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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $440M AUM 135 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 49 Added 21 Reduced 3 Exited
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHSL CORP NEW Consumer Defensive 6,621.0 $5.7M 1.30% $862.38 +16.0%
22 AMZN AMAZON COM INC Consumer Cyclical 23,477.0 $5.4M 1.23% +276.0 +1.2% $230.82 +15.6%
23 AVGO BROADCOM INC Technology 15,491.0 $5.4M 1.22% $346.10 +23.7%
24 GS GOLDMAN SACHS GROUP INC Financial Services 6,085.0 $5.3M 1.21% +47.0 +0.8% $879.05 +14.5%
25 BSCS INVESCO EXCH TRD SLF IDX FD 245,745.0 $5.1M 1.15% +136K +123.8% $20.60 -1.1%
26 HD HOME DEPOT INC Consumer Cyclical 14,196.0 $4.9M 1.11% +100.0 +0.7% $344.10 -9.4%
27 GOOG ALPHABET INC Communication Services 15,352.0 $4.8M 1.09% $313.79 +22.2%
28 SPY SPDR S&P 500 ETF TR Financial Services 5,014.0 $3.4M 0.78% -294.0 -5.5% $681.96 +10.1%
29 EEM ISHARES TR 51,717.0 $2.8M 0.64% +452.0 +0.9% $54.71 +24.5%
30 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 9,166.0 $2.8M 0.63% +106.0 +1.2% $303.90 +35.6%
31 DHR DANAHER CORPORATION Healthcare 12,002.0 $2.7M 0.62% -88.0 -0.7% $228.91 -25.2%
32 BSCT INVESCO EXCH TRD SLF IDX FD 145,041.0 $2.7M 0.62% NEW $18.83 -1.4%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 8,591.0 $2.5M 0.58% $296.21 -15.8%
34 CRWD CROWDSTRIKE HLDGS INC Technology 5,360.0 $2.5M 0.57% +54.0 +1.0% $468.72 +42.1%
35 LOW LOWES COS INC Consumer Cyclical 10,362.0 $2.5M 0.57% $241.16 -11.1%
36 ORCL ORACLE CORP Technology 12,666.0 $2.5M 0.56% -2K -12.5% $194.91 -0.6%
37 AXP AMERICAN EXPRESS CO Financial Services 6,373.0 $2.4M 0.54% $369.94 -15.9%
38 QCOM QUALCOMM INC Technology 12,503.0 $2.1M 0.48% +144.0 +1.2% $171.05 +40.9%
39 GE GE AEROSPACE Industrials 6,810.0 $2.1M 0.48% +149.0 +2.2% $308.03 +0.5%
40 TFLO ISHARES TR 40,908.0 $2.1M 0.47% NEW $50.46 +0.3%
Page 2 of 7  ·  135 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 40.0%
Financial Services 26.6%
Communication Services 9.7%
Consumer Cyclical 8.5%
Healthcare 6.1%
Industrials 4.1%
Consumer Defensive 2.8%
Utilities 1.5%
Energy 0.5%
Real Estate 0.2%