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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Parallel Advisors, LLC INSTITUTION : Parallel Advisors, LLC
Parallel Advisors, LLC Portfolio (reported on 2020-01-30)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 129,077,000 1,775,720 9.68%
MICROSOFT    (Stock) MSFT 58,872,000 373,317 4.41%
VANGUARD LARGE CAP    (ETF) VV 39,811,000 269,285 2.98%
ISHARES S&P 500 INDEX    (ETF) IVV 36,387,000 112,570 2.72%
APPLE INC    (Stock) AAPL 32,908,000 112,067 2.46%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 31,144,000 474,760 2.33%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 28,010,000 277,325 2.10%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 24,692,000 219,740 1.85%
AMAZON.COM INC    (Stock) AMZN 21,967,000 11,888 1.64%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 20,625,000 164,266 1.54%
ISHARES GLOBAL TECH ETF    (ETF) IXN 19,980,000 94,920 1.49%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 19,486,000 751,201 1.46%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 17,597,000 269,722 1.31%
CORCEPT THERAPEUTICS INC COM    (Stock) CORT 17,011,000 1,405,895 1.27%
VANGUARD SMALL CAP ETF    (ETF) VB 16,992,000 102,586 1.27%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 16,849,000 200,943 1.26%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 15,310,000 284,771 1.14%
VANGUARD TOTAL STK MKT    (ETF) VTI 14,818,000 90,564 1.11%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 13,915,000 61,432 1.04%
VANGUARD MID CAP    (ETF) VO 13,297,000 74,628 0.99%
VANGUARD VALUE ETF    (ETF) VTV 12,989,000 108,379 0.97%
VISA INC    (Stock) V 12,106,000 64,427 0.90%
ISHARES EDGE MSCI USA SIZE FACTOR ETF    (ETF) SIZE 11,255,000 115,543 0.84%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF    (ETF) FTEC 10,495,000 144,804 0.78%
FACEBOOK INC CL A    (Stock) FB 10,451,000 50,920 0.78%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF    (ETF) TMW 10,357,000 259,841 0.77%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 9,948,000 123,410 0.74%
ISHARES 20 YR TREASURY ETF    (ETF) TLT 9,234,000 68,161 0.69%
GOOGLE INC    (Stock) GOOGL 9,230,000 6,891 0.69%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 9,098,000 66,659 0.68%
POWERSHARES QQQ TR    (ETF) 9,016,000 42,408 0.67%
SPDR S&P 500 ETF    (ETF) SPY 8,355,000 25,958 0.62%
ALPHABET INC CAP STK CL C    (Stock) GOOG 7,560,000 5,654 0.56%
VANGUARD DIVIDEND APPRECIATION ETF    (ETF) VIG 7,387,000 59,259 0.55%
VANGUARD SMALL CAP VALUE ETF    (ETF) VBR 6,847,000 49,951 0.51%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 6,659,000 37,855 0.49%
ISHARES MBS ETF    (ETF) MBB 6,616,000 61,222 0.49%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 6,516,000 146,530 0.48%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 6,384,000 144,896 0.47%
JPMORGAN CHASE & CO COM    (Stock) JPM 6,224,000 44,649 0.46%
VERIZON COMMUNICATIONS    (Stock) VZ 6,194,000 100,885 0.46%
ISHARES TR KLD 400 SOCIAL INDEX FD    (ETF) DSI 5,998,000 49,931 0.44%
VANGUARD TOTAL BOND MARKET ETF    (ETF) BND 5,532,000 65,964 0.41%
PIMCO ENHANCED SHORT MATURITY ETF    (ETF) MINT 5,332,000 52,484 0.39%
DISNEY WALT CO COM DISNEY    (Stock) DIS 5,022,000 34,724 0.37%
LYFT INC CL A COM    (Stock) 4,894,000 113,764 0.36%
