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CIK: 0002107398
Total reported value
$114.9M
$114.9M
96 檔
23.3%
In Q2 2025, Parsonex Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $114.9M, distributed across 96 disclosed stock positions.
During Q2 2025, Parsonex Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.72% | -0.39% | — | |
| 2 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 4.55% | — | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.37% | -0.67% | — | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.05% | +0.75% | — | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.66% | -0.30% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.52% | +0.25% | — | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.10% | +0.50% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.14% | — | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.93% | +3.89% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.06% | — | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.35% | -0.67% | — | |
| 12 | ICE | Intercontinental Exchange In | Stock-Financials | 2.16% | -0.89% | — | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.15% | -0.37% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | -0.26% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.02% | +0.72% | — | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 1.97% | -0.17% | — | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.96% | -0.54% | — | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.95% | +0.32% | — | |
| 19 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.88% | +0.51% | — | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.81% | -0.80% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.79% | -0.22% | — | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.64% | — | — | |
| 23 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.57% | — | — | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.56% | -0.06% | — | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.56% | -0.20% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | -0.61% | — | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.45% | — | — | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.38% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.02% | — | |
| 30 | GE | General Electric | Stock-Industrials | 1.12% | -0.14% | — | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 1.07% | -0.28% | — | |
| 32 | QLD | Proshares Ultra Qqq | ETF-Other | 1.04% | — | — | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 1.01% | -0.23% | EXIT | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.15% | — | |
| 35 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 0.91% | — | — | |
| 36 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.88% | — | — | |
| 37 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.82% | — | — | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | -0.09% | — | |
| 39 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 0.79% | — | — | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.74% | -0.05% | — | |
| 41 | CGSD | Cap Group Short Duration | ETF-Other | 0.71% | — | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.67% | -0.05% | — | |
| 43 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.65% | — | — | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.57% | -0.05% | — | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.57% | -0.01% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.56% | +0.13% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | — | — | |
| 48 | WLDN | Willdan Group Inc | Stock-Other | 0.52% | — | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.95% | — | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.46% | +0.12% | — |
According to official SEC Form 13F filings, Parsonex Advisory Services, Inc. reported a total U.S. public equity portfolio value of $114.9M across 96 disclosed positions in Q2 2025.
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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 MSFT, HCMT, AVGO) accounted for 23.3% of total reported equity market value during Q2 2025.
During Q2 2025, Parsonex Advisory Services, Inc.'s top holdings by market value included MSFT (5.7%)、HCMT (4.5%)、AVGO (4.4%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q2 2025, Parsonex Advisory Services, Inc. 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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