Parisi Gray Wealth Management Purchases and Sells in Q3 2024

Parisi Gray Wealth Management

$301 Million
Q3 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	37.8K + 866.65%	$200.87 - $224.6 $7.59M - $8.49M	42.1K $9.31M
EFA	56K + 138.13%	$75.32 - $84.37 $4.22M - $4.73M	96.6K $8.08M
EEM	74.7K + 261.54%	$40.42 - $46.7 $3.02M - $3.49M	103K $4.73M
PLTR	23K + 22.12%	$24.09 - $37.95 $554K - $873K	127K $4.72M
VOO	58 + 0.08%	$475.2 - $527.7 $27.6K - $30.6K	73.2K $38.6M
IVV	588 + 2.33%	$520.18 - $576.82 $306K - $339K	25.8K $14.9M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCS	104K New	$19.92 - $20.67 $2.08M - $2.16M	104K $2.15M
PRGS	3.21K New	$53.37 - $67.37 $171K - $216K	3.21K $216K
EME	500 New	$340.22 - $435.6 $170K - $218K	500 $215K
UYG	2.71K New	$62.72 - $77.9 $170K - $211K	2.71K $207K
PM	1.66K New	$101.25 - $127.45 $168K - $211K	1.66K $201K
TRGP	1.36K New	$127.86 - $156.46 $174K - $213K	1.36K $201K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-224K - 59.48%	$50.2 - $50.48 $11.2M - $11.3M	152K $7.65M
BA	-842 - 29.52%	$152.04 - $190.6 $128K - $160K	2.01K $305K
XOM	-1.16K - 33.05%	$109.72 - $119.0 $128K - $139K	2.36K $276K
COP	-771 - 15.63%	$102.3 - $116.61 $78.9K - $89.9K	4.16K $438K
CVX	-284 - 10.97%	$137.88 - $161.97 $39.2K - $46K	2.31K $339K
BAC	-1.12K - 5.19%	$36.65 - $44.13 $40.9K - $49.3K	20.4K $809K

Activity Summary All Purchases 70 New Holdings 6 Increased Positions 64 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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