Parkshore Wealth Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $43.1B, Dimensional ETF Tr Core Fxd In with a value of $11.6B, Apple Inc. with a value of $9.87B, Dimensional ETF Tr with a value of $7.91B, and American Centy ETF Tr Avantis with a value of $7.08B.

Examining the 13F form we can see an increase of $166B in the current position value.

Parkshore Wealth Management, Inc. is based out at Granite Bay, CA

Below you can find more details about Parkshore Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $117 Billion
Technology: $14 Billion
Consumer Cyclical: $7.76 Billion
Financial Services: $5.61 Billion
Consumer Defensive: $2.43 Billion
Industrials: $2.19 Billion
Utilities: $1.29 Billion
Energy: $1.03 Billion
Other: $484 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 67 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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