PF

Parkside Financial Bank & Trust

13F
Parkside Financial Bank & Trust
Last update 2025-05-08 2733 Stocks (636 new)
Value $788.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(4.89%)VONG(4.08%)IWF(3.85%)VONV(3.70%)IWD(2.61%)
Summary Stock Picks Current Portfolio
Parkside Financial Bank & Trus... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
173,262
38,486.8
+2.19%
4.890
+0.10%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
346,561
32,157.4
+4.08%
4.080
+0.16%
0.140
+25.05%
+9.00%
27,615.5
 
IWF
iShares Russell 1000 Growth ETF
84,079
30,359.9
-1.87%
3.850
-0.09%
0.030
+25.04%
+8.94%
113,994.5
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
353,047
29,140.5
+3.01%
3.700
+0.11%
0.250
+12.04%
+8.51%
12,230.7
 
IWD
iShares Russell 1000 Value ETF
109,364
20,578.0
-0.58%
2.610
-0.02%
0.030
+12.00%
+8.45%
63,002.5
 
MSFT
Microsoft Corp
51,913
19,487.6
+2.51%
2.470
+0.06%
0.000
+35.37%
+20.48%
3,759,901.0
Software
BSV
Vanguard Short-Term Bond ETF
215,098
16,837.9
+4.25%
2.140
+0.09%
0.050
+1.30%
+3.38%
38,425.6
 
BIV
Vanguard Intermediate-Term Bond ETF
217,120
16,624.8
+5.80%
2.110
+0.12%
0.070
+2.32%
+4.79%
23,145.5
 
ACN
Accenture PLC
48,413
15,106.8
-2.31%
1.920
-0.05%
0.010
-0.24%
-17.53%
178,160.8
Software
EFA
iShares MSCI EAFE ETF
175,464
14,340.7
+6.64%
1.820
+0.11%
0.020
+12.66%
+23.17%
66,015.9
 

Parkside Financial Bank & Trust's Historical Top Holdings Breakdowns

Parkside Financial Bank & Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.81%
●
663000 ($729331) 801950
$723,120.00
-0.85%
Add 266.67%
11
8
ROIV
Roivant Sciences Ltd
2025-03-31
Add
Add
+0.79%
●
10.09 ($10.81) 12.08
$11.39
5.37%
Add 297922.33%
613,926
613,720
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.68%
●
91.45 ($91.59) 91.75
$91.68
0.10%
Add 116556%
58,328
58,278
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.36%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 25.54%
24,641
5,013
TPYP
Tortoise North American Pipeline Fund ETF
Tortoise North American Pipeline Fund ETF
2025-03-31
Add
Add
+0.30%
●
34.32 ($35.63) 37.26
$34.98
-1.82%
Add 44.46%
211,656
65,142
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.30%
●
77.7 ($78.41) 78.94
$79.29
1.12%
Add 215.36%
44,150
30,150
AMJB
JPMorgan Chase & Co. ZC SP ETN REDEEM 28/01/2044 USD 1
JPMorgan Chase & Co. ZC SP ETN REDEEM 28/01/2044 USD 1
2025-03-31
Reduce
Reduce
-0.27%
●
29.96 ($32.05) 33.27
$30.26
-5.59%
Reduce -39.54%
105,703
-69,123
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Reduce
Reduce
-0.27%
●
78.97 ($83.11) 85.82
$90.74
9.18%
Reduce -93.03%
1,929
-25,761
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.24%
●
100.34 ($100.51) 100.68
$100.63
0.12%
Reduce -47.6%
19,966
-18,140
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.19%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Add 36.81%
10,154
2,732

Parkside Financial Bank & Trust Total Holding History ($B)

To

Parkside Financial Bank & Trust's Asset Allocation

To

Parkside Financial Bank & Trust Past Portfolios

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

Top Ranked Articles

  • 1

Parkside Financial Bank & Trust's Hypothetical Growth since 2025-03-31

Parkside Financial Bank & Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Parkside Financial Bank & Trust's Holdings Heat Map

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Parkside Financial Bank & Trust's Holdings Bubble Chart

Parkside Financial Bank & Trust News

  • 1

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