CHEVRON CORP NEW COM    (Stock) CVX 4,861,000 40,341 0.36%
COSTCO WHOLESALE CORP    (Stock) COST 4,820,000 16,397 0.36%
UBER TECHNOLOGIES INC COM    (Stock) 4,671,000 157,075 0.35%
JOHNSON & JOHNSON COM    (Stock) JNJ 4,623,000 31,696 0.34%
PAYPAL HLDGS INC COM    (Stock) PYPL 4,622,000 42,735 0.34%
ISHARES MSCI EAFE ETF    (ETF) EFA 4,604,000 66,297 0.34%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 4,601,000 109,357 0.34%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 4,435,000 79,633 0.33%
VANGUARD REIT INDEX ETF    (ETF) VNQ 4,399,000 47,411 0.32%
HOME DEPOT    (Stock) HD 4,382,000 20,065 0.32%
EXXON MOBIL CORP COM    (Stock) XOM 4,339,000 62,182 0.32%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 4,285,000 32,938 0.32%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 4,254,000 45,391 0.31%
NETFLIX COM INC    (Stock) NFLX 4,226,000 13,061 0.31%
ISHARES S&P SMALLCAP 600 VALUE ETF    (ETF) IJS 4,107,000 25,542 0.30%
PROCTER & GAMBLE CO COM    (Stock) PG 4,062,000 32,519 0.30%
SALESFORCE COM    (Stock) CRM 3,925,000 24,130 0.29%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 3,885,000 18,314 0.29%
ISHARES EDGE MSCI MULTIFACTOR USA ETF    (ETF) 3,767,000 109,241 0.28%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 3,609,000 44,537 0.27%
AT&T INC COM    (Stock) T 3,554,000 90,931 0.26%
CISCO SYS INC    (Stock) CSCO 3,510,000 73,198 0.26%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 3,468,000 32,820 0.26%
BANK AMER CORP COM    (Stock) BAC 3,451,000 97,971 0.25%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 3,437,000 60,740 0.25%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 3,380,000 100,510 0.25%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 3,371,000 10,378 0.25%
COCA COLA CO COM    (Stock) KO 3,284,000 59,323 0.24%
SPDR SER TR S&P DIVID ETF    (ETF) SDY 3,233,000 30,053 0.24%
SCHWAB ETFS- US SMALL-CAP ETF    (ETF) SCHA 3,152,000 41,668 0.23%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 3,136,000 27,532 0.23%
MERCK & CO INC    (Stock) MRK 3,045,000 33,483 0.22%
PEPSICO INC COM    (Stock) PEP 3,028,000 22,157 0.22%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 2,952,000 65,782 0.22%
ISHARES TR S&P CALIF MUN BD FD    (ETF) CMF 2,921,000 47,710 0.21%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 2,889,000 17,440 0.21%
LILLY ELI & CO COM    (Stock) LLY 2,859,000 21,756 0.21%
UNITEDHEALTH GROUP    (Stock) UNH 2,826,000 9,610 0.21%
NEXTERA ENERGY INC COM    (Stock) NEE 2,765,000 11,419 0.20%
HONEYWELL INTL INC    (Stock) HON 2,756,000 15,569 0.20%
VANGUARD S&P 500 ETF    (ETF) VOO 2,754,000 9,311 0.20%
VANGUARD ESG U.S. STOCK ETF    (ETF) 2,745,000 48,528 0.20%
STARBUCKS CORP    (Stock) SBUX 2,706,000 30,782 0.20%
ISHARES RUSSELL 2000 VALUE    (ETF) IWN 2,645,000 20,567 0.19%
INTEL CORP COM    (Stock) INTC 2,619,000 43,760 0.19%
UNITED TECHNOLOGIES CORP COM    (Stock) UTX 2,552,000 17,042 0.19%
ADOBE SYS INC    (Stock) ADBE 2,536,000 7,690 0.19%
VANGUARD MEGA CAP 300 ETF    (ETF) MGC 2,528,000 22,625 0.18%
VANGUARD TOTAL WORLD STOCK ETF    (ETF) 2,525,000 31,179 0.18%
ISHARES LIQUIDITY INCOME ETF    (ETF) ICSH 2,516,000 49,983 0.18%
NVIDIA CORP    (Stock) NVDA 2,464,000 10,473 0.18%
WALMART INC COM    (Stock) WMT 2,415,000 20,326 0.18%
ILLUMINA INC    (Stock) ILMN 2,399,000 7,229 0.17%
