Parr Mcknight Wealth Management Group, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $698 Billion distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.7B, Apple Inc. with a value of $33.5B, Vanguard Bd Index Fd Inc Total with a value of $33.1B, Microsoft Corp with a value of $31.5B, and Ishares Core Total Usd Bond Ma with a value of $19.2B.

Examining the 13F form we can see an increase of $698B in the current position value.

Parr Mcknight Wealth Management Group, LLC is based out at Minneapolis, MN

Below you can find more details about Parr Mcknight Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $698 Billion
ETFs: $220 Billion
Technology: $124 Billion
Healthcare: $60.6 Billion
Financial Services: $58.1 Billion
Industrials: $53.5 Billion
Consumer Defensive: $46.2 Billion
Consumer Cyclical: $41.9 Billion
Energy: $26.4 Billion
Other: $51.9 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $698 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 229 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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