Parallel Advisors, LLC Top Holdings and 13F Report (2025)

About Parallel Advisors, LLC

Investment Activity

Parallel Advisors, LLC has $4.45 billion in total holdings as of December 31, 2024.
Parallel Advisors, LLC owns shares of 3,525 different stocks, but just 145 companies or ETFs make up 80% of its holdings.
Approximately 5.41% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Parallel Advisors, LLC has purchased 3,408 new stocks and bought additional shares in 1,537 stocks.
Parallel Advisors, LLC sold shares of 982 stocks and completely divested from 185 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $401,677,730
iShares Core S&P Total U.S. Stock Market ETF: $330,684,695
Apple: $213,876,292
Corcept Therapeutics: $192,975,156
NVIDIA: $143,408,205

Largest New Holdings this Quarter

SPDR S&P500 ETF FEB 21 25 $510 (100 SHS): $9,201,456 Holding
SPDR S&P500 ETF JAN 17 25 $515 (100 SHS): $8,556,768 Holding
PIMCO Ultra Short Government Active ETF: $6,780,493 Holding
ARISTA NETWORKS INC COM SHS: $4,644,094 Holding
PALANTIR JUN 20 25 $50 (100 SHS): $1,512,600 Holding

Largest Purchases this Quarter

Crown Castle: 179,281 shares (about $16.27M)
iShares Core S&P 500 ETF: 26,132 shares (about $15.38M)
Schwab US Dividend Equity ETF: 404,266 shares (about $11.04M)
SPDR S&P500 ETF FEB 21 25 $510 (100 SHS): 15,700 shares (about $9.20M)
SPDR S&P500 ETF JAN 17 25 $515 (100 SHS): 14,600 shares (about $8.56M)

