Parcion Private Wealth LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$1.2T

Holdings

288

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (288 positions)

#StockSharesValue% PortfolioType
1
VIGIVANGUARD WHITEHALL FDS
1,180,947$97.9B7.98%
2
DFEMDIMENSIONAL ETF TRUST
2,890,675$76.5B6.23%
3
AVUVAMERICAN CENTY ETF TR
618,057$53.9B4.39%
4
AQLTISHARES TR
551,208$41.7B3.40%
5
NDQINVESCO QQQ TR
88,192$41.4B3.37%
6
GLDMWORLD GOLD TR
655,042$40.5B3.30%
7
COINCOINBASE GLOBAL INC
234,105$40.3B3.29%
8
AAPLAPPLE INC
156,104$34.7B2.83%
9
JMBSJANUS DETROIT STR TR
740,716$33.5B2.73%
10
AIRRFIRST TR EXCHANGE TRADED FD
424,996$29.0B2.36%
11
MSFTMICROSOFT CORP
72,588$27.2B2.22%
12
PCARPACCAR INC
268,877$26.2B2.13%
13
NVDANVIDIA CORPORATION
222,261$24.1B1.96%
14
PZAINVESCO EXCH TRADED FD TR II
985,215$22.7B1.85%
15
IBMSISHARES TR
937,088$21.4B1.75%
16
IAU*ISHARES GOLD TR
342,333$20.2B1.65%
17
STIPISHARES TR
182,122$18.8B1.54%
18
WYWEYERHAEUSER CO MTN BE
566,443$16.6B1.35%
19
MDYGSPDR SER TR
205,398$16.3B1.33%
20
LFSTLIFESTANCE HEALTH GROUP INC
2,352,904$15.7B1.28%
21
QLTAISHARES TR
309,567$14.7B1.20%
22
FSMDFIDELITY COVINGTON TRUST
349,831$13.7B1.12%
23
AMZNAMAZON COM INC
67,013$12.7B1.04%
24
XLISELECT SECTOR SPDR TR
84,736$11.1B0.91%
25
AVGOBROADCOM INC
62,990$10.5B0.86%
26
GOOGLALPHABET INC
65,989$10.2B0.83%
27
KLACKLA CORP
14,924$10.1B0.83%
28
JPMJPMORGAN CHASE & CO.
40,884$10.0B0.82%
29
FBTCFIDELITY WISE ORIGIN BITCOIN
137,636$9.9B0.81%
30
MDTMEDTRONIC PLC
106,084$9.5B0.78%
31
CVXCHEVRON CORP NEW
56,779$9.5B0.77%
32
LPXLOUISIANA PAC CORP
101,976$9.4B0.76%
33
ABTABBOTT LABS
70,491$9.4B0.76%
34
ORCLORACLE CORP
64,555$9.0B0.74%
35
PGPROCTER AND GAMBLE CO
52,757$9.0B0.73%
36
KOCOCA COLA CO
121,642$8.7B0.71%
37
GRMNGARMIN LTD
36,718$8.0B0.65%
38
COWZPACER FDS TR
143,972$7.9B0.64%
39
LINLINDE PLC
16,685$7.8B0.63%
40
BLKBLACKROCK INC
8,188$7.7B0.63%
41
RMERESMED INC
33,259$7.4B0.61%
42
MCDMCDONALDS CORP
22,355$7.0B0.57%
43
TJXTJX COS INC NEW
55,366$6.7B0.55%
44
MRSHMARSH & MCLENNAN COS INC
27,583$6.7B0.55%
45
FBNDFIDELITY MERRIMACK STR TR
144,312$6.6B0.54%
46
CATCATERPILLAR INC
19,924$6.6B0.54%
47
NXSTNEXSTAR MEDIA GROUP INC
35,067$6.3B0.51%
