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
FLEX
Flex Ltd.

Technology
216
+ 1.55%
$56.13 - $66.1 $12.1K - $14.3K
14.2K $849K
USB
Us Bancorp \De\

Financial Services
4.24K
+ 7.93%
$45.28 - $48.26 $192K - $204K
57.6K $2.62M
MPW
Medical Properties Trust Inc

Real Estate
8.52K
+ 54.24%
$4.86 - $5.54 $41.4K - $47.2K
24.2K $119K
MANH
Manhattan Associates Inc

Technology
423
+ 30.09%
$175.13 - $208.9 $74.1K - $88.4K
1.83K $325K
CRM
Salesforce, Inc.

Technology
152
+ 2.72%
$235.69 - $263.41 $35.8K - $40K
5.74K $1.36M
VEEV
Veeva Systems Inc

Healthcare
138
+ 10.6%
$283.73 - $306.22 $39.2K - $42.3K
1.44K $422K
BAC
Bank Of America Corp

Financial Services
837
+ 1.0%
$48.65 - $54.11 $40.7K - $45.3K
84.4K $4.34M
JCI
Johnson Controls International PLC

Industrials
24
+ 0.72%
$105.55 - $122.66 $2.53K - $2.94K
3.35K $397K
CTVA
Corteva, Inc.

Basic Materials
1.17K
+ 4.13%
$61.0 - $66.48 $71.4K - $77.8K
29.5K $1.95M
DVN
Devon Energy Corp

Energy
716
+ 9.65%
$31.74 - $35.84 $22.7K - $25.7K
8.14K $291K
TRV
Travelers Companies, Inc.

Financial Services
73
+ 7.02%
$261.57 - $287.42 $19.1K - $21K
1.11K $319K
LECO
Lincoln Electric Holdings Inc

Industrials
185
+ 13.2%
$225.07 - $242.95 $41.6K - $44.9K
1.59K $358K
MDT
Medtronic PLC

Healthcare
239
+ 6.6%
$90.06 - $98.43 $21.5K - $23.5K
3.86K $371K
COP
Conocophillips

Energy
1.1K
+ 8.86%
$85.66 - $95.46 $94.6K - $105K
13.6K $1.2M
QCOM
Qualcomm Inc

Technology
125
+ 5.01%
$153.59 - $187.68 $19.2K - $23.5K
2.62K $436K
VRT
Vertiv Holdings CO

Industrials
234
+ 3.71%
N/A
6.54K $566K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.12K
+ 0.82%
$30.13 - $30.32 $33.8K - $34K
139K $4.19M
LNT
Alliant Energy Corp

Utilities
271
+ 3.91%
$66.31 - $68.97 $18K - $18.7K
7.21K $485K
CVS
Cvs Health Corp

Healthcare
76
+ 1.9%
$76.69 - $83.04 $5.83K - $6.31K
4.08K $319K
TTWO
Take Two Interactive Software Inc

Communication Services
214
+ 14.86%
$232.0 - $262.29 $49.6K - $56.1K
1.65K $388K
DTM
Dt Midstream, Inc.

Energy
50
+ 1.77%
$105.61 - $115.94 $5.28K - $5.8K
2.88K $333K
HPE
Hewlett Packard Enterprise CO

Technology
1.31K
+ 13.86%
$22.5 - $26.25 $29.5K - $34.4K
10.8K $245K
MS
Morgan Stanley

Financial Services
42
+ 0.4%
$151.86 - $169.92 $6.38K - $7.14K
10.6K $1.69M
PM
Philip Morris International Inc.

Consumer Defensive
367
+ 7.97%
$144.33 - $160.86 $53K - $59K
4.97K $759K
HBAN
Huntington Bancshares Inc

Financial Services
1.8K
+ 16.24%
$15.16 - $17.21 $27.3K - $31K
12.9K $202K
WFC
Wells Fargo & Company

Financial Services
395
+ 0.69%
$77.62 - $87.3 $30.7K - $34.5K
57.8K $4.82M
AGL
Agilon Health, Inc.

Healthcare
17.1K
New
$0.58 - $1.13 $9.93K - $19.4K
17.1K $9K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.08K
+ 2.38%
$27.24 - $27.76 $56.5K - $57.6K
89.4K $2.43M
DHI
Horton D R Inc

Consumer Cyclical
322
+ 23.33%
$142.43 - $174.95 $45.9K - $56.3K
1.7K $242K
PNW
Pinnacle West Capital Corp

Utilities
415
+ 1.79%
$87.64 - $93.71 $36.4K - $38.9K
23.6K $2.09M
MLM
Martin Marietta Materials Inc

Basic Materials
32
+ 8.14%
$596.44 - $656.85 $19.1K - $21K
425 $253K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.05K
+ 1.53%
$42.66 - $43.29 $44.6K - $45.2K
69.5K $2.97M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
16
+ 0.32%
$61.02 - $63.76 $976 - $1.02K
5.06K $317K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 3.94%
$744.6 - $838.97 $11.2K - $12.6K
396 $307K
LOW
Lowes Companies Inc

Consumer Cyclical
186
+ 12.84%
$225.0 - $247.99 $41.9K - $46.1K
1.64K $367K
GLW
Corning Inc

Technology
38
+ 1.29%
$82.06 - $90.29 $3.12K - $3.43K
2.98K $244K
CARR
Carrier Global Corp

Industrials
464
+ 12.04%
$54.1 - $60.75 $25.1K - $28.2K
4.32K $233K
ABC
Amerisourcebergen Corp

Healthcare
4
+ 0.21%
N/A
1.88K $347K
Ge Vernova Inc
336
+ 27.63%
N/A
1.55K $0
Liberty Global LTD
15.8K
New
N/A
15.8K $0
Viking Holdings LTD
2.88K
New
N/A
2.88K $0
Lam Research Corp
399
+ 19.72%
N/A
2.42K $0
Rocket Lab Corp
3.19K
New
N/A
3.19K $0
Fidelity Wise Origin Bitcoin
3.69K
+ 2.58%
N/A
147K $0
Vaneck ETF Trust
122K
New
N/A
122K $0
Veralto Corp
2.58K
New
N/A
2.58K $0
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.21%
N/A
1.47K $399K
Ishares Ethereum Tr
339K
New
N/A
339K $0
Crane Company
281
+ 18.15%
N/A
1.83K $0
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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