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The Analysis of Parisi Gray Wealth Management's Holdings & P&L

Currently, Parisi Gray Wealth Management holds 137 types of securities in its portfolio with a total value $419.8M. In the most recent quarter, they have increased their positions in EFA (+38.3K shares, valued at $3.7M), EEM (+53.0K shares, valued at $3.0M), BSCS (+79.1K shares, valued at $1.6M); decreased their positions in N/A (-78.2K shares, valued at $4.1M), N/A (-3.5K shares, valued at $2.1M), N/A (-3.6K shares, valued at $2.1M); initiated new positions in BSV (+19.2K shares, valued at $1.5M), ARKQ (+7.2K shares, valued at $811.7K), ASTS (+3.9K shares, valued at $321.5K).

1M P&L

+10.2M+3.15%

3M P&L

+18.1M+5.76%

HY P&L

+19.2M+6.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A109.8M

37.1%

2Software - Infrastructure31.8M

10.8%

3Semiconductors30.7M

10.4%

Top Industries by Stock Count

1N/A33 stocks

28.0%

2Aerospace & Defense7 stocks

5.9%

3Semiconductors6 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS65.6K shares-5.02%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO470.8K shares-14.25%2026-03-312026-04-08

NVDA NVIDIA CORPORATION126.6K shares-0.20%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR38.2K shares-8.56%2026-03-312026-04-08

VTI VANGUARD INDEX FDS63.5K shares-0.56%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC119.2K shares-0.38%2026-03-312026-04-08

IVV ISHARES TR24.2K shares-0.01%2026-03-312026-04-08

AAPL APPLE INC54.9K shares0.15%2026-03-312026-04-08

Sponsored

USFR WISDOMTREE TR264.1K shares2.83%2026-03-312026-04-08

ALPHABET INC ALPHABET INC38.3K shares0.07%2026-03-312026-04-08

EFA ISHARES TR101.2K shares60.92%2026-03-312026-04-08

MSFT MICROSOFT CORP26.2K shares0.36%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO28.8K shares0.73%2026-03-312026-04-08

IWM ISHARES TR33.1K shares20.74%2026-03-312026-04-08

MA MASTERCARD INCORPORATED16.1K shares0.36%2026-03-312026-04-08

BSCS INVESCO EXCH TRD SLF IDX FD324.8K shares32.17%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION6.6K shares0.14%2026-03-312026-04-08

EEM ISHARES TR104.7K shares102.45%2026-03-312026-04-08

LLY ELI LILLY & CO6.5K shares0.08%2026-03-312026-04-08

META META PLATFORMS INC10.4K shares0.83%2026-03-312026-04-08

IJH ISHARES TR78.7K shares-27.75%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC6.1K shares0.90%2026-03-312026-04-08

AMZN AMAZON COM INC24.3K shares3.39%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.5K shares-9.30%2026-03-312026-04-08

Sponsored

TSLA TESLA INC13.1K shares0.67%2026-03-312026-04-08

BROADCOM INC BROADCOM INC15.6K shares0.73%2026-03-312026-04-08

HD HOME DEPOT INC14.4K shares1.26%2026-03-312026-04-08

ALPHABET INC ALPHABET INC15.4K shares0.10%2026-03-312026-04-08

BSCT INVESCO EXCH TRD SLF IDX FD223.3K shares53.95%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T4.9K shares-1.60%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC9.3K shares1.05%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON11.1K shares30.08%2026-03-312026-04-08

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP12.3K shares38.48%2026-03-312026-04-08

GEV GE VERNOVA INC3.0K shares10.15%2026-03-312026-04-08

LOW LOWES COS INC10.4K shares0.03%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC11.8K shares25.31%2026-03-312026-04-08

HON HONEYWELL INTL INC10.3K shares0.79%2026-03-312026-04-08

DHR DANAHER CORP DEL11.7K shares-2.52%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.2K shares8.92%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS8.8K shares2.14%2026-03-312026-04-08

