Parallel Advisors, LLC
CIK Number: 0001690010
4.43B
Market Value
2,768
# of Holdings
18 months
Avg. Holding Period
37.46%
Win Rate
37.80%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 603.05 | +0.54% | 682.34K | +3.98% | 401.68M | 480.24 | 9.03% |
| 2 | ITOT | iShares Core S&... | 131.11 | +0.61% | 2.57M | -1.55% | 330.68M | 74.59 | 7.44% |
| 3 | AAPL | Apple Inc. | 198.10 | +0.84% | 854.07K | +1.24% | 213.88M | 98.55 | 4.81% |
| 4 | CORT | Corcept Therape... | 70.84 | +1.11% | 3.83M | +0.42% | 192.98M | 21.16 | 4.34% |
| 5 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 1.07M | +3.29% | 143.41M | 22.53 | 3.23% |
| 6 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 381.61K | +1.64% | 83.72M | 94.95 | 1.88% |
| 7 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 188.85K | +1.89% | 79.6M | 189.45 | 1.79% |
| 8 | DYNF | BlackRock U.S. ... | 52.65 | +0.61% | 1.36M | +7.42% | 69.82M | 47.55 | 1.57% |
| 9 | IEFA | iShares Core MS... | 81.91 | -1.35% | 963.49K | +2.51% | 67.71M | 71.73 | 1.52% |
| 10 | CVBF | CVB Financial C... | 18.32 | -1.21% | 2.95M | -0.00% | 63.11M | 20.02 | 1.42% |
| 11 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 322.01K | +9.76% | 61.32M | 93.65 | 1.38% |
| 12 | VV | Vanguard Large ... | 277.77 | +0.86% | 224.63K | -1.08% | 60.58M | 119.89 | 1.36% |
| 13 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 299.17K | +5.05% | 56.63M | 90.48 | 1.27% |
| 14 | IVW | iShares S&P 500... | 106.17 | +1.01% | 451.26K | +8.60% | 45.82M | 92.6 | 1.03% |
| 15 | VTI | Vanguard Total ... | 296.15 | +0.88% | 151.19K | -0.33% | 43.82M | 168.2 | 0.99% |
| 16 | COST | Costco Wholesal... | 984.10 | -0.62% | 46.62K | -0.84% | 42.72M | 390.32 | 0.96% |
| 17 | VB | Vanguard Small ... | 232.08 | +1.04% | 167.59K | +0.22% | 40.27M | 180.62 | 0.91% |
| 18 | META | Meta Platforms,... | 701.33 | +2.70% | 64.42K | +2.06% | 37.72M | 255.58 | 0.85% |
| 19 | PLTR | Palantir Techno... | 141.39 | +2.90% | 481.29K | -21.79% | 36.4M | 16.72 | 0.82% |
| 20 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 202.56K | -2.74% | 36.07M | 132.1 | 0.81% |
| 21 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 77.45K | +0.54% | 35.11M | 274.36 | 0.79% |
| 22 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 129.52K | +0.91% | 31.05M | 124.29 | 0.70% |
| 23 | AGG | iShares Core U.... | 97.78 | -0.19% | 287.4K | -0.78% | 27.85M | 99.84 | 0.63% |
| 24 | JMBS | Janus Henderson... | 44.35 | -0.15% | 604.31K | +9.76% | 26.7M | 45.11 | 0.60% |
| 25 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 65.29K | +12.86% | 26.37M | 204.77 | 0.59% |
| 26 | V | Visa Inc. | 355.07 | +0.63% | 77.74K | +2.80% | 24.57M | 138.81 | 0.55% |
| 27 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 46.09K | +1.23% | 23.56M | 240.52 | 0.53% |
| 28 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 25.69K | +2.58% | 22.9M | 417.19 | 0.52% |
| 29 | VTV | Vanguard Value ... | 174.03 | +0.37% | 132.91K | +5.08% | 22.5M | 129.3 | 0.51% |
