Parisi Gray Wealth Management Top Holdings and 13F Report (2025)

About Parisi Gray Wealth Management

Investment Activity

Parisi Gray Wealth Management has $348.94 million in total holdings as of June 30, 2025.
Parisi Gray Wealth Management owns shares of 121 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 2.92% of the portfolio was purchased this quarter.
About 2.39% of the portfolio was sold this quarter.
This quarter, Parisi Gray Wealth Management has purchased 110 new stocks and bought additional shares in 49 stocks.
Parisi Gray Wealth Management sold shares of 45 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $39,105,965
Invesco QQQ: $22,892,202
NVIDIA: $20,194,983
Vanguard Total Stock Market ETF: $19,462,323
PALANTIR TECHNOLOGIES INC: $16,289,132

Largest New Holdings this Quarter

98980G102 - Zscaler: $801,316 Holding
78463V107 - SPDR Gold Shares: $468,510 Holding
007903107 - Advanced Micro Devices: $342,737 Holding
64110L106 - Netflix: $319,938 Holding
N07059210 - ASML: $282,679 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 42,912 shares (about $2.66M)
Zscaler: 2,552 shares (about $801.32K)
SPDR Gold Shares: 1,537 shares (about $468.51K)
QUALCOMM: 2,926 shares (about $466.01K)
GE VERNOVA INC: 777 shares (about $411.20K)

