Parcion Private Wealth LLC Purchases in Q4 2025

Parcion Private Wealth LLC

  • $2.12 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
892K
+ 33715.31%
$656.2 - $690.71 $585M - $616M
894K $604M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.4K
+ 724.54%
$600.51 - $631.95 $9.86M - $10.4M
18.7K $11.5M
IGV
Ishares Expanded Tech Software

ETFs
39.3K
New
$106.84 - $117.08 $4.19M - $4.6M
39.3K $4.22M
NOW
Service Now, Inc.

Technology
3.52K
New
$835.79 - $946.29 $2.94M - $3.33M
3.52K $2.94M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.28K
+ 0.12%
$31.28 - $33.46 $103K - $110K
2.75M $90.9M
AAPL
Apple Inc.

Technology
1.65K
+ 1.04%
$245.27 - $275.25 $404K - $453K
160K $42.8M
IEFA
Ishares Tr

ETFs
10.8K
+ 1.08%
$86.09 - $89.88 $934K - $975K
1.02M $90.1M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
19.9K
+ 1.3%
$27.18 - $28.91 $541K - $575K
1.56M $44.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.26K
+ 5.8%
$213.04 - $254.0 $907K - $1.08M
77.7K $18.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.19K
+ 0.52%
$88.45 - $91.41 $547K - $565K
1.19M $108M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.35K
+ 148.54%
$136.06 - $140.64 $1.14M - $1.17M
14K $1.93M
GOOG
Alphabet Inc.

Communication Services
924
+ 4.5%
$237.49 - $291.74 $219K - $270K
21.4K $6.13M
XLE
Energy Sector Spdr

ETFs
11.4K
+ 100.0%
$85.22 - $92.02 $975K - $1.05M
22.9K $2.11M
DFAE
Dimensional ETF Tr

ETFs
32.8K
New
$30.74 - $33.05 $1.01M - $1.08M
32.8K $1.06M
LLY
Eli Lilly & CO

Healthcare
475
+ 24.64%
$799.57 - $1025.28 $380K - $487K
2.4K $2.46M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.3K
New
$91.84 - $96.06 $947K - $990K
10.3K $976K
CB
Chubb LTD

Financial Services
3.04K
+ 233.21%
$268.2 - $296.22 $816K - $901K
4.35K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
19.2K
+ 249.2%
$42.6 - $49.08 $817K - $941K
26.9K $1.26M
CNC
Centene Corp

Healthcare
23.6K
+ 251.5%
$33.15 - $38.7 $782K - $913K
33K $1.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.1K
+ 311.87%
$44.43 - $46.12 $716K - $743K
21.3K $958K
PCG
Pg&E Corp

Utilities
40.5K
+ 108.75%
$15.63 - $16.81 $633K - $681K
77.7K $1.28M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
14K
New
$47.86 - $48.14 $671K - $675K
14K $671K
ZM
Zoom Video Communications, Inc.

Technology
7.69K
+ 189.81%
$79.17 - $87.23 $609K - $671K
11.7K $989K
UPS
United Parcel Service Inc

Industrials
6.59K
New
$82.87 - $97.4 $546K - $641K
6.59K $620K
WMT
Walmart Inc.

Consumer Defensive
5.91K
+ 72.97%
$101.18 - $109.03 $598K - $645K
14K $1.44M
LVS
Las Vegas Sands Corp

Consumer Cyclical
9.08K
New
$46.47 - $66.99 $422K - $608K
9.08K $593K
EIX
Edison International

Utilities
9.46K
+ 117.39%
$52.12 - $59.08 $493K - $559K
17.5K $1.03M
MKTX
Marketaxess Holdings Inc

Financial Services
3.33K
New
$158.85 - $177.4 $529K - $591K
3.33K $582K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
18K
New
$29.81 - $42.36 $538K - $764K
18K $569K
MRK
Merck & Co., Inc.

Healthcare
3.49K
+ 13.11%
$82.49 - $92.93 $288K - $324K
30.1K $2.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
689
+ 139.47%
$557.73 - $694.99 $384K - $479K
1.18K $820K
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.8K
New
$45.54 - $46.2 $538K - $546K
11.8K $538K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
935
+ 13.63%
$475.68 - $513.11 $445K - $480K
7.8K $3.97M
LMT
Lockheed Martin Corp

Industrials
1.27K
+ 44.68%
$452.1 - $514.24 $575K - $654K
4.12K $1.94M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
18K
New
$25.3 - $29.23 $456K - $527K
18K $489K
AMT
American Tower Corp

Real Estate
2.68K
New
$176.64 - $193.32 $474K - $518K
2.68K $484K
MU
Micron Technology Inc

Technology
1.13K
+ 46.84%
$181.6 - $253.3 $205K - $286K
3.54K $872K
VEA
Vanguard Ftse Developed Market

ETFs
7.59K
New
$59.18 - $62.09 $449K - $471K
7.59K $465K
FIX
Comfort Systems Usa Inc

Industrials
445
+ 64.87%
$790.72 - $1010.64 $352K - $450K
1.13K $1.03M
UTHR
United Therapeutics Corp

Healthcare
974
New
$415.34 - $466.4 $405K - $454K
974 $454K
IQV
Iqvia Holdings Inc.

Healthcare
1.99K
New
$198.17 - $223.55 $394K - $445K
1.99K $438K
PB
Prosperity Bancshares Inc

Financial Services
6.53K
New
$61.89 - $67.53 $404K - $441K
6.53K $436K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.75K
+ 3.47%
$55.63 - $58.98 $264K - $280K
141K $8.29M
TGT
Target Corp

Consumer Defensive
4.82K
New
$85.53 - $97.77 $412K - $471K
4.82K $432K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.58K
New
$94.02 - $97.61 $430K - $447K
4.58K $432K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.36K
New
$280.02 - $324.19 $379K - $439K
1.36K $425K
TXT
Textron Inc

Industrials
5.22K
New
$79.42 - $87.34 $414K - $456K
5.22K $421K
MEDP
Medpace Holdings, Inc.

Healthcare
606
+ 79.42%
$501.22 - $605.2 $304K - $367K
1.37K $807K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.6K
+ 126.61%
$117.6 - $129.07 $423K - $464K
6.44K $757K
Activity Summary
Buys All Purchases 288 New Holdings 94 Increased Positions 194 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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