Parr Mcknight Wealth Management Group, LLC Reduced Holdings in Q3 2025

Parr Mcknight Wealth Management Group, LLC

  • $762 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-12.6K
- 48.91%
$237.77 - $353.61 $3M - $4.46M
13.2K $4.55B
ACN
Accenture PLC

Technology
-7.75K
- 30.65%
$232.56 - $304.78 $1.8M - $2.36M
17.5K $4.32B
WMB
Williams Companies, Inc.

Energy
-45K
- 53.49%
$56.52 - $64.01 $2.54M - $2.88M
39.1K $2.48B
LLY
Eli Lilly & CO

Healthcare
-3.49K
- 74.54%
$625.65 - $812.69 $2.18M - $2.84M
1.19K $909M
XOM
Exxon Mobil Corp

Energy
-20K
- 86.24%
$105.83 - $117.22 $2.12M - $2.35M
3.19K $360M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-49.3K
- 29.81%
$37.14 - $37.85 $1.83M - $1.87M
116K $4.39B
AFL
Aflac Inc

Financial Services
-19.1K
- 36.11%
$98.09 - $111.7 $1.87M - $2.13M
33.8K $3.77B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.77K
- 36.66%
$100.16 - $100.7 $979K - $984K
16.9K $1.7B
VTWO
Vanguard Russell 2000 ETF

ETFs
-10.7K
- 57.75%
$86.92 - $99.32 $930K - $1.06M
7.83K $766M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.7K
- 4.91%
$72.57 - $74.72 $994K - $1.02M
265K $19.7B
CB
Chubb LTD

Financial Services
-936
- 6.01%
$265.99 - $289.59 $249K - $271K
14.6K $4.13B
EMB
Ishares Tr

ETFs
-5.98K
- 8.07%
$91.52 - $95.59 $547K - $572K
68.2K $6.49B
COST
Costco Wholesale Corp

Consumer Defensive
-28
- 0.59%
$915.95 - $994.57 $25.6K - $27.8K
4.7K $4.35B
SBUX
Starbucks Corp

Consumer Cyclical
-59
- 0.14%
$81.9 - $96.86 $4.83K - $5.71K
41.4K $3.51B
CL
Colgate Palmolive CO

Consumer Defensive
-455
- 1.98%
$79.36 - $93.33 $36.1K - $42.5K
22.6K $1.8B
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.33K
- 8.13%
$95.87 - $99.18 $319K - $330K
37.7K $3.71B
PM
Philip Morris International Inc.

Consumer Defensive
-155
- 1.52%
$157.77 - $183.27 $24.5K - $28.4K
10.1K $1.63B
CSL
Carlisle Companies Inc

Industrials
-86
- 2.27%
$327.52 - $435.11 $28.2K - $37.4K
3.7K $1.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.04K
- 19.84%
$97.75 - $100.75 $199K - $205K
8.24K $826M
ZTS
Zoetis Inc.

Healthcare
-62
- 0.33%
$141.13 - $159.19 $8.75K - $9.87K
18.6K $2.72B
META
Meta Platforms, Inc.

Communication Services
-193
- 1.63%
$695.21 - $791.73 $134K - $153K
11.6K $8.53B
HRL
Hormel Foods Corp

Consumer Defensive
-800
- 3.75%
$24.31 - $31.54 $19.4K - $25.2K
20.5K $508M
ABT
Abbott Laboratories

Healthcare
-286
- 0.68%
$120.51 - $136.62 $34.5K - $39.1K
41.8K $5.59B
EMR
Emerson Electric CO

Industrials
-426
- 1.68%
$128.6 - $149.63 $54.8K - $63.7K
24.9K $3.27B
PPG
Ppg Industries Inc

Basic Materials
-22
- 0.19%
$103.65 - $119.07 $2.28K - $2.62K
11.4K $1.2B
VIG
Vanguard Dividend Appreciation

ETFs
-558
- 10.69%
N/A
4.66K $1.01B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-670
- 15.0%
$135.0 - $146.02 $90.5K - $97.8K
3.8K $553M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.6K
- 20.73%
$39.84 - $43.15 $63.6K - $68.9K
6.1K $262M
VTI
Vanguard Total Stock Market Et

ETFs
-482
- 9.86%
$303.93 - $329.86 $146K - $159K
4.41K $1.45B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.07K
- 4.03%
$12.9 - $13.59 $91.2K - $96.1K
168K $2.26B
VB
Vanguard Small Cap ETF

ETFs
-126
- 8.67%
$237.58 - $259.17 $29.9K - $32.7K
1.33K $337M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-219
- 4.99%
$68.24 - $73.73 $14.9K - $16.1K
4.17K $306M
AMZN
Amazon Com Inc

Consumer Cyclical
-9
- 0.03%
$211.65 - $238.24 $1.9K - $2.14K
33.5K $7.36B
XLE
Energy Sector Spdr

ETFs
-768
- 4.52%
$84.25 - $91.99 $64.7K - $70.6K
16.2K $1.45B
Brookfield Renewable Corp
-1.19K
- 2.47%
N/A
46.8K $1.61B
AMGN
Amgen Inc

Healthcare
-23
- 0.15%
$271.18 - $309.22 $6.24K - $7.11K
15K $4.22B
Linde PLC
-23
- 0.22%
N/A
10.6K $5.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 2.59%
$617.65 - $666.84 $27.2K - $29.3K
1.66K $1.1B
HUBB
Hubbell Inc

Industrials
-29
- 0.77%
$410.51 - $450.93 $11.9K - $13.1K
3.74K $1.61B
FTGC
First Trust Global Tactical CO

ETFs
-1.89K
- 1.93%
$24.67 - $26.32 $46.6K - $49.7K
95.7K $2.48B
GOOG
Alphabet Inc.

Communication Services
-4
- 0.31%
$175.16 - $255.24 $701 - $1.02K
1.28K $311M
IEFA
Ishares Tr

ETFs
-5.43K
- 3.71%
$81.7 - $87.53 $444K - $475K
141K $12.3B
Tko Group Holdings Inc
-404
- 4.31%
N/A
8.97K $1.81B
CMS
Cms Energy Corp

Utilities
-168
- 0.49%
$69.37 - $74.67 $11.7K - $12.5K
33.8K $2.48B
NVS
Novartis Ag

Healthcare
-216
- 0.92%
$113.5 - $129.73 $24.5K - $28K
23.2K $2.98B
GS
Goldman Sachs Group Inc

Financial Services
-408
- 7.52%
$696.56 - $806.32 $284K - $329K
5.02K $3.99B
CAT
Caterpillar Inc

Industrials
-30
- 1.48%
$390.92 - $477.15 $11.7K - $14.3K
2K $952M
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.14%
$94.4 - $104.27 $4.72K - $5.21K
36.4K $3.75B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-155
- 4.36%
$473.44 - $553.71 $73.4K - $85.8K
3.4K $1.86B
Activity Summary
Buys All Purchases 130 New Holdings 8 Increased Positions 122 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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