Parcion Private Wealth LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$956.8B

Holdings

186

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
101
COPCONOCOPHILLIPS
11,846$1K0.00%
102
CTVACORTEVA INC
27,737$1K0.00%
103
ISCFISHARES TR
33,813$1K0.00%
104
LLYLILLY ELI & CO
3,530$1K0.00%
105
ABBVABBVIE INC
10,690$1K0.00%
106
MRKMERCK & CO INC
16,991$1K0.00%
107
AQLTISHARES TR
54,773$1K0.00%
108
SUXTD SYNNEX CORPORATION
13,871$1K0.00%
109
HYMBSPDR SER TR
44,253$1K0.00%
110
BRK/BBERKSHIRE HATHAWAY INC DEL
4,359$1K0.00%
111
SLYSPDR SER TR
9,879$00.00%
112
MDYSPDR S&P MIDCAP 400 ETF TR
1,899$00.00%
113
VEAVANGUARD TAX-MANAGED FDS
6,840$00.00%
114
UNHUNITEDHEALTH GROUP INC
646$00.00%
115
DOMA HOLDINGS INC
10,000$00.00%
116
SLBSCHLUMBERGER LTD
17,540$00.00%
117
LNTALLIANT ENERGY CORP
7,024$00.00%
118
VVVANGUARD INDEX FDS
1,378$00.00%
119
IBMINTERNATIONAL BUSINESS MACHS
6,300$00.00%
120
MOALTRIA GROUP INC
9,862$00.00%
121
DISDISNEY WALT CO
2,773$00.00%
122
CRMSALESFORCE INC
4,830$00.00%
123
ADBEADOBE SYSTEMS INCORPORATED
675$00.00%
124
MAMASTERCARD INCORPORATED
883$00.00%
125
XOMEXXON MOBIL CORP
6,874$00.00%
126
JDJD.COM INC
6,475$00.00%
127
AQLTISHARES TR
5,291$00.00%
128
DWDMORGAN STANLEY
9,511$00.00%
129
KEYKEYCORP
10,377$00.00%
130
PFEPFIZER INC
23,360$00.00%
131
TMOTHERMO FISHER SCIENTIFIC INC
718$00.00%
132
FFORD MTR CO DEL
12,238$00.00%
133
ACNACCENTURE PLC IRELAND
1,818$00.00%
134
TRVCCITIGROUP INC
6,955$00.00%
135
ARCCARES CAPITAL CORP
20,982$00.00%
136
ENBENBRIDGE INC
10,858$00.00%
137
IVVISHARES TR
1,836$00.00%
138
DTEDTE ENERGY CO
5,498$00.00%
139
IBTLISHARES TR
14,001$00.00%
140
FATEFATE THERAPEUTICS INC
28,000$00.00%
141
ETRENTERGY CORP NEW
3,932$00.00%
142
NFLXNETFLIX INC
1,458$00.00%
143
XLESELECT SECTOR SPDR TR
12,101$00.00%
144
CMFISHARES TR
15,254$00.00%
145
TLHISHARES TR
3,829$00.00%
146
LMTLOCKHEED MARTIN CORP
759$00.00%
147
TMUST-MOBILE US INC
4,791$00.00%
148
IJHISHARES TR
2,265$00.00%
149
AVAAVISTA CORP
7,333$00.00%
150
IJKISHARES TR
8,982$00.00%
151
RTXRAYTHEON TECHNOLOGIES CORP
5,274$00.00%
152
VDCVANGUARD WORLD FDS
2,152$00.00%
153
IJSISHARES TR
2,509$00.00%
154
ALKALASKA AIR GROUP INC
8,027$00.00%
155
GDGENERAL DYNAMICS CORP
2,135$00.00%
156
CMBSISHARES TR
6,031$00.00%
157
ISRGINTUITIVE SURGICAL INC
1,004$00.00%
158
ICLNISHARES TR
24,498$00.00%
159
EUFNISHARES TR
18,792$00.00%
160
PLDPROLOGIS INC.
2,165$00.00%
161
AEPAMERICAN ELEC PWR CO INC
6,593$00.00%
162
NEARISHARES U S ETF TR
4,720$00.00%
163
TSLATESLA INC
1,854$00.00%
164
IWDISHARES TR
2,300$00.00%
165
MSIMOTOROLA SOLUTIONS INC
823$00.00%
166
KRKROGER CO
6,032$00.00%
167
METAMETA PLATFORMS INC
2,388$00.00%
168
MSEXMIDDLESEX WTR CO
8,000$00.00%
169
FTNTFORTINET INC
4,290$00.00%
170
IBTHISHARES TR
10,547$00.00%
171
PSXPHILLIPS 66
9,235$00.00%
172
BMYBRISTOL-MYERS SQUIBB CO
5,713$00.00%
173
ESEVERSOURCE ENERGY
3,090$00.00%
174
KBWYINVESCO EXCH TRADED FD TR II
12,510$00.00%
175
UISUNISYS CORP
117,289$00.00%
176
VENVENTAS INC
6,361$00.00%
177
TAT&T INC
20,837$00.00%
178
SGENUSDSEAGEN INC
4,320$00.00%
179
VWOVANGUARD INTL EQUITY INDEX F
22,472$00.00%
180
QQQMINVESCO EXCH TRADED FD TR II
4,705$00.00%
181
VBRVANGUARD INDEX FDS
3,019$00.00%
182
VVISA INC
1,793$00.00%
183
IBMSISHARES TR
12,790$00.00%
184
GWHESS TECH INC
17,013$00.00%
185
XNROXNEUBERGER BERMAN REAL ESTATE
45,600$00.00%
186
PANWPALO ALTO NETWORKS INC
3,066$00.00%
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