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David Gray

@Parisi Gray Wealth Management

Latest period2024 - Q4ReportedManaged Assets$314.602MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
Decreased -10.56%
0.98%
$3.069M
6,068 shares@ $505.85 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.27%
0.94%
$2.953M
15,508 shares@ $190.45 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.53%
0.82%
$2.559M
10,367 shares@ $246.82 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.15%
0.67%
$2.085M
12,510 shares@ $166.64 avg price
IWBIshares Tr
Recent Activity
Decreased -1.62%
0.52%
$1.635M
5,076 shares@ $322.14 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.44%
0.43%
$1.342M
22,661 shares@ $59.21 avg price
VVisa Inc
Recent Activity
Decreased -1.78%
0.4%
$1.255M
3,970 shares@ $316.03 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -1.97%
0.34%
$1.051M
28,000 shares@ $37.54 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.85%
0.2%
$601,661
3,589 shares@ $167.65 avg price
DISDisney Walt Co
Recent Activity
Decreased -10.72%
0.2%
$601,302
5,400 shares@ $111.36 avg price