| 30 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 38.23K | +8.00% | 22.41M | 368.63 | 0.50% |
| 31 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 66.93K | +0.36% | 22.38M | 182.7 | 0.50% |
| 32 | IXN | iShares Global ... | 87.78 | +1.24% | 262.75K | +2.07% | 22.27M | 42.42 | 0.50% |
| 33 | MA | Mastercard Inco... | 568.14 | +1.09% | 42.18K | +2.02% | 22.21M | 337.12 | 0.50% |
| 34 | VEA | Vanguard Develo... | 56.41 | +0.44% | 451.16K | -2.1% | 21.57M | 45.07 | 0.49% |
| 35 | IGEB | iShares Investm... | 44.73 | -0.08% | 481.88K | +8.27% | 21.38M | 46.31 | 0.48% |
| 36 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 40.28K | +10.76% | 21.03M | 283.11 | 0.47% |
| 37 | ACN | Accenture plc | 313.78 | +0.66% | 59.58K | +0.63% | 20.96M | 273.53 | 0.47% |
| 38 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 26.28K | +11.11% | 20.29M | 272.61 | 0.46% |
| 39 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 37.04K | +2.59% | 19.96M | 396.82 | 0.45% |
| 40 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 269.48K | +4.85% | 19.25M | 43.79 | 0.43% |
| 41 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 108.19K | -0.57% | 19.22M | 139.64 | 0.43% |
| 42 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 236.17K | +3.71% | 18.96M | 80.72 | 0.43% |
| 43 | IEMG | iShares Core MS... | 58.66 | -0.09% | 356.42K | +2.24% | 18.61M | 49.52 | 0.42% |
| 44 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 34.54K | -5.74% | 17.47M | 416.98 | 0.39% |
| 45 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 33.34K | +0.02% | 17.35M | 461.75 | 0.39% |
| 46 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 73.88K | +4.29% | 17.13M | 78.18 | 0.39% |
| 47 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 625.24K | +182.95% | 17.08M | 24.38 | 0.38% |
| 48 | CCI | Crown Castle In... | 98.89 | +0.51% | 183.97K | +3.83K% | 16.7M | 91.97 | 0.38% |
| 49 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 215.08K | +1.53% | 16.26M | 67.86 | 0.37% |
| 50 | INTU | Intuit Inc. | 767.56 | +1.80% | 25.8K | +10.39% | 16.22M | 444.23 | 0.36% |
| 51 | TJX | The TJX Compani... | 124.16 | +0.20% | 132.72K | +1.32% | 16.03M | 78.76 | 0.36% |
| 52 | UBER | Uber Technologi... | 85.05 | +1.33% | 265.17K | -2.44% | 16M | 40.11 | 0.36% |
| 53 | CVX | Chevron Corpora... | 146.06 | +0.10% | 110.09K | +0.13% | 15.95M | 142.71 | 0.36% |
| 54 | ADBE | Adobe Inc. | 401.12 | +2.41% | 35.51K | -0.14% | 15.79M | 363.42 | 0.36% |
| 55 | BKNG | Booking Holding... | 5362.86 | +1.22% | 3.1K | +0.10% | 15.41M | 2583.98 | 0.35% |
| 56 | IDV | iShares Interna... | 33.96 | -1.54% | 550.92K | -1.87% | 15.08M | 24.56 | 0.34% |
| 57 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 56.09K | +0.64% | 14.82M | 153.89 | 0.33% |
| 58 | ABT | Abbott Laborato... | 133.99 | -1.2% | 125.87K | +3.75% | 14.24M | 98.06 | 0.32% |
| 59 | WMT | Walmart Inc. | 94.23 | -0.22% | 146.45K | +6.52% | 13.23M | 45.16 | 0.30% |
