$1.9M	+45%	16k	117.89	View chart
Arista Networks Stock (ANET)	0.1	$1.9M	+46%	6.6k	290.00	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$1.9M	+6%	53k	36.19	View chart
Phillips 66 Stock (PSX)	0.1	$1.9M		12k	163.35	View chart
Altria Group Stock (MO)	0.1	$1.9M	+23%	43k	43.62	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$1.9M	-2%	32k	58.65	View chart
Uipath Inc Cl A Stock (PATH)	0.1	$1.9M	-2%	83k	22.67	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$1.9M	-9%	15k	123.18	View chart
Elevance Health Stock (ELV)	0.1	$1.9M	+17%	3.6k	518.47	View chart
Wells Fargo Stock (WFC)	0.1	$1.9M	+6%	32k	57.96	View chart
Corteva Stock (CTVA)	0.1	$1.8M		32k	57.67	View chart
Moodys Corp Stock (MCO)	0.0	$1.8M	-2%	4.7k	393.04	View chart
Travelers Companies Stock (TRV)	0.0	$1.8M	+5%	8.0k	230.13	View chart
Waste Management Stock (WM)	0.0	$1.8M	+17%	8.6k	213.15	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.8M	+30%	20k	92.42	View chart
Medtronic Stock (MDT)	0.0	$1.8M	+8%	21k	87.15	View chart

Past Filings by Parallel Advisors

SEC 13F filings are viewable for Parallel Advisors going back to 2016

Parallel Advisors 2024 Q1 filed May 6, 2024
Parallel Advisors 2023 Q4 filed Feb. 12, 2024
Parallel Advisors 2023 Q3 filed Nov. 14, 2023
Parallel Advisors 2023 Q2 filed Aug. 4, 2023
Parallel Advisors 2023 Q1 filed April 25, 2023
Parallel Advisors 2022 Q4 filed Feb. 6, 2023
Parallel Advisors 2022 Q3 filed Nov. 10, 2022
Parallel Advisors 2022 Q2 filed Aug. 1, 2022
Parallel Advisors 2022 Q1 filed April 28, 2022
Parallel Advisors 2021 Q4 filed Jan. 20, 2022
Parallel Advisors 2021 Q3 restated filed Nov. 2, 2021
Parallel Advisors 2021 Q3 filed Oct. 22, 2021
Parallel Advisors 2021 Q2 filed Aug. 6, 2021
Parallel Advisors 2021 Q1 filed April 23, 2021
Parallel Advisors 2020 Q4 filed Feb. 2, 2021
Parallel Advisors 2020 Q3 filed Oct. 27, 2020

View all past filings

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