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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $487M AUM 155 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 60 Added 46 Reduced 7 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 12,306.0 $2.3M 0.47% -197.0 -1.6% $184.79 -13.0%
22 DHR DANAHER CORP DEL Healthcare 11,451.0 $2.2M 0.45% -551.0 -4.6% $190.48 +13.4%
23 IWB ISHARES TR 4,621.0 $1.9M 0.39% -101.0 -2.1% $409.49 +2.1%
24 ITW ILLINOIS TOOL WKS INC Industrials 6,576.0 $1.8M 0.36% -36.0 -0.5% $270.46 +4.5%
25 XLK SELECT SECTOR SPDR TR 9,119.0 $1.7M 0.36% -732.0 -7.4% $190.51 -3.9%
26 TFLO ISHARES TR 29,737.0 $1.5M 0.31% -11K -27.3% $50.63 -0.1%
27 IEFA ISHARES TR 15,395.0 $1.5M 0.30% -111.0 -0.7% $96.58 +3.5%
28 PANW PALO ALTO NETWORKS INC Technology 4,337.0 $1.5M 0.30% -179.0 -4.0% $341.01 +2.5%
29 AMGN AMGEN INC Healthcare 3,972.0 $1.4M 0.29% -37.0 -0.9% $362.13 +19.8%
30 V VISA INC Financial Services 3,943.0 $1.4M 0.28% -56.0 -1.4% $343.12 +6.6%
31 IWD ISHARES TR 5,333.0 $1.3M 0.27% -173.0 -3.1% $242.42 +5.7%
32 SNOW SNOWFLAKE INC Technology 3,579.0 $911K 0.19% -218.0 -5.7% $254.50 +26.2%
33 UNH UNITEDHEALTH GROUP INC Healthcare 1,892.0 $786K 0.16% -28.0 -1.5% $415.63 -7.4%
34 AGNC AGNC INVT CORP Real Estate 50,429.0 $550K 0.11% -6K -11.4% $10.90 +0.2%
35 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,343.0 $498K 0.10% -115.0 -7.9% $370.69 -3.8%
36 DIS DISNEY WALT CO Communication Services 4,781.0 $460K 0.09% -87.0 -1.8% $96.26 +11.5%
37 DIA STATE STR SPDR DOW JONES IND Financial Services 774.0 $404K 0.08% -8.0 -1.0% $522.31 +1.0%
38 CMCSA COMCAST CORP NEW Communication Services 15,108.0 $371K 0.08% -847.0 -5.3% $24.55 +7.6%
39 BLACKROCK ETF TRUST II 6,887.0 $343K 0.07% -1K -17.1% $49.80
40 XOM EXXON MOBIL CORP Energy 2,138.0 $292K 0.06% -134.0 -5.9% $136.74 +21.5%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Financial Services 24.5%
Communication Services 8.9%
Consumer Cyclical 7.6%
Industrials 6.6%
Healthcare 6.0%
Consumer Defensive 2.6%
Utilities 1.7%
Energy 0.8%
Real Estate 0.2%