Parisi Gray Wealth Management Top Holdings and 13F Report (2025) About Parisi Gray Wealth ManagementInvestment ActivityParisi Gray Wealth Management has $306.26 million in total holdings as of March 31, 2025.Parisi Gray Wealth Management owns shares of 110 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.62% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Parisi Gray Wealth Management has purchased 105 new stocks and bought additional shares in 71 stocks.Parisi Gray Wealth Management sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $35,757,534Invesco QQQ $19,508,484Vanguard Total Stock Market ETF $17,392,749iShares Core S&P 500 ETF $14,097,104NVIDIA $13,854,614 Largest New Holdings this Quarter 571748102 - Marsh & McLennan Companies $947,174 Holding092528843 - BLACKROCK ETF TRUST II $556,073 Holding833445109 - Snowflake $409,361 Holding718172109 - Philip Morris International $266,655 Holding24703L202 - Dell Technologies $265,868 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 38,002 shares (about $1.91M)Marsh & McLennan Companies 3,881 shares (about $947.17K)Berkshire Hathaway 1,194 shares (about $635.89K)PALANTIR TECHNOLOGIES INC 7,057 shares (about $595.61K)JPMorgan Chase & Co. 2,387 shares (about $585.53K) Largest Sales this Quarter iShares MSCI EAFE ETF 32,110 shares (about $2.62M)iShares MSCI Emerging Markets ETF 46,510 shares (about $2.03M)Vanguard S&P 500 ETF 3,805 shares (about $1.96M)Invesco QQQ 3,024 shares (about $1.42M)iShares Core S&P 500 ETF 705 shares (about $396.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParisi Gray Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$35,757,534$1,955,438 ▼-5.2%69,57911.7%ETFQQQInvesco QQQ$19,508,484$1,418,014 ▼-6.8%41,6036.4%FinanceVTIVanguard Total Stock Market ETF$17,392,749$134,672 ▲0.8%63,2835.7%ETFIVViShares Core S&P 500 ETF$14,097,104$396,144 ▼-2.7%25,0884.6%ETFNVDANVIDIA$13,854,614$449,993 ▲3.4%127,8344.5%Computer and TechnologyAAPLApple$12,295,443$403,391 ▲3.4%55,3524.0%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$10,943,999$1,912,639 ▲21.2%217,4453.6%FinancePALANTIR TECHNOLOGIES INC$10,108,409$595,610 ▲6.3%119,7683.3%CL AMSFTMicrosoft$9,711,944$533,421 ▲5.8%25,8723.2%Computer and TechnologyIWMiShares Russell 2000 ETF$8,863,596$446,262 ▲5.3%44,4312.9%FinanceMAMastercard$8,738,992$574,414 ▲7.0%15,9442.9%Business ServicesJPMJPMorgan Chase & Co.$6,975,103$585,531 ▲9.2%28,4352.3%FinanceCOSTCostco Wholesale$6,198,969$569,390 ▲10.1%6,5542.0%Retail/WholesaleBRK.BBerkshire Hathaway$6,185,823$635,891 ▲11.5%11,6152.0%FinanceGOOGLAlphabet$5,895,207$473,355 ▲8.7%38,1221.9%Computer and TechnologyMETAMeta Platforms$5,734,561$526,196 ▲10.1%9,9501.9%Computer and TechnologyLLYEli Lilly and Company$5,252,807$569,054 ▲12.1%6,3601.7%MedicalEFAiShares MSCI EAFE ETF$5,181,103$2,624,347 ▼-33.6%63,3931.7%FinanceHDHome Depot$5,061,418$555,213 ▲12.3%13,8111.7%Retail/WholesaleAMZNAmazon.com$4,380,268$489,339 ▲12.6%23,0231.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$4,083,427$242,326 ▲6.3%69,9821.3%ETFTSLATesla$3,295,541$447,578 ▲15.7%12,7161.1%Auto/Tires/TrucksDHRDanaher$3,232,448$3,895 ▲0.1%15,7681.1%MedicalUNHUnitedHealth Group$3,200,204$21,998 ▲0.7%6,1101.0%MedicalGSThe Goldman Sachs Group$3,189,044$542,432 ▲20.5%5,8381.0%FinanceSPYSPDR S&P 500 ETF Trust$3,151,979$62,089 ▼-1.9%5,6351.0%FinanceAVGOBroadcom$2,474,832$440,015 ▲21.6%14,7810.8%Computer and TechnologyGOOGAlphabet$2,423,278$469 ▲0.0%15,5110.8%Computer and TechnologyLOWLowe's Companies$2,418,452$466 ▲0.0%10,3690.8%Retail/WholesaleBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,265,412$32,662 ▼-1.4%111,3220.7%ETFEEMiShares MSCI Emerging Markets ETF$2,249,133$2,032,470 ▼-47.5%51,4680.7%FinanceHONHoneywell International$2,168,150$45,527 ▲2.1%10,2390.7%Multi-Sector ConglomeratesIBMInternational Business Machines$2,126,871$746 ▲0.0%8,5530.7%Computer and TechnologyQCOMQUALCOMM$1,858,118$3,687 ▼-0.2%12,0960.