Largest Sales this Quarter

iShares Russell 2000 ETF: 17,817 shares (about $3.84M)
WisdomTree Floating Rate Treasury Fund: 17,035 shares (about $857.03K)
Danaher: 3,005 shares (about $593.63K)
Vanguard S&P 500 ETF: 734 shares (about $416.93K)
Salesforce: 1,217 shares (about $331.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$39,105,965	$416,933 ▼	-1.1%	68,845	11.2%	ETF
QQQ Invesco QQQ	$22,892,202	$57,923 ▼	-0.3%	41,498	6.6%	Finance
NVDA NVIDIA	$20,194,983	$1,580 ▼	0.0%	127,824	5.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$19,462,323	$228,858 ▲	1.2%	64,036	5.6%	ETF
PALANTIR TECHNOLOGIES INC	$16,289,132	$37,624 ▼	-0.2%	119,492	4.7%	CL A
IVV iShares Core S&P 500 ETF	$15,331,081	$245,873 ▼	-1.6%	24,692	4.4%	ETF
MSFT Microsoft	$12,914,067	$45,264 ▲	0.4%	25,963	3.7%	Computer and Technology
AAPL Apple	$11,350,722	$5,950 ▼	-0.1%	55,323	3.3%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$10,082,612	$857,030 ▼	-7.8%	200,410	2.9%	Finance
MA Mastercard	$8,969,638	$10,115 ▲	0.1%	15,962	2.6%	Business Services
JPM JPMorgan Chase & Co.	$8,297,071	$53,344 ▲	0.6%	28,619	2.4%	Finance
META Meta Platforms	$7,521,114	$177,141 ▲	2.4%	10,190	2.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$7,001,672	$2,661,397 ▲	61.3%	112,894	2.0%	ETF
GOOGL Alphabet	$6,730,317	$12,160 ▲	0.2%	38,191	1.9%	Computer and Technology
COST Costco Wholesale	$6,523,553	$35,637 ▲	0.5%	6,590	1.9%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$5,742,957	$3,844,678 ▼	-40.1%	26,614	1.6%	Finance
BRK.B Berkshire Hathaway	$5,644,837	$2,429 ▲	0.0%	11,620	1.6%	Finance
EFA iShares MSCI EAFE ETF	$5,631,841	$34,862 ▼	-0.6%	63,003	1.6%	Finance
HD Home Depot	$5,133,399	$69,663 ▲	1.4%	14,001	1.5%	Retail/Wholesale
AMZN Amazon.com	$5,083,696	$32,689 ▲	0.6%	23,172	1.5%	Retail/Wholesale
LLY Eli Lilly and Company	$4,983,537	$25,724 ▲	0.5%	6,393	1.4%	Medical
GS The Goldman Sachs Group	$4,234,628	$102,628 ▲	2.5%	5,983	1.2%	Finance
AVGO Broadcom	$4,226,639	$152,162 ▲	3.7%	15,333	1.2%	Computer and Technology
TSLA Tesla	$4,070,674	$31,447 ▲	0.8%	12,815	1.2%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$3,424,645	$56,841 ▼	-1.6%	5,543	1.0%	Finance
ORCL Oracle	$2,771,091	$10,275 ▼	-0.4%	12,675	0.8%	Computer and Technology
GOOG Alphabet	$2,730,452	$21,110 ▼	-0.8%	15,392	0.8%	Computer and Technology
CRWD CrowdStrike	$2,616,913	$150,760 ▲	6.1%	5,138	0.7%	Computer and Technology
IBM International Business Machines	$2,525,770	$4,422 ▲	0.2%	8,568	0.7%	Computer and Technology
DHR Danaher	$2,521,296	$593,630 ▼	-19.1%	12,763	0.7%	Medical
EEM iShares MSCI Emerging Markets ETF	$2,458,944	$23,879 ▼	-1.0%	50,973	0.7%	Finance
QCOM QUALCOMM	$2,392,465	$466,007 ▲	24.2%	15,022	0.7%	Computer and Technology
HON Honeywell International	$2,367,146	$17,233 ▼	-0.7%	10,165	0.7%	Multi-Sector Conglomerates
LOW Lowe's Companies	$2,298,089	$2,441 ▼	-0.1%	10,358	0.7%	Retail/Wholesale
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$2,212,751	$68,232 ▼	-3.0%	107,992	0.6%	ETF
AXP American Express	$2,032,988	$957 ▲	0.0%	6,373	0.6%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,905,637	$6,361 ▲	0.3%	10,486	0.5%	ETF
BKNG Booking	$1,887,815	$5,791 ▼	-0.3%	326	0.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$1,757,697	$126,601 ▲	7.8%	7,761	0.5%	Computer and Technology
MRVL Marvell Technology	$1,742,032	$370,125 ▲	27.0%	22,507	0.5%	Computer and Technology
UNH UnitedHealth Group	$1,739,621	$166,599 ▼	-8.7%	5,576	0.5%	Medical
IWB iShares Russell 1000 ETF	$1,707,231	$1,358 ▼	-0.1%	5,028	0.5%	ETF
ITW Illinois Tool Works	$1,638,718	$88,265 ▼	-5.1%	6,628	0.5%	Industrials
GE GE Aerospace	$1,542,527	$2,316 ▲	0.2%	5,993	0.4%	Aerospace
PEG Public Service Enterprise Group	$1,520,301	$3,115 ▲	0.2%	18,060	0.4%	Utilities
CSCO Cisco Systems	$1,509,936	$30,528 ▼	-2.0%	21,763	0.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,431,775	$37,365 ▼	-2.5%	3,372	0.4%	ETF
V Visa	$1,430,930	$12,427 ▼	-0.9%	4,030	0.4%	Business Services
