Parcion Private Wealth LLC Purchases in Q4 2024

Parcion Private Wealth LLC

  • $1.27 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
70.1K
+ 85.51%
N/A
152K $0
Blackrock Inc
8.08K
New
N/A
8.08K $0
Columbia ETF Tr I
3.05K
+ 33.06%
N/A
12.3K $0
Super Micro Computer Inc
9.69K
New
N/A
9.69K $0
Arista Networks Inc
5.14K
New
N/A
5.14K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.71K
+ 27.56%
N/A
7.9K $0
Talen Energy Corp
1.28K
New
N/A
1.28K $0
Linde PLC
475
+ 3.08%
N/A
15.9K $0
RS
Reliance Steel & Aluminum CO

Basic Materials
69
+ 7.56%
$264.2 - $326.32 $18.2K - $22.5K
982 $264K
PFE
Pfizer Inc

Healthcare
1.49K
+ 8.71%
$24.8 - $30.19 $37K - $45.1K
18.6K $494K
XLE
Energy Sector Spdr

ETFs
31
+ 0.27%
$83.32 - $97.27 $2.58K - $3.02K
11.7K $999K
MMM
3 M CO

Industrials
135
+ 2.26%
$124.74 - $137.12 $16.8K - $18.5K
6.1K $787K
QCOM
Qualcomm Inc

Technology
1
+ 0.04%
$150.4 - $178.04 $150 - $178
2.37K $363K
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 2.76%
$161.05 - $179.7 $217K - $242K
50.3K $8.43M
NXST
Nexstar Media Group, Inc.

Communication Services
1.15K
+ 3.68%
$157.01 - $188.5 $180K - $216K
32.3K $5.1M
BAND
Bandwidth Inc.

Technology
3.93K
+ 1.72%
$16.89 - $21.84 $66.3K - $85.8K
232K $3.95M
AMT
American Tower Corp

Real Estate
103
+ 7.62%
$179.4 - $232.01 $18.5K - $23.9K
1.46K $266K
ADBE
Adobe Inc.

Technology
15
+ 1.66%
$437.39 - $552.96 $6.56K - $8.29K
921 $409K
SBUX
Starbucks Corp

Consumer Cyclical
278
+ 2.01%
$87.44 - $102.5 $24.3K - $28.5K
14.1K $1.28M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.18K
+ 0.87%
$86.65 - $94.9 $622K - $681K
833K $72.3M
COP
Conocophillips

Energy
73
+ 0.52%
$95.12 - $114.72 $6.94K - $8.37K
14K $1.39M
OSK
Oshkosh Corp

Industrials
1.1K
+ 2.79%
$93.84 - $115.52 $103K - $127K
40.6K $3.86M
NVO
Novo Nordisk A S

Healthcare
766
+ 12.92%
$85.0 - $120.04 $65.1K - $92K
6.7K $576K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
521
+ 2.05%
$209.89 - $233.24 $109K - $122K
25.9K $5.51M
MCD
Mcdonalds Corp

Consumer Cyclical
450
+ 2.16%
$288.47 - $316.54 $130K - $142K
21.3K $6.17M
MSFT
Microsoft Corp

Technology
989
+ 1.39%
$406.35 - $454.46 $402K - $449K
71.9K $30.3M
DOW
Dow Inc.

Basic Materials
9.01K
+ 21.06%
$39.1 - $55.34 $352K - $498K
51.8K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.11%
$385.02 - $431.37 $6.93K - $7.76K
16.4K $6.4M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.84K
+ 4.87%
$27.09 - $32.06 $212K - $251K
169K $4.73M
RMD
Resmed Inc

Healthcare
302
+ 0.95%
$228.69 - $256.07 $69.1K - $77.3K
32.2K $7.37M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.37K
+ 1.47%
$46.69 - $49.2 $204K - $215K
301K $14.1M
MPC
Marathon Petroleum Corp

Energy
1.08K
+ 3.62%
$131.65 - $174.84 $142K - $189K
31K $4.32M
MDT
Medtronic PLC

Healthcare
3.92K
+ 4.04%
$79.61 - $92.24 $312K - $362K
101K $8.06M
KO
Coca Cola CO

Consumer Defensive
5.25K
+ 4.74%
$61.74 - $71.71 $324K - $377K
116K $7.23M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
147K
+ 5.59%
$26.16 - $28.82 $3.83M - $4.22M
2.77M $72.4M
KLAC
Kla Corp

Technology
858
+ 6.26%
$614.46 - $829.55 $527K - $712K
14.6K $9.18M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
19.9K
+ 1.69%
$79.93 - $88.06 $1.59M - $1.76M
1.2M $95.9M
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 1
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