ENTERPRISE PRODS PARTNERS L P    (Stock) EPD 2,362,000 83,887 0.17%
MASTERCARD INC    (Stock) MA 2,362,000 7,911 0.17%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 2,336,000 13,091 0.17%
FIDELITY NATL INFO SVCS    (Stock) FIS 2,334,000 16,779 0.17%
ACCENTURE LTD BERMUDA CL A    (Stock) ACN 2,284,000 10,848 0.17%
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND    (ETF) QTEC 2,274,000 22,721 0.17%
POWERSHARES SP500 LOW VOLATILITY ETF    (ETF) 2,206,000 37,810 0.16%
PFIZER INC COM    (Stock) PFE 2,198,000 56,098 0.16%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 2,187,000 10,624 0.16%
AMERICAN TOWER CORP    (REIT) AMT 2,162,000 9,406 0.16%
SCHWAB ETFS- US BROAD MARKET ETF    (ETF) SCHB 2,150,000 27,970 0.16%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 2,116,000 23,170 0.15%
WELLS FARGO CO NEW COM    (Stock) WFC 2,114,000 39,288 0.15%
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND    (ETF) LDUR 2,099,000 21,032 0.15%
AMGEN INC    (Stock) AMGN 2,077,000 8,614 0.15%
VANGUARD GROWTH ETF    (ETF) VUG 2,021,000 11,094 0.15%
ARK INNOVATION ETF    (ETF) ARKK 2,011,000 40,187 0.15%
ABBVIE INC COM    (Stock) ABBV 2,004,000 22,632 0.15%
TEXAS INSTRS INC COM    (Stock) TXN 1,993,000 15,535 0.14%
MCDONALDS CORP COM    (Stock) MCD 1,978,000 10,012 0.14%
BOEING CO COM    (Stock) BA 1,964,000 6,029 0.14%
ISHARES TR LEHMAN SHORT TREA BDFD    (ETF) SHV 1,947,000 17,624 0.14%
MONDELEZ INTL INC CL A    (Stock) MDLZ 1,872,000 33,994 0.14%
ORACLE CORPORATION    (Stock) ORCL 1,831,000 34,552 0.13%
COMCAST CORP NEW CL A    (Stock) CMCSA 1,820,000 40,470 0.13%
BRISTOL MYERS SQUIBB CO COM    (Stock) BMY 1,793,000 27,935 0.13%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 1,755,000 9,064 0.13%
NIKE INC CLASS B    (Stock) NKE 1,744,000 17,216 0.13%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD    (ADR) TSM 1,743,000 29,994 0.13%
ISHARES CORE TOTAL USD BOND MARKET ETF    (ETF) IUSB 1,695,000 32,524 0.12%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF    (ETF) IXUS 1,689,000 27,284 0.12%
VANGUARD FTSE ALL-WORLD EX-US    (ETF) VEU 1,671,000 31,093 0.12%
ISHARES DJ US TECHNOLOGY    (ETF) IYW 1,637,000 7,036 0.12%
GILEAD SCIENCES INC    (Stock) GILD 1,629,000 25,069 0.12%
STRYKER CORP    (Stock) SYK 1,584,000 7,545 0.11%
DUPONT DE NEMOURS INC COM    (Stock) 1,566,000 24,390 0.11%
ISHARES TR S&P 100 INDEX FUND    (ETF) OEF 1,549,000 10,752 0.11%
VANGUARD FTSE ALL WORLD EX-US ETF    (ETF) VSS 1,547,000 13,920 0.11%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 1,539,000 14,048 0.11%
SCHWAB U.S. LARGE-CAP ETF    (ETF) SCHX 1,529,000 19,903 0.11%
ABBOTT LABS COM    (Stock) ABT 1,510,000 17,385 0.11%
INVESCO DYNAMIC LARGE CAP VALUE ETF    (ETF) 1,509,000 36,500 0.11%
PHILIP MORRIS INTL INC    (Stock) PM 1,458,000 17,141 0.10%
AIR PRODS & CHEMS INC COM    (Stock) APD 1,451,000 6,175 0.10%
AMERICAN EXPRESS CO COM    (Stock) AXP 1,433,000 11,513 0.10%
CVS HEALTH CORP COM    (Stock) CVS 1,411,000 18,998 0.10%
ISHARES TR DOW JONESUS AEROSPACE & DEF    (ETF) ITA 1,411,000 6,352 0.10%
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF    (ETF) MBG 1,384,000 53,012 0.10%
DANAHER CORP    (Stock) DHR 1,369,000 8,924 0.10%
LULULEMON ATHLETICA INC    (Stock) LULU 1,362,000 5,878 0.10%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 1,343,000 20,785 0.10%
