Parallel Advisors, LLC Purchases in Q1 2025

Parallel Advisors, LLC

  • $4.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.16K
+ 4.15%
$77.7 - $78.94 $479K - $486K
154K $12.2M
GE
General Electric CO

Industrials
316
+ 1.93%
$168.59 - $212.13 $53.3K - $67K
16.7K $3.34M
COP
Conocophillips

Energy
3.98K
+ 13.23%
$88.6 - $105.85 $353K - $421K
34.1K $3.58M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.3K
+ 41.24%
$25.35 - $27.46 $515K - $558K
69.6K $1.85M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
23.4K
+ 1040.0%
$23.13 - $23.41 $541K - $548K
25.7K $595K
MDT
Medtronic PLC

Healthcare
3.59K
+ 18.11%
$79.84 - $94.5 $287K - $340K
23.4K $2.11M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20.7K
+ 11667.23%
$24.6 - $24.99 $508K - $516K
20.8K $520K
PAVE
Global X Fds Us Infrastructure

ETFs
13.6K
+ 524.05%
$37.31 - $43.82 $506K - $595K
16.2K $607K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.8K
+ 17.05%
$21.23 - $23.75 $759K - $849K
245K $5.26M
AMED
Amedisys Inc

Healthcare
5.23K
+ 446.96%
$90.44 - $92.9 $473K - $485K
6.39K $592K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.73K
+ 136.47%
$99.16 - $99.52 $469K - $470K
8.19K $814K
VNQ
Vanguard Specialized Funds Van

ETFs
4.54K
+ 5.22%
$85.55 - $94.34 $388K - $428K
91.4K $8.2M
SPOT
Spotify Technology S.A.

Communication Services
369
+ 14.86%
$457.79 - $648.32 $169K - $239K
2.85K $1.57M
AVLV
American Centy ETF Tr Avantis
6.99K
New
$63.51 - $70.42 $444K - $492K
6.99K $452K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
6.39K
New
$66.47 - $71.08 $425K - $454K
6.39K $450K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
37
+ 0.4%
$80.53 - $147.57 $2.98K - $5.46K
9.32K $1.23M
ED
Consolidated Edison Inc

Utilities
1.7K
+ 14.98%
$88.0 - $110.59 $149K - $188K
13K $1.44M
MCD
Mcdonalds Corp

Consumer Cyclical
248
+ 1.62%
$279.74 - $321.29 $69.4K - $79.7K
15.5K $4.86M
DFAE
Dimensional ETF Tr

ETFs
16K
+ 6316.14%
$24.64 - $26.86 $395K - $431K
16.3K $423K
AJG
Arthur J. Gallagher & Co.

Financial Services
542
+ 14.63%
$275.89 - $345.24 $150K - $187K
4.25K $1.47M
SCHW
Schwab Charles Corp

Financial Services
3.28K
+ 9.11%
$71.24 - $83.64 $234K - $274K
39.3K $3.07M
VTV
Vanguard Value ETF

ETFs
1.17K
+ 0.88%
$167.73 - $179.21 $196K - $210K
134K $22.9M
CSCO
Cisco Systems, Inc.

Technology
2.32K
+ 2.27%
$58.74 - $64.87 $137K - $151K
105K $6.46M
EWJ
Ishares Msci Japan ETF

ETFs
5.74K
+ 885.19%
$65.24 - $71.7 $374K - $411K
6.38K $441K
IWS
Ishares Russell Midcap Value E

ETFs
3.2K
+ 120.35%
$122.59 - $135.24 $392K - $433K
5.86K $733K
EMR
Emerson Electric CO

Industrials
7.08K
+ 25.53%
$108.64 - $131.17 $769K - $928K
34.8K $3.81M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.21K
+ 19.4%
$75.32 - $84.77 $242K - $272K
19.8K $1.63M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.17K
+ 12.04%
$120.24 - $134.3 $742K - $829K
57.5K $6.96M
IBHE
Ishares Ibonds 2025 Term High

ETFs
15.4K
+ 185.4%
$23.16 - $23.32 $356K - $358K
23.6K $549K
CVS
Cvs Health Corp

Healthcare
2.66K
+ 34.76%
$44.22 - $68.64 $118K - $183K
10.3K $699K
DFIV
Dimensional ETF Tr

ETFs
8.8K
+ 634.39%
$35.33 - $40.77 $311K - $359K
10.2K $404K
IWX
Ishares Tr Russell 200 Value E

ETFs
4.3K
+ 4298.0%
$78.54 - $84.86 $338K - $365K
4.4K $357K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.75K
+ 15.28%
$360.07 - $417.26 $1.35M - $1.57M
28.3K $10.2M
KLAC
Kla Corp

Technology
354
+ 17.26%
$636.62 - $777.63 $225K - $275K
2.41K $1.63M
IBHG
Ishares Tr Ibonds 2027 Term Hi
14.5K
New
$22.21 - $22.56 $322K - $327K
14.5K $323K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
17.9K
New
$16.52 - $17.68 $296K - $317K
17.9K $314K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.07K
+ 238.7%
$307.43 - $357.48 $328K - $381K
1.51K $467K
AEP
American Electric Power CO Inc

Utilities
1.54K
+ 19.65%
$90.32 - $109.27 $139K - $169K
9.4K $1.03M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.91K
+ 69.09%
$63.77 - $71.36 $249K - $279K
9.57K $664K
ELV
Elevance Health, Inc.

Healthcare
328
+ 13.35%
$365.9 - $436.25 $120K - $143K
2.79K $1.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
286
+ 4.09%
$208.48 - $244.03 $59.6K - $69.8K
7.29K $1.78M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.6K
+ 33.04%
$17.15 - $21.07 $182K - $224K
42.8K $849K
VRSN
Verisign Inc

Technology
682
+ 28.43%
$205.1 - $254.74 $140K - $174K
3.08K $782K
UMC
United Microelectronics Corp

Technology
31.7K
+ 39.02%
$5.69 - $7.15 $181K - $227K
113K $808K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.87K
+ 51.74%
$59.28 - $66.1 $229K - $256K
11.4K $730K
DE
Deere & CO

Industrials
295
+ 9.92%
$408.57 - $509.27 $121K - $150K
3.27K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.54K
+ 6.85%
$507.05 - $563.67 $1.29M - $1.43M
39.6K $20.2M
DUK
Duke Energy Corp

Utilities
1.26K
+ 15.15%
$105.87 - $121.97 $133K - $153K
9.54K $1.16M
VGSH
Vanguard

ETFs
4.56K
+ 167.82%
$58.07 - $58.68 $265K - $267K
7.27K $426K
Activity Summary
Buys All Purchases 1750 New Holdings 229 Increased Positions 1521 Sells All Sells 1173 Reductions 1165 Sold out 8 Options Calls 6 Puts 2
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