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Parallel Advisors, LLC

13F
Parallel Advisors, LLC
Last update 2025-07-08 3506 Stocks (232 new)
Value $5.00 Bil Turnover 3 %
Countries:
Parallel Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
731,911
454,443.4
+4.57%
9.090
+0.40%
0.070
+15.15%
+7.18%
622,640.3
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2,638,760
356,338.1
+3.06%
7.130
+0.21%
0.510
+15.62%
+6.84%
71,061.1
 
CORT
Corcept Therapeutics Inc
3,871,123
284,140.4
-2.55%
5.680
-0.13%
3.650
-2.85%
+40.68%
7,517.5
Biotechnology
AAPL
Apple Inc
929,883
190,784.1
+0.32%
3.820
+0.01%
0.010
+6.32%
-15.48%
3,153,550.3
Hardware
NVDA
NVIDIA Corp
1,109,237
175,248.3
+1.71%
3.510
+0.06%
0.000
+42.47%
+21.31%
3,972,245.3
Semiconductors
MSFT
Microsoft Corp
296,859
147,660.5
+3.97%
2.950
+0.11%
0.000
+29.18%
+19.92%
3,742,360.2
Software
IEFA
iShares Core MSCI EAFE ETF
1,059,365
88,435.8
+3.54%
1.770
+0.06%
0.060
+16.77%
+21.47%
143,555.3
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
1,578,498
85,965.0
+7.44%
1.720
+0.12%
0.450
+15.57%
+6.91%
19,207.6
 
AMZN
Amazon.com Inc
385,949
84,673.3
+1.48%
1.690
+0.02%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
CVBF
CVB Financial Corp
3,822,248
75,642.3
0%
1.510
0%
2.770
+18.96%
-1.64%
2,870.5
Banks

Parallel Advisors, LLC's Historical Top Holdings Breakdowns

Parallel Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.40%
498.8 ($573.99) 620.9
$627.03
9.24%
Add 4.57%
731,911
32,007
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.21%
108.12 ($124.74) 135.04
$136.62
9.52%
Add 3.06%
2,638,760
78,277
CORT
Corcept Therapeutics Inc
2025-06-30
Reduce
Reduce
-0.13%
62.24 ($73.16) 114.22
$70.89
-3.10%
Reduce -2.55%
3,871,123
-101,293
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-06-30
Add
Add
+0.12%
43.53 ($50.15) 54.46
$54.79
9.25%
Add 7.44%
1,578,498
109,247
SBUX
Starbucks Corp
2025-06-30
Reduce
Reduce
-0.12%
79.69 ($86.84) 99.41
$95.25
9.68%
Reduce -49.42%
55,570
-54,286
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.11%
354.56 ($433.34) 497.45
$503.51
16.19%
Add 3.97%
296,859
11,341
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.11%
456.74 ($525.37) 568.03
$573.61
9.18%
Add 23.57%
48,911
9,329
CMF
iShares California Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.08%
54.52 ($55.53) 56.7
$55.65
0.22%
Reduce -68.64%
27,174
-59,481
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2025-06-30
Add
Add
+0.08%
43.89 ($44.52) 45.45
$44.75
0.52%
Add 7.37%
1,289,076
88,517
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.07%
496.48 ($571.44) 617.85
$624.06
9.21%
Add 15.19%
45,352
5,979

Parallel Advisors, LLC Total Holding History ($B)

To

Parallel Advisors, LLC's Asset Allocation

To

Parallel Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Parallel Advisors, LLC's Hypothetical Growth since 2025-06-30

Parallel Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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