| 60 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 71.95K | +1.51% | 12.61M | 164.6 | 0.28% |
| 61 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 160.25K | +1.82% | 12.6M | 75.69 | 0.28% |
| 62 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 273.12K | +0.74% | 12.03M | 41.09 | 0.27% |
| 63 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 11.7K | -0.39% | 12M | 949.65 | 0.27% |
| 64 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 148.24K | -6.54% | 11.56M | 76.91 | 0.26% |
| 65 | HD | The Home Depot,... | 353.06 | -0.45% | 29.65K | +1.39% | 11.53M | 237.87 | 0.26% |
| 66 | VIG | Vanguard Divide... | 200.94 | +0.24% | 58K | -5.57% | 11.36M | 117.9 | 0.26% |
| 67 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 67.02K | -0.3% | 11.17M | 82.37 | 0.25% |
| 68 | HON | Honeywell Inter... | 223.91 | -0.17% | 48.54K | +1.32% | 10.96M | 180.51 | 0.25% |
| 69 | VZ | Verizon Communi... | 42.42 | -1.37% | 269.63K | -3.66% | 10.78M | 46.53 | 0.24% |
| 70 | PG | The Procter & G... | 160.70 | +0.26% | 64.26K | +0.63% | 10.77M | 122.39 | 0.24% |
| 71 | DCI | Donaldson Compa... | 68.91 | +0.36% | 158.66K | -0.41% | 10.69M | 65.23 | 0.24% |
| 72 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 72.47K | -7.01% | 10.48M | 148.95 | 0.24% |
| 73 | IVE | iShares S&P 500... | 191.30 | +0.20% | 54.7K | -0.9% | 10.44M | 139.25 | 0.23% |
| 74 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 29.93K | +1.74% | 10.17M | 226.18 | 0.23% |
| 75 | ECL | Ecolab Inc. | 266.18 | +0.75% | 42.55K | -1.26% | 9.97M | 165.03 | 0.22% |
| 76 | IWF | iShares Russell... | 409.82 | +1.05% | 24.57K | +12.91% | 9.87M | 254.85 | 0.22% |
| 77 | NEE | NextEra Energy,... | 73.71 | -1.43% | 137.03K | +0.75% | 9.82M | 67.18 | 0.22% |
| 78 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 51.77K | +102.58% | 9.42M | 76.45 | 0.21% |
| 79 | IJH | iShares Core S&... | 60.66 | +0.67% | 151.02K | -0.81% | 9.41M | 49.46 | 0.21% |
| 80 | O | Realty Income C... | 57.38 | -0.45% | 174.19K | -0.18% | 9.3M | 62.22 | 0.21% |
| 81 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 37.98K | +1.23% | 9.2M | 169.37 | 0.21% |
| 82 | CPNG | Coupang, Inc. | 28.34 | +0.85% | 413.01K | -5.07% | 9.08M | 26.95 | 0.20% |
| 83 | DIS | The Walt Disney... | 119.45 | +1.28% | 80.91K | -3.47% | 9.01M | 104.89 | 0.20% |
| 84 | IJR | iShares Core S&... | 106.86 | +0.53% | 78.09K | +8.22% | 9M | 107.79 | 0.20% |
| 85 | VBR | Vanguard Small ... | 191.26 | +0.97% | 45.07K | +0.11% | 8.93M | 142.95 | 0.20% |
| 86 | ICSH | iShares Ultra S... | 50.56 | +0.03% | 175.52K | -4.28% | 8.85M | 50.14 | 0.20% |
| 87 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 377.73K | +8.79% | 8.68M | 24.07 | 0.20% |
| 88 | MKC | McCormick & Com... | 73.80 | -0.28% | 112.33K | -1.44% | 8.56M | 82.41 | 0.19% |
| 89 | ROP | Roper Technolog... | 565.07 | +0.77% | 16.22K | +0.95% | 8.43M | 442.52 | 0.19% |
