PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Q1 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
227
- Value ($000)
$695,136
- Date Filed04/30/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.83 M | 4 % | 54,869 | ||
AAPL APPLE INC | COM | 037833100 | $29.69 M | 4 % | 133,678 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.35 M | 4 % | 72,863 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $21.79 M | 3 % | 296,730 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $18.44 M | 3 % | 400,105 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.82 M | 2 % | 169,412 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $11.12 M | 2 % | 45,333 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $10.88 M | 2 % | 20,768 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $10.36 M | 2 % | 61,950 | ||
LOW LOWES COS INC | COM | 548661107 | $10.16 M | 2 % | 43,564 |
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