Parcion Private Wealth LLC Q2 2023 Filing

Filed August 2, 2023

Portfolio Value

$990.7B

Holdings

180

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
101
DFAEDIMENSIONAL ETF TRUST
46,531$1K0.00%
102
GOOGALPHABET INC
16,660$1K0.00%
103
CTVACORTEVA INC
27,737$1K0.00%
104
EEMSISHARES INC
34,546$1K0.00%
105
COPCONOCOPHILLIPS
11,846$1K0.00%
106
DDDUPONT DE NEMOURS INC
27,998$1K0.00%
107
COSTCOSTCO WHSL CORP NEW
2,998$1K0.00%
108
CNXCCONCENTRIX CORP
13,869$1K0.00%
109
HYMBSPDR SER TR
42,809$1K0.00%
110
CRMSALESFORCE INC
4,922$1K0.00%
111
DISDISNEY WALT CO
2,773$00.00%
112
KRKROGER CO
6,000$00.00%
113
ENBENBRIDGE INC
10,858$00.00%
114
PFEPFIZER INC
19,911$00.00%
115
DWDMORGAN STANLEY
9,468$00.00%
116
VVISA INC
1,793$00.00%
117
ROMPROSHARES TR
4,800$00.00%
118
MSEXMIDDLESEX WTR CO
8,000$00.00%
119
METAMETA PLATFORMS INC
2,388$00.00%
120
TSLATESLA INC
1,928$00.00%
121
PLDPROLOGIS INC.
2,136$00.00%
122
EUFNISHARES TR
18,792$00.00%
123
ISRGINTUITIVE SURGICAL INC
1,004$00.00%
124
CMBSISHARES TR
5,615$00.00%
125
GDGENERAL DYNAMICS CORP
2,150$00.00%
126
AVAAVISTA CORP
7,333$00.00%
127
ESGDISHARES TR
3,229$00.00%
128
TMUST-MOBILE US INC
4,862$00.00%
129
NFLXNETFLIX INC
1,518$00.00%
130
ETRENTERGY CORP NEW
3,932$00.00%
131
DTEDTE ENERGY CO
5,464$00.00%
132
ACNACCENTURE PLC IRELAND
1,435$00.00%
133
TMOTHERMO FISHER SCIENTIFIC INC
744$00.00%
134
AQLTISHARES TR
5,291$00.00%
135
MAMASTERCARD INCORPORATED
921$00.00%
136
ADBEADOBE SYSTEMS INCORPORATED
853$00.00%
137
IBMINTERNATIONAL BUSINESS MACHS
6,300$00.00%
138
PANWPALO ALTO NETWORKS INC
3,066$00.00%
139
VBRVANGUARD INDEX FDS
3,037$00.00%
140
SGENUSDSEAGEN INC
4,320$00.00%
141
TAT&T INC
25,836$00.00%
142
UISUNISYS CORP
117,289$00.00%
143
ESEVERSOURCE ENERGY
3,090$00.00%
144
BMYBRISTOL-MYERS SQUIBB CO
5,713$00.00%
145
KBWYINVESCO EXCH TRADED FD TR II
12,510$00.00%
146
VENVENTAS INC
6,339$00.00%
147
BACVERIZON COMMUNICATIONS INC
24,775$00.00%
148
GWHESS TECH INC
17,013$00.00%
149
XNROXNEUBERGER BERMAN REAL ESTATE
45,600$00.00%
150
MDYSPDR S&P MIDCAP 400 ETF TR
1,224$00.00%
151
VEAVANGUARD TAX-MANAGED FDS
6,004$00.00%
152
UNHUNITEDHEALTH GROUP INC
646$00.00%
153
SLBSCHLUMBERGER LTD
17,540$00.00%
154
LNTALLIANT ENERGY CORP
7,024$00.00%
155
PSXPHILLIPS 66
9,218$00.00%
156
XOMEXXON MOBIL CORP
6,874$00.00%
157
FFORD MTR CO DEL
12,688$00.00%
158
DFSVDIMENSIONAL ETF TRUST
19,399$00.00%
159
ARCCARES CAPITAL CORP
20,982$00.00%
160
IVVISHARES TR
471$00.00%
161
FATEFATE THERAPEUTICS INC
28,000$00.00%
162
XLESELECT SECTOR SPDR TR
12,039$00.00%
163
CMFISHARES TR
15,150$00.00%
164
LOWLOWES COS INC
920$00.00%
165
IJKISHARES TR
8,982$00.00%
166
IJSISHARES TR
2,509$00.00%
167
ALKALASKA AIR GROUP INC
8,027$00.00%
168
ICLNISHARES TR
28,978$00.00%
169
AEPAMERICAN ELEC PWR CO INC
6,187$00.00%
170
MSIMOTOROLA SOLUTIONS INC
823$00.00%
171
FTNTFORTINET INC
4,290$00.00%
172
QQQMINVESCO EXCH TRADED FD TR II
1,822$00.00%
173
MOALTRIA GROUP INC
9,862$00.00%
174
JDJD.COM INC
6,075$00.00%
175
TRVCCITIGROUP INC
6,953$00.00%
176
SPSMSPDR SER TR
13,764$00.00%
177
TLHISHARES TR
3,829$00.00%
178
LMTLOCKHEED MARTIN CORP
478$00.00%
179
IJHISHARES TR
898$00.00%
180
RTXRAYTHEON TECHNOLOGIES CORP
5,232$00.00%
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