Sponsored

CRWD CROWDSTRIKE HLDGS INC5.4K shares1.53%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO7.9K shares102.51%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE6.9K shares1.42%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO6.4K shares0.44%2026-03-312026-04-08

ORCL ORACLE CORP12.7K shares0.35%2026-03-312026-04-08

CSCO CISCO SYS INC22.2K shares1.66%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC6.6K shares-0.47%2026-03-312026-04-08

IWB ISHARES TR4.7K shares0.06%2026-03-312026-04-08

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.1K shares-7.19%2026-03-312026-04-08

QCOM QUALCOMM INC12.3K shares-1.42%2026-03-312026-04-08

TFLO ISHARES TR30.1K shares-26.44%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS19.2K sharesnew addition2026-03-312026-04-08

PEG PUBLIC SVC ENTERPRISE GROUP18.1K shares0.18%2026-03-312026-04-08

ROST ROSS STORES INC6.7K shares0.09%2026-03-312026-04-08

IWF ISHARES TR3.3K shares-1.02%2026-03-312026-04-08

AMGN AMGEN INC4.0K shares-0.30%2026-03-312026-04-08

Sponsored

BE BLOOM ENERGY CORP10.4K shares165.43%2026-03-312026-04-08

IEFA ISHARES TR15.3K shares-1.52%2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC326 shares0.31%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC10.9K shares3.65%2026-03-312026-04-08

PDI PIMCO DYNAMIC INCOME FD75.0K shares3.47%2026-03-312026-04-08

V VISA INC4.0K shares0.35%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR9.1K shares-7.45%2026-03-312026-04-08

MKL MARKEL GROUP INC616 shares0.65%2026-03-312026-04-08

Sponsored

IWD ISHARES TR5.4K shares-1.24%2026-03-312026-04-08

CAT CATERPILLAR INC1.6K shares111.47%2026-03-312026-04-08

MTB M & T BK CORP5.4K shares1.43%2026-03-312026-04-08

FNB F N B CORP65.7K shares0.00%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC3.2K shares256.40%2026-03-312026-04-08

BAC BANK AMERICA CORP20.8K shares0.94%2026-03-312026-04-08

ROCKET LAB CORP ROCKET LAB CORP15.7K shares103.25%2026-03-312026-04-08

FITB FIFTH THIRD BANCORP21.2K shares0.53%2026-03-312026-04-08

Sponsored

ABBV ABBVIE INC4.5K shares0.86%2026-03-312026-04-08

BA BOEING CO4.5K shares2.93%2026-03-312026-04-08

ASML ASML HLDG NV660 shares7.14%2026-03-312026-04-08

ARKQ ARK ETF TR7.2K sharesnew addition2026-03-312026-04-08

COF CAPITAL ONE FINL CORP4.1K shares140.75%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC4.6K shares1.33%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC714 shares2.29%2026-03-312026-04-08

Sponsored

MMC MARSH & MCLENNAN COS INC3.9K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR1.5K shares0.06%2026-03-312026-04-08

LH LABCORP HOLDINGS INC2.4K shares0.00%2026-03-312026-04-08

ONDS ONDAS INC69.2K shares7.45%2026-03-312026-04-08

EME EMCOR GROUP INC845 shares0.60%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC3.7K shares0.47%2026-03-312026-04-08

SNOW SNOWFLAKE INC3.7K shares-1.37%2026-03-312026-04-08

GOF GUGGENHEIM STRATEGIC OPPORTU51.0K shares13.34%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO3.7K shares0.55%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC1.9K shares-1.61%2026-03-312026-04-08

AGNC AGNC INVT CORP50.4K shares-11.40%2026-03-312026-04-08

VLO VALERO ENERGY CORP2.0K shares-0.34%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.4K shares5.42%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.1K shares3.77%2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW1.5K shares1.23%2026-03-312026-04-08

CMCSA COMCAST CORP NEW16.4K shares2.55%2026-03-312026-04-08

Sponsored

DIS DISNEY WALT CO4.8K shares-1.09%2026-03-312026-04-08

ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC26.5K shares63.77%2026-03-312026-04-08

