Parallel Advisors, LLC Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$3.4B

Holdings

3,328

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (3,328 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
3,432,578$361.2T10715908.31%
2
IVVISHARES S&P 500 INDEX
470,614$224.8T6668454.41%
3
AAPLAPPLE INC
757,854$145.9T4328653.62%
4
HTDCORCEPT THERAPEUTICS INC COM
3,768,245$122.4T3630982.04%
5
QUALISHARES MSCI USA QUALITY FACTOR ETF
531,146$78.2T2318534.35%
6
MSFTMICROSOFT
162,903$61.3T1817327.60%
7
CVBFCVB FINL CORP COM
2,947,650$59.5T1765554.73%
8
NVDANVIDIA CORP
108,926$53.9T1600295.48%
9
AQLTISHARES CORE MSCI EAFE ETF
721,923$50.8T1506690.19%
10
VVVANGUARD LARGE CAP
231,210$50.4T1496341.06%
11
AMZNAMAZON.COM INC
330,286$50.2T1488782.32%
12
SHVISHARES TR LEHMAN SHORT TREA BDFD
391,080$43.1T1277733.94%
13
GOOGALPHABET INC CAP STK CL C
290,926$41.0T1216341.56%
14
AGGISHARES AGGREGATE BOND ETF
386,833$38.4T1138998.93%
15
VBVANGUARD SMALL CAP ETF
176,572$37.7T1117484.95%
16
VTIVANGUARD TOTAL STK MKT
158,736$37.7T1117112.42%
17
GOOGLGOOGLE INC
258,589$36.1T1071627.88%
18
COSTCOSTCO WHOLESALE CORP
45,926$30.3T899340.60%
19
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
74,730$26.7T790708.54%
20
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
472,343$22.6T671215.70%
21
ADBEADOBE SYS INC
35,582$21.2T629766.95%
22
JPMJPMORGAN CHASE & CO COM
122,950$20.9T620443.96%
23
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
368,210$20.4T605274.80%
24
ACNACCENTURE LTD BERMUDA CL A
57,066$20.0T594074.88%
25
SCHDSCHWAB US DIVIDEND EQUITY ETF
255,237$19.4T576458.04%
26
METAMETA PLATFORMS INC CL A
54,016$19.1T567215.41%
27
UNHUNITEDHEALTH GROUP
35,511$18.7T554635.73%
28
NDQPOWERSHARES QQQ TR
44,419$18.2T539656.67%
29
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
645,720$18.1T536186.85%
30
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
220,937$18.0T532746.76%
31
VVISA INC
68,498$17.8T529060.83%
32
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
351,606$17.8T527599.45%
33
MAMASTERCARD INC
41,661$17.8T527143.08%
34
CRMSALESFORCE COM
66,137$17.4T516298.73%
35
IXNISHARES GLOBAL TECH ETF
252,586$17.2T510899.89%
36
ABBVABBVIE INC COM
110,404$17.1T507576.51%
37
SPYSPDR S&P 500 ETF TRUST
35,961$17.1T507087.04%
38
CVXCHEVRON CORP NEW COM
112,855$16.8T499393.08%
39
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
284,638$16.6T493567.34%
40
VTVVANGUARD VALUE ETF
110,430$16.5T489776.42%
41
UBERUBER TECHNOLOGIES INC COM
257,660$15.9T470635.77%
42
EFAISHARES MSCI EAFE ETF
210,458$15.9T470454.27%
43
TMOTHERMO FISHER SCIENTIFIC INC COM
29,737$15.8T468260.54%
44
INTUINTUIT INC
23,407$14.6T434026.52%
45
VOVANGUARD MID CAP
62,655$14.6T432426.45%
46
LLYELI LILLY & CO COM
23,166$13.5T400623.92%
47
VOOVANGUARD S&P 500 ETF
30,295$13.2T392574.28%
48
ABTABBOTT LABS COM
117,299$12.9T383027.96%
49
