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CIK: 0001690010
Total reported value
$6.6B
$6.6B
3302 檔
14.2%
During the Q1 2024 filing period, Parallel Advisors, LLC (CIK: 0001690010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.6B across 3302 reported positions.
During Q1 2024, Parallel Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.48% | -0.15% | -11.57% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.93% | -0.20% | +3.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.63% | -0.14% | +2.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.02% | -1.96% | |
| 5 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 2.60% | +2.37% | +1.26% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.40% | -0.01% | +1.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.30% | +5.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.02% | +3.09% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | — | +849.24% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.61% | -0.08% | +57.11% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | -0.14% | +2.69% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 1.48% | +0.04% | -1.68% | |
| 13 | CVBF | Cvb Financial CORP | Stock-Other | 1.43% | -0.06% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.07% | +1.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.12% | +4.48% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.03% | -1.37% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | -0.02% | +0.80% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.14% | +0.60% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.10% | +1.37% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.10% | +7.88% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.04% | +2.29% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.01% | -1.61% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.04% | +4.23% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.05% | +2.97% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | +0.94% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.05% | +0.72% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.09% | +1.31% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.03% | +4.11% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.08% | -0.47% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | — | -7.02% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.52% | +0.11% | +0.96% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.08% | +2.50% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | -0.04% | +5.30% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.05% | +2.10% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.03% | +0.25% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.02% | -4.75% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.14% | +0.17% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.02% | -2.80% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | -0.01% | -4.11% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.04% | -0.36% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | +0.01% | -17.66% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.05% | -4.16% | |
| 43 | IDV | Ishares International Select | ETF-Other | 0.46% | -0.06% | -5.66% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.03% | +1.28% | |
| 45 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.41% | -0.08% | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.02% | -3.59% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.41% | -0.12% | -1.30% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | +2.04% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.17% | -4.99% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.09% | +1.64% |
According to official SEC Form 13F filings, Parallel Advisors, LLC reported a total U.S. public equity portfolio value of $6.6B across 3302 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, AAPL) accounted for 14.2% of total reported equity market value during Q1 2024.
During Q1 2024, Parallel Advisors, LLC's top holdings by market value included ITOT (9.5%)、IVV (6.9%)、AAPL (3.6%). The largest single position, ITOT, represented 9.5% of total portfolio value.
In Q1 2024, Parallel Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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