Parsonex Advisory Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Parsonex Advisory Services, Inc. held in its portfolio 99 assets valued at $156,872,029 (i.e. $156.87M).
The most valuable assets in the portfolio included: ALPHABET INC ($11.41M), MICROSOFT CORP ($8.13M), and BROADCOM INC ($6.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Parsonex Advisory Services, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 36344 | 11404747 | CAP STK CL C |
| MICROSOFT CORP | 16817 | 8133038 | COM |
| BROADCOM INC | 17954 | 6213879 | COM |
| APPLE INC | 22120 | 6013624 | COM |
| DIREXION SHS ETF TR | 155393 | 5991954 | DIREXION HCM |
| VISA INC | 16611 | 5825644 | COM CL A |
| CROWDSTRIKE HLDGS INC | 11391 | 5339645 | CL A |
| CAPITAL GROUP GROWTH ETF | 111278 | 4948544 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 150531 | 4910328 | US LCAP GR ETF |
| ELI LILLY & CO | 4516 | 4853255 | COM |
| NVIDIA CORPORATION | 24710 | 4608425 | COM |
| INTUITIVE SURGICAL INC | 8072 | 4571658 | COM NEW |
| RTX CORPORATION | 24306 | 4457720 | COM |
| BANK AMERICA CORP | 63436 | 3488980 | COM |
| INTERCONTINENTAL EXCHANGE IN | 21536 | 3487971 | COM |
| SALESFORCE INC | 12988 | 3440651 | COM |
| UBER TECHNOLOGIES INC | 39499 | 3227463 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 11553 | 2957915 | COM |
| UNITEDHEALTH GROUP INC | 8695 | 2870328 | COM |
| SCHWAB CHARLES CORP | 26935 | 2691076 | COM |
| BOSTON SCIENTIFIC CORP | 26605 | 2536787 | COM |
| VANGUARD TAX-MANAGED FDS | 38703 | 2417748 | VAN FTSE DEV MKT |
| SPOTIFY TECHNOLOGY S A | 4047 | 2350133 | SHS |
| META PLATFORMS INC | 3339 | 2204058 | CL A |
| DISNEY WALT CO | 17916 | 2038303 | COM |
| VANGUARD INDEX FDS | 10409 | 1988049 | VALUE ETF |
| SPDR SERIES TRUST | 22078 | 1969358 | STATE STREET SPD |
| AMAZON COM INC | 8273 | 1909574 | COM |
| EATON CORP PLC | 5842 | 1860735 | SHS |
| CAPITAL GROUP DIVIDEND VALUE | 41719 | 1820606 | SHS CREATION UNI |
| GE AEROSPACE | 5194 | 1599908 | COM NEW |
| CAPITAL GRP FIXED INCM ETF T | 64037 | 1449798 | CORE PLUS INCM |
| PROSHARES TR | 19236 | 1354407 | PSHS ULTRA QQQ |
| CONSTELLATION ENERGY CORP | 3484 | 1230793 | COM |
| JPMORGAN CHASE & CO. | 3779 | 1217669 | COM |
| CAPITAL GRP FIXED INCM ETF T | 43130 | 1121811 | SHORT DURATION |
| NORTHERN LTS FD TR III | 13683 | 1058583 | HCM DEFND 100 |
| PHILIP MORRIS INTL INC | 6164 | 988706 | COM |
| ISHARES TR | 3969 | 977009 | RUSSELL 2000 ETF |
| NORTHERN LTS FD TR III | 15364 | 952107 | HCM DEFEN 500 |
| KLA CORP | 782 | 950193 | COM NEW |
| MARSH & MCLENNAN COS INC | 4754 | 881962 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2822 | 857578 | SPONSORED ADS |
