Parcion Private Wealth LLC Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$921.8B

Holdings

193

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
DUKDUKE ENERGY CORP NEW
14,268$1K0.00%
102
INTCINTEL CORP
75,368$1K0.00%
103
SHMSPDR SER TR
22,035$1K0.00%
104
PNWPINNACLE WEST CAP CORP
22,691$1K0.00%
105
IBMSISHARES TR
79,920$1K0.00%
106
VWOVANGUARD INTL EQUITY INDEX F
25,870$1K0.00%
107
CTVACORTEVA INC
27,668$1K0.00%
108
PFEPFIZER INC
23,028$1K0.00%
109
SMDVPROSHARES TR
24,893$1K0.00%
110
DDDUPONT DE NEMOURS INC
27,998$1K0.00%
111
COSTCOSTCO WHSL CORP NEW
2,923$1K0.00%
112
IBTLISHARES TR
83,015$1K0.00%
113
BABOEING CO
10,348$1K0.00%
114
IBTHISHARES TR
46,158$1K0.00%
115
GOOGALPHABET INC
14,235$1K0.00%
116
CNXCCONCENTRIX CORP
13,866$1K0.00%
117
VOOVANGUARD INDEX FDS
4,547$1K0.00%
118
SBUXSTARBUCKS CORP
5,476$00.00%
119
KRKROGER CO
6,000$00.00%
120
ENBENBRIDGE INC
10,858$00.00%
121
NVSNNOVARTIS AG
3,414$00.00%
122
DWDMORGAN STANLEY
9,638$00.00%
123
VVISA INC
1,108$00.00%
124
MSEXMIDDLESEX WTR CO
8,000$00.00%
125
METAMETA PLATFORMS INC
2,324$00.00%
126
TSLATESLA INC
1,837$00.00%
127
PLDPROLOGIS INC.
2,167$00.00%
128
STIPISHARES TR
2,488$00.00%
129
EUFNISHARES TR
19,044$00.00%
130
ISRGINTUITIVE SURGICAL INC
1,004$00.00%
131
GDGENERAL DYNAMICS CORP
2,130$00.00%
132
AVAAVISTA CORP
7,333$00.00%
133
TMUST-MOBILE US INC
4,646$00.00%
134
VSSVANGUARD INTL EQUITY INDEX F
3,413$00.00%
135
NFLXNETFLIX INC
1,373$00.00%
136
ETRENTERGY CORP NEW
4,007$00.00%
137
DTEDTE ENERGY CO
5,516$00.00%
138
ACNACCENTURE PLC IRELAND
1,428$00.00%
139
TMOTHERMO FISHER SCIENTIFIC INC
712$00.00%
140
VOEVANGUARD INDEX FDS
2,294$00.00%
141
DBMFLITMAN GREGORY FDS TR
9,015$00.00%
142
AQLTISHARES TR
5,291$00.00%
143
ADBEADOBE SYSTEMS INCORPORATED
675$00.00%
144
CRMSALESFORCE INC
4,794$00.00%
145
IBMINTERNATIONAL BUSINESS MACHS
6,300$00.00%
146
SLYSPDR SER TR
9,879$00.00%
147
IWOISHARES TR
1,760$00.00%
148
PANWPALO ALTO NETWORKS INC
3,066$00.00%
149
AQLTISHARES TR
6,752$00.00%
150
SGENUSDSEAGEN INC
4,320$00.00%
151
TAT&T INC
20,837$00.00%
152
UISUNISYS CORP
117,289$00.00%
153
ESEVERSOURCE ENERGY
3,090$00.00%
154
4I1PHILIP MORRIS INTL INC
2,069$00.00%
155
BMYBRISTOL-MYERS SQUIBB CO
5,579$00.00%
156
ANGLVANECK ETF TRUST
11,286$00.00%
157
DANIMER SCIENTIFIC INC
15,250$00.00%
158
KBWYINVESCO EXCH TRADED FD TR II
12,510$00.00%
159
VENVENTAS INC
6,365$00.00%
160
GWHESS TECH INC
17,013$00.00%
161
JNKSPDR SER TR
3,533$00.00%
162
XNROXNEUBERGER BERMAN REAL ESTATE
45,600$00.00%
163
MDYSPDR S&P MIDCAP 400 ETF TR
1,899$00.00%
164
VEAVANGUARD TAX-MANAGED FDS
13,821$00.00%
165
XOPSPDR SER TR
1,752$00.00%
166
UNHUNITEDHEALTH GROUP INC
626$00.00%
167
SLBSCHLUMBERGER LTD
17,540$00.00%
168
LNTALLIANT ENERGY CORP
7,024$00.00%
169
DISDISNEY WALT CO
2,655$00.00%
170
XOMEXXON MOBIL CORP
6,874$00.00%
171
SPYSPDR S&P 500 ETF TR
637$00.00%
172
VNQVANGUARD INDEX FDS
4,645$00.00%
173
KEYKEYCORP
10,377$00.00%
174
FFORD MTR CO DEL
13,938$00.00%
175
ARCCARES CAPITAL CORP
20,982$00.00%
176
VGITVANGUARD SCOTTSDALE FDS
4,432$00.00%
177
FATEFATE THERAPEUTICS INC
28,000$00.00%
178
CMFISHARES TR
15,254$00.00%
179
IJKISHARES TR
8,982$00.00%
180
IJSISHARES TR
2,461$00.00%
181
ALKALASKA AIR GROUP INC
8,077$00.00%
182
AEPAMERICAN ELEC PWR CO INC
7,475$00.00%
183
MSIMOTOROLA SOLUTIONS INC
794$00.00%
184
FTNTFORTINET INC
4,290$00.00%
185
QQQMINVESCO EXCH TRADED FD TR II
4,898$00.00%
186
MOALTRIA GROUP INC
10,104$00.00%
187
JDJD.COM INC
6,475$00.00%
188
TRVCCITIGROUP INC
7,128$00.00%
189
TLHISHARES TR
3,027$00.00%
190
LMTLOCKHEED MARTIN CORP
555$00.00%
191
IJHISHARES TR
2,070$00.00%
192
RTXRAYTHEON TECHNOLOGIES CORP
5,316$00.00%
193
PSXPHILLIPS 66
9,218$00.00%
PreviousPage 2 of 2