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Parisi Gray Wealth Management Buys iShares 1-3 Year Treasury Bond ETF, iShares Russell 1000 ...

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Investment company Parisi Gray Wealth Management (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, iShares Russell 1000 ETF, Vanguard FTSE Emerging Markets ETF, Palantir Technologies Inc, Guggenheim Strategic Opportunities Fund, sells Schwab Short-Term U.S. Treasury ETF, iShares MSCI Emerging Markets ETF, First Trust TCW Opportunistic Fixed Income ETF, PIMCO Dynamic Income Fund, MainStay MacKay DefinedTerm Municipal Opportunitie during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Parisi Gray Wealth Management. As of 2021Q4, Parisi Gray Wealth Management owns 128 stocks with a total value of $268 million. These are the details of the buys and sells.

  • New Purchases: SHY, VWO, MMIT, SPTM, RPM, SBUX, UPS, CRM,

  • Added Positions: IWB, IVV, PLTR, VOO, GOF, EFA, XLK, QQQ, NVDA, DIS, IBM, FDN, JNJ, TSLA, BRK.B, AMZN, CRWD, MKL, ZS, SHOP, BNTX, ECL, ITW, TTD, HON, BMY, BAC, PFE, NEE, IWF, ABBV, INTC, MYJ, NOC, PML, PMX,

  • Reduced Positions: SCHO, EEM, FIXD, PDI, MMD, AGG, ARKK, BOND, BA, IWM, ROKU, GOOG, AMGN, ON, MRNA, GE, UYG, MRK, PG, AROC, MUB, DVY, BKNG,

  • Sold Out: GGM, DOCU, BYND, STNE, ZM, GLD, RUN, SRTY, KD,


For the details of Parisi Gray Wealth Management's stock buys and sells,
go to https://www.gurufocus.com/guru/parisi+gray+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Parisi Gray Wealth Management

  1. Vanguard S&P 500 ETF (VOO) - 74,370 shares, 12.14% of the total portfolio. Shares added by 2.99%

  2. Vanguard Total Stock Market ETF (VTI) - 67,023 shares, 6.05% of the total portfolio. Shares reduced by 0.63%

  3. PowerShares QQQ Trust Ser 1 (QQQ) - 40,506 shares, 6.02% of the total portfolio. Shares added by 1.78%

  4. iShares Core S&P 500 ETF (IVV) - 30,032 shares, 5.36% of the total portfolio. Shares added by 17.28%

  5. Apple Inc (AAPL) - 57,130 shares, 3.79% of the total portfolio. Shares added by 0.06%

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Parisi Gray Wealth Management initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $85.47 and $86.04, with an estimated average price of $85.7. The stock is now traded at around $84.665000. The impact to a portfolio due to this purchase was 3.37%. The holding were 105,406 shares as of 2021-12-31.

New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)

Parisi Gray Wealth Management initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $49.620000. The impact to a portfolio due to this purchase was 0.92%. The holding were 49,691 shares as of 2021-12-31.

New Purchase: IQ MacKay Municipal Intermediate ETF (MMIT)

Parisi Gray Wealth Management initiated holding in IQ MacKay Municipal Intermediate ETF. The purchase prices were between $26.36 and $26.65, with an estimated average price of $26.52. The stock is now traded at around $26.064200. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,988 shares as of 2021-12-31.

New Purchase: SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)

Parisi Gray Wealth Management initiated holding in SPDR Portfolio S&P 1500 Composite Stock Market ETF. The purchase prices were between $52.79 and $58.74, with an estimated average price of $56.46. The stock is now traded at around $54.780000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,609 shares as of 2021-12-31.

New Purchase: RPM International Inc (RPM)

Parisi Gray Wealth Management initiated holding in RPM International Inc. The purchase prices were between $78.88 and $101, with an estimated average price of $91.34. The stock is now traded at around $87.005000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,086 shares as of 2021-12-31.

New Purchase: Salesforce.com Inc (CRM)

Parisi Gray Wealth Management initiated holding in Salesforce.com Inc. The purchase prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $214.810000. The impact to a portfolio due to this purchase was 0.08%. The holding were 818 shares as of 2021-12-31.

Added: iShares Russell 1000 ETF (IWB)

Parisi Gray Wealth Management added to a holding in iShares Russell 1000 ETF by 201.42%. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $247.550000. The impact to a portfolio due to this purchase was 1.01%. The holding were 15,321 shares as of 2021-12-31.

Added: Palantir Technologies Inc (PLTR)

Parisi Gray Wealth Management added to a holding in Palantir Technologies Inc by 348.92%. The purchase prices were between $17.96 and $26.75, with an estimated average price of $21.99. The stock is now traded at around $12.711300. The impact to a portfolio due to this purchase was 0.54%. The holding were 102,928 shares as of 2021-12-31.

Added: Guggenheim Strategic Opportunities Fund (GOF)

Parisi Gray Wealth Management added to a holding in Guggenheim Strategic Opportunities Fund by 115.44%. The purchase prices were between $17.89 and $20.63, with an estimated average price of $19.12. The stock is now traded at around $19.199800. The impact to a portfolio due to this purchase was 0.2%. The holding were 54,525 shares as of 2021-12-31.

Added: iShares MSCI EAFE ETF (EFA)

Parisi Gray Wealth Management added to a holding in iShares MSCI EAFE ETF by 52.64%. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $76.100000. The impact to a portfolio due to this purchase was 0.19%. The holding were 18,647 shares as of 2021-12-31.

Added: Technology Select Sector SPDR ETF (XLK)

Parisi Gray Wealth Management added to a holding in Technology Select Sector SPDR ETF by 27.32%. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $158.050000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,511 shares as of 2021-12-31.

Added: First Trust Dow Jones Internet Index Fund (FDN)

Parisi Gray Wealth Management added to a holding in First Trust Dow Jones Internet Index Fund by 23.88%. The purchase prices were between $219.19 and $250.48, with an estimated average price of $236.73. The stock is now traded at around $188.920000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,499 shares as of 2021-12-31.

Sold Out: Guggenheim Credit Allocation Fund (GGM)

Parisi Gray Wealth Management sold out a holding in Guggenheim Credit Allocation Fund. The sale prices were between $20.9 and $21.73, with an estimated average price of $21.43.

Sold Out: DocuSign Inc (DOCU)

Parisi Gray Wealth Management sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.

Sold Out: Beyond Meat Inc (BYND)

Parisi Gray Wealth Management sold out a holding in Beyond Meat Inc. The sale prices were between $63.26 and $108.62, with an estimated average price of $84.35.

Sold Out: StoneCo Ltd (STNE)

Parisi Gray Wealth Management sold out a holding in StoneCo Ltd. The sale prices were between $14.95 and $39.46, with an estimated average price of $24.95.

Sold Out: Zoom Video Communications Inc (ZM)

Parisi Gray Wealth Management sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.

Sold Out: SPDR Gold Shares ETF (GLD)

Parisi Gray Wealth Management sold out a holding in SPDR Gold Shares ETF. The sale prices were between $163.92 and $174.5, with an estimated average price of $167.93.



Here is the complete portfolio of Parisi Gray Wealth Management. Also check out:

1. Parisi Gray Wealth Management's Undervalued Stocks

2. Parisi Gray Wealth Management's Top Growth Companies, and

3. Parisi Gray Wealth Management's High Yield stocks

4. Stocks that Parisi Gray Wealth Management keeps buyingThis article first appeared on GuruFocus.