| CAPITAL GROUP DIVIDEND GROWE | 21769 | 775847 | SHS ETF |
| MICRON TECHNOLOGY INC | 2709 | 773176 | COM |
| SCHWAB STRATEGIC TR | 23494 | 769413 | EMRG MKTEQ ETF |
| TESLA INC | 1649 | 741588 | COM |
| ROYAL CARIBBEAN GROUP | 2643 | 737186 | COM |
| LINDE PLC | 1646 | 701838 | SHS |
| WILLDAN GROUP INC | 6250 | 647875 | COM |
| TRANSDIGM GROUP INC | 439 | 583804 | COM |
| ABBOTT LABS | 4659 | 583726 | COM |
| GE VERNOVA INC | 865 | 565338 | COM |
| AMGEN INC | 1659 | 543007 | COM |
| VANGUARD INDEX FDS | 1974 | 509258 | SMALL CP ETF |
| NORTHROP GRUMMAN CORP | 881 | 502355 | COM |
| VERTEX PHARMACEUTICALS INC | 1031 | 467414 | COM |
| WASTE CONNECTIONS INC | 2610 | 457690 | COM |
| SHOPIFY INC | 2773 | 446370 | CL A SUB VTG SHS |
| WELLTOWER INC | 2327 | 431914 | COM |
| DANAHER CORPORATION | 1826 | 418008 | COM |
| MONDELEZ INTL INC | 7348 | 395543 | CL A |
| CAPITAL GROUP CORE BALANCED | 10972 | 387641 | SHS |
| ABBVIE INC | 1659 | 379065 | COM |
| MASTERCARD INCORPORATED | 643 | 367076 | CL A |
| PROSHARES TR | 6759 | 356317 | ULTRAPRO QQQ |
| ASTRAZENECA PLC | 3844 | 353379 | SPONSORED ADR |
| CAPITAL GRP FIXED INCM ETF T | 12785 | 353122 | US MULTI-SECTOR |
| HOME DEPOT INC | 1019 | 350638 | COM |
| KKR & CO INC | 2722 | 347001 | COM |
| CONOCOPHILLIPS | 3609 | 337838 | COM |
| PNC FINL SVCS GROUP INC | 1557 | 324993 | COM |
| SERVICENOW INC | 2116 | 324150 | COM |
| ASML HOLDING N V | 302 | 323098 | N Y REGISTRY SHS |
| UNITED RENTALS INC | 389 | 314825 | COM |
| VANGUARD CHARLOTTE FDS | 6397 | 309103 | TOTAL INT BD ETF |
| ISHARES TR | 6152 | 299910 | CORE 1 5 YR USD |
| ATI INC | 2602 | 298606 | COM |
| HILTON WORLDWIDE HLDGS INC | 1036 | 297591 | COM |
| NETFLIX INC | 3073 | 288124 | COM |
| ATMOS ENERGY CORP | 1679 | 281451 | COM |
| SEMPRA | 3178 | 280586 | COM |
| CAPITAL GROUP CORE EQUITY ET | 6532 | 262776 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 10832 | 260401 | INTL EQTY ETF |
| COSTCO WHSL CORP NEW | 301 | 259564 | COM |
| ALPHABET INC | 825 | 258225 | CAP STK CL A |
| GALLAGHER ARTHUR J & CO | 997 | 258014 | COM |
| CAPITAL ONE FINL CORP | 1042 | 252539 | COM |
| TRUIST FINL CORP | 5078 | 249888 | COM |
| SCHWAB STRATEGIC TR | 8397 | 248625 | US LCAP VA ETF |
| TJX COS INC NEW | 1575 | 241936 | COM |
| TRACTOR SUPPLY CO | 4809 | 240498 | COM |
| ROYAL BK CDA | 1378 | 234935 | COM |
| PROGRESSIVE CORP | 1031 | 234779 | COM |
| ARAMARK | 6031 | 222303 | COM |
| CARRIER GLOBAL CORPORATION | 4138 | 218652 | COM |
| APPLIED MATLS INC | 838 | 215358 | COM |
| S&P GLOBAL INC | 410 | 214262 | COM |
| PAYCHEX INC | 1789 | 200690 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.