Largest Sales this Quarter

SPDR S&P Software & Services ETF: 85 shares (about $∞T)
PALANTIR TECHNOLOGIES INC CL A: 134,115 shares (about $10.14M)
SPDR Bloomberg 3-12 Month T-Bill ETF: 90,204 shares (about $8.95M)
iShares Core S&P Total U.S. Stock Market ETF: 40,564 shares (about $5.22M)
UnitedHealth Group: 2,102 shares (about $1.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$401,677,730	$15,383,392 ▲	4.0%	682,336	9.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$330,684,695	$5,217,343 ▼	-1.6%	2,571,020	7.4%	ETF
AAPL Apple	$213,876,292	$2,625,404 ▲	1.2%	854,070	4.8%	Computer and Technology
CORT Corcept Therapeutics	$192,975,156	$801,604 ▲	0.4%	3,829,632	4.3%	Medical
NVDA NVIDIA	$143,408,205	$4,565,727 ▲	3.3%	1,067,899	3.2%	Computer and Technology
AMZN Amazon.com	$83,720,693	$1,350,129 ▲	1.6%	381,606	1.9%	Retail/Wholesale
MSFT Microsoft	$79,598,877	$1,477,363 ▲	1.9%	188,846	1.8%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$69,824,495	$4,826,111 ▲	7.4%	1,362,429	1.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$67,713,988	$1,655,939 ▲	2.5%	963,488	1.5%	ETF
CVBF CVB Financial	$63,108,480	$557 ▼	0.0%	2,947,617	1.4%	Finance
GOOG Alphabet	$61,324,537	$5,455,344 ▲	9.8%	322,015	1.4%	Computer and Technology
VV Vanguard Large-Cap ETF	$60,582,009	$661,575 ▼	-1.1%	224,627	1.4%	ETF
GOOGL Alphabet	$56,633,084	$2,723,081 ▲	5.1%	299,171	1.3%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$45,816,065	$3,630,006 ▲	8.6%	451,256	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$43,815,624	$143,456 ▼	-0.3%	151,187	1.0%	ETF
COST Costco Wholesale	$42,719,490	$360,096 ▼	-0.8%	46,623	1.0%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$40,269,852	$86,741 ▲	0.2%	167,595	0.9%	ETF
META Meta Platforms	$37,719,671	$760,588 ▲	2.1%	64,421	0.8%	Computer and Technology
PALANTIR TECHNOLOGIES INC CL A	$36,399,820	$10,143,120 ▼	-21.8%	481,288	0.8%	Stock
QUAL iShares MSCI USA Quality Factor ETF	$36,071,920	$1,015,235 ▼	-2.7%	202,560	0.8%	ETF
BRK.B Berkshire Hathaway	$35,108,384	$189,471 ▲	0.5%	77,454	0.8%	Finance
JPM JPMorgan Chase & Co.	$31,046,404	$280,462 ▲	0.9%	129,516	0.7%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$27,849,238	$218,995 ▼	-0.8%	287,401	0.6%	Finance
JMBS Janus Henderson Mortgage-Backed Securities ETF	$26,698,463	$2,375,117 ▲	9.8%	604,311	0.6%	ETF
TSLA Tesla	$26,367,040	$3,004,203 ▲	12.9%	65,290	0.6%	Auto/Tires/Trucks
V Visa	$24,570,306	$669,059 ▲	2.8%	77,744	0.6%	Business Services
QQQ Invesco QQQ	$23,562,831	$285,780 ▲	1.2%	46,090	0.5%	Finance
NFLX Netflix	$22,900,752	$574,903 ▲	2.6%	25,693	0.5%	Consumer Discretionary
VTV Vanguard Value ETF	$22,501,194	$1,087,077 ▲	5.1%	132,907	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$22,407,562	$1,659,819 ▲	8.0%	38,232	0.5%	Finance
CRM Salesforce	$22,378,182	$79,237 ▲	0.4%	66,934	0.5%	Computer and Technology
IXN iShares Global Tech ETF	$22,267,864	$451,295 ▲	2.1%	262,747	0.5%	ETF
MA Mastercard	$22,209,913	$440,744 ▲	2.0%	42,178	0.5%	Business Services
VEA Vanguard FTSE Developed Markets ETF	$21,574,601	$462,994 ▼	-2.1%	451,162	0.5%	ETF
IGEB iShares Investment Grade Bond Factor ETF	$21,376,288	$1,633,557 ▲	8.3%	481,882	0.5%	ETF
ISRG Intuitive Surgical	$21,026,162	$2,042,956 ▲	10.8%	40,283	0.5%	Medical
ACN Accenture	$20,961,228	$130,515 ▲	0.6%	59,584	0.5%	Computer and Technology
LLY Eli Lilly and Company	$20,286,375	$2,028,869 ▲	11.1%	26,277	0.5%	Medical
VOO Vanguard S&P 500 ETF	$19,959,911	$503,254 ▲	2.6%	37,044	0.4%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$19,248,691	$891,019 ▲	4.9%	269,476	0.4%	ETF
ABBV AbbVie	$19,224,479	$110,174 ▼	-0.6%	108,185	0.4%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$18,957,580	$677,802 ▲	3.7%	236,172	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$18,612,349	$407,630 ▲	2.2%	356,421	0.4%	ETF
UNH UnitedHealth Group	$17,470,763	$1,063,341 ▼	-5.7%	34,536	0.4%	Medical
TMO Thermo Fisher Scientific	$17,346,629	$4,162 ▲	0.0%	33,344	0.4%	Medical
AVGO Broadcom	$17,127,622	$704,339 ▲	4.3%	73,876	0.4%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$17,081,443	$11,044,562 ▲	183.0%	625,235	0.4%	ETF
CCI Crown Castle	$16,696,729	$16,271,607 ▲	3,827.5%	183,965	0.4%	Finance
EFA iShares MSCI EAFE ETF	$16,262,411	$245,204 ▲	1.5%	215,082	0.4%	Finance
INTU Intuit	$16,217,387	$1,526,645 ▲	10.4%	25,803	0.4%	Computer and Technology
