David Gray

@Parisi Gray Wealth Management

Latest period2024 - Q4

Reported6d 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
MRKMerck & Co Inc Recent Activity Decreased -8.12%	0.15%	$458,754 4,612 shares@ $99.47 avg price	Decreased -8.12%
UYGProshares Tr Recent Activity Decreased -0.51%	0.08%	$230,480 2,697 shares@ $85.46 avg price	Decreased -0.51%
COPConocophillips Recent Activity Decreased -50.93%	0.07%	$202,473 2,042 shares@ $99.16 avg price	Decreased -50.93%