PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q4 2024 13F Holdings
- Locationminneapolis, MN
- Num holdings
229
- Value ($000)
$697,601
- Date Filed02/18/2025
- Form type13F-HR
- CIK0002026926
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $33.71M | 5 % | 57,259 | ||
AAPL APPLE INC | COM | 037833100 | $33.53M | 5 % | 133,888 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $33.14M | 5 % | 460,785 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $31.46M | 5 % | 74,647 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $19.22M | 3 % | 425,304 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $12.24M | 2 % | 210,433 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.11M | 2 % | 172,321 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $11.86M | 2 % | 23,454 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $11.16M | 2 % | 46,552 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.10M | 2 % | 220,455 |
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