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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
3,388
+83 vs. Q2 2024
Portfolio value
$4.24B
+$337.4M (+8.7%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Parallel Advisors, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF656,204$378.5M8.9%+18,716+2.9%Added–
iShares Tr464287150CORE S&P TTL STK2,611,584$328.1M7.7%−40,112−1.5%Reduced–
AAPLApple Inc.Stock843,586$196.6M4.6%+26,713+3.3%AddedHistory
CORTCorcept Therapeutics IncCOM3,813,724$176.5M4.2%−2,036−0.1%ReducedHistory
NVDANVIDIA CorpStock1,033,900$125.6M3.0%+10,380+1.0%AddedHistory
MSFTMicrosoft CorpStock185,341$79.8M1.9%+7,227+4.1%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF939,926$73.4M1.7%+212,547+29.2%Added–
AMZNAmazon Com IncStock375,452$70.0M1.7%+10,615+2.9%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT1,268,261$62.7M1.5%+100,699+8.6%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF227,080$59.8M1.4%+305+0.1%Added–
CVBFCVB Financial CorpCOM2,947,643$52.5M1.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock293,369$49.0M1.2%−1,951−0.7%ReducedHistory
GOOGLAlphabet Inc.Stock284,786$47.2M1.1%+8,310+3.0%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF151,682$43.0M1.0%−217−0.1%Reduced–
COSTCostco Wholesale CorpStock47,016$41.7M1.0%+1,505+3.3%AddedHistory
iShares S&P 500 Growth ETF464287309ETF415,503$39.8M0.9%+380,621+1,091.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF167,234$39.7M0.9%−4,977−2.9%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF208,261$37.3M0.9%−12,507−5.7%Reduced–
METAMeta Platforms, Inc.Stock63,122$36.1M0.9%+3,132+5.2%AddedHistory
BRK.BBerkshire Hathaway IncStock77,036$35.5M0.8%+1,046+1.4%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF289,661$29.3M0.7%−322,236−52.7%Reduced–
JPMJPMorgan Chase & CoStock128,346$27.1M0.6%+990+0.8%AddedHistory
Janus Detroit STR Tr47103U852HENDERSON MTG550,551$25.7M0.6%+167,844+43.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF460,844$24.3M0.6%−8,510−1.8%Reduced–
PLTRPalantir Technologies Inc.Stock615,403$22.9M0.5%−12,012−1.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF45,531$22.2M0.5%+1,059+2.4%Added–
Vanguard Morningstar Value ETF922908744ETF126,486$22.1M0.5%−16,536−11.6%Reduced–
ABBVAbbVie Inc.Stock108,805$21.5M0.5%−1,302−1.2%ReducedHistory
UNHUnitedHealth Group IncStock36,638$21.4M0.5%+1,360+3.9%AddedHistory
iShares Tr464287291GLOBAL TECH ETF257,422$21.2M0.5%−289−0.1%Reduced–
LLYEli Lilly & CoStock23,649$21.0M0.5%−624−2.6%ReducedHistory
ACNAccenture plcStock59,213$20.9M0.5%+1,702+3.0%AddedHistory
VVisa Inc.Stock75,627$20.8M0.5%+1,798+2.4%AddedHistory
iShares Tr46435G219INVT GRAD SY ETF445,057$20.7M0.5%+445,057New–
TMOThermo Fisher Scientific Inc.Stock33,336$20.6M0.5%+1,272+4.0%AddedHistory
UBERUber Technologies, IncStock271,796$20.4M0.5%+4,697+1.8%AddedHistory
MAMastercard IncStock41,341$20.4M0.5%+464+1.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF35,400$20.3M0.5%+1,735+5.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF348,615$20.0M0.5%−6,505−1.8%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF227,728$19.1M0.5%+2,939+1.3%Added–
Vanguard S&P 500 ETF922908363ETF36,110$19.1M0.4%+4,675+14.9%Added–
Schwab US Dividend Equity ETF808524797ETF220,969$18.7M0.4%−320−0.1%Reduced–
ADBEAdobe Inc.Stock35,564$18.4M0.4%+817+2.4%AddedHistory
CRMSalesforce, Inc.Stock66,697$18.3M0.4%+568+0.9%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500257,002$18.0M0.4%−1,809−0.7%Reduced–
ISRGIntuitive Surgical IncCOM NEW36,369$17.9M0.4%+681+1.9%AddedHistory
NFLXNetflix IncStock25,048$17.8M0.4%+2,328+10.2%AddedHistory
iShares MSCI Eafe ETF464287465ETF211,839$17.7M0.4%+6,408+3.1%Added–
