Parisi Gray Wealth Management

Q4 2024 13F Holdings

  • Location
    mendham, NJ
  • Num holdings

    105

  • Value ($000)

    $314,602

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001716659
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$39.54M
13 %

73,384

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$22.81M
7 %

44,627

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$18.20M
6 %

62,793

NVDA
NVDA

NVIDIA CORPORATION

COM
$16.61M
5 %

123,682

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$15.18M
5 %

25,793

AAPL
AAPL

APPLE INC

COM
$13.41M
4 %

53,536

MSFT
MSFT

MICROSOFT CORP

COM
$10.31M
3 %

24,451

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$9.32M
3 %

42,194

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$9.03M
3 %

179,443

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
$8.52M
3 %

112,711

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