Parallel Advisors, LLC Purchases in Q1 2025

Parallel Advisors, LLC

  • $4.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
3.87K
+ 415.79%
$48.33 - $49.5 $187K - $192K
4.8K $234K
PII
Polaris Inc.

Consumer Cyclical
4.66K
+ 1328.49%
$40.9 - $58.36 $191K - $272K
5.01K $205K
PLD
Prologis, Inc.

Real Estate
1.19K
+ 13.77%
$103.59 - $124.04 $123K - $147K
9.81K $1.1M
DOX
Amdocs LTD

Technology
1.4K
+ 15.88%
$82.21 - $92.02 $115K - $129K
10.2K $936K
BMY
Bristol Myers Squibb CO

Healthcare
471
+ 1.35%
$53.9 - $63.11 $25.4K - $29.7K
35.3K $2.15M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.73K
New
$48.31 - $49.23 $180K - $184K
3.73K $183K
PSX
Phillips 66

Energy
678
+ 6.59%
$113.93 - $131.55 $77.2K - $89.2K
11K $1.35M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.19K
+ 29.34%
$20.2 - $22.24 $165K - $182K
36.1K $769K
UL
Unilever PLC

Consumer Defensive
1.86K
+ 8.01%
$54.72 - $60.29 $102K - $112K
25.1K $1.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.25K
+ 65.42%
$46.15 - $63.53 $104K - $143K
5.68K $349K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.21K
+ 47.22%
$73.78 - $76.59 $163K - $169K
6.89K $526K
IWY
Ishares Tr Russell 200 Growth

ETFs
843
+ 957.95%
$210.19 - $243.33 $177K - $205K
931 $195K
SNY
Sanofi

Healthcare
2.19K
+ 29.52%
$48.15 - $59.42 $106K - $130K
9.62K $533K
ATO
Atmos Energy Corp

Utilities
921
+ 46.56%
$136.51 - $154.58 $126K - $142K
2.9K $448K
SPGI
S&P Global Inc.

Financial Services
227
+ 4.1%
$478.26 - $543.77 $109K - $123K
5.76K $2.93M
FANG
Diamondback Energy, Inc.

Energy
1.47K
+ 8.59%
$139.9 - $180.18 $206K - $266K
18.6K $2.98M
NET
Cloudflare, Inc.

Technology
1.37K
+ 54.53%
$110.71 - $176.5 $151K - $241K
3.87K $436K
JNPR
Juniper Networks Inc

Technology
5.07K
+ 38.66%
$34.38 - $39.03 $174K - $198K
18.2K $657K
AWK
American Water Works Company, Inc.

Utilities
458
+ 10.8%
$121.01 - $149.31 $55.4K - $68.4K
4.7K $693K
HDV
Ishares Core High Dividend ETF

ETFs
706
+ 6.24%
$110.86 - $121.12 $78.3K - $85.5K
12K $1.44M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.1K
New
$147.38 - $176.39 $162K - $194K
1.1K $166K
HCA
Hca Healthcare, Inc.

Healthcare
193
+ 9.13%
$296.7 - $345.55 $57.3K - $66.7K
2.31K $797K
INDA
Ishares Msci India Index Fund

ETFs
3.23K
+ 194.63%
$47.8 - $53.4 $154K - $172K
4.88K $250K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.85K
+ 26.66%
$54.27 - $63.81 $100K - $118K
8.8K $561K
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.33K
+ 4.46%
$14.46 - $15.96 $135K - $149K
219K $3.34M
VOT
Vanguard Mid Cap Growth Index

ETFs
684
+ 115.74%
$237.72 - $276.98 $163K - $189K
1.28K $311K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
655
+ 15.73%
$160.89 - $187.27 $105K - $123K
4.82K $843K
PAYX
Paychex Inc

Industrials
167
+ 1.73%
$136.06 - $154.52 $22.7K - $25.8K
9.8K $1.51M
IWD
Ishares Russell 1000 Val ETF

ETFs
612
+ 1.59%
$182.82 - $196.21 $112K - $120K
39.1K $7.28M
VOE
Vanguard Mid Cap Value Index F

ETFs
1K
+ 69.92%
$156.61 - $168.02 $157K - $169K
2.44K $388K
HES
Hess Corp

Energy
456
+ 14.91%
$135.42 - $160.52 $61.8K - $73.2K
3.51K $561K
AFG
American Financial Group Inc

Financial Services
1.2K
+ 255.98%
$119.82 - $138.45 $144K - $166K
1.67K $218K
XLU
Utilities Sector Spdr

ETFs
1.56K
+ 10.95%
$74.7 - $80.27 $116K - $125K
15.8K $1.23M
NEM
Newmont Corp

Basic Materials
1.95K
+ 37.66%
$37.79 - $48.39 $73.8K - $94.5K
7.14K $344K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.55K
+ 20.06%
$9.49 - $14.83 $43.2K - $67.5K
27.2K $370K
TRGP
Targa Resources Corp.

Energy
222
+ 4.62%
$178.44 - $217.22 $39.6K - $48.2K
5.02K $1.01M
ROL
Rollins Inc

Consumer Cyclical
1.37K
+ 14.35%
$45.65 - $54.03 $62.7K - $74.2K
10.9K $591K
AZO
Autozone Inc

Consumer Cyclical
6
+ 2.97%
$3193.96 - $3828.11 $19.2K - $23K
208 $793K
BP
Bp PLC

Energy
397
+ 1.26%
$29.93 - $35.31 $11.9K - $14K
31.9K $1.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
845
+ 8.73%
$101.42 - $113.2 $85.7K - $95.7K
10.5K $1.16M
SJNK
Spdr Bloomberg Short Term High

ETFs
5.68K
+ 16214.29%
$25.08 - $25.64 $142K - $146K
5.71K $143K
HSBC
Hsbc Holdings PLC

Financial Services
638
+ 4.87%
$48.68 - $61.58 $31.1K - $39.3K
13.7K $788K
EPD
Enterprise Products Partners L.P.

Energy
285
+ 0.61%
$31.75 - $34.14 $9.05K - $9.73K
47K $1.61M
RELX
Relx PLC

Communication Services
2.2K
+ 37.26%
$45.34 - $51.91 $99.6K - $114K
8.09K $407K
COIN
Coinbase Global, Inc.

Technology
2.17K
+ 70.16%
$172.23 - $301.3 $374K - $654K
5.26K $906K
DOCU
Docusign, Inc.

Technology
1.99K
+ 71.8%
$74.7 - $97.7 $149K - $195K
4.76K $387K
BOH
Bank Of Hawaii Corp

Financial Services
2K
+ 1087.5%
$65.97 - $75.81 $132K - $152K
2.19K $149K
ICF
Ishares Tr

ETFs
2.19K
+ 101.06%
$57.98 - $63.8 $127K - $140K
4.36K $265K
CWEN
Clearway Energy, Inc.

Utilities
3.55K
+ 53.19%
$24.63 - $30.42 $87.4K - $108K
10.2K $308K
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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