test

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
CVBFCvb Finl Corp Com
Recent Activity
1.24%
$52.527M
2.948M shares@ $17.82 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.66%
1.16%
$49.049M
293,369 shares@ $167.2 avg price
GOOGLGoogle Inc
Recent Activity
Increased 3.01%
1.12%
$47.232M
284,786 shares@ $165.86 avg price
VTIVanguard Total Stk Mkt
Recent Activity
Decreased -0.14%
1.01%
$42.951M
151,682 shares@ $283.17 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 3.31%
0.98%
$41.682M
47,016 shares@ $886.55 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 1091.17%
0.94%
$39.784M
415,503 shares@ $95.76 avg price
VBVanguard Small Cap Etf
Recent Activity
Decreased -2.89%
0.94%
$39.67M
167,234 shares@ $237.22 avg price
QUALIshares Msci Usa Quality Factor Etf
Recent Activity
Decreased -5.66%
0.88%
$37.341M
208,261 shares@ $179.31 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 5.23%
0.85%
$36.134M
63,122 shares@ $572.45 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 1.38%
0.84%
$35.457M
77,036 shares@ $460.27 avg price