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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
LLYEli Lilly & Co
Recent Activity
Increased 1.16%
1.4%
$4.378M
5,671 shares@ $772.01 avg price
IJHIshares Tr
Recent Activity
Increased 0.57%
1.31%
$4.102M
65,829 shares@ $62.32 avg price
EEMIshares Tr
Recent Activity
Decreased -5.08%
1.31%
$4.097M
97,978 shares@ $41.83 avg price
DHRDanaher Corporation
Recent Activity
Increased 0.47%
1.15%
$3.615M
15,749 shares@ $229.56 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.27%
1.08%
$3.368M
5,746 shares@ $586.1 avg price
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
AVGOBroadcom Inc
Recent Activity
Increased 4.14%
0.9%
$2.817M
12,153 shares@ $231.84 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 1.47%
0.89%
$2.774M
4,845 shares@ $572.58 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.53%
0.82%
$2.559M
10,367 shares@ $246.82 avg price