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Brian Neustrom

Parsonex Advisory Services, Inc.

Assets Managed
$102.283M
Holdings
56
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-34.79%(2Q avg: -17.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Parsonex Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Parsonex Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 102.283M in assets, with a quarterly growth rate of -34.79% and a 2-quarter average growth rate of -17.39%. The portfolio is managed by Brian Neustrom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -10.47%
9.13%
$9.334M
32,537 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -10.7%
4.91%
$5.013M
19,753 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -20.81%
4.82%
$4.93M
13,317 shares@ $370.18 avg price
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Increased 7.9%
4.7%
$4.798M
12,290 shares@ $390.42 avg price
RTX
Rtx Corp
Recent Activity
Decreased -1.64%
4.51%
$4.612M
23,907 shares@ $192.9 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -9.51%
4.45%
$4.543M
15,031 shares@ $302.24 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -1.57%
4.31%
$4.402M
109,521 shares@ $40.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.47%
4.07%
$4.16M
23,852 shares@ $174.41 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Increased 7.64%
3.92%
$4.005M
8,688 shares@ $460.99 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -6.33%
3.81%
$3.891M
4,230 shares@ $919.77 avg price

1-10 of 56