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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $384M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 124 New
Page 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML ASML HOLDING N V Technology 550.0 $533K 0.14% NEW $968.35 +69.1%
82 CMCSA COMCAST CORP NEW Communication Services 16,337.0 $513K 0.13% NEW $31.42 -20.1%
83 VRT VERTIV HOLDINGS CO Industrials 3,343.0 $504K 0.13% NEW $150.84 +115.7%
84 DELL DELL TECHNOLOGIES INC Technology 3,490.0 $495K 0.13% NEW $141.76 +114.9%
85 NOW SERVICENOW INC Technology 503.0 $463K 0.12% NEW $919.92 -89.0%
86 ECC EAGLE POINT CREDIT COMPANY I Financial Services 68,300.0 $451K 0.12% NEW $6.61 -37.4%
87 BLACKROCK ETF TRUST II 8,853.0 $435K 0.11% NEW $49.19
88 CEG CONSTELLATION ENERGY CORP Utilities 1,290.0 $425K 0.11% NEW $329.09 -7.8%
89 VGT VANGUARD WORLD FD 568.0 $424K 0.11% NEW $746.15 -84.2%
90 ONDS ONDAS HLDGS INC Technology 52,834.0 $408K 0.11% NEW $7.72 +24.9%
91 EME EMCOR GROUP INC Industrials 600.0 $390K 0.10% NEW $649.54 +32.4%
92 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,457.0 $380K 0.10% NEW $260.51 +43.3%
93 CVX CHEVRON CORP NEW Energy 2,427.0 $377K 0.10% NEW $155.30 +18.9%
94 CAT CATERPILLAR INC Industrials 767.0 $366K 0.10% NEW $476.97 +89.8%
95 DIA SPDR DOW JONES INDL AVERAGE Financial Services 781.0 $362K 0.09% NEW $464.03 +8.7%
96 KO COCA COLA CO Consumer Defensive 5,415.0 $359K 0.09% NEW $66.32 +21.7%
97 VLO VALERO ENERGY CORP Energy 2,053.0 $349K 0.09% NEW $170.22 +42.2%
98 MRK MERCK & CO INC Healthcare 4,160.0 $349K 0.09% NEW $83.93 +43.4%
99 ACWV ISHARES INC 2,711.0 $325K 0.09% NEW $119.92 +1.8%
100 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 6,170.0 $320K 0.08% NEW $51.93 -63.2%
Page 5 of 7  ·  124 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 41.7%
Financial Services 26.3%
Consumer Cyclical 9.1%
Communication Services 8.7%
Healthcare 5.2%
Industrials 3.7%
Consumer Defensive 3.0%
Utilities 1.4%
Energy 0.6%
Real Estate 0.3%