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,810,355$15,417 ▼-0.8%10,4510.6%ETFORCLOracle$1,778,635$29,639 ▲1.7%12,7220.6%Computer and TechnologyITWIllinois Tool Works$1,732,230$55,550 ▲3.3%6,9850.6%IndustrialsAXPAmerican Express$1,713,749$807 ▲0.0%6,3700.6%FinanceCRWDCrowdStrike$1,707,188$573,294 ▲50.6%4,8420.6%Computer and TechnologyJNJJohnson & Johnson$1,614,624$15,423 ▼-0.9%9,7360.5%MedicalIWBiShares Russell 1000 ETF$1,543,553$13,497 ▼-0.9%5,0320.5%ETFBKNGBooking$1,507,301$4,609 ▼-0.3%3270.5%Retail/WholesalePEGPublic Service Enterprise Group$1,483,323$3,045 ▲0.2%18,0230.5%UtilitiesVVisa$1,424,532$33,292 ▲2.4%4,0650.5%Business ServicesCSCOCisco Systems$1,370,167$28,264 ▼-2.0%22,2030.4%Computer and TechnologyPDIPIMCO Dynamic Income Fund$1,366,2000.0%69,0000.4%Financial ServicesAMGNAmgen$1,258,188$3,427 ▲0.3%4,0380.4%MedicalIWFiShares Russell 1000 Growth ETF$1,249,520$44,058 ▲3.7%3,4600.4%ETFGEGE Aerospace$1,197,601$30,620 ▲2.6%5,9840.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$1,195,498$457,815 ▲62.1%7,2020.4%Computer and TechnologyMKLMarkel Group$1,164,748$41,131 ▲3.7%6230.4%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$1,162,257$79,430 ▲7.3%15,3640.4%ETFMRVLMarvell Technology$1,091,356$331,440 ▲43.6%17,7250.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,090,284$81,480 ▲8.1%5,7940.4%ETFXLKTechnology Select Sector SPDR Fund$1,024,413$54,927 ▼-5.1%4,9610.3%ETFCMCSAComcast$1,021,476$11,734 ▼-1.1%27,6820.3%Consumer DiscretionaryMTBM&T Bank$951,6650.0%5,3240.3%FinanceMMCMarsh & McLennan Companies$947,174$947,174 ▲New Holding3,8810.3%FinanceABBVAbbVie$912,119$69,357 ▲8.2%4,3530.3%MedicalROSTRoss Stores$887,588$511 ▲0.1%6,9460.3%Retail/WholesaleFNBF.N.B.$883,0730.0%65,6560.3%FinanceCRMSalesforce$870,263$490,546 ▲129.2%3,2430.3%Computer and TechnologyARM HOLDINGS PLC$860,796$73,789 ▲9.4%8,0610.3%SPONSORED ADSBACBank of America$852,992$2,128 ▲0.3%20,4410.3%FinanceFITBFifth Third Bancorp$825,1600.0%21,0500.3%FinanceBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceGOFGuggenheim Strategic Opportunities Fund$793,681$81,057 ▼-9.3%50,9750.3%Financial ServicesPANWPalo Alto Networks$744,042$47,100 ▲6.8%4,3600.2%Computer and TechnologyLAM RESEARCH CORP$666,198$59,176 ▲9.7%9,1640.2%COM NEWBLACKROCK INC$660,307$10,406 ▲1.6%6980.2%COMNOCNorthrop Grumman$643,907$52,209 ▲8.8%1,2580.2%AerospaceECCEagle Point Credit$640,775$20,720 ▲3.3%79,1080.2%FinancePGProcter & Gamble$616,217$4,601 ▲0.8%3,6160.2%Consumer StaplesRACEFerrari$598,047$40,660 ▲7.3%1,4120.2%Auto/Tires/TrucksLABCORP HOLDINGS INC$559,0410.0%2,4020.2%COM SHSBLACKROCK ETF TRUST II$556,073$556,073 ▲New Holding11,2270.2%ISHARES HIGH YIEAGNCAGNC Investment$535,923$2,539 ▲0.5%55,9420.2%FinanceDISWalt Disney$516,879$16,088 ▼-3.0%5,2370.2%Consumer DiscretionaryGE VERNOVA INC$497,762$21,058 ▲4.4%1,6310.2%COMCVXChevron$454,859$47,510 ▲11.7%2,7190.1%EnergyMRKMerck & Co., Inc.$427,194$13,196 ▲3.2%4,7590.1%MedicalKOCoca-Cola$418,4630.0%5,8430.1%Consumer StaplesSNOWSnowflake$409,361$409,361 ▲New Holding2,8010.1%Computer and TechnologyMARMarriott International$364,651$10,003 ▲2.8%1,5310.1%Consumer DiscretionaryBABoeing$342,8060.0%2,0100.1%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$325,934$1,260 ▲0.4%7760.1%FinanceACWViShares MSCI Global Min Vol Factor ETF$315,4790.0%2,7110.1%ETFVGTVanguard Information Technology ETF$307,1870.0%5660.1%ETFARISTA NETWORKS INC$295,600$37,502 ▲14.5%3,8150.1%COM SHSXOMExxon Mobil$294,976$10,705 ▲3.8%2,4800.1%EnergyVLOValero Energy$288,329$6,868 ▼-2.3%2,1830.1%EnergyNOWServiceNow$284,574$23,117 ▲8.8%3570.1%Computer and TechnologyTRGPTarga Resources$275,593$1,002 ▲0.4%1,3750.1%EnergyARMOUR RESIDENTIAL REIT INC$274,501$684 ▲0.2%16,0530.1%COM SHSMCKMcKesson$268,572$2,692 ▲1.0%3990.1%MedicalPMPhilip Morris International$266,655$266,655 ▲New Holding1,6800.1%Consumer StaplesDELLDell Technologies$265,868$265,868 ▲New Holding2,9170.1%Computer and TechnologyTTDTrade Desk$265,505$17,401 ▲7.0%4,8520.1%Computer and TechnologyCATCaterpillar$256,461$6,922 ▲2.8%7780.1%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$251,441$593 ▲0.2%1,2730.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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