TJX TJX Companies	$16,033,515	$208,157 ▲	1.3%	132,716	0.4%	Retail/Wholesale
UBER Uber Technologies	$15,995,116	$399,620 ▼	-2.4%	265,171	0.4%	Computer and Technology
CVX Chevron	$15,945,465	$21,436 ▲	0.1%	110,090	0.4%	Oils/Energy
ADBE Adobe	$15,792,689	$22,234 ▼	-0.1%	35,514	0.4%	Computer and Technology
BKNG Booking	$15,412,504	$14,906 ▲	0.1%	3,102	0.3%	Retail/Wholesale
IDV iShares International Select Dividend ETF	$15,084,257	$287,299 ▼	-1.9%	550,922	0.3%	ETF
VO Vanguard Mid-Cap ETF	$14,815,210	$94,824 ▲	0.6%	56,090	0.3%	ETF
ABT Abbott Laboratories	$14,237,139	$513,975 ▲	3.7%	125,869	0.3%	Medical
WMT Walmart	$13,231,640	$810,263 ▲	6.5%	146,448	0.3%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$12,608,194	$187,322 ▲	1.5%	71,952	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$12,603,669	$225,568 ▲	1.8%	160,250	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$12,028,230	$88,080 ▲	0.7%	273,120	0.3%	ETF
BLACKROCK INC	$11,995,839	$47,155 ▼	-0.4%	11,702	0.3%	Stock
VCSH Vanguard Short-Term Corporate Bond ETF	$11,564,567	$809,513 ▼	-6.5%	148,244	0.3%	ETF
HD Home Depot	$11,533,623	$157,931 ▲	1.4%	29,650	0.3%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$11,358,579	$670,329 ▼	-5.6%	58,002	0.3%	ETF
ORCL Oracle	$11,168,641	$33,995 ▼	-0.3%	67,022	0.3%	Computer and Technology
HON Honeywell International	$10,964,184	$143,216 ▲	1.3%	48,537	0.2%	Multi-Sector Conglomerates
VZ Verizon Communications	$10,782,588	$409,698 ▼	-3.7%	269,632	0.2%	Computer and Technology
PG Procter & Gamble	$10,772,827	$67,396 ▲	0.6%	64,257	0.2%	Consumer Staples
DCI Donaldson	$10,685,614	$44,047 ▼	-0.4%	158,657	0.2%	Industrial Products
JNJ Johnson & Johnson	$10,480,809	$790,352 ▼	-7.0%	72,471	0.2%	Medical
IVE iShares S&P 500 Value ETF	$10,440,814	$95,250 ▼	-0.9%	54,698	0.2%	ETF
SHW Sherwin-Williams	$10,173,790	$173,705 ▲	1.7%	29,929	0.2%	Basic Materials
ECL Ecolab	$9,971,224	$127,473 ▼	-1.3%	42,553	0.2%	Basic Materials
IWF iShares Russell 1000 Growth ETF	$9,865,373	$1,127,655 ▲	12.9%	24,566	0.2%	ETF
NEE NextEra Energy	$9,824,015	$72,766 ▲	0.7%	137,034	0.2%	Utilities
PANW Palo Alto Networks	$9,419,889	$4,769,900 ▲	102.6%	51,769	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$9,409,845	$76,766 ▼	-0.8%	151,016	0.2%	ETF
O Realty Income	$9,303,437	$16,397 ▼	-0.2%	174,189	0.2%	Finance
SPDR S&P500 ETF FEB 21 25 $510 (100 SHS)	$9,201,456	$9,201,456 ▲	New Holding	15,700	0.2%	Options
GLD SPDR Gold Shares	$9,195,323	$111,382 ▲	1.2%	37,976	0.2%	Finance
CPNG Coupang	$9,078,008	$485,011 ▼	-5.1%	413,012	0.2%	Retail/Wholesale
DIS Walt Disney	$9,009,059	$324,254 ▼	-3.5%	80,907	0.2%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$8,998,004	$683,140 ▲	8.2%	78,094	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$8,932,929	$9,513 ▲	0.1%	45,074	0.2%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$8,851,563	$395,524 ▼	-4.3%	175,521	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$8,680,254	$701,305 ▲	8.8%	377,730	0.2%	ETF
MKC McCormick & Company, Incorporated	$8,563,915	$125,491 ▼	-1.4%	112,328	0.2%	Consumer Staples
SPDR S&P500 ETF JAN 17 25 $515 (100 SHS)	$8,556,768	$8,556,768 ▲	New Holding	14,600	0.2%	Options
ROP Roper Technologies	$8,430,414	$79,017 ▲	0.9%	16,217	0.2%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$8,322,844	$211,410 ▼	-2.5%	93,736	0.2%	ETF
CL Colgate-Palmolive	$8,139,988	$82,729 ▼	-1.0%	89,538	0.2%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$7,941,768	$315,488 ▼	-3.8%	92,712	0.2%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$7,899,578	$2,269,972 ▲	40.3%	212,811	0.2%	ETF
VGT Vanguard Information Technology ETF	$7,869,814	$147,994 ▼	-1.8%	12,656	0.2%	ETF
XOM Exxon Mobil	$7,816,803	$33,885 ▲	0.4%	72,667	0.2%	Oils/Energy
VNQ Vanguard Real Estate ETF	$7,741,723	$17,014 ▼	-0.2%	86,907	0.2%	ETF
CRWD CrowdStrike	$7,639,991	$94,097 ▼	-1.2%	22,328	0.2%	Computer and Technology
ITW Illinois Tool Works	$7,493,289	$755,871 ▼	-9.2%	29,552	0.2%	Industrial Products

Showing largest 100 holdings. View all holdings.

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Parallel Advisors, LLC Top Holdings and 13F Report (2025)

About Parallel Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Parallel Advisors, LLC Top Holdings and 13F Report (2025)

About Parallel Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofParallel Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools