Parsonex Advisory Services, Inc. Top Holdings and 13F Report (2026) About Parsonex Advisory Services, Inc.Investment ActivityParsonex Advisory Services, Inc. has $102.28 million in total holdings as of March 31, 2026.Parsonex Advisory Services, Inc. owns shares of 56 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 45.02% of the portfolio was sold this quarter.This quarter, Parsonex Advisory Services, Inc. has purchased 99 new stocks and bought additional shares in 14 stocks.Parsonex Advisory Services, Inc. sold shares of 39 stocks and completely divested from 45 stocks this quarter.Largest Holdings Alphabet $9,333,564Apple $5,013,190Microsoft $4,929,554CrowdStrike $4,798,139RTX $4,611,660 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $377,092 HoldingG0593M107 - AstraZeneca $206,292 Holding Largest Purchases this Quarter Amazon.com 4,387 shares (about $913.68K)iShares Short Treasury Bond ETF 3,416 shares (about $377.09K)Boston Scientific 5,887 shares (about $369.41K)Eaton 1,009 shares (about $360.89K)CrowdStrike 899 shares (about $350.98K) Largest Sales this Quarter Broadcom 7,933 shares (about $2.46M)Walt Disney 14,780 shares (about $1.42M)Microsoft 3,500 shares (about $1.30M)Alphabet 3,807 shares (about $1.09M)GE Aerospace 3,379 shares (about $958.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParsonex Advisory Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$9,333,564$1,092,076 â–¼-10.5%32,5379.1%Computer and TechnologyAAPLApple$5,013,190$600,730 â–¼-10.7%19,7534.9%Computer and TechnologyMSFTMicrosoft$4,929,554$1,295,595 â–¼-20.8%13,3174.8%Computer and TechnologyCRWDCrowdStrike$4,798,139$350,979 â–²7.9%12,2904.7%Computer and TechnologyRTXRTX$4,611,660$76,967 â–¼-1.6%23,9074.5%AerospaceVVisa$4,542,969$477,539 â–¼-9.5%15,0314.4%Business ServicesCGGRCapital Group Growth ETF$4,401,659$70,614 â–¼-1.6%109,5214.3%ETFNVDANVIDIA$4,159,798$149,636 â–¼-3.5%23,8524.1%Computer and TechnologyISRGIntuitive Surgical$4,005,081$283,970 â–²7.6%8,6883.9%MedicalLLYEli Lilly and Company$3,890,627$263,054 â–¼-6.3%4,2303.8%MedicalICEIntercontinental Exchange$3,641,189$254,007 â–²7.5%23,1513.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$3,604,610$780,365 â–¼-17.8%123,7423.5%ETFBACBank of America$3,223,058$130,553 â–²4.2%66,1143.2%FinanceAVGOBroadcom$3,101,600$2,455,343 â–¼-44.2%10,0213.0%Computer and TechnologyUBERUber Technologies$2,932,730$91,567 â–²3.2%40,7722.9%Computer and TechnologySCHWCharles Schwab$2,800,416$269,065 â–²10.6%29,7982.7%FinanceAMZNAmazon.com$2,636,698$913,680 â–²53.0%12,6602.6%Retail/WholesaleETNEaton$2,450,397$360,889 â–²17.3%6,8512.4%IndustrialsUNHUnitedHealth Group$2,431,792$79,012 â–²3.4%8,9872.4%MedicalTTWOTake-Two Interactive Software$2,409,500$127,783 â–²5.6%12,2002.4%Consumer DiscretionarySPOTSpotify Technology$2,219,918$257,487 â–²13.1%4,5782.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,216,417$263,691 â–¼-10.6%34,5882.2%ETFCRMSalesforce$2,159,585$264,885 â–¼-10.9%11,5692.1%Computer and TechnologyCGDVCapital Group Dividend Value ETF$2,092,106$317,389 â–²17.9%49,1802.0%ETFBSXBoston Scientific$2,038,873$369,409 â–²22.1%32,4922.0%MedicalVTVVanguard Value ETF$1,800,843$241,316 â–¼-11.8%9,1791.8%ETFMETAMeta Platforms$1,234,100$676,266 â–¼-35.4%2,1571.2%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$713,846$60,264 â–¼-7.8%21,6650.7%ETFTSMTaiwan Semiconductor Manufacturing$568,770$384,925 â–¼-40.4%1,6830.6%Computer and TechnologyGEGE Aerospace$515,043$958,860 â–¼-65.1%1,8150.5%AerospaceVBVanguard Small-Cap ETF$469,680$47,413 â–¼-9.2%1,7930.5%ETFCAPITAL GROUP DIVIDEND GROWE$461,243$320,264 â–¼-41.0%12,8480.5%SHS ETFJPMJPMorgan Chase & Co.$456,830$654,799 â–¼-58.9%1,5530.4%FinanceTSLATesla$426,769$186,247 â–¼-30.4%1,1480.4%Auto/Tires/TrucksSHViShares Short Treasury Bond ETF$377,092$377,092 â–²New Holding3,4160.4%ETFPMPhilip Morris International$373,172$645,983 â–¼-63.4%2,2570.4%Consumer StaplesCAPITAL GROUP CORE BALANCED$367,568$9,979 â–¼-2.6%10,6820.4%SHSRCLRoyal Caribbean Cruises$355,808$371,493 â–¼-51.1%1,2930.3%Consumer DiscretionaryASMLASML$334,170$64,721 â–¼-16.2%2530.