48
RSGREPUBLIC SVCS INC
24,980$6.0B0.49%
49
ACNACCENTURE PLC IRELAND
19,375$6.0B0.49%
50
HDHOME DEPOT INC
16,490$6.0B0.49%
51
TFCTRUIST FINL CORP
145,951$6.0B0.49%
52
KRKROGER CO
88,318$6.0B0.49%
53
SSNCSS&C TECHNOLOGIES HLDGS INC
71,401$6.0B0.49%
54
VGTVANGUARD WORLD FD
10,971$6.0B0.49%
55
ALSNALLISON TRANSMISSION HLDGS I
61,050$5.8B0.48%
56
BIPCBROOKFIELD INFRASTRUCTURE CO
157,083$5.7B0.46%
57
SPYSPDR S&P 500 ETF TR
10,079$5.6B0.46%
58
EQIXEQUINIX INC
6,829$5.6B0.45%
59
RHCRH PLC
63,037$5.5B0.45%
60
SPYMSPDR SER TR
81,019$5.3B0.43%
61
COSTCOSTCO WHSL CORP NEW
5,470$5.2B0.42%
62
XLCSELECT SECTOR SPDR TR
53,498$5.2B0.42%
63
CMICUMMINS INC
15,853$5.0B0.41%
64
MPCMARATHON PETE CORP
33,614$4.9B0.40%
65
QGROAMERICAN CENTY ETF TR
50,378$4.7B0.38%
66
DESWISDOMTREE TR
129,375$4.1B0.34%
67
WFCWELLS FARGO CO NEW
56,916$4.1B0.33%
68
SPSBSPDR SER TR
127,402$3.8B0.31%
69
SRESEMPRA
47,862$3.4B0.28%
70
FCXFREEPORT-MCMORAN INC
88,929$3.4B0.27%
71
DEDEERE & CO
7,122$3.3B0.27%
72
BACBANK AMERICA CORP
78,448$3.3B0.27%
73
ABBVABBVIE INC
15,606$3.3B0.27%
74
BANDBANDWIDTH INC
234,390$3.1B0.25%
75
BRK/BBERKSHIRE HATHAWAY INC DEL
5,532$2.9B0.24%
76
UNPUNION PAC CORP
11,496$2.7B0.22%
77
GOOGALPHABET INC
16,989$2.7B0.22%
78
GQ9SPDR GOLD TR
9,154$2.6B0.22%
79
DOWDOW INC
67,094$2.3B0.19%
80
USBUS BANCORP DEL
53,757$2.3B0.19%
81
METAMETA PLATFORMS INC
3,937$2.3B0.18%
82
DDDUPONT DE NEMOURS INC
29,331$2.2B0.18%
83
PNWPINNACLE WEST CAP CORP
22,891$2.2B0.18%
84
IBMINTERNATIONAL BUSINESS MACHS
8,458$2.1B0.17%
85
FALNISHARES TR
77,682$2.1B0.17%
86
ROSTROSS STORES INC
15,801$2.0B0.16%
87
EEMISHARES TR
45,226$2.0B0.16%
88
COPCONOCOPHILLIPS
18,536$1.9B0.16%
89
WMBWILLIAMS COS INC
31,735$1.9B0.15%
90
MRKMERCK & CO INC
20,134$1.8B0.15%
91
DUKDUKE ENERGY CORP NEW
14,743$1.8B0.15%
92
XBISPDR SER TR
21,895$1.8B0.14%
93
CTVACORTEVA INC
28,196$1.8B0.14%
94
TSLATESLA INC
6,822$1.8B0.14%
95
BABOEING CO
10,256$1.7B0.14%
96
JIREJ P MORGAN EXCHANGE TRADED F
26,773$1.7B0.14%
97
INTCINTEL CORP
73,633$1.7B0.14%
98
PLTRPALANTIR TECHNOLOGIES INC
19,751$1.7B0.14%
99
OKEONEOK INC NEW
16,670$1.7B0.13%
100
IEMGISHARES INC
30,582$1.7B0.13%
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