Parallel Advisors, LLC Top Holdings and 13F Report (2025) About Parallel Advisors, LLCInvestment ActivityParallel Advisors, LLC has $5.00 billion in total holdings as of June 30, 2025.Parallel Advisors, LLC owns shares of 3,536 different stocks, but just 142 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Parallel Advisors, LLC has purchased 3,514 new stocks and bought additional shares in 1,451 stocks.Parallel Advisors, LLC sold shares of 1,270 stocks and completely divested from 246 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $454,443,430iShares Core S&P Total U.S. Stock Market ETF $356,338,143Corcept Therapeutics $284,140,428Apple $190,784,115NVIDIA $175,248,290 Largest New Holdings this Quarter 922040845 - VANGUARD 0-3 MONTH TREASURY BILL ETF $2,472,131 Holding71902K402 - CERO THERAPEUTICS HLDGS INC COM $2,118,600 Holding46641Q159 - JPMorgan Income ETF $1,226,568 Holding7659919TT - NVIDIA CORPORATION PUT OPT 03/26 75.0 PUT $537,166 Holding464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF $470,273 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 32,007 shares (about $19.87M)iShares Core S&P Total U.S. Stock Market ETF 78,277 shares (about $10.57M)iShares U.S. Equity Factor Rotation Active ETF 109,247 shares (about $5.95M)Microsoft 11,341 shares (about $5.64M)Vanguard S&P 500 ETF 9,329 shares (about $5.30M) Largest Sales this Quarter Corcept Therapeutics 101,293 shares (about $7.43M)Starbucks 54,286 shares (about $4.97M)iShares California Muni Bond ETF 59,481 shares (about $3.32M)Invesco S&P 500 Equal Weight ETF 15,260 shares (about $2.77M)Vanguard Small-Cap ETF 7,618 shares (about $1.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParallel Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$454,443,430$19,873,141 ▲4.6%731,9119.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$356,338,143$10,570,526 ▲3.1%2,638,7607.1%ETFCORTCorcept Therapeutics$284,140,428$7,434,906 ▼-2.5%3,871,1235.7%MedicalAAPLApple$190,784,115$609,150 ▲0.3%929,8833.8%Computer and TechnologyNVDANVIDIA$175,248,290$2,943,195 ▲1.7%1,109,2373.5%Computer and TechnologyMSFTMicrosoft$147,660,461$5,641,120 ▲4.0%296,8593.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$88,435,780$3,021,892 ▲3.5%1,059,3651.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$85,965,013$5,949,592 ▲7.4%1,578,4981.7%ETFAMZNAmazon.com$84,673,307$1,235,165 ▲1.5%385,9491.7%Retail/WholesaleCVBFCVB Financial$75,642,2880.0%3,822,2481.5%FinanceVVVanguard Large-Cap ETF$66,649,499$3,188,798 ▲5.0%233,6121.3%ETFGOOGAlphabet$61,683,940$1,533,712 ▲2.5%347,7311.2%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$58,072,864$3,987,690 ▲7.4%1,289,0761.2%ETFGOOGLAlphabet$57,016,136$179,402 ▲0.3%323,5331.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$52,418,301$2,834,526 ▲5.7%476,0971.0%ETFMETAMeta Platforms$52,372,934$815,594 ▼-1.5%70,9571.0%Computer and TechnologyCOSTCostco Wholesale$46,090,788$181,160 ▲0.4%46,5590.9%Retail/WholesaleVTIVanguard Total Stock Market ETF$45,722,259$220,349 ▲0.5%150,4370.9%ETFNFLXNetflix$39,304,803$1,039,165 ▲2.7%29,3510.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$38,402,964$599,534 ▲1.6%132,4650.8%FinanceBRK.BBerkshire Hathaway$38,059,439$264,258 ▲0.7%78,3490.8%FinanceVBVanguard Small-Cap ETF$37,561,710$1,805,309 ▼-4.6%158,5020.8%ETFQUALiShares MSCI USA Quality Factor ETF$34,472,968$1,360,915 ▼-3.8%188,5620.7%ETFVVisa$29,605,765$920,287 ▲3.2%83,3850.6%Business ServicesVEAVanguard FTSE Developed Markets ETF$28,689,673$1,902,653 ▲7.1%503,2390.6%ETFPALANTIR TECHNOLOGIES INC CL A$28,092,520$1,629,840 ▲6.2%206,0780.6%StockSPYSPDR S&P 500 ETF Trust$28,020,478$3,694,092 ▲15.2%45,3520.6%FinanceVOOVanguard S&P 500 ETF$27,782,868$5,299,143 ▲23.6%48,9110.6%ETFQQQInvesco QQQ$25,940,158$54,060 ▲0.2%47,0240.5%FinanceAVGOBroadcom$25,188,214$828,048 ▲3.4%91,3780.5%Computer and TechnologyUBERUber Technologies$25,179,084$117,558 ▼-0.5%269,8720.5%Computer and TechnologyIXNiShares Global Tech ETF$24,654,251$409,805 ▼-1.6%266,9940.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$24,509,444$33,133 ▼-0.1%247,0710.5%FinanceVTVVanguard Value ETF$23,823,231$126,545 ▲0.5%134,7930.5%ETFTSLATesla$23,770,378$1,744,580 ▲7.9%74,8300.5%Auto/Tires/TrucksMAMastercard$23,204,206$129,246 ▼-0.6%41,2930.5%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$22,210,084$979,366 ▲4.6%267,8500.4%ETFLLYEli Lilly and Company$22,202,187$382,743 ▼-1.7%28,4820.4%MedicalISRGIntuitive Surgical$21,711,097$442,341 ▲2.1%39,9530.4%MedicalINTUIntuit$19,923,545$301,657 ▼-1.5%25,2960.