| 90 | USMV | iShares MSCI US... | 92.66 | -0.38% | 93.74K | -2.48% | 8.32M | 64.8 | 0.19% |
| 91 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 89.54K | -1.01% | 8.14M | 76.4 | 0.18% |
| 92 | XLE | Energy Select S... | 87.77 | -0.37% | 92.71K | -3.82% | 7.94M | 53.74 | 0.18% |
| 93 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 212.81K | +40.32% | 7.9M | 36.32 | 0.18% |
| 94 | VGT | Vanguard Inform... | 633.02 | +1.56% | 12.66K | -1.85% | 7.87M | 354.68 | 0.18% |
| 95 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 72.67K | +0.44% | 7.82M | 92.93 | 0.18% |
| 96 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 86.91K | -0.22% | 7.74M | 87.04 | 0.17% |
| 97 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 22.33K | -1.22% | 7.64M | 175.16 | 0.17% |
| 98 | ITW | Illinois Tool W... | 244.12 | +1.09% | 29.55K | -9.16% | 7.49M | 229.84 | 0.17% |
| 99 | VUG | Vanguard Growth... | 423.26 | +1.18% | 17.72K | -3.26% | 7.27M | 311.64 | 0.16% |
| 100 | FBND | Fidelity Total ... | 45.23 | -0.17% | 162.08K | +8.18% | 7.27M | 44.84 | 0.16% |
| 101 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 84.66K | +2.96% | 7.23M | 72.32 | 0.16% |
| 102 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 36.48K | +1.44% | 7.2M | 85.49 | 0.16% |
| 103 | IWD | iShares Russell... | 190.16 | +0.17% | 38.48K | +1.53% | 7.12M | 132.22 | 0.16% |
| 104 | ACWI | iShares MSCI AC... | 125.35 | -0.03% | 58.64K | +0.27% | 6.89M | 89.2 | 0.15% |
| 105 | BILZ | PIMCO ETF Trust... | 101.03 | +0.01% | 67.25K | +100.00% | 6.78M | 100.82 | 0.15% |
| 106 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 115.05K | +1.76% | 6.78M | 54.87 | 0.15% |
| 107 | MS | Morgan Stanley | 130.65 | +0.90% | 52.68K | +0.69% | 6.62M | 67.91 | 0.15% |
| 108 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 51.28K | -2.61% | 6.61M | 102.29 | 0.15% |
| 109 | SCHF | Schwab Internat... | 21.89 | +0.44% | 356.95K | +97.86% | 6.6M | 17.84 | 0.15% |
| 110 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 82.13K | -1.83% | 6.57M | 74.94 | 0.15% |
| 111 | IBM | International B... | 281.56 | +1.57% | 29.53K | -0.01% | 6.49M | 148.77 | 0.15% |
| 112 | SHV | iShares Short T... | 110.24 | 0.00% | 57.53K | -8.1% | 6.33M | 110.3 | 0.14% |
| 113 | VLUE | iShares MSCI US... | 109.94 | +0.42% | 58.71K | -6.36% | 6.2M | 87.06 | 0.14% |
| 114 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 102.42K | +2.30% | 6.06M | 43.86 | 0.14% |
| 115 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 37.02K | -2.03% | 6.03M | 162.92 | 0.14% |
| 116 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 257.21K | +230.30% | 5.96M | 14.7 | 0.13% |
| 117 | VYM | Vanguard High D... | 131.03 | +0.37% | 46.56K | -3.14% | 5.94M | 95.63 | 0.13% |
| 118 | IBDS | iShares iBonds ... | 24.13 | -0.02% | 246.22K | +25.27% | 5.9M | 23.97 | 0.13% |
| 119 | IBDT | iShares iBonds ... | 25.22 | +0.01% | 236.28K | +24.04% | 5.88M | 25.06 | 0.13% |
