PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Top Portfolio Positions
141 positions ·
$472,261,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
120,972 | $30,701,483 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
69,455 | $25,710,157 | 5.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,938 | $12,924,802 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
41,396 | $12,812,475 | 2.71% | |
| CVX |
Chevron Corp
Energy
|
60,189 | $12,453,104 | 2.64% | |
| ADI |
Analog Devices Inc
Technology
|
36,710 | $11,678,919 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,376 | $11,610,522 | 2.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
47,285 | $11,558,345 | 2.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
18,203 | $10,414,482 | 2.21% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
120,670 | $9,362,785 | 1.98% |
Portfolio Trend
Holdings in IX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,910,841 | 65,395 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,740,558 | 66,637 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,530,549 | 67,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,405,625 | 67,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $290,284 | 13,663 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||