David Gray

@Parisi Gray Wealth Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$314.602M

Total holdings105

Assets growth rate3.88%

Assets growth rate (2-Q avg)6.23%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Parisi Gray Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Parisi Gray Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 314.602M in assets, with a quarterly growth rate of 3.88% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by David Gray, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.23%	$703,887 687 shares@ $1024.59 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.2%	$603,107 8,350 shares@ $72.23 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.12%	$368,216 3,331 shares@ $110.55 avg price	New Position
BRTRBlackrock Etf Trust Ii Recent Activity New Position	0.08%	$237,328 4,812 shares@ $49.33 avg price	New Position
MCKMckesson Corp Recent Activity New Position	0.08%	$225,307 395 shares@ $570.4 avg price	New Position
DFSDiscover Finl Svcs Recent Activity New Position	0.07%	$202,272 1,168 shares@ $173.18 avg price	New Position
OXLCOxford Lane Cap Corp Recent Activity New Position	0.04%	$101,400 20,000 shares@ $5.07 avg price	New Position