Parisi Gray Wealth Management
Top Portfolio Positions
104 positions ·
$240,392,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
126,602 | $22,079,388 | 9.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,191 | $22,043,081 | 9.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
119,174 | $17,432,772 | 7.25% | |
| AAPL |
Apple Inc.
Technology
|
54,901 | $13,933,324 | 5.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,322 | $11,019,874 | 4.58% | |
| MSFT |
Microsoft Corp
Technology
|
26,166 | $9,685,868 | 4.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,780 | $8,465,924 | 3.52% | |
| MA |
Mastercard Inc
Financial Services
|
16,094 | $8,041,528 | 3.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,630 | $6,606,330 | 2.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,457 | $5,938,954 | 2.47% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,282,753 | 74,971 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,283,213 | 72,457 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,456,151 | 73,543 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,308,930 | 69,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,366,200 | 69,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,265,460 | 69,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,398,630 | 69,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,297,890 | 69,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,331,010 | 69,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,238,550 | 69,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,036,800 | 60,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,387,812 | 127,350 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,303,747 | 72,350 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,265,629 | 122,599 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,357,375 | 70,040 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,570,989 | 75,275 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,527,657 | 62,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,348,175 | 52,033 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,538,762 | 95,514 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,195,206 | 76,196 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,083,634 | 74,019 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,929,312 | 76,077 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,995,027 | 80,705 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,840,472 | 83,317 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||