Parisi Gray Wealth Management Top Holdings and 13F Report (2024) → 1970’s computer coder Issues Shocking AI Warning (From InvestorPlace) (Ad) About Parisi Gray Wealth ManagementInvestment ActivityParisi Gray Wealth Management has $266.61 million in total holdings as of March 31, 2024.Parisi Gray Wealth Management owns shares of 106 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.61% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Parisi Gray Wealth Management has purchased 102 new stocks and bought additional shares in 54 stocks.Parisi Gray Wealth Management sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $35,319,409WisdomTree Bloomberg Floating Rate Treasury Fund $20,133,752Invesco QQQ $19,602,174Vanguard Total Stock Market ETF $16,076,920iShares Core S&P 500 ETF $13,606,100 Largest New Holdings this Quarter Advanced Micro Devices $560,241 HoldingSuper Micro Computer $432,293 HoldingFerrari $399,074 HoldingKinsale Capital Group $384,111 HoldingNovo Nordisk A/S $353,228 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 81,319 shares (about $4.09M)iShares Core S&P Mid-Cap ETF 50,044 shares (about $3.04M)Advanced Micro Devices 3,104 shares (about $560.24K)Super Micro Computer 428 shares (about $432.29K)Ferrari 915 shares (about $399.07K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,677 shares (about $3.21M)Invesco QQQ 3,492 shares (about $1.55M)iShares MSCI EAFE ETF 18,818 shares (about $1.50M)Technology Select Sector SPDR Fund 5,604 shares (about $1.17M)iShares Core S&P 500 ETF 1,752 shares (about $921.09K) 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$35,319,409$3,209,632 ▼-8.3%73,47513.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$20,133,752$4,089,532 ▲25.5%400,3537.6%FinanceQQQInvesco QQQ$19,602,174$1,550,485 ▼-7.3%44,1487.4%FinanceVTIVanguard Total Stock Market ETF$16,076,920$795,295 ▼-4.7%61,8586.0%ETFIVViShares Core S&P 500 ETF$13,606,100$921,093 ▼-6.3%25,8805.1%ETFNVDANVIDIA$11,271,425$118,371 ▲1.1%12,4744.2%Computer and TechnologyMSFTMicrosoft$10,431,281$70,260 ▲0.7%24,7943.9%Computer and TechnologyAAPLApple$9,319,168$27,780 ▼-0.3%54,3463.5%Computer and TechnologyMAMastercard$7,276,778$37,561 ▲0.5%15,1112.7%Business ServicesGOOGLAlphabet$5,376,881$6,943 ▲0.1%35,6252.0%Computer and TechnologyJPMJPMorgan Chase & Co.$5,295,410$101,754 ▲2.0%26,4372.0%FinanceHDHome Depot$4,577,454$50,251 ▲1.1%11,9331.7%Retail/WholesaleBRK.BBerkshire Hathaway$4,333,038$12,616 ▲0.3%10,3041.6%FinanceLLYEli Lilly and Company$4,277,486$58,351 ▲1.4%5,4981.6%MedicalMETAMeta Platforms$4,275,258$14,568 ▲0.3%8,8041.6%Computer and TechnologyCOSTCostco Wholesale$4,220,469$62,270 ▲1.5%5,7611.6%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$3,885,503$3,039,693 ▲359.4%63,9691.5%ETFDHRDanaher$3,826,801$292,929 ▲8.3%15,3241.4%Multi-Sector ConglomeratesAMZNAmazon.com$3,638,806$36,617 ▲1.0%20,1731.4%Retail/WholesaleEFAiShares MSCI EAFE ETF$3,408,077$1,502,793 ▼-30.6%42,6761.3%FinanceUNHUnitedHealth Group$3,306,764$46,010 ▲1.4%6,6841.2%MedicalSPYSPDR S&P 500 ETF Trust$3,136,973$47,601 ▲1.5%5,9971.2%FinanceLOWLowe's Companies$2,685,163$509 ▲0.0%10,5411.0%Retail/WholesaleGOOGAlphabet$2,460,522$18,880 ▼-0.8%16,1600.9%Computer and TechnologyPLTRPalantir Technologies$2,274,193$278,007 ▲13.9%98,8350.9%Business ServicesJNJJohnson & Johnson$2,083,741$19,458 ▼-0.9%13,1720.8%MedicalQCOMQUALCOMM$2,029,207$200,449 ▼-9.0%11,9860.8%Computer and TechnologyGSThe Goldman Sachs Group$1,991,530$70,589 ▲3.7%4,7680.7%FinanceHONHoneywell International$1,989,210$27,297 ▲1.4%9,6920.7%Multi-Sector ConglomeratesRSPInvesco S&P 500 Equal Weight ETF$1,773,595$11,517 ▲0.7%10,4720.7%ETFTSLATesla$1,769,326$42,014 ▲2.4%10,0650.7%Auto/Tires/TrucksITWIllinois Tool Works$1,709,775$28,979 ▲1.7%6,3720.6%Industrial ProductsIBMInternational Business Machines$1,649,223$1,146 ▲0.1%8,6360.6%Computer and TechnologyORCLOracle$1,626,110$628 ▲0.0%12,9460.6%Computer and TechnologyIWBiShares Russell 1000 ETF$1,484,743$22,466 ▼-1.5%5,1550.6%ETFAXPAmerican Express$1,435,525$911 ▲0.1%6,3050.5%FinancePDIPIMCO Dynamic Income Fund$1,331,0100.0%69,0000.5%Financial ServicesCMCSAComcast$1,280,857$15,909 ▼-1.2%29,5470.5%Consumer DiscretionaryCSCOCisco Systems$1,279,618$11,878 ▼-0.9%25,6390.5%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,221,413$141,067 ▼-10.4%29,7330.5%FinanceNKENIKE$1,205,927$40,974 ▼-3.3%12,8320.5%Consumer DiscretionaryPEGPublic Service Enterprise Group$1,198,2590.0%17,9430.4%UtilitiesBKNGBooking$1,190,0320.0%3280.4%Retail/WholesaleAMGNAmgen$1,167,993$1,990 ▼-0.2%4,1080.4%MedicalIEFAiShares Core MSCI EAFE ETF$1,159,125$105,989 ▼-8.4%15,6170.4%ETFVVisa$1,092,348$48,840 ▲4.7%3,9140.4%Business ServicesIWFiShares Russell 1000 Growth ETF$1,091,883$31,678 ▼-2.8%3,2400.4%ETFAVGOBroadcom$1,090,704$120,600 ▲12.4%8230.4%Computer and TechnologyROSTRoss Stores$1,085,9000.0%7,3990.4%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,046,528$1,167,113 ▼-52.7%5,0250.4%ETFGEGeneral Electric$971,843$11,760 ▲1.2%5,5370.4%TransportationFNBF.N.B.$925,7500.0%65,6560.3%FinanceIWDiShares Russell 1000 Value ETF$923,199$23,107 ▼-2.4%5,1540.3%ETFCRWDCrowdStrike$915,926$10,259 ▲1.1%2,8570.3%Computer and TechnologyIWMiShares Russell 2000 ETF$854,312$405,704 ▼-32.2%4,0620.3%FinanceMKLMarkel Group$826,164$3,043 ▲0.4%5430.3%Multi-Sector ConglomeratesDISWalt Disney$819,817$10,156 ▼-1.2%6,7000.3%Consumer DiscretionaryBACBank of America$813,234$1,062 ▼-0.1%21,4460.3%FinanceGOFGuggenheim Strategic Opportunities Fund$804,512$19,303 ▼-2.3%56,1810.3%Financial ServicesFITBFifth Third Bancorp$783,2700.0%21,0500.3%FinanceMTBM&T Bank$774,3230.0%5,3240.3%FinanceLRCXLam Research$725,634$113,654 ▲18.6%7470.3%Computer and TechnologyMRKMerck & Co., Inc.