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Sangeetha Srinivasan

@Parallel Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$4.254BTotal holdings3417
Assets growth rate8.98%Assets growth rate (2-Q avg)7.38%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Parallel Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3417 positions.

Assets under management

The assets under management (AUM) of Parallel Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.254B in assets, with a quarterly growth rate of 8.98% and a 2-quarter average growth rate of 7.38%. The portfolio is managed by Sangeetha Srinivasan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares S&p 500 Index
Recent Activity
Increased 2.94%
8.9%
$378.512M
656,204 shares@ $576.83 avg price
ITOTIshares Core S&p Total U.s. Stock Market Etf
Recent Activity
Decreased -1.51%
7.72%
$328.067M
2.612M shares@ $125.63 avg price
AAPLApple Inc
Recent Activity
Increased 3.28%
4.63%
$196.556M
843,586 shares@ $233.01 avg price
CORTCorcept Therapeutics Inc Com
Recent Activity
Decreased -0.05%
4.15%
$176.499M
3.814M shares@ $46.29 avg price
NVDANvidia Corp
Recent Activity
Increased 1.02%
2.96%
$125.557M
1.034M shares@ $121.45 avg price
MSFTMicrosoft
Recent Activity
Increased 4.06%
1.88%
$79.753M
185,341 shares@ $430.31 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 29.23%
1.73%
$73.361M
939,926 shares@ $78.06 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 2.91%
1.65%
$69.958M
375,452 shares@ $186.34 avg price
DYNFIshares U.s. Equity Factor Rotation Active Etf
Recent Activity
Increased 8.63%
1.48%
$62.741M
1.268M shares@ $49.48 avg price
VVVanguard Large Cap
Recent Activity
Increased 0.14%
1.41%
$59.788M
227,080 shares@ $263.3 avg price