Parisi Gray Wealth Management Purchases in Q1 2025

Parisi Gray Wealth Management

  • $301 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
38K
+ 21.18%
$50.29 - $50.5 $1.91M - $1.92M
217K $10.9M
PLTR
Palantir Technologies Inc.

Technology
7.06K
+ 6.26%
$64.98 - $124.62 $459K - $879K
120K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.19K
+ 11.46%
$442.66 - $534.52 $529K - $638K
11.6K $6.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.88K
New
$208.48 - $244.03 $809K - $947K
3.88K $947K
MA
Mastercard Inc

Financial Services
1.05K
+ 7.04%
$504.67 - $576.31 $529K - $604K
15.9K $8.74M
LLY
Eli Lilly & CO

Healthcare
689
+ 12.15%
$725.72 - $929.72 $500K - $641K
6.36K $5.25M
COST
Costco Wholesale Corp

Consumer Defensive
602
+ 10.11%
$890.62 - $1076.86 $536K - $648K
6.55K $6.2M
JPM
Jpmorgan Chase & CO

Financial Services
2.39K
+ 9.16%
$225.19 - $279.95 $538K - $668K
28.4K $6.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.63K
+ 50.56%
$308.86 - $455.36 $502K - $740K
4.84K $1.71M
GS
Goldman Sachs Group Inc

Financial Services
993
+ 20.5%
$524.81 - $672.19 $521K - $667K
5.84K $3.19M
META
Meta Platforms, Inc.

Communication Services
913
+ 10.1%
$576.36 - $736.67 $526K - $673K
9.95K $5.74M
CRM
Salesforce, Inc.

Technology
1.83K
+ 129.19%
$268.36 - $359.95 $491K - $658K
3.24K $870K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.76K
+ 62.06%
$165.25 - $224.62 $456K - $620K
7.2K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.52K
+ 12.32%
$347.25 - $424.87 $526K - $644K
13.8K $5.06M
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
New
$117.15 - $158.79 $197K - $267K
1.68K $266K
DELL
Dell Technologies Inc.

Technology
2.92K
New
$90.34 - $124.66 $264K - $364K
2.92K $265K
IBM
International Business Machines Corp

Technology
3
+ 0.04%
$217.4 - $264.74 $652 - $794
8.55K $2.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.08K
New
$42.5 - $46.71 $216K - $237K
5.08K $230K
GE
General Electric CO

Industrials
153
+ 2.62%
$168.59 - $212.13 $25.8K - $32.5K
5.98K $1.2M
AMGN
Amgen Inc

Healthcare
11
+ 0.27%
$258.59 - $327.36 $2.84K - $3.6K
4.04K $1.26M
TRV
Travelers Companies, Inc.

Financial Services
768
New
$232.43 - $265.13 $179K - $204K
768 $203K
WMT
Walmart Inc.

Consumer Defensive
2.29K
New
$84.5 - $105.05 $193K - $240K
2.29K $200K
ABBV
Abb Vie Inc.

Healthcare
331
+ 8.23%
$169.2 - $216.66 $56K - $71.7K
4.35K $912K
V
Visa Inc.

Financial Services
95
+ 2.39%
$306.92 - $362.71 $29.2K - $34.5K
4.07K $1.42M
IEFA
Ishares Tr

ETFs
1.05K
+ 7.34%
$69.57 - $78.65 $73K - $82.6K
15.4K $1.17M
UNH
Unitedhealth Group Inc

Healthcare
42
+ 0.69%
$461.52 - $548.18 $19.4K - $23K
6.11K $3.2M
MKL
Markel Corp

Financial Services
22
+ 3.66%
$1660.14 - $2059.83 $36.5K - $45.3K
623 $1.16M
NOC
Northrop Grumman Corp

Industrials
102
+ 8.82%
$433.45 - $513.82 $44.2K - $52.4K
1.26K $644K
CVX
Chevron Corp

Energy
284
+ 11.66%
$146.71 - $167.97 $41.7K - $47.7K
2.72K $454K
IWD
Ishares Russell 1000 Val ETF

ETFs
433
+ 8.08%
$182.82 - $196.21 $79.2K - $85K
5.79K $1.08M
OXLC
Oxford Lane Capital Corp.

Financial Services
12K
+ 60.0%
$4.3 - $5.17 $51.6K - $62K
32K $148K
RACE
Ferrari N.V.

Consumer Cyclical
96
+ 7.29%
$413.73 - $508.15 $39.7K - $48.8K
1.41K $604K
MCK
Mckesson Corp

Healthcare
4
+ 1.01%
$566.21 - $672.99 $2.26K - $2.69K
399 $268K
XOM
Exxon Mobil Corp

Energy
90
+ 3.77%
$105.44 - $118.93 $9.49K - $10.7K
2.48K $294K
TRGP
Targa Resources Corp.

Energy
5
+ 0.36%
$178.44 - $217.22 $892 - $1.09K
1.38K $275K
AGNC
Agnc Investment Corp.

Real Estate
265
+ 0.48%
$9.12 - $10.54 $2.42K - $2.79K
55.9K $535K
COP
Conocophillips

Energy
85
+ 4.16%
$88.6 - $105.85 $7.53K - $9K
2.13K $223K
ITW
Illinois Tool Works Inc

Industrials
224
+ 3.31%
$244.9 - $274.48 $54.9K - $61.5K
6.99K $1.73M
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.75%
$158.56 - $176.26 $4.28K - $4.76K
3.62K $616K
Lam Research Corp
814
+ 9.75%
N/A
9.16K $0
Blackrock Inc
11
+ 1.6%
N/A
698 $0
Arm Holdings PLC
691
+ 9.38%
N/A
8.06K $0
Blackrock ETF Trust Ii
11.2K
New
N/A
11.2K $0
Armour Residential Reit Inc
40
+ 0.25%
N/A
16.1K $0
Ge Vernova Inc
69
+ 4.42%
N/A
1.63K $0
Arista Networks Inc
484
+ 14.53%
N/A
3.82K $0
PANW
Palo Alto Networks Inc

Technology
276
+ 6.76%
$167.82 - $208.28 $46.3K - $57.5K
4.36K $743K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.39%
$408.78 - $448.82 $1.23K - $1.35K
776 $325K
EME
Emcor Group, Inc.

Industrials
100
+ 20.0%
$361.16 - $535.99 $36.1K - $53.6K
600 $221K
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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