$656,007$32,457 ▲5.2%4,9720.2%MedicalBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceECCEagle Point Credit$626,820$20,220 ▲3.3%62,0000.2%FinancePGProcter & Gamble$618,242$18,336 ▲3.1%3,8100.2%Consumer StaplesABBVAbbVie$608,899$24,764 ▲4.2%3,3440.2%MedicalCOPConocoPhillips$575,074$39,458 ▲7.4%4,5180.2%Oils/EnergyBLKBlackRock$565,655$3,337 ▲0.6%6780.2%FinanceAMDAdvanced Micro Devices$560,241$560,241 ▲New Holding3,1040.2%Computer and TechnologyLHLaboratory Co. of America$524,7410.0%2,4020.2%MedicalBABoeing$511,038$419,754 ▼-45.1%2,6480.2%AerospaceVLOValero Energy$475,404$2,902 ▲0.6%2,7850.2%Oils/EnergyAGNCAGNC Investment$475,200$79,200 ▲20.0%48,0000.2%FinanceNOCNorthrop Grumman$456,029$1,914 ▲0.4%9530.2%AerospacePANWPalo Alto Networks$454,892$23,299 ▲5.4%1,6010.2%Computer and TechnologySMCISuper Micro Computer$432,293$432,293 ▲New Holding4280.2%Computer and TechnologyKOCoca-Cola$404,757$7,831 ▼-1.9%6,6160.2%Consumer StaplesRACEFerrari$399,074$399,074 ▲New Holding9150.1%Auto/Tires/TrucksCVXChevron$391,108$78,095 ▲24.9%2,4790.1%Oils/EnergyINTCIntel$384,381$4,550 ▼-1.2%8,7020.1%Computer and TechnologyKNSLKinsale Capital Group$384,111$384,111 ▲New Holding7320.1%FinanceTSMTaiwan Semiconductor Manufacturing$382,624$107,766 ▲39.2%2,8120.1%Computer and TechnologyMARMarriott International$375,4110.0%1,4880.1%Consumer DiscretionaryTTDTrade Desk$358,859$2,273 ▲0.6%4,1050.1%Computer and TechnologyNVONovo Nordisk A/S$353,228$353,228 ▲New Holding2,7510.1%MedicalSNOWSnowflake$340,168$32,643 ▲10.6%2,1050.1%Computer and TechnologyCRMSalesforce$324,672$8,132 ▲2.6%1,0780.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$312,181$85,104 ▼-21.4%7850.1%FinanceXOMExxon Mobil$306,264$25,570 ▲9.1%2,6350.1%Oils/EnergyARMOUR RESIDENTIAL REIT INC$298,527$298,527 ▲New Holding15,1000.1%COM SHSVGTVanguard Information Technology ETF$295,372$525 ▲0.2%5630.1%ETFACWViShares MSCI Global Min Vol Factor ETF$285,3870.0%2,7110.1%ETFCATCaterpillar$282,345$282,345 ▲New Holding7710.1%Industrial ProductsMCKMcKesson$279,108$1,610 ▼-0.6%5200.1%MedicalMRVLMarvell Technology$255,152$51,881 ▼-16.9%3,6000.1%Business ServicesRPMRPM International$249,194$1,071 ▲0.4%2,0950.1%ConstructionPEPPepsiCo$237,049$19,433 ▲8.9%1,3540.1%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$232,132$368 ▲0.2%1,2620.1%FinancePFEPfizer$214,845$8,714 ▼-3.9%7,7420.1%MedicalADBEAdobe$208,904$7,064 ▲3.5%4140.1%Computer and TechnologyTRVTravelers Companies$204,627$204,627 ▲New Holding8890.1%FinanceRVTRoyce Value Trust$168,539$3,140 ▲1.9%11,1100.1%FinancePDOPimco Dynamic Income Opportunities Fund$161,796$258,610 ▼-61.5%12,2850.1%Basic MaterialsEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$130,2500.0%15,9620.0%Financial ServicesGSATGlobalstar$73,5000.0%50,0000.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$0$1,924,296 ▼-100.0%00.0%ETFVERALTO CORP$0$257,227 ▼-100.0%00.0%COM SHSPMPhilip Morris International$0$200,009 ▼-100.0%00.0%Consumer StaplesHRZNHorizon Technology Finance$0$131,700 ▼-100.0%00.0%Finance 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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