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Parallel Advisors, LLC

Portfolio Manager
Parallel Advisors, LLC
Performance
-5.68% (2026 Q1)
AUM (13F)
$5.56B
# of Holdings
3801
Performance Rank
Allocation (Top 20)
46.26%

Parallel Advisors, LLC Holdings Map

Top 50 Parallel Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES S&P 500 INDEX
12.58%1.07M$698.2M
+28.05%(+234.13K)
2025-Q1: 699.9K shares2025-Q2: 731.9K shares2025-Q3: 818.5K shares2025-Q4: 834.8K shares2026-Q1: 1.07M shares
$524.15(+42.79%)
2026-03-31
AAPL
APPLE INC
4.59%1.00M$254.7M
+1.55%(+15.35K)
2025-Q1: 926.9K shares2025-Q2: 929.9K shares2025-Q3: 950.1K shares2025-Q4: 988.1K shares2026-Q1: 1.00M shares
$114.69(+169.10%)
2026-03-31
NVDA
NVIDIA CORP
3.51%1.12M$194.9M
+1.05%(+11.66K)
2025-Q1: 1.09M shares2025-Q2: 1.11M shares2025-Q3: 1.12M shares2025-Q4: 1.11M shares2026-Q1: 1.12M shares
$27.17(+617.12%)
2026-03-31
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
2.93%1.14M$162.6M
-51.51%(-1.21M)
2025-Q1: 2.56M shares2025-Q2: 2.64M shares2025-Q3: 2.37M shares2025-Q4: 2.35M shares2026-Q1: 1.14M shares
$76.13(+115.12%)
2026-03-31
CORT
CORCEPT THERAPEUTICS INC COM
2.89%3.98M$160.3M
+2.53%(+98.26K)
2025-Q1: 3.97M shares2025-Q2: 3.87M shares2025-Q3: 3.87M shares2025-Q4: 3.88M shares2026-Q1: 3.98M shares
$22.91(+293.68%)
2026-03-31
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
2.24%2.13M$124.1M
+5.15%(+104.46K)
2025-Q1: 1.47M shares2025-Q2: 1.58M shares2025-Q3: 1.98M shares2025-Q4: 2.03M shares2026-Q1: 2.13M shares
$49.85(+34.66%)
2026-03-31
MSFT
MICROSOFT
2.04%306.3K$113.4M
+0.44%(+1.35K)
2025-Q1: 285.5K shares2025-Q2: 296.9K shares2025-Q3: 300.8K shares2025-Q4: 304.9K shares2026-Q1: 306.3K shares
$269.09(+45.12%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
1.83%353.8K$101.5M
+0.16%(+578)
2025-Q1: 339.1K shares2025-Q2: 347.7K shares2025-Q3: 351.8K shares2025-Q4: 353.2K shares2026-Q1: 353.8K shares
$97.70(+264.56%)
2026-03-31
GOOGL
GOOGLE INC
1.72%332.2K$95.5M
+1.96%(+6.40K)
2025-Q1: 322.5K shares2025-Q2: 323.5K shares2025-Q3: 323.3K shares2025-Q4: 325.9K shares2026-Q1: 332.2K shares
$99.03(+263.45%)
2026-03-31
AMZN
AMAZON.COM INC
1.54%409.6K$85.3M
+2.19%(+8.78K)
2025-Q1: 380.3K shares2025-Q2: 385.9K shares2025-Q3: 394.1K shares2025-Q4: 400.8K shares2026-Q1: 409.6K shares
$100.98(+140.31%)
2026-03-31

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