Parallel Advisors, LLC Reduced Holdings in Q4 2024

Parallel Advisors, LLC

  • $4.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.07K
- 16.92%
$57.53 - $60.83 $522K - $552K
44.6K $2.56M
VIG
Vanguard Dividend Appreciation

ETFs
-3.42K
- 5.57%
N/A
58K $10.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-220
- 16.62%
$701.85 - $1046.91 $154K - $230K
1.1K $786K
SHV
Ishares Tr

ETFs
-5.07K
- 8.1%
$109.92 - $110.57 $558K - $561K
57.5K $6.33M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.09K
- 5.37%
$106.33 - $110.69 $328K - $342K
54.4K $5.8M
PLD
Prologis, Inc.

Real Estate
-2.74K
- 24.12%
$101.4 - $126.96 $278K - $348K
8.62K $911K
XLE
Energy Sector Spdr

ETFs
-3.68K
- 3.82%
$83.32 - $97.27 $307K - $358K
92.7K $7.94M
XLP
Consumer Staples Sector Spdr

ETFs
-6.85K
- 72.33%
N/A
2.62K $199K
ITA
Ishares Tr

ETFs
-3.11K
- 27.98%
$144.31 - $157.31 $449K - $489K
8K $1.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.63K
- 1.57%
$26.63 - $30.23 $70.1K - $79.6K
165K $4.39M
ADI
Analog Devices Inc

Technology
-813
- 4.84%
$206.35 - $236.48 $168K - $192K
16K $3.39M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.77K
- 15.33%
$69.58 - $74.87 $401K - $432K
31.9K $2.23M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.75K
- 34.55%
$106.56 - $113.11 $399K - $424K
7.1K $758K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.38K
- 2.48%
$88.59 - $94.57 $211K - $225K
93.7K $8.32M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.84K
- 4.28%
$50.35 - $50.69 $395K - $398K
176K $8.85M
IVE
Ishares S&P 500 Value ETF

ETFs
-499
- 0.9%
$189.5 - $206.17 $94.6K - $103K
54.7K $10.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-14.9K
- 87.24%
$26.05 - $29.17 $387K - $433K
2.17K $56K
GE
General Electric CO

Industrials
-328
- 1.96%
$159.95 - $194.23 $52.5K - $63.7K
16.4K $2.73M
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.42K
- 15.67%
$57.29 - $63.1 $253K - $279K
23.8K $1.37M
CMCSA
Comcast Corp

Communication Services
-2.06K
- 2.66%
$37.39 - $45.14 $76.8K - $92.8K
75.2K $2.82M
HMC
Honda Motor CO LTD

Consumer Cyclical
-11.5K
- 48.31%
$23.7 - $32.62 $273K - $376K
12.3K $352K
QCOM
Qualcomm Inc

Technology
-901
- 5.75%
$150.4 - $178.04 $136K - $160K
14.8K $2.27M
SEB
Seaboard Corp

Industrials
-109
- 60.56%
$2390.98 - $3163.38 $261K - $345K
71 $172K
UMC
United Microelectronics Corp

Technology
-27.8K
- 25.45%
$6.34 - $8.35 $176K - $232K
81.3K $527K
MMM
3 M CO

Industrials
-2.21K
- 16.28%
$124.74 - $137.12 $276K - $303K
11.4K $1.47M
IQV
Iqvia Holdings Inc.

Healthcare
-67
- 0.73%
$190.97 - $236.63 $12.8K - $15.9K
9.17K $1.8M
ESPR
Esperion Therapeutics, Inc.

Healthcare
-234K
- 95.9%
$1.61 - $3.83 $377K - $896K
10K $22K
TTC
Toro CO

Industrials
-1.48K
- 3.98%
$80.1 - $88.44 $118K - $131K
35.6K $2.85M
CI
Cigna Corp

Healthcare
-395
- 11.1%
$265.59 - $358.58 $105K - $142K
3.16K $873K
MGC
Vanguard Mega Cap ETF

ETFs
-2.08K
- 14.12%
$204.21 - $220.18 $425K - $458K
12.6K $2.69M
RXST
Rx Sight, Inc.

Healthcare
-6.99K
- 99.96%
$33.66 - $54.73 $235K - $382K
3 $0
DGRO
Ishares Core Dividend Growth E

ETFs
-4.93K
- 18.33%
$60.73 - $64.94 $299K - $320K
22K $1.35M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.36K
- 36.31%
$62.74 - $97.24 $148K - $229K
4.13K $309K
TGT
Target Corp

Consumer Defensive
-727
- 6.34%
$121.59 - $160.69 $88.4K - $117K
10.7K $1.45M
AMED
Amedisys Inc

Healthcare
-3.25K
- 73.54%
$83.78 - $97.71 $272K - $317K
1.17K $106K
KLAC
Kla Corp

Technology
-19
- 0.92%
$614.46 - $829.55 $11.7K - $15.8K
2.05K $1.29M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-5.05K
- 13.38%
$34.74 - $38.36 $176K - $194K
32.7K $1.14M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-5.29K
- 96.92%
$52.07 - $58.13 $276K - $308K
168 $8K
OGE
Oge Energy Corp.

Utilities
-7.45K
- 41.4%
$39.65 - $44.08 $295K - $328K
10.5K $434K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.49K
- 7.57%
$57.85 - $63.11 $144K - $157K
30.4K $1.77M
NOC
Northrop Grumman Corp

Industrials
-238
- 7.51%
$466.52 - $543.88 $111K - $129K
2.93K $1.38M
EXPD
Expeditors International Of Washington Inc

Industrials
-798
- 8.0%
$110.5 - $128.26 $88.2K - $102K
9.18K $1.02M
CAG
Conagra Brands Inc.

Consumer Defensive
-7.74K
- 46.82%
$26.48 - $32.72 $205K - $253K
8.79K $244K
CHE
Chemed Corp

Healthcare
-404
- 37.9%
$517.44 - $613.19 $209K - $248K
662 $350K
SLB
Schlumberger Limited

Energy
-4.78K
- 16.15%
$36.83 - $45.59 $176K - $218K
24.8K $950K
ORCL
Oracle Corp

Technology
-204
- 0.3%
$165.41 - $192.43 $33.7K - $39.3K
67K $11.2M
IDXX
Idexx Laboratories Inc

Healthcare
-91
- 3.45%
$406.92 - $495.42 $37K - $45.1K
2.55K $1.05M
CVS
Cvs Health Corp

Healthcare
-2.24K
- 22.64%
$43.78 - $67.46 $98.2K - $151K
7.66K $343K
VHT
Vanguard Health Care ETF

ETFs
-298
- 4.32%
$250.81 - $283.3 $74.7K - $84.4K
6.59K $1.67M
Activity Summary
Buys All Purchases 1814 New Holdings 277 Increased Positions 1537 Sells All Sells 983 Reductions 981 Sold out 2 Options Calls 14 Puts 5
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