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$19,908,443$435,397 ▲2.2%331,6420.4%ETFABBVAbbVie$19,418,455$450,685 ▼-2.3%104,6140.4%MedicalEFAiShares MSCI EAFE ETF$19,295,801$76,875 ▼-0.4%215,8610.4%FinanceCCICrown Castle$19,026,939$95,539 ▲0.5%185,2130.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$18,663,728$772,341 ▼-4.0%249,2150.4%ETFCRMSalesforce$18,486,681$139,344 ▲0.8%67,7940.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$18,014,201$713,762 ▲4.1%340,9200.4%ETFIDViShares International Select Dividend ETF$17,981,153$236,324 ▼-1.3%521,0420.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$17,680,687$1,798,485 ▲11.3%335,1150.4%ManufacturingABTAbbott Laboratories$17,647,236$300,581 ▲1.7%129,7500.4%MedicalBKNGBooking$16,942,979$897,220 ▼-5.0%2,9270.3%Retail/WholesaleACNAccenture$16,775,716$682,362 ▼-3.9%56,1270.3%Computer and TechnologyTJXTJX Companies$16,502,282$121,514 ▲0.7%133,6330.3%Retail/WholesaleVOVanguard Mid-Cap ETF$15,863,993$487,180 ▼-3.0%56,6920.3%ETFCVXChevron$15,234,891$778,526 ▼-4.9%106,3960.3%EnergyWMTWalmart$15,163,033$649,552 ▲4.5%155,0730.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$15,098,516$1,503,399 ▼-9.1%569,7550.3%ETFGLDSPDR Gold Shares$14,735,363$2,786,124 ▲23.3%48,3400.3%FinanceTMOThermo Fisher Scientific$14,270,352$512,103 ▼-3.5%35,1950.3%MedicalVWOVanguard FTSE Emerging Markets ETF$14,141,448$484,757 ▲3.5%285,9170.3%ETFORCLOracle$14,022,748$592,708 ▼-4.1%64,1390.3%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$12,797,020$52,987 ▲0.4%158,6740.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,763,746$488,687 ▲4.0%160,5500.3%ETFADBEAdobe$12,585,953$658,468 ▼-5.0%32,5320.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$12,285,991$262,389 ▲2.2%28,9370.2%ETFCRWDCrowdStrike$12,107,776$863,786 ▲7.7%23,7730.2%Computer and TechnologyPANWPalo Alto Networks$12,077,552$887,107 ▲7.9%59,0190.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$11,784,778$37,250 ▼-0.3%57,5790.2%ETFBLACKROCK INC$11,636,037$368,282 ▼-3.1%11,0900.2%StockICSHiShares Ultra Short-Term Bond Active ETF$11,456,411$2,543,108 ▲28.5%225,9200.2%ETFCPNGCoupang$11,389,745$796,277 ▼-6.5%380,1650.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$11,340,082$97,557 ▲0.9%182,8460.2%ETFHDHome Depot$11,182,735$445,828 ▲4.2%30,5010.2%Retail/WholesaleJNJJohnson & Johnson$11,128,832$509,876 ▼-4.4%72,8570.2%MedicalIVEiShares S&P 500 Value ETF$11,126,901$320,686 ▲3.0%56,9380.2%ETFHONHoneywell International$11,028,410$18,164 ▲0.2%47,3570.2%Multi-Sector ConglomeratesDCIDonaldson$10,424,194$311,728 ▼-2.9%150,3130.2%IndustrialsECLEcolab$10,311,099$238,452 ▼-2.3%38,2690.2%Basic MaterialsORealty Income$10,273,975$77,601 ▲0.8%178,3370.2%FinancePGProcter & Gamble$10,079,751$189,432 ▼-1.8%63,2670.2%Consumer StaplesSHWSherwin-Williams$9,963,220$300,438 ▼-2.9%29,0170.2%Basic MaterialsNEENextEra Energy$9,714,667$130,788 ▼-1.3%139,9400.2%UtilitiesIQLTiShares MSCI Intl Quality Factor ETF$9,590,390$935,151 ▲10.8%221,8970.2%ETFROPRoper Technologies$9,288,598$95,227 ▼-1.0%16,3870.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$9,275,926$1,112,906 ▼-10.7%84,8740.2%ETFVNQVanguard Real Estate ETF$9,149,867$1,005,668 ▲12.3%102,7380.2%ETFVBRVanguard Small-Cap Value ETF$9,145,080$236,939 ▲2.7%46,8950.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$8,992,858$938,045 ▲11.6%95,8010.2%ETFUNHUnitedHealth Group$8,922,500$842,928 ▼-8.6%28,6010.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$8,918,717$2,773,355 ▼-23.7%49,0740.2%ETFVUGVanguard Growth ETF$8,899,961$890,391 ▲11.1%20,3010.2%ETFIBMInternational Business Machines$8,567,305$98,163 ▲1.2%29,0630.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,389,340$892,363 ▲11.9%37,0410.2%Computer and TechnologyVZVerizon Communications$8,350,321$275,154 ▼-3.2%192,9820.2%Computer and TechnologyVGTVanguard Information Technology ETF$8,148,774$5,306 ▲0.1%12,2860.2%ETFBILZPIMCO Ultra Short Government Active ETF$8,134,224$115,975 ▲1.4%80,3780.2%ETFMKCMcCormick & Company, Incorporated$8,046,977$219,726 ▼-2.7%106,1330.2%Consumer StaplesESGUiShares ESG Aware MSCI USA ETF$8,046,277$272,764 ▲3.5%59,4700.2%ManufacturingVXUSVanguard Total International Stock ETF$7,895,088$36,963 ▼-0.5%114,2730.2%ETFCLColgate-Palmolive$7,853,107$179,800 ▼-2.2%86,3930.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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