Parisi Gray Wealth Management
CIK: 0001716659SEC EDGAR →
Portfolio Value
$440.5M
Holdings
135
As of
Q4 2025
New Positions
135
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 69,078 | $43.3M | 9.83% |
| 2 | PROFESIONALLY MANAGED PORTFO | 549,027 | $36.0M | 8.16% |
| 3 | INVESCO QQQ TR | 41,768 | $25.7M | 5.82% |
| 4 | NVIDIA CORPORATION | 126,858 | $23.7M | 5.37% |
| 5 | VANGUARD INDEX FDS | 63,814 | $21.4M | 4.86% |
| 6 | PALANTIR TECHNOLOGIES INC | 119,634 | $21.3M | 4.83% |
| 7 | ISHARES TR | 24,215 | $16.6M | 3.77% |
| 8 | APPLE INC | 54,817 | $14.9M | 3.38% |
| 9 | WISDOMTREE TR | 256,803 | $12.9M | 2.93% |
| 10 | MICROSOFT CORP | 26,072 | $12.6M | 2.86% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (135)
$43.3M · 69K shares
$36.0M · 549K shares
$25.7M · 42K shares
$23.7M · 127K shares
$21.4M · 64K shares
$21.3M · 120K shares
$16.6M · 24K shares
$14.9M · 55K shares
$12.9M · 257K shares
$12.6M · 26K shares
$12.0M · 38K shares
$9.2M · 29K shares
$9.2M · 16K shares
$7.2M · 109K shares
$6.9M · 6K shares
$6.8M · 10K shares
$6.7M · 27K shares
$6.0M · 63K shares
$5.8M · 13K shares
$5.8M · 12K shares
$5.7M · 7K shares
$5.4M · 23K shares
$5.4M · 15K shares
$5.3M · 6K shares
$5.1M · 246K shares
$4.9M · 14K shares
$4.8M · 15K shares
$3.4M · 5K shares
$2.8M · 52K shares
$2.8M · 9K shares
$2.7M · 12K shares
$2.7M · 145K shares
$2.5M · 9K shares
$2.5M · 5K shares
$2.5M · 10K shares
$2.5M · 13K shares
$2.4M · 6K shares
$2.1M · 13K shares
$2.1M · 7K shares
$2.1M · 41K shares
$2.0M · 9K shares
$2.0M · 10K shares
$2.0M · 10K shares
$1.8M · 9K shares
$1.8M · 5K shares
$1.8M · 3K shares
$1.7M · 325 shares
$1.7M · 22K shares
$1.6M · 7K shares
$1.6M · 3K shares
$1.5M · 9K shares
$1.5M · 17K shares
$1.4M · 18K shares
$1.4M · 10K shares
$1.4M · 4K shares
$1.4M · 16K shares
$1.4M · 10K shares
$1.3M · 612 shares
$1.3M · 4K shares
$1.3M · 72K shares
$1.2M · 7K shares
$1.2M · 6K shares
$1.1M · 21K shares
$1.1M · 66K shares
$1.1M · 5K shares
$1.0M · 4K shares
$985K · 21K shares
$948K · 4K shares
$832K · 4K shares
$831K · 5K shares
$754K · 1 shares
$746K · 698 shares
$720K · 4K shares
$658K · 616 shares
$633K · 2K shares
$632K · 4K shares
$628K · 64K shares
$610K · 57K shares
$609K · 2K shares
$602K · 2K shares
$579K · 45K shares
$553K · 5K shares
$542K · 2K shares
$538K · 8K shares
$523K · 4K shares
$513K · 840 shares
$476K · 16K shares
$457K · 4K shares
$452K · 1K shares
$439K · 767 shares
$428K · 568 shares
$418K · 4K shares
$416K · 2K shares
$404K · 8K shares
$395K · 69K shares
$382K · 2K shares
$382K · 3K shares
$375K · 782 shares
$373K · 5K shares
$371K · 2K shares
$348K · 2K shares
$339K · 4K shares
$331K · 2K shares
$328K · 4K shares
$321K · 3K shares
$319K · 390 shares
$305K · 3K shares
$285K · 16K shares
$280K · 6K shares
$276K · 11K shares
$273K · 2K shares
$272K · 10K shares
$262K · 1K shares
$261K · 5K shares
$258K · 1K shares
$258K · 906 shares
$254K · 2K shares
$252K · 806 shares
$251K · 2K shares
$249K · 2K shares
$243K · 9K shares
$243K · 6K shares
$233K · 740 shares
$231K · 3K shares
$225K · 746 shares
$225K · 2K shares
$225K · 2K shares
$218K · 4K shares
$215K · 744 shares
$210K · 2K shares
$206K · 2K shares
$203K · 3K shares
$202K · 1K shares
$163K · 30K shares
$146K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $214.3M | 48.7% |
| Technology | 28 | $105.0M | 23.8% |
| Unknown | 9 | $35.7M | 8.1% |
| Communication Services | 7 | $25.1M | 5.7% |
| Consumer Cyclical | 7 | $22.0M | 5.0% |
| Healthcare | 9 | $15.7M | 3.6% |
| Industrials | 12 | $9.7M | 2.2% |
| Consumer Defensive | 4 | $6.9M | 1.6% |
| Utilities | 3 | $3.7M | 0.8% |
| Energy | 5 | $1.4M | 0.3% |
| Real Estate | 2 | $895K | 0.2% |