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CIK: 0001455267
Total reported value
$1.5B
$1.5B
2732 檔
10.3%
At the close of Q1 2025, Parkside Financial Bank & Trust disclosed equity holdings valued at approximately $1.5B, spread across 2732 reported holdings.
In Q1 2025, Parkside Financial Bank & Trust displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2732 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.89% | +0.05% | +2.37% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.08% | +0.28% | +4.08% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.85% | +0.03% | -1.87% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.70% | +0.16% | +3.01% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.61% | -0.03% | -0.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.15% | +2.51% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.14% | -0.07% | +4.25% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.11% | -0.13% | +5.80% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | -0.01% | +21.58% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.92% | -0.28% | -2.31% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.82% | -0.07% | +6.64% | |
| 12 | VONE | Vanguard Russell 1000 | ETF-Other | 1.68% | +0.05% | +8.47% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.08% | +4.03% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.05% | +3.08% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.08% | +5.12% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.12% | -0.05% | +266.67% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.09% | +0.02% | -0.03% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | — | -2.33% | |
| 19 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.98% | — | +44.46% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | -0.02% | +4.37% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.03% | +3.81% | |
| 22 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.79% | +0.39% | +297922.33% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.14% | +8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | — | +36.81% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.03% | +5.63% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.11% | +2.42% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.68% | -0.06% | +116556.00% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.11% | +0.81% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.02% | +6.44% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.63% | +0.09% | +21.06% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | — | +5.51% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.01% | +13.89% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.05% | +3.06% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.01% | -0.62% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.02% | +11.90% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.15% | +8.69% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.07% | +7.60% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.49% | -0.02% | -2.79% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.03% | +7.99% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.04% | +10.95% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | -0.01% | +10.84% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.01% | -5.70% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | +0.02% | +1.54% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.46% | +0.01% | -0.11% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.01% | +215.36% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.44% | -0.04% | -2.67% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.02% | +8.45% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.02% | +3.31% | |
| 49 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.44% | -0.01% | -39.54% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.42% | +0.02% | +1.06% |
According to official SEC Form 13F filings, Parkside Financial Bank & Trust reported a total U.S. public equity portfolio value of $1.5B across 2732 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VONG, IWF) accounted for 10.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $38.6M
During Q1 2025, Parkside Financial Bank & Trust's top holdings by market value included AAPL (4.9%)、VONG (4.1%)、IWF (3.9%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, Parkside Financial Bank & Trust made 200 total portfolio adjustments, initiating 200 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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