Sangeetha Srinivasan

@Parallel Advisors, Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$4.254B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IGEBIshares Investment Grade Systematic Bond Etf Recent Activity New Position	0.49%	$20.682M 445,057 shares@ $46.48 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.27%	$11.156M 11,748 shares@ $949.65 avg price	New Position
7162⤦Spdr S&p 500 Etf Tr Put Opt 10 24 470.0 Put Recent Activity New Position	0.19%	$7.803M↓ Put 13,600 shares@ $573.76 avg price	New Position
7222⤦Spdr S&p 500 Etf Tr Put Opt 11 24 470.0 Put Recent Activity New Position	0.18%	$7.516M↓ Put 13,100 shares@ $573.76 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.04%	$1.29M 1,581 shares@ $816.18 avg price	New Position
TELTe Connectivity Ltd Recent Activity New Position	0.02%	$709,848 4,701 shares@ $151.0 avg price	New Position
HACKAmplify Cybersecurity Etf Recent Activity New Position	0.02%	$516,968 7,571 shares@ $68.29 avg price	New Position
FERGFerguson Enterprises Inc Common Stock New Recent Activity New Position	0.01%	$319,698 1,610 shares@ $198.58 avg price	New Position
ACIOAptus Collared Investment Opportunity Etf Recent Activity New Position	0.01%	$302,103 7,602 shares@ $39.74 avg price	New Position
DRSKAptus Defined Risk Etf Recent Activity New Position	0.01%	$223,966 7,914 shares@ $28.3 avg price	New Position