RTX RTX CORPORATION2.2K shares8.29%2026-03-312026-04-08

KO COCA COLA CO5.3K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.4K shares4.09%2026-03-312026-04-08

VGT VANGUARD WORLD FD547 shares-3.70%2026-03-312026-04-08

ARM ARM HOLDINGS PLC2.4K shares5.47%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND785 shares0.38%2026-03-312026-04-08

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO5.1K shares17.78%2026-03-312026-04-08

TRGP TARGA RES CORP1.4K shares0.50%2026-03-312026-04-08

MCK MCKESSON CORP396 shares1.54%2026-03-312026-04-08

HIMU BLACKROCK ETF TRUST II6.9K shares-17.14%2026-03-312026-04-08

ACWV ISHARES INC2.7K shares0.00%2026-03-312026-04-08

ASTS AST SPACEMOBILE INC3.9K sharesnew addition2026-03-312026-04-08

COP CONOCOPHILLIPS2.3K shares3.91%2026-03-312026-04-08

HOOD ROBINHOOD MKTS INC4.3K shares26.25%2026-03-312026-04-08

Sponsored

WMT WALMART INC2.3K shares2.76%2026-03-312026-04-08

PL PLANET LABS PBC10.1K sharesnew addition2026-03-312026-04-08

BRTR BLACKROCK ETF TRUST II5.6K shares1.63%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR2.5K shares-3.04%2026-03-312026-04-08

AVAV AEROVIRONMENT INC1.4K shares32.23%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC1.6K shares1.08%2026-03-312026-04-08

IVLU ISHARES TR6.5K shares1.99%2026-03-312026-04-08

CDNS CADENCE DESIGN SYSTEM INC906 shares12.41%2026-03-312026-04-08

Sponsored

NOW SERVICENOW INC2.4K shares-3.64%2026-03-312026-04-08

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-08

WWD WOODWARD INC674 shares-9.65%2026-03-312026-04-08

NFLX NETFLIX INC.2.4K shares0.00%2026-03-312026-04-08

SPTM SPDR SERIES TRUST2.8K shares0.78%2026-03-312026-04-08

VV VANGUARD INDEX FDS743 shares0.41%2026-03-312026-04-08

GSAT GLOBALSTAR INC3.3K shares0.00%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC746 shares0.27%2026-03-312026-04-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F3.9K shares-4.34%2026-03-312026-04-08

CF CF INDUSTRIES HOLD1.6K sharesnew addition2026-03-312026-04-08

HWM HOWMET AEROSPACE INC883 sharesnew addition2026-03-312026-04-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.7K sharesnew addition2026-03-312026-04-08

SPYG SPDR SERIES TRUST2.0K shares3.44%2026-03-312026-04-08

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE10.0K shares11.74%2026-03-312026-04-08

QBTS D-WAVE QUANTUM INC12.9K shares24.20%2026-03-312026-04-08

BBAI BIGBEAR AI HLDGS INC34.5K shares13.79%2026-03-312026-04-08

Sponsored

OXFORD LANE CAP CORP OXFORD LANE CAP CORP10.0K shares0.00%2026-03-312026-04-08

VANGUARD INDEX FDS

-5.02%

Shares65.6K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

-14.25%

Shares470.8K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.20%

Shares126.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-8.56%

Shares38.2K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-0.56%

Shares63.5K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

-0.38%

Shares119.2K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-0.01%

Shares24.2K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.15%

Shares54.9K

Event2026-03-31

Filed2026-04-08

USFR

WISDOMTREE TR

2.83%

Shares264.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.07%

Shares38.3K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

60.92%

Shares101.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.36%

Shares26.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.73%

Shares28.8K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

20.74%

Shares33.1K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

0.36%

Shares16.1K

Event2026-03-31

Filed2026-04-08

BSCS

INVESCO EXCH TRD SLF IDX FD

32.17%

Shares324.8K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.14%

Shares6.6K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

102.45%

Shares104.7K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.08%

Shares6.5K

Event2026-03-31

Filed2026-04-08