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
166,739$12.9T382718.51%
50
VWOVANGUARD FTSE EMERGING MARKETS ETF
296,946$12.2T362066.22%
51
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
154,320$11.9T354305.01%
52
TSLATESLA MOTORS INC
47,966$11.9T353585.59%
53
ISRGINTUITIVE SURGICAL, INC.
35,216$11.9T352457.78%
54
TJXTJX COS INC NEW COM
123,403$11.6T343435.13%
55
BACVERIZON COMMUNICATIONS
305,157$11.5T341297.83%
56
PLTRPALANTIR TECHNOLOGIES INC CL A
658,603$11.3T335477.31%
57
HONHONEYWELL INTL INC
52,809$11.1T328543.77%
58
BKNGBOOKING HOLDINGS INC COM
3,112$11.0T327520.53%
59
DCIDONALDSON INC COM
165,502$10.8T320862.00%
60
JNJJOHNSON & JOHNSON COM
68,104$10.7T316679.23%
61
RCREADY CAPITAL CORP COM
1,039,485$10.7T316090.14%
62
NKENIKE INC CLASS B
96,312$10.5T310213.56%
63
OREALTY INCOME CORP
175,087$10.1T298253.58%
64
BLKCHFBLACKROCK INC
12,354$10.0T297536.15%
65
VIGVANGUARD DIVIDEND APPRECIATION ETF
58,485$10.0T295655.40%
66
XLEENERGY SELECT SECTOR SPDR
115,956$9.7T288412.55%
67
NFLXNETFLIX COM INC
19,419$9.5T280490.27%
68
DISDISNEY WALT CO COM
103,126$9.3T276232.66%
69
HDHOME DEPOT
26,796$9.3T275490.61%
70
CPNGCOUPANG INC CL A
566,276$9.2T271984.54%
71
SHWSHERWIN WILLIAMS CO COM
28,626$8.9T264876.02%
72
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
177,274$8.9T264850.26%
73
ECLECOLAB INC COM
44,889$8.9T264145.95%
74
USMVISHARES MSCI USA MIN VOL FACTOR ETF
112,787$8.8T261089.81%
75
ROPROPER INDUSTRIES INC
15,430$8.4T249550.74%
76
IVEISHARES S&P 500 VALUE ETF
47,941$8.3T247315.33%
77
GQ9SPDR GOLD ETF
43,533$8.3T246893.85%
78
VNQVANGUARD REIT INDEX ETF
92,772$8.2T243186.53%
79
ITWILLINOIS TOOL WKS INC COM
30,998$8.1T240879.17%
80
MCXMCCORMICK & CO INC COM NON VTG
115,776$7.9T235000.93%
81
PGPROCTER AND GAMBLE CO COM
53,442$7.8T232332.20%
82
IJHISHARES CORE S&P MID CAP ETF
27,342$7.6T224810.16%
83
ZTSZOETIS INC COM CL A
38,059$7.5T222849.40%
84
PANWPALO ALTO NETWORKS INC COM
25,417$7.5T222350.73%
85
PEPPEPSICO INC COM
43,346$7.4T218404.76%
86
IJRISHARES S&P SMALLCAP 600 ETF
66,990$7.3T215133.15%
87
VBRVANGUARD SMALL CAP VALUE ETF
40,124$7.2T214226.54%
88
VGTVANGUARD INFORMATION TECHNOLOGY
14,337$6.9T205860.00%
89
VLUEISHARES EDGE MSCI USA VALUE FACTOR ETF
67,806$6.9T203492.69%
90
CLCOLGATE PALMOLIVE CO COM
84,775$6.8T200469.48%
91
NEENEXTERA ENERGY INC COM
110,934$6.7T199898.04%
92
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
116,231$6.7T199856.47%
93
TIPISHARES TIPS BOND ETF
62,420$6.7T199049.12%
94
IWDISHARES RUSSELL 1000 VALUE ETF
39,282$6.5T192575.76%
95
XOMEXXON MOBIL CORP COM
64,596$6.5T191595.87%
96
WMTWALMART INC COM
40,746$6.4T190566.29%
97
IWFISHARES RUSSELL 1000 GROWTH ETF
20,406$6.2T183533.95%
98
ORCLORACLE CORPORATION
56,837$6.0T177772.60%
99
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
37,150$5.9T173914.62%
100
AVGOAVAGO TECHNOLOGIES LTD
5,243$5.9T173632.17%
Page 1 of 34Next