ARM HOLDINGS PLC	$1,420,796	$116,944 ▲	9.0%	8,784	0.4%	SPONSORED ADS
JNJ Johnson & Johnson	$1,367,821	$119,293 ▼	-8.0%	8,955	0.4%	Medical
PDI PIMCO Dynamic Income Fund	$1,308,930		0.0%	69,000	0.4%	Financial Services
IEFA iShares Core MSCI EAFE ETF	$1,283,087	$501 ▲	0.0%	15,370	0.4%	ETF
GE VERNOVA INC	$1,274,349	$411,200 ▲	47.6%	2,408	0.4%	COM
XLK Technology Select Sector SPDR Fund	$1,256,777	$506 ▲	0.0%	4,963	0.4%	ETF
MKL Markel Group	$1,225,952	$17,970 ▼	-1.4%	614	0.4%	Multi-Sector Conglomerates
AMGN Amgen	$1,119,211	$8,377 ▼	-0.7%	4,008	0.3%	Medical
IWD iShares Russell 1000 Value ETF	$1,100,385	$25,057 ▼	-2.2%	5,665	0.3%	ETF
MTB M&T Bank	$1,032,803		0.0%	5,324	0.3%	Finance
BAC Bank of America	$969,467	$2,177 ▲	0.2%	20,487	0.3%	Finance
FNB F.N.B.	$957,264		0.0%	65,656	0.3%	Finance
PANW Palo Alto Networks	$923,005	$30,699 ▲	3.4%	4,510	0.3%	Computer and Technology
CMCSA Comcast	$919,228	$68,739 ▼	-7.0%	25,756	0.3%	Consumer Discretionary
ROST Ross Stores	$883,744	$2,424 ▼	-0.3%	6,927	0.3%	Retail/Wholesale
FITB Fifth Third Bancorp	$865,786		0.0%	21,050	0.2%	Finance
LAM RESEARCH CORP	$863,518	$28,521 ▼	-3.2%	8,871	0.2%	COM NEW
MMC Marsh & McLennan Companies	$848,668	$219 ▲	0.0%	3,882	0.2%	Finance
BA Boeing	$830,693	$409,585 ▲	97.3%	3,965	0.2%	Aerospace
ZS Zscaler	$801,316	$801,316 ▲	New Holding	2,552	0.2%	Computer and Technology
ABBV AbbVie	$796,800	$11,136 ▼	-1.4%	4,293	0.2%	Medical
SNOW Snowflake	$770,074	$143,228 ▲	22.8%	3,441	0.2%	Computer and Technology
GOF Guggenheim Strategic Opportunities Fund	$759,018		0.0%	50,975	0.2%	Financial Services
BLACKROCK INC	$732,004		0.0%	698	0.2%	COM
BRK.A Berkshire Hathaway	$728,800		0.0%	1	0.2%	Finance
RACE Ferrari	$639,754	$49,813 ▼	-7.2%	1,310	0.2%	Auto/Tires/Trucks
LABCORP HOLDINGS INC	$630,549		0.0%	2,402	0.2%	COM SHS
DIS Walt Disney	$630,110	$19,346 ▼	-3.0%	5,081	0.2%	Consumer Discretionary
ECC Eagle Point Credit	$613,306	$7,338 ▲	1.2%	80,066	0.2%	Finance
ARISTA NETWORKS INC	$589,548	$199,210 ▲	51.0%	5,762	0.2%	COM SHS
PG Procter & Gamble	$577,479	$1,434 ▲	0.2%	3,625	0.2%	Consumer Staples
CRM Salesforce	$552,542	$331,907 ▼	-37.5%	2,026	0.2%	Computer and Technology
BLACKROCK ETF TRUST II	$545,969		0.0%	11,227	0.2%	ISHARES HIGH YIE
AGNC AGNC Investment	$516,885	$2,775 ▲	0.5%	56,244	0.1%	Finance
GLD SPDR Gold Shares	$468,510	$468,510 ▲	New Holding	1,537	0.1%	Finance
MAR Marriott International	$407,301	$10,927 ▼	-2.6%	1,491	0.1%	Consumer Discretionary
KO CocaCola	$405,096	$8,277 ▼	-2.0%	5,726	0.1%	Consumer Staples
DELL Dell Technologies	$391,651	$34,078 ▲	9.5%	3,195	0.1%	Computer and Technology
VGT Vanguard Information Technology ETF	$376,062	$663 ▲	0.2%	567	0.1%	ETF
NOW ServiceNow	$368,119	$1,028 ▲	0.3%	358	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$355,458	$21,296 ▼	-5.7%	4,490	0.1%	Medical
CVX Chevron	$345,936	$43,385 ▼	-11.1%	2,416	0.1%	Energy
DIA SPDR Dow Jones Industrial Average ETF Trust	$343,137	$1,321 ▲	0.4%	779	0.1%	Finance
AMD Advanced Micro Devices	$342,737	$342,737 ▲	New Holding	2,415	0.1%	Computer and Technology
ACWV iShares MSCI Global Min Vol Factor ETF	$321,443		0.0%	2,711	0.1%	ETF
EME EMCOR Group	$320,934		0.0%	600	0.1%	Construction
NFLX Netflix	$319,938	$319,938 ▲	New Holding	239	0.1%	Consumer Discretionary
PM Philip Morris International	$304,331	$1,639 ▼	-0.5%	1,671	0.1%	Consumer Staples
TTD Trade Desk	$303,152	$46,146 ▼	-13.2%	4,211	0.1%	Computer and Technology
CAT Caterpillar	$301,995		0.0%	778	0.1%	Industrials
MCK McKesson	$290,658	$1,464 ▼	-0.5%	397	0.1%	Medical
VLO Valero Energy	$287,009	$6,453 ▼	-2.2%	2,135	0.1%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Parisi Gray Wealth Management Top Holdings and 13F Report (2025)

About Parisi Gray Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Parisi Gray Wealth Management Top Holdings and 13F Report (2025)

About Parisi Gray Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofParisi Gray Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools