Parisi Gray Wealth Management Top Holdings and 13F Report (2025) About Parisi Gray Wealth ManagementInvestment ActivityParisi Gray Wealth Management has $314.60 million in total holdings as of December 31, 2024.Parisi Gray Wealth Management owns shares of 105 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Parisi Gray Wealth Management has purchased 109 new stocks and bought additional shares in 59 stocks.Parisi Gray Wealth Management sold shares of 23 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $39,539,797Invesco QQQ $22,814,503Vanguard Total Stock Market ETF $18,198,154NVIDIA $16,609,216iShares Core S&P 500 ETF $15,183,540 Largest New Holdings this Quarter BLACKROCK INC $703,887 HoldingLAM RESEARCH CORP $603,107 HoldingARISTA NETWORKS INC $368,216 HoldingBLACKROCK ETF TRUST II $237,328 HoldingMcKesson $225,307 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 27,124 shares (about $1.36M)Marvell Technology 8,181 shares (about $903.61K)BLACKROCK INC 687 shares (about $703.89K)LAM RESEARCH CORP 8,350 shares (about $603.11K)Palo Alto Networks 2,114 shares (about $384.62K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 14,266 shares (about $1.08M)UnitedHealth Group 717 shares (about $362.69K)NVIDIA 1,795 shares (about $241.05K)iShares MSCI Emerging Markets ETF 5,248 shares (about $219.47K)ConocoPhillips 2,120 shares (about $210.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParisi Gray Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$39,539,797$91,597 ▲0.2%73,38412.6%ETFQQQInvesco QQQ$22,814,503$114,515 ▲0.5%44,6277.3%FinanceVTIVanguard Total Stock Market ETF$18,198,154$38,835 ▼-0.2%62,7935.8%ETFNVDANVIDIA$16,609,216$241,050 ▼-1.4%123,6825.3%Computer and TechnologyIVViShares Core S&P 500 ETF$15,183,540$7,653 ▼-0.1%25,7934.8%ETFAAPLApple$13,406,588$19,533 ▲0.1%53,5364.3%Computer and TechnologyMSFTMicrosoft$10,305,910$28,661 ▼-0.3%24,4513.3%Computer and TechnologyIWMiShares Russell 2000 ETF$9,323,278$10,606 ▲0.1%42,1943.0%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$9,029,566$1,364,879 ▲17.8%179,4432.9%FinancePALANTIR TECHNOLOGIES INC$8,524,317$1,078,936 ▼-11.2%112,7112.7%CL AMAMastercard$7,843,642$24,748 ▲0.3%14,8962.5%Business ServicesEFAiShares MSCI EAFE ETF$7,220,981$82,112 ▼-1.1%95,5032.3%FinanceGOOGLAlphabet$6,637,029$2,461 ▼0.0%35,0612.1%Computer and TechnologyJPMJPMorgan Chase & Co.$6,243,932$64,002 ▼-1.0%26,0482.0%FinanceCOSTCostco Wholesale$5,453,730$47,647 ▲0.9%5,9521.7%Retail/WholesaleMETAMeta Platforms$5,291,168$74,944 ▲1.4%9,0371.7%Computer and TechnologyHDHome Depot$4,782,973$52,124 ▲1.1%12,2961.5%Retail/WholesaleBRK.BBerkshire Hathaway$4,723,467$19,037 ▲0.4%10,4211.5%FinanceAMZNAmazon.com$4,486,678$10,969 ▼-0.2%20,4511.4%Retail/WholesaleTSLATesla$4,437,727$85,209 ▲2.0%10,9891.4%Auto/Tires/TrucksLLYEli Lilly and Company$4,378,053$50,180 ▲1.2%5,6711.4%MedicalIJHiShares Core S&P Mid-Cap ETF$4,101,821$23,117 ▲0.6%65,8291.3%ETFEEMiShares MSCI Emerging Markets ETF$4,097,454$219,472 ▼-5.1%97,9781.3%FinanceDHRDanaher$3,615,267$16,758 ▲0.5%15,7491.1%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$3,367,720$42,199 ▲1.3%5,7461.1%FinanceUNHUnitedHealth Group$3,069,456$362,690 ▼-10.6%6,0681.0%MedicalGOOGAlphabet$2,953,432$38,089 ▼-1.3%15,5080.9%Computer and TechnologyAVGOBroadcom$2,817,443$111,974 ▲4.1%12,1530.9%Computer and TechnologyGSThe Goldman Sachs Group$2,774,121$40,080 ▲1.5%4,8450.9%FinanceLOWLowe's Companies$2,558,688$39,983 ▼-1.5%10,3670.8%Retail/WholesaleBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,273,225$172,776 ▲8.2%112,9270.7%ETFHONHoneywell International$2,264,276$17,845 ▲0.8%10,0240.7%Multi-Sector ConglomeratesORCLOracle$2,084,592$24,329 ▼-1.2%12,5100.7%Computer and TechnologyAXPAmerican Express$1,889,610$3,265 ▲0.2%6,3670.6%FinanceIBMInternational Business Machines$1,879,544$1,099 ▲0.1%8,5500.6%Computer and TechnologyQCOMQUALCOMM$1,861,822$1,997 ▲0.1%12,1200.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,846,961$2,278 ▲0.1%10,5400.6%ETFITWIllinois Tool Works$1,714,339$21,553 ▲1.3%6,7610.5%Industrial ProductsIWBiShares Russell 1000 ETF$1,635,135$27,059 ▼-1.6%5,0760.5%ETFBKNGBooking$1,630,0590.0%3280.5%Retail/WholesalePEGPublic Service Enterprise Group$1,519,645$2,873 ▲0.2%17,9860.5%UtilitiesJNJJohnson & Johnson$1,421,529$55,103 ▲4.0%9,8290.5%MedicalMRVLMarvell Technology$1,363,200$903,609 ▲196.6%12,3420.4%Computer and TechnologyCSCOCisco Systems$1,341,553$19,655 ▼-1.4%22,6610.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,340,674$9,639 ▲0.7%3,3380.4%ETFPDIPIMCO Dynamic Income Fund$1,265,4600.0%69,0000.4%Financial ServicesVVisa$1,254,610$22,754 ▼-1.8%3,9700.4%Business ServicesXLKTechnology Select Sector SPDR Fund$1,215,448$57,203 ▲4.9%5,2270.4%ETFCRWDCrowdStrike$1,100,402$56,457 ▲5.4%3,2160.3%Computer and TechnologyCMCSAComcast$1,050,847$21,130 ▼-2.0%28,0000.3%Consumer DiscretionaryROSTRoss Stores$1,050,080$454 ▲0.0%6,9420.3%Retail/WholesaleAMGNAmgen$1,049,621$3,388 ▲0.3%4,0270.3%MedicalMKLMarkel Group$1,037,782$20,721 ▲2.0%6010.3%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$1,005,956$9,277 ▲0.9%14,3140.3%ETFMTBM&T Bank$1,000,9650.0%5,3240.3%FinanceIWDiShares Russell 1000 Value ETF$992,506$9,812 ▲1.0%5,3610.3%ETFGEGeneral Electric$972,470$10,507 ▲1.1%5,8310.3%TransportationFNBF.N.B.$970,3960.0%65,6560.3%FinanceARM HOLDINGS PLC$909,123$102,384 ▲12.7%7,3700.3%SPONSORED ADSBACBank of America$896,129$132 ▲0.0%20,3900.3%FinanceFITBFifth Third Bancorp$889,9940.0%21,0500.3%FinanceTSMTaiwan Semiconductor Manufacturing$877,665$106,449 ▲13.8%4,4440.3%Computer and TechnologyGOFGuggenheim Strategic Opportunities Fund$857,3220.0%56,1810.3%Financial ServicesPANWPalo Alto Networks$743,039$384,619 ▲107.3%4,0840.2%Computer and TechnologyABBVAbbVie$714,773$46,384 ▲6.9%4,0220.2%MedicalBLACKROCK INC$703,887$703,887 ▲New Holding6870.2%COMBRK.ABerkshire Hathaway$680,9200.0%10.2%FinanceECCEagle Point Credit$679,7640.0%76,5500.2%FinanceLAM RESEARCH CORP$603,107$603,107 ▲New Holding8,3500.2%COM NEWPGProcter & Gamble$601,661$24,140 ▼-3.9%3,5890.2%Consumer StaplesDISWalt Disney$601,302$72,268 ▼-10.7%5,4000.2%Consumer DiscretionaryRACEFerrari$562,067$22,209 ▲4.1%1,3160.2%Auto/Tires/TrucksLABCORP HOLDINGS INC$550,8270.0%2,4020.2%COM SHSNOCNorthrop Grumman$542,447$44,578 ▲9.0%1,1560.2%AerospaceTTDTrade Desk$532,836$11,634 ▲2.2%4,5340.2%Computer and TechnologyGE VERNOVA INC$513,809$23,026 ▲4.7%1,5620.2%COMAGNCAGNC Investment$512,785$89,125 ▲21.0%55,6770.2%FinanceCRMSalesforce$473,215$48,826 ▲11.5%1,4150.2%Computer and TechnologyMRKMerck & Co., Inc.$458,754$40,584 ▼-8.1%4,6120.1%MedicalMARMarriott International$415,244$279 ▲0.1%1,4890.1%Consumer DiscretionaryARISTA NETWORKS INC$368,216$368,216 ▲New Holding3,3310.1%COM SHSKOCoca-Cola$363,775$125 ▲0.0%5,8430.1%Consumer StaplesBABoeing$355,7710.0%2,0100.1%AerospaceCVXChevron$352,661$18,828 ▲5.6%2,4350.1%Oils/EnergyVGTVanguard Information Technology ETF$351,722$1,243 ▲0.4%5660.1%ETFNOWServiceNow$348,117$20,165 ▲6.1%3280.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$328,750$1,276 ▲0.4%7730.1%FinanceARMOUR RESIDENTIAL REIT INC$302,002$245 ▲0.1%16,0130.1%COM SHSACWViShares MSCI Global Min Vol Factor ETF$296,0410.0%2,7110.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$284,928$449 ▲0.2%1,2700.1%FinanceCATCaterpillar$274,7330.0%7570.1%Industrial ProductsVLOValero Energy$273,931$2,206 ▲0.8%2,2350.1%Oils/EnergyXOMExxon Mobil$257,058$3,442 ▲1.4%2,3900.1%Oils/EnergyTRGPTarga Resources$244,475$1,071 ▲0.4%1,3700.1%Oils/EnergyBLACKROCK ETF TRUST II$237,328$237,328 ▲New Holding4,8120.1%ISHARES TOTAL REUYGProShares Ultra Financials$230,480$1,196 ▼-0.5%2,6970.1%ETFEMEEMCOR Group$226,9500.0%5000.1%ConstructionMCKMcKesson$225,307$225,307 ▲New Holding3950.1%MedicalPRGSProgress Software$209,0010.0%3,2080.1%Computer and TechnologyCOPConocoPhillips$202,473$210,207 ▼-50.9%2,0420.1%Oils/EnergyShowing largest 100 holdings. 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