Parcion Private Wealth LLC Q1 2024 Filing

Filed April 24, 2024

Portfolio Value

$1136.1T

Holdings

191

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
DUKDUKE ENERGY CORP NEW
14,168$1.4T0.12%
102
FALNISHARES TR
50,369$1.4T0.12%
103
SBUXSTARBUCKS CORP
14,220$1.3T0.11%
104
METAMETA PLATFORMS INC
2,661$1.3T0.11%
105
REGLPROSHARES TR
15,020$1.2T0.10%
106
IXCISHARES TR
26,841$1.2T0.10%
107
XLESELECT SECTOR SPDR TR
11,824$1.1T0.10%
108
ISCFISHARES TR
33,813$1.1T0.10%
109
BACVERIZON COMMUNICATIONS INC
25,930$1.1T0.10%
110
JNJJOHNSON & JOHNSON
6,727$1.1T0.09%
111
TMUST-MOBILE US INC
6,288$1.0T0.09%
112
SLBSCHLUMBERGER LTD
17,540$961.4B0.08%
113
IWVISHARES TR
3,110$933.2B0.08%
114
NFLXNETFLIX INC
1,486$902.5B0.08%
115
DWDMORGAN STANLEY
9,368$882.1B0.08%
116
PANWPALO ALTO NETWORKS INC
3,091$878.3B0.08%
117
IVVISHARES TR
1,621$852.2B0.08%
118
IJKISHARES TR
9,334$851.7B0.07%
119
XOMEXXON MOBIL CORP
6,874$799.0B0.07%
120
GDGENERAL DYNAMICS CORP
2,650$748.6B0.07%
121
NKENIKE INC
7,594$713.7B0.06%
122
VBRVANGUARD INDEX FDS
3,627$695.9B0.06%
123
MDYSPDR S&P MIDCAP 400 ETF TR
1,224$681.0B0.06%
124
LMTLOCKHEED MARTIN CORP
1,463$665.5B0.06%
125
SPSMSPDR SER TR
15,006$645.9B0.06%
126
EFAISHARES TR
7,761$619.8B0.05%
127
DTEDTE ENERGY CO
5,464$612.7B0.05%
128
UNHUNITEDHEALTH GROUP INC
1,223$605.0B0.05%
129
IWMISHARES TR
2,818$592.6B0.05%
130
MMM3M CO
5,529$586.5B0.05%
131
PFEPFIZER INC
19,403$538.4B0.05%
132
TSLATESLA INC
3,032$533.1B0.05%
133
DDOMINION ENERGY INC
10,696$526.1B0.05%
134
AEPAMERICAN ELEC PWR CO INC
6,110$526.1B0.05%
135
ADBEADOBE INC
1,021$515.3B0.05%
136
MUBISHARES TR
4,756$511.7B0.05%
137
ICLNISHARES TR
36,578$511.4B0.05%
138
VVISA INC
1,829$510.4B0.04%
139
RTXRTX CORPORATION
5,193$506.5B0.04%
140
TMOTHERMO FISHER SCIENTIFIC INC
844$490.6B0.04%
141
MSIMOTOROLA SOLUTIONS INC
1,378$489.2B0.04%
142
IEFISHARES TR
4,751$449.8B0.04%
143
MOALTRIA GROUP INC
10,062$438.9B0.04%
144
ARCCARES CAPITAL CORP
20,982$436.8B0.04%
145
MAMASTERCARD INCORPORATED
903$434.9B0.04%
146
FTNTFORTINET INC
6,223$425.1B0.04%
147
MSEXMIDDLESEX WTR CO
8,000$420.0B0.04%
148
ETRENTERGY CORP NEW
3,932$415.5B0.04%
149
ENBENBRIDGE INC
11,358$410.9B0.04%
150
QCOMQUALCOMM INC
2,422$410.0B0.04%
151
ISRGINTUITIVE SURGICAL INC
1,004$400.7B0.04%
152
GXCSPDR INDEX SHS FDS
5,611$369.1B0.03%
153
EEMSISHARES INC
6,261$368.5B0.03%
154
GEGENERAL ELECTRIC CO
2,074$364.0B0.03%
155
AMGNAMGEN INC
1,280$363.9B0.03%
156
ESGSUSDCOLUMBIA ETF TR I
7,994$356.0B0.03%
157
LNTALLIANT ENERGY CORP
7,024$354.0B0.03%
158
EUFNISHARES TR
15,203$345.7B0.03%
159
TAT&T INC
19,043$335.2B0.03%
160
ESSESSEX PPTY TR INC
1,343$328.8B0.03%
161
QQQMINVESCO EXCH TRADED FD TR II
1,781$325.4B0.03%
162
NEENEXTERA ENERGY INC
5,076$324.4B0.03%
163
BMYBRISTOL-MYERS SQUIBB CO
5,534$300.1B0.03%
164
ROMPROSHARES TR
4,800$291.6B0.03%
165
SPYSPDR S&P 500 ETF TR
557$291.4B0.03%
166
PLDPROLOGIS INC.
2,236$291.2B0.03%
167
DELLDELL TECHNOLOGIES INC
2,511$286.5B0.03%
168
DFAEDIMENSIONAL ETF TRUST
11,392$281.6B0.02%
169
VENVENTAS INC
6,339$276.0B0.02%
170
PIPRPIPER SANDLER COMPANIES
1,360$269.9B0.02%
171
PYPLPAYPAL HLDGS INC
4,000$268.0B0.02%
172
AMDADVANCED MICRO DEVICES INC
1,452$262.1B0.02%
173
FFIVF5 INC
1,370$259.7B0.02%
174
TRVCCITIGROUP INC
4,094$258.9B0.02%
175
IJSISHARES TR
2,509$257.8B0.02%
176
AVAAVISTA CORP
7,333$256.8B0.02%
177
A4SAMERIPRISE FINL INC
585$256.5B0.02%
178
ETNEATON CORP PLC
815$254.8B0.02%
179
BXBLACKSTONE INC
1,835$241.1B0.02%
180
ABGCENCORA INC
936$227.4B0.02%
181
CRWDCROWDSTRIKE HLDGS INC
702$225.1B0.02%
182
ALKALASKA AIR GROUP INC
5,137$220.8B0.02%
183
SHOPSHOPIFY INC
2,861$220.8B0.02%
184
LOWLOWES COS INC
865$220.3B0.02%
185
CARRCARRIER GLOBAL CORPORATION
3,700$215.1B0.02%
186
AGGISHARES TR
2,173$212.9B0.02%
187
JDJD.COM INC
7,566$207.2B0.02%
188
FATEFATE THERAPEUTICS INC
28,000$205.5B0.02%
189
FFORD MTR CO DEL
12,704$168.7B0.01%
190
XNROXNEUBERGER BERMAN REAL ESTATE
45,600$152.3B0.01%
191
GWHESS TECH INC
17,013$12.3B0.00%
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