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CIK: 0001690010
Total reported value
$6.6B
$6.6B
3520 檔
19.0%
At the close of Q1 2025, Parallel Advisors, LLC disclosed equity holdings valued at approximately $6.6B, spread across 3520 reported holdings.
In Q1 2025, Parallel Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3520 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.87% | -0.20% | +2.57% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.04% | -0.15% | -0.41% | |
| 3 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 4.95% | +2.37% | +3.73% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.64% | -0.14% | +8.53% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.02% | +2.13% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.30% | +51.19% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.14% | +6.19% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | -0.02% | -0.34% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.62% | +0.07% | +7.84% | |
| 10 | CVBF | Cvb Financial CORP | Stock-Other | 1.59% | -0.06% | +29.67% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.29% | +0.04% | -0.98% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.22% | -0.08% | +98.67% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.07% | +5.30% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.12% | +7.80% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.14% | -0.53% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.01% | -0.20% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.10% | +11.86% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.10% | +0.45% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.03% | -0.98% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | -0.02% | -0.88% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.01% | -3.24% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.04% | +0.68% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.03% | +3.92% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.20% | +11.22% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.08% | -13.92% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.08% | +10.26% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | -0.01% | +4.15% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.03% | +0.88% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.05% | -1.55% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.02% | -1.06% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.02% | +2.98% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.04% | +1.81% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.47% | -0.05% | +8.41% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.46% | +0.11% | +3.31% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | +6.85% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.05% | +2.25% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.44% | -0.09% | -2.84% | |
| 38 | CCI | Crown Castle Inc | Stock-Real Estate | 0.43% | -0.03% | +0.17% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.14% | +1.58% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.09% | -1.97% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | -0.04% | +9.34% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.08% | +0.52% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.02% | +6.20% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.03% | +0.76% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.40% | -0.01% | -3.69% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | — | +0.20% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.02% | -8.99% | |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.39% | -0.04% | +1027.22% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.09% | +1.33% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.04% | -9.36% |
According to official SEC Form 13F filings, Parallel Advisors, LLC reported a total U.S. public equity portfolio value of $6.6B across 3520 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, ITOT, CORT) accounted for 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $393.3M
During Q1 2025, Parallel Advisors, LLC's top holdings by market value included IVV (8.9%)、ITOT (7.0%)、CORT (5.0%). The largest single position, IVV, represented 8.9% of total portfolio value.
In Q1 2025, Parallel Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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