Parallel Advisors, LLC
Q2 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
3,536
- Value ($000)
$5,004,011
- Date Filed07/08/2025
- Form type13F-HR
- CIK0001690010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $454.44M | 9 % | 731,911 | ||
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $356.34M | 7 % | 2,638,760 | ||
HTD CORCEPT THERAPEUTICS INC COM | STOCK | 218352102 | $284.14M | 6 % | 3,871,123 | ||
AAPL APPLE INC | STOCK | 037833100 | $190.78M | 4 % | 929,883 | ||
NVDA NVIDIA CORP | STOCK | 67066G104 | $175.25M | 4 % | 1,109,237 | ||
MSFT MICROSOFT | STOCK | 594918104 | $147.66M | 3 % | 296,859 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $88.44M | 2 % | 1,059,365 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $85.97M | 2 % | 1,578,498 | ||
AMZN AMAZON.COM INC | STOCK | 023135106 | $84.67M | 2 % | 385,949 | ||
CVBF CVB FINL CORP COM | STOCK | 126600105 | $75.64M | 2 % | 3,822,248 |
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