Top 50 Parsonex Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 9.13% | 32.5K | $9.3M | -10.47%(-3.81K) | $181.54(+96.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.9% | 19.8K | $5.0M | -10.70%(-2.37K) | $219.22(+40.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.82% | 13.3K | $4.9M | -20.81%(-3.50K) | $450.46(-13.31%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.69% | 12.3K | $4.8M | +7.89%(+899) | $456.11(-57.47%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 4.51% | 23.9K | $4.6M | -1.64%(-399) | $144.66(+37.74%) | 2026-03-31 | |
| V | VISA INC | 4.44% | 15.0K | $4.5M | -9.51%(-1.58K) | $348.67(+3.86%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.3% | 109.5K | $4.4M | -1.58%(-1.76K) | $38.63(+20.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.07% | 23.9K | $4.2M | -3.47%(-858) | $144.05(+35.25%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 3.92% | 8.7K | $4.0M | +7.63%(+616) | $510.67(-16.58%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.8% | 4.2K | $3.9M | -6.33%(-286) | $802.91(+51.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.87% | -2.59% |
| Top 20 Holdings Unweighted | -4.40% | -12.64% |
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