Parr Mcknight Wealth Management Group, LLC New Holdings in Q4 2024

Parr Mcknight Wealth Management Group, LLC

  • $698 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
57.3K
New
$570.51 - $610.59 $32.7M - $35M
57.3K $33.7B
AAPL
Apple Inc.

Technology
134K
New
$221.69 - $259.02 $29.7M - $34.7M
134K $33.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
461K
New
$71.75 - $75.11 $33.1M - $34.6M
461K $33.1B
MSFT
Microsoft Corp

Technology
74.6K
New
$406.35 - $454.46 $30.3M - $33.9M
74.6K $31.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
425K
New
$45.07 - $47.1 $19.2M - $20M
425K $19.2B
VGSH
Vanguard

ETFs
210K
New
$58.02 - $58.88 $12.2M - $12.4M
210K $12.2B
IEFA
Ishares Tr

ETFs
172K
New
$70.06 - $77.43 $12.1M - $13.3M
172K $12.1B
UNH
Unitedhealth Group Inc

Healthcare
23.5K
New
$485.52 - $625.25 $11.4M - $14.7M
23.5K $11.9B
JPM
Jpmorgan Chase & CO

Financial Services
46.6K
New
$205.18 - $250.29 $9.55M - $11.7M
46.6K $11.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
220K
New
$50.37 - $50.6 $11.1M - $11.2M
220K $11.1B
LOW
Lowes Companies Inc

Consumer Cyclical
39.5K
New
$244.52 - $284.07 $9.66M - $11.2M
39.5K $9.76B
AVGO
Broadcom Inc.

Technology
38.9K
New
$159.67 - $250.0 $6.22M - $9.73M
38.9K $9.03B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
77K
New
$111.85 - $120.71 $8.61M - $9.29M
77K $8.87B
CSCO
Cisco Systems, Inc.

Technology
141K
New
$52.45 - $60.02 $7.39M - $8.46M
141K $8.34B
CVX
Chevron Corp

Energy
55.8K
New
$141.15 - $162.53 $7.88M - $9.08M
55.8K $8.09B
JNJ
Johnson & Johnson

Healthcare
55.3K
New
$143.34 - $165.86 $7.92M - $9.16M
55.3K $7.99B
PG
Procter & Gamble CO

Consumer Defensive
47.3K
New
$161.05 - $179.7 $7.61M - $8.49M
47.3K $7.92B
ADI
Analog Devices Inc

Technology
36.6K
New
$206.35 - $236.48 $7.56M - $8.67M
36.6K $7.79B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
176K
New
$44.04 - $49.49 $7.73M - $8.69M
176K $7.73B
EMB
Ishares Tr

ETFs
86.8K
New
$88.94 - $93.46 $7.72M - $8.11M
86.8K $7.73B
AMZN
Amazon Com Inc

Consumer Cyclical
33.6K
New
$180.88 - $232.93 $6.08M - $7.83M
33.6K $7.37B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
196K
New
$36.54 - $37.53 $7.17M - $7.36M
196K $7.22B
ECL
Ecolab Inc.

Basic Materials
30.7K
New
$234.32 - $261.43 $7.19M - $8.02M
30.7K $7.19B
ITW
Illinois Tool Works Inc

Industrials
27.4K
New
$253.56 - $278.5 $6.94M - $7.62M
27.4K $6.94B
NVDA
Nvidia Corp

Technology
46.3K
New
$117.0 - $148.88 $5.42M - $6.89M
46.3K $6.22B
WMB
Williams Companies, Inc.

Energy
114K
New
$46.37 - $59.74 $5.29M - $6.81M
114K $6.17B
EEM
Ishares Msci Emerging Markets

ETFs
145K
New
$41.82 - $47.36 $6.08M - $6.89M
145K $6.08B
AFL
Aflac Inc

Financial Services
54.6K
New
$100.37 - $115.27 $5.48M - $6.29M
54.6K $5.65B
ACN
Accenture PLC

Technology
15.9K
New
$343.9 - $376.86 $5.48M - $6.01M
15.9K $5.61B
COST
Costco Wholesale Corp

Consumer Defensive
5.83K
New
$873.59 - $994.69 $5.1M - $5.8M
5.83K $5.35B
ABT
Abbott Laboratories

Healthcare
45.9K
New
$111.93 - $119.39 $5.14M - $5.48M
45.9K $5.2B
ABBV
Abb Vie Inc.

Healthcare
29.1K
New
$164.99 - $203.87 $4.81M - $5.94M
29.1K $5.18B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
113K
New
$45.17 - $47.23 $5.12M - $5.36M
113K $5.14B
NEE
Nextera Energy Inc

Utilities
70.1K
New
$69.77 - $85.43 $4.89M - $5.98M
70.1K $5.02B
ADP
Automatic Data Processing Inc

Industrials
17K
New
$280.08 - $307.97 $4.77M - $5.25M
17K $4.99B
FDS
Factset Research Systems Inc

Financial Services
10K
New
$449.69 - $495.72 $4.5M - $4.96M
10K $4.81B
LLY
Eli Lilly & CO

Healthcare
6.11K
New
$727.2 - $932.06 $4.44M - $5.7M
6.11K $4.72B
MCD
Mcdonalds Corp

Consumer Cyclical
16.2K
New
$288.47 - $316.54 $4.69M - $5.14M
16.2K $4.71B
PEP
Pepsico Inc

Consumer Defensive
30.6K
New
$151.29 - $176.1 $4.64M - $5.4M
30.6K $4.66B
Linde PLC
11K
New
N/A
11K $4.62B
CMCSA
Comcast Corp

Communication Services
122K
New
$37.39 - $45.14 $4.56M - $5.5M
122K $4.58B
META
Meta Platforms, Inc.

Communication Services
7.81K
New
$554.08 - $632.68 $4.33M - $4.94M
7.81K $4.57B
TJX
Tjx Companies Inc

Consumer Cyclical
36.3K
New
$112.15 - $127.2 $4.07M - $4.61M
36.3K $4.38B
Blackrock Inc
4.25K
New
N/A
4.25K $4.36B
CB
Chubb LTD

Financial Services
15.6K
New
$271.57 - $301.89 $4.25M - $4.72M
15.6K $4.32B
SPGI
S&P Global Inc.

Financial Services
8.46K
New
$480.36 - $529.17 $4.06M - $4.48M
8.46K $4.21B
PAYX
Paychex Inc

Industrials
29.9K
New
$135.86 - $148.73 $4.06M - $4.44M
29.9K $4.19B
WMT
Walmart Inc.

Consumer Defensive
44K
New
$79.1 - $95.7 $3.48M - $4.21M
44K $3.98B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
60.6K
New
$61.68 - $67.87 $3.73M - $4.11M
60.6K $3.77B
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
Track This Portfolio

Track Parr Mcknight Wealth Management Group, LLC Portfolio

Follow Parr Mcknight Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parr Mcknight Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parr Mcknight Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email