| 120 | IBDR | iShares iBonds ... | 24.17 | +0.04% | 244.32K | +24.37% | 5.88M | 23.99 | 0.13% |
| 121 | MRK | Merck & Co., In... | 80.88 | -1.02% | 58.92K | -1.26% | 5.86M | 81.73 | 0.13% |
| 122 | LRGF | iShares U.S. Eq... | 62.08 | +0.61% | 96.49K | +7.63% | 5.82M | 52.78 | 0.13% |
| 123 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 5.47K | +7.63% | 5.8M | 410.84 | 0.13% |
| 124 | TIP | iShares TIPS Bo... | 108.47 | -0.12% | 54.4K | -5.37% | 5.8M | 119.83 | 0.13% |
| 125 | NKE | NIKE, Inc. | 61.88 | +2.22% | 76.33K | -12.42% | 5.78M | 116.51 | 0.13% |
| 126 | SYK | Stryker Corpora... | 376.80 | -0.13% | 15.71K | +1.95% | 5.66M | 226.87 | 0.13% |
| 127 | PWR | Quanta Services... | 361.41 | +0.88% | 17.87K | -1.19% | 5.65M | 141.52 | 0.13% |
| 128 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 36.75K | -10.66% | 5.59M | 147.72 | 0.13% |
| 129 | XYL | Xylem Inc. | 127.34 | +1.47% | 48.07K | -0.41% | 5.58M | 103.5 | 0.13% |
| 130 | IBDU | iShares iBonds ... | 23.10 | +0.02% | 241.78K | +25.50% | 5.51M | 23.01 | 0.12% |
| 131 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 130.97K | +2.79% | 5.48M | 42.93 | 0.12% |
| 132 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 8 | 0.00% | 5.45M | 448577.75 | 0.12% |
| 133 | JBND | JP Morgan Activ... | 52.80 | -0.18% | 102.91K | +1.57K% | 5.38M | 52.24 | 0.12% |
| 134 | IBDV | iShares iBonds ... | 21.71 | -0.02% | 249.38K | +23.78% | 5.33M | 21.63 | 0.12% |
| 135 | IBDQ | iShares iBonds ... | 25.13 | +0.02% | 212.31K | +23.75% | 5.32M | 24.89 | 0.12% |
| 136 | KO | The Coca-Cola C... | 70.46 | -0.79% | 83.48K | -4.89% | 5.2M | 51.74 | 0.12% |
| 137 | IBDW | iShares iBonds ... | 20.71 | +0.02% | 254.47K | +19.45% | 5.18M | 20.71 | 0.12% |
| 138 | IBDX | iShares iBonds ... | 24.89 | -0.06% | 207.06K | +20.14% | 5.09M | 25.1 | 0.11% |
| 139 | SSNC | SS&C Technologi... | 80.48 | +1.67% | 66.9K | -1.9% | 5.07M | 56.62 | 0.11% |
| 140 | BX | Blackstone Inc. | 137.85 | +1.06% | 29.27K | +0.57% | 5.05M | 84.52 | 0.11% |
| 141 | IWM | iShares Russell... | 210.52 | +0.78% | 22.78K | +12.93% | 5.03M | 182.19 | 0.11% |
| 142 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 47.9K | -5.16% | 5.02M | 67.48 | 0.11% |
| 143 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 199.17K | +22.58% | 4.98M | 25.3 | 0.11% |
| 144 | CMF | iShares Califor... | 55.42 | +0.03% | 86.53K | -1.85% | 4.96M | 58.22 | 0.11% |
| 145 | EW | Edwards Lifesci... | 74.71 | -0.59% | 65.8K | -5.02% | 4.87M | 84.19 | 0.11% |
| 146 | BAC | Bank of America... | 44.36 | +0.61% | 110.27K | +1.71% | 4.85M | 29.22 | 0.11% |
| 147 | IBDY | iShares Trust i... | 25.45 | -0.11% | 192.92K | +24.09% | 4.84M | 25.71 | 0.11% |
| 148 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 209.72K | +200.47% | 4.76M | 13.9 | 0.11% |
| 149 | MNST | Monster Beverag... | 63.86 | +1.27% | 90.25K | -4.85% | 4.74M | 52.49 | 0.11% |
| 150 | IJS | iShares S&P Sma... | 97.60 | +0.62% | 43.26K | -2.5% | 4.7M | 83.13 | 0.11% |