Parr Mcknight Wealth Management Group, LLC Purchases in Q4 2024

Parr Mcknight Wealth Management Group, LLC

  • $698 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
1.03K
New
$267.35 - $305.57 $274K - $314K
1.03K $305M
JFR
Nuveen Floating Rate Income Fund

Financial Services
34K
New
$8.74 - $9.22 $297K - $313K
34K $303M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
35.7K
New
$8.36 - $9.06 $299K - $324K
35.7K $300M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
37.8K
New
$7.83 - $8.16 $296K - $309K
37.8K $297M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.02K
New
$285.5 - $335.62 $290K - $341K
1.02K $294M
RTX
Raytheon Technologies Corp

Industrials
2.54K
New
$114.45 - $127.21 $290K - $323K
2.54K $294M
SHOP
Shopify Inc.

Technology
2.7K
New
$78.14 - $119.49 $211K - $322K
2.7K $287M
VDE
Vanguard Energy ETF

ETFs
2.33K
New
$116.67 - $136.78 $271K - $318K
2.33K $282M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.65K
New
$35.45 - $40.33 $271K - $308K
7.65K $274M
INTC
Intel Corp

Technology
13.3K
New
$19.07 - $26.23 $254K - $349K
13.3K $267M
TMO
Thermo Fisher Scientific Inc.

Healthcare
504
New
$501.29 - $612.85 $253K - $309K
504 $262M
Morgan Stanley ETF Trust
5.18K
New
N/A
5.18K $258M
VHT
Vanguard Health Care ETF

ETFs
998
New
$250.81 - $283.3 $250K - $283K
998 $253M
DCI
Donaldson CO Inc

Industrials
3.67K
New
$67.28 - $78.27 $247K - $287K
3.67K $247M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
672
New
$340.59 - $380.5 $229K - $256K
672 $246M
GOOG
Alphabet Inc.

Communication Services
1.25K
New
$163.08 - $198.16 $203K - $247K
1.25K $237M
COP
Conocophillips

Energy
2.34K
New
$95.12 - $114.72 $223K - $268K
2.34K $232M
C
Citigroup Inc

Financial Services
3.29K
New
$61.31 - $72.5 $202K - $239K
3.29K $232M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.79K
New
$58.88 - $64.8 $223K - $246K
3.79K $223M
DIS
Walt Disney CO

Communication Services
1.96K
New
$92.39 - $117.6 $181K - $231K
1.96K $219M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
New
$183.23 - $199.79 $215K - $234K
1.17K $217M
CVS
Cvs Health Corp

Healthcare
4.82K
New
$43.78 - $67.46 $211K - $325K
4.82K $217M
VFH
Vanguard Financial ETF

ETFs
1.79K
New
$108.87 - $126.2 $195K - $226K
1.79K $212M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.5K
New
$9.71 - $15.34 $151K - $238K
15.5K $206M
ING
Ing Groep Nv

Financial Services
12.4K
New
$15.1 - $17.73 $188K - $220K
12.4K $195M
SOFI
So Fi Technologies, Inc.

Financial Services
10.5K
New
$7.63 - $16.88 $80.1K - $177K
10.5K $162M
CRDF
Cardiff Oncology, Inc.

Healthcare
16K
New
$2.31 - $5.35 $37K - $85.6K
16K $69.4M
MVIS
Microvision, Inc.

Technology
33.4K
New
N/A
33.4K $43.8M
Activity Summary
Buys All Purchases 229 New Holdings 229 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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