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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 $314,601,828
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 73,384 $39,539,797 12.56%
2.
Invesco Qqq Tr
 44,627 $22,814,503 7.25%
3.
Vanguard Index Fds
 62,793 $18,198,154 5.78%
4.
Nvidia Corp
 NVDA 123,682 $16,609,216 5.27%
5.
Ishares Trust
 IEF 25,793 $15,183,540 4.82%
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)