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$310,691$3,315 â–²1.1%6,4660.3%ETFDISWalt Disney$302,248$1,424,498 â–¼-82.5%3,1360.3%Consumer DiscretionaryCOSTCostco Wholesale$298,929$996 â–¼-0.3%3000.3%Retail/WholesaleISTBiShares Core 1-5 Year USD Bond ETF$289,645$8,480 â–¼-2.8%5,9770.3%ManufacturingKLACKLA$275,341$876,085 â–¼-76.1%1870.3%Computer and TechnologyMAMastercard$246,832$74,449 â–¼-23.2%4940.2%Business ServicesLINDE PLC$240,444$575,578 â–¼-70.5%4850.2%SHSMUMicron Technology$235,474$679,733 â–¼-74.3%6970.2%Computer and TechnologyNOCNorthrop Grumman$234,691$366,364 â–¼-61.0%3440.2%AerospaceCEGConstellation Energy$232,615$740,291 â–¼-76.1%8330.2%EnergyNFLXNetflix$231,241$64,228 â–¼-21.7%2,4050.2%Consumer DiscretionaryRYRoyal Bank Of Canada$222,9330.0%1,3780.2%FinanceVRTXVertex Pharmaceuticals$222,823$237,559 â–¼-51.6%4990.2%MedicalAMGNAmgen$214,980$368,738 â–¼-63.2%6110.2%MedicalGE VERNOVA INC$214,733$540,324 â–¼-71.6%2460.2%COMAZNCFAstraZeneca$206,292$206,292 â–²New Holding1,0460.2%MedicalHDHome Depot$203,254$131,885 â–¼-39.4%6180.2%Retail/WholesaleHCMTDirexion HCM Tactical Enhanced U.S. ETF$0$5,991,954 â–¼-100.0%00.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$0$1,969,358 â–¼-100.0%00.0%ETFCGCPCapital Group Core Plus Income ETF$0$1,449,798 â–¼-100.0%00.0%ETFQLDProShares Ultra QQQ$0$1,354,407 â–¼-100.0%00.0%ETFCGSDCapital Group Short Duration Income ETF$0$1,121,811 â–¼-100.0%00.0%ETFQQHHCM Defender 100 Index ETF$0$1,058,583 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$977,009 â–¼-100.0%00.0%FinanceLGHHCM Defender 500 Index ETF$0$952,107 â–¼-100.0%00.0%ETFMARSH & MCLENNAN COS INC$0$881,962 â–¼-100.0%00.0%COMWLDNWilldan Group$0$647,875 â–¼-100.0%00.0%Business ServicesTDGTransdigm Group$0$583,804 â–¼-100.0%00.0%AerospaceABTAbbott Laboratories$0$583,726 â–¼-100.0%00.0%MedicalWCNWaste Connections$0$457,690 â–¼-100.0%00.0%Business ServicesSHOPIFY INC$0$446,370 â–¼-100.0%00.0%CL A SUB VTG SHSWELLWelltower$0$431,914 â–¼-100.0%00.0%FinanceDHRDanaher$0$418,008 â–¼-100.0%00.0%MedicalMDLZMondelez International$0$395,543 â–¼-100.0%00.0%Consumer StaplesABBVAbbVie$0$379,065 â–¼-100.0%00.0%MedicalTQQQProShares UltraPro QQQ$0$356,317 â–¼-100.0%00.0%ETFASTRAZENECA PLC$0$353,379 â–¼-100.0%00.0%SPONSORED ADRCGMSCapital Group U.S. Multi-Sector Income ETF$0$353,122 â–¼-100.0%00.0%ETFKKRKKR & Co. Inc.$0$347,001 â–¼-100.0%00.0%FinanceCOPConocoPhillips$0$337,838 â–¼-100.0%00.0%EnergyPNCThe PNC Financial Services Group$0$324,993 â–¼-100.0%00.0%FinanceNOWServiceNow$0$324,150 â–¼-100.0%00.0%Computer and TechnologyURIUnited Rentals$0$314,825 â–¼-100.0%00.0%ConstructionATIATI$0$298,606 â–¼-100.0%00.0%Basic MaterialsHLTHilton Worldwide$0$297,591 â–¼-100.0%00.0%Consumer DiscretionaryATOAtmos Energy$0$281,451 â–¼-100.0%00.0%UtilitiesSRESempra Energy$0$280,586 â–¼-100.0%00.0%UtilitiesCGUSCapital Group Core Equity ETF$0$262,776 â–¼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$260,401 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$258,225 â–¼-100.0%00.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$0$258,014 â–¼-100.0%00.0%FinanceCOFCapital One Financial$0$252,539 â–¼-100.0%00.0%FinanceTFCTruist Financial$0$249,888 â–¼-100.0%00.0%FinanceSCHVSchwab U.S. Large-Cap Value ETF$0$248,625 â–¼-100.0%00.0%ETFTJXTJX Companies$0$241,936 â–¼-100.0%00.0%Retail/WholesaleTSCOTractor Supply$0$240,498 â–¼-100.0%00.0%Retail/WholesalePGRProgressive$0$234,779 â–¼-100.0%00.0%FinanceARMKAramark$0$222,303 â–¼-100.0%00.0%Business ServicesCARRCarrier Global$0$218,652 â–¼-100.0%00.0%ConstructionAMATApplied Materials$0$215,358 â–¼-100.0%00.0%Computer and TechnologySPGIS&P Global$0$214,262 â–¼-100.0%00.0%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. 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