CONOCOPHILLIPS COM    (Stock) COP 1,339,000 20,596 0.10%
ISHARES S&P SMALLCAP 600 GROWTH ETF    (ETF) IJT 1,334,000 6,901 0.10%
CITIGROUP INC    (Stock) C 1,329,000 16,633 0.09%
ISHARES 1-3 YR CREDIT BOND ETF    (ETF) CSJ 1,315,000 24,516 0.09%
ISHARES TR HIGH DIVID EQUITY FD    (ETF) HDV 1,307,000 13,325 0.09%
ISHARES TIPS BOND ETF    (ETF) TIP 1,263,000 10,838 0.09%
PHILLIPS 66    (Stock) PSX 1,262,000 11,328 0.09%
CONSTELLATION BRANDS INC CL A    (Stock) STZ 1,262,000 6,654 0.09%
CBRE GROUP INC A    (Stock) CBG 1,258,000 20,531 0.09%
INTUIT INC    (Stock) INTU 1,258,000 4,802 0.09%
BANK MARIN BANCORP    (Stock) BMRC 1,248,000 27,712 0.09%
YELP INC    (Stock) YELP 1,248,000 35,837 0.09%
VANGUARD SMALL-CAP GROWTH INDEX FUND    (ETF) VBK 1,240,000 6,239 0.09%
LOCKHEED MARTIN CORP    (Stock) LMT 1,237,000 3,177 0.09%
ALTRIA GROUP INC COM    (Stock) MO 1,210,000 24,251 0.09%
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF    (ETF) 1,203,000 40,055 0.09%
BLACKROCK INC    (Stock) BLK 1,184,000 2,355 0.08%
DOW INC COM    (Stock) 1,157,000 21,143 0.08%
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT    (ETF) 1,154,000 9,976 0.08%
ALLSTATE CORP    (Stock) ALL 1,149,000 10,220 0.08%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 1,140,000 6,685 0.08%
VANGUARD EMERGING MARKET GOVT BOND ETF    (ETF) VWOB 1,099,000 13,498 0.08%
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF    (ETF) 1,090,000 22,194 0.08%
STANLEY BLACK & DECKER INC CORP UNIT 2017    (Stock) 1,082,000 9,915 0.08%
SERVICE NOW INC    (Stock) NOW 1,070,000 3,791 0.08%
ESPERION THERAPEUTICS INC NEW COM    (Stock) ESPR 1,056,000 17,710 0.07%
PURE STORAGE INC CL A    (Stock) 1,052,000 61,475 0.07%
MEDTRONIC PLC SHS    (Stock) MDT 1,047,000 9,230 0.07%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 1,019,000 3 0.07%
BAIN CAP SPECIALTY FIN INC COM    (CEF) 1,018,000 51,541 0.07%
TJX COS INC NEW COM    (Stock) TJX 1,001,000 16,394 0.07%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 995,000 20,195 0.07%
SPDR BIOTECH ETF    (ETF) XBI 987,000 10,380 0.07%
ALPS TRUST ETF ALERIAN MLP    (ETF) AMLP 982,000 115,526 0.07%
ISHARES MSCI USA ESG OPTIMIZED ETF    (ETF) 967,000 13,566 0.07%
QUALCOMM INC COM    (Stock) QCOM 966,000 10,950 0.07%
PUT (SPY) SPDR S&P 500 ETF MAR 19 21 $307 (100 SHS)    (Options) 966,000 3,000 0.07%
OKTA INC CL A    (Stock) 964,000 8,354 0.07%
MARTIN MARIETTA MATLS INC    (Stock) MLM 950,000 3,396 0.07%
CHUBB LIMITED COM    (Stock) CB 946,000 6,077 0.07%
BLACKSTONE GROUP LP    (Stock) 932,000 16,664 0.06%
ISHARES MSCI EAFE SMALL CAP ETF    (ETF) SCZ 931,000 14,948 0.06%
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF    (ETF) FNDF 926,000 32,025 0.06%
NORTHROP GRUMMAN CORP COM    (Stock) NOC 924,000 2,685 0.06%
LIMONEIRA CO    (Stock) LMNR 924,000 48,035 0.06%
ANTHEM INC COM    (Stock) ANTM 905,000 2,995 0.06%
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD    (ETF) XLY 899,000 7,166 0.06%
SPDR GOLD ETF    (ETF) GLD 896,000 6,267 0.06%
SCHWAB US AGGREGATE BOND ETF    (ETF) SCHZ 895,000 16,743 0.06%
ARCUS BIOSCIENCES INC COM    (Stock) 877,000 86,855 0.06%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2019-12-31: 1,333,136,000 SEC FILING
* Portfolios do not reflect changes after reporting
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