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Home > Institutional Investor > Parisi Gray Wealth Management > Profile

Instuitional Investor - Parisi Gray Wealth Management

Fund Profile
Filing Period:
Fund Name: Parisi Gray Wealth Management
Portfolio Value $306,255,111
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 69,579 $35,757,534 11.68%
2.
Invesco Qqq Tr
 41,603 $19,508,484 6.37%
3.
Vanguard Index Fds
 63,283 $17,392,749 5.68%
4.
Ishares Trust
 IEF 25,088 $14,097,104 4.6%
5.
Nvidia Corp
 NVDA 127,834 $13,854,614 4.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)