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Parisi Gray Wealth Management13F | |
| Parisi Gray Wealth Management | |
| Last update 2025-07-09 | 121 Stocks (14 new) |
| Value $349.00 Mil | Turnover 3 % |
Parisi Gray Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 68,845 | 39,106.0 | -1.05% | 11.210 | -0.12% | 0.010 | +22.73% | +7.97% | 662,014.0 | ||
QQQ | INVESCO QQQ Trust | 41,498 | 22,892.2 | -0.25% | 6.560 | -0.02% | 0.010 | +30.41% | +10.65% | 359,636.5 | ||
NVDA | NVIDIA Corp | 127,824 | 20,195.0 | -0.01% | 5.790 | 0% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
VTI | Vanguard Total Stock Market ETF | 64,036 | 19,462.3 | +1.19% | 5.580 | +0.07% | 0.000 | +22.87% | +7.47% | 477,154.9 | ||
PLTR | Palantir Technologies Inc | 119,492 | 16,289.1 | -0.23% | 4.670 | -0.01% | 0.010 | +67.17% | +100.70% | 358,211.1 | Software | |
IVV | iShares Core S&P 500 ETF | 24,692 | 15,331.1 | -1.58% | 4.390 | -0.07% | 0.000 | +22.72% | +7.98% | 635,585.3 | ||
MSFT | Microsoft Corp | 25,963 | 12,914.1 | +0.35% | 3.700 | +0.01% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
AAPL | Apple Inc | 55,323 | 11,350.7 | -0.05% | 3.250 | 0% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 200,410 | 10,082.6 | -7.83% | 2.890 | -0.28% | 0.050 | +1.13% | +2.40% | 18,640.6 | ||
MA | Mastercard Inc | 15,962 | 8,969.6 | +0.11% | 2.570 | 0% | 0.000 | +9.05% | +5.80% | 503,667.8 | Credit Services |
Parisi Gray Wealth Management's Historical Top Holdings Breakdowns
Parisi Gray Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 2025-06-30 | Reduce Reduce | -1.16% | 174.82 ($201.21) 215.79 | $221.43 | 10.05% | Reduce -40.1% | 26,614 | -17,817 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.76% | 51.16 ($58.7) 62.02 | $63.04 | 7.39% | Add 61.32% | 112,894 | 42,912 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-06-30 | Reduce Reduce | -0.28% | 50.29 ($50.37) 50.47 | $50.45 | 0.16% | Reduce -7.83% | 200,410 | -17,035 | |
ZS | Zscaler Inc | 2025-06-30 | New Buy New Buy | +0.23% | 174.67 ($248.49) 315.32 | $288.43 | 16.07% | New holding | 2,552 | 2,552 | |
NOC | Northrop Grumman Corp | 2025-06-30 | Sold Out Sold Out | -0.21% | 456.3 ($491.89) 540.39 | $515.29 | 4.76% | Sold Out | 0 | -1,258 | |
DHR | Danaher Corp | 2025-06-30 | Reduce Reduce | -0.20% | 174.64 ($194.1) 205.16 | $188.07 | -3.11% | Reduce -19.06% | 12,763 | -3,005 | |
HIMU | iShares High Yield Muni Active ETF | 2025-06-30 | New Buy New Buy | +0.16% | 46.34 ($48.25) 49.79 | $47.09 | -2.40% | New holding | 11,227 | 11,227 | |
QCOM | Qualcomm Inc | 2025-06-30 | Add Add | +0.13% | 124.66 ($147.32) 159.48 | $158.97 | 7.91% | Add 24.19% | 15,022 | 2,926 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | New Buy New Buy | +0.13% | 273.71 ($302.58) 316.29 | $313.13 | 3.49% | New holding | 1,537 | 1,537 | |
BA | Boeing Co | 2025-06-30 | Add Add | +0.12% | 136.59 ($188.59) 217.51 | $229.32 | 21.60% | Add 97.26% | 3,965 | 1,955 |
Parisi Gray Wealth Management Total Holding History ($B)
Parisi Gray Wealth Management's Asset Allocation
Parisi Gray Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Parisi Gray Wealth Management's Hypothetical Growth since 2025-06-30
Parisi Gray Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Parisi Gray Wealth Management's Holdings Heat Map
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Parisi Gray Wealth Management's Holdings Bubble Chart
Parisi Gray Wealth Management News
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