iShares Tr464288448INTL SEL DIV ETF561,415$17.0M0.4%+2,604+0.5%Added–
CVXChevron CorpStock109,942$16.2M0.4%−2,669−2.4%ReducedHistory
TJXTJX Companies IncStock130,993$15.4M0.4%+2,799+2.2%AddedHistory
TSLATesla, Inc.Stock57,851$15.1M0.4%+9,119+18.7%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF55,731$14.7M0.3%+501+0.9%Added–
INTUIntuit Inc.Stock23,374$14.5M0.3%+388+1.7%AddedHistory
ABTAbbott LaboratoriesStock121,325$13.8M0.3%−744−0.6%ReducedHistory
BKNGBooking Holdings Inc.Stock3,099$13.1M0.3%−68−2.1%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF271,120$13.0M0.3%−27,942−9.3%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT70,883$12.7M0.3%−223,833−75.9%Reduced–
iShares Tr464288513IBOXX HI YD ETF157,382$12.6M0.3%−544−0.3%Reduced–
JNJJohnson & JohnsonStock77,936$12.6M0.3%+5,849+8.1%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD158,621$12.6M0.3%−1,809−1.1%Reduced–
VZVerizon Communications IncStock279,877$12.6M0.3%−17,669−5.9%ReducedHistory
AVGOBroadcom Inc.Stock70,838$12.2M0.3%+2,228+3.2%AddedConverted for a 10-for-1 splitHistory
Vanguard Dividend Appreciation ETF921908844ETF61,425$12.2M0.3%+1,236+2.1%Added–
HDHome Depot, Inc.Stock29,244$11.8M0.3%+209+0.7%AddedHistory
DCIDonaldson Co IncStock159,311$11.7M0.3%−3,150−1.9%ReducedHistory
NEENextera Energy IncStock136,019$11.5M0.3%+5,703+4.4%AddedHistory
ORCLOracle CorpStock67,226$11.5M0.3%+6,162+10.1%AddedHistory
SHWSherwin Williams CoCOM29,418$11.2M0.3%+399+1.4%AddedHistory
BLKBlackRock, Inc.Stock11,748$11.2M0.3%+11,748NewHistory
WMTWalmart Inc.Stock137,480$11.1M0.3%−2,718−1.9%ReducedHistory
ORealty Income CorpREIT174,496$11.1M0.3%−1,138−0.6%ReducedHistory
PGProcter & Gamble CoStock63,855$11.1M0.3%−3,535−5.2%ReducedHistory
ECLEcolab Inc.Stock43,097$11.0M0.3%−650−1.5%ReducedHistory
iShares S&P 500 Value ETF464287408ETF55,197$10.9M0.3%+74+0.1%Added–
CPNGCoupang, Inc.CL A435,078$10.7M0.3%−39,484−8.3%ReducedHistory
HONHoneywell International IncCOM47,903$9.90M0.2%−91−0.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF152,248$9.49M0.2%+4,431+3.0%Added–
CLColgate Palmolive CoStock90,448$9.39M0.2%−376−0.4%ReducedHistory
MKCMcCormick & Co IncStock113,974$9.38M0.2%−1,571−1.4%ReducedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF93,667$9.33M0.2%+66,256+241.7%Added–
iShares Tr46434V878ULTRA SHORT DUR183,364$9.30M0.2%−486−0.3%Reduced–
GLDSPDR Gold TrustETF37,516$9.12M0.2%−1,213−3.1%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF45,026$9.04M0.2%−3,604−7.4%Reduced–
ROPRoper Technologies IncStock16,065$8.94M0.2%+34+0.2%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF96,117$8.78M0.2%−2,812−2.8%Reduced–
PANWPalo Alto Networks IncStock25,555$8.73M0.2%+511+2.0%AddedHistory
ITWIllinois Tool Works IncStock32,533$8.53M0.2%+495+1.5%AddedHistory
Vanguard Real Estate ETF922908553ETF87,098$8.49M0.2%−2,492−2.8%Reduced–
XOMExxonMobil Holdings CorpCOM72,352$8.48M0.2%+1,612+2.3%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF96,395$8.46M0.2%−5,954−5.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF72,165$8.44M0.2%+4,290+6.3%Added–
iShares Russell 1000 Growth ETF464287614ETF21,758$8.17M0.2%−561−2.5%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF347,212$8.14M0.2%+205,917+145.7%Added–
DISWalt Disney CoStock83,819$8.06M0.2%−17,579−17.3%ReducedHistory
NKENIKE, Inc.Stock87,160$7.71M0.2%−4,764−5.2%ReducedHistory
Vanguard Information Technology ETF92204A702ETF12,894$7.56M0.2%−624−4.6%Reduced–
Schwab International Equity ETF808524805ETF180,402$7.42M0.2%+29,604+19.6%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF83,657$7.39M0.2%−1,900−2.2%Reduced–
ZTSZoetis Inc.Stock37,783$7.38M0.2%+22+0.1%AddedHistory

Options (16)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Parallel Advisors, LLC in Q3 2024
SecurityClassPutsCalls
SPDR S&P 500 ETF Tr Put Opt 10/24 470.0 Put7162449XTOptions$7.80M–
SPDR S&P 500 ETF Tr Put Opt 11/24 470.0 Put7222419CUOptions$7.52M–
Mercadolibre Inc Com Jan 16 26 USD1600 100 Shs6736359BVOptions–$191.2K
CALL (CRM) SALESFORCE INC COM DEC 18 26 Usd220 (100 SHS)7061189AUOptions–$106.2K
Palo Alto Networks Sep 19 25 USD190 100 Shs6363999WWOptions–$64.5K
Palo Alto Networks Sep 19 25 USD230 100 Shs6366809XXOptions–$64.5K
Palo Alto Networks Jan 16 26 USD270 100 Shs6737059HBOptions–$64.5K
Palo Alto Networks Jan 16 26 USD260 100 Shs6737079EEOptions–$64.5K
Tesla Inc CLL Opt 01/25 210.0 Cal6138559DXOptions–$57.2K
Salesforce Inc Com Jan 16 26 USD230 100 Shs6734369UOOptions–$53.1K
CrowdStrike Hldgs Inc CLL Opt 06/26 280.0 Cal7205189KEOptions–$50.2K
Teradyne Inc CLL Opt 01/26 120.0 Cal6738319ICOptions–$26.8K
Teradyne Inc CLL Opt 01/26 130.0 Cal6738329FFOptions–$26.8K
Salesforce Inc Com Jan 16 26 USD220 100 Shs6734369KGOptions–$26.5K
Applied Matls Inc CLL Opt 12/26 210.0 Cal7210239TNOptions–$26.2K
Coupang Inc CL A Jan 16 26 USD15 100 Shs6734349PNOptions–$24.6K

Sold out since Q2 2024 (128)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 128 by value last quarter.

Positions of Parallel Advisors, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
BLKBlackRock, Inc.COM11,956$9.41M0.2%History
LRCXLam Research CorpCOM1,425$1.52M<0.1%History
SMCISuper Micro Computer, Inc.COM373$305.6K<0.1%History
WIREEncore Wire CorpCOM970$281.1K<0.1%History
ETRNMidstream Co LLCCOM11,444$148.5K<0.1%History
Innovator ETFs Trust45782C581US EQTY BUF NOV3,390$126.7K<0.1%–
CALBCalifornia BanCorpCOM5,563$119.6K<0.1%History
EVBGEverbridge, Inc.COM2,904$101.6K<0.1%History
WRKWestRock CoCOM1,794$90.2K<0.1%History
iShares Inc464286319EM MKTS DIV ETF3,000$81.5K<0.1%–
iShares Tr464288422INTL DEVPPTY ETF2,665$69.6K<0.1%–
NRDSNerdwallet, Inc.COM CL A4,500$65.7K<0.1%History
QNSTQuinstreet, IncCOM3,011$50.0K<0.1%History
SIRISirius XM Holdings Inc.COM17,148$48.5K<0.1%History
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF1,561$46.0K<0.1%–
iShares U.S. Regional Banks ETF464288778ETF1,000$41.5K<0.1%–
Global X FDS37954Y830GLOBAL X COPPER794$35.8K<0.1%–
KODKEastman Kodak CoCOM NEW6,417$34.5K<0.1%History
ECCEagle Point Credit CoCOM3,376$33.9K<0.1%History
ADXAdams Diversified Equity Fund, Inc.COM1,400$30.1K<0.1%History
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,763$29.1K<0.1%History
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF1,100$25.2K<0.1%–
Overseas Shipholding Group Inc69036R863CL A NEW2,821$23.9K<0.1%–
NWLINational Western Life Group, Inc.CL A48$23.9K<0.1%History
CATCCambridge BancorpCOM343$23.7K<0.1%History
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID681$23.6K<0.1%–
iShares Tr464287382JPX NIKKEI 400325$23.5K<0.1%–
Liberty Media Corp531229813Stock958$21.2K<0.1%–
Liberty Media Corp531229789Stock934$20.7K<0.1%–
Ssga Active Tr78470P408STATE STREET US402$20.4K<0.1%–
EFTReFFECTOR Therapeutics, Inc.COM67,738$19.7K<0.1%History
WisdomTree Tr97717W315EMER MKT HIGH FD450$19.5K<0.1%–
TTMITTM Technologies IncCOM830$16.1K<0.1%History
SIXSix Flags Entertainment CorpCOM467$15.5K<0.1%History
HAHawaiian Holdings IncCOM1,218$15.1K<0.1%History
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM158$14.1K<0.1%History
AIRCApartment Income REIT Corp.COM348$13.6K<0.1%History
EYPTEyePoint, Inc.COM NEW1,395$12.1K<0.1%History
SYMSymbotic Inc.Stock300$10.5K<0.1%History
PRTSCarParts.com, Inc.COM10,496$10.5K<0.1%History
AMKAssetMark Financial Holdings, Inc.COM270$9.33K<0.1%History
EBEventbrite, Inc.COM CL A1,884$9.12K<0.1%History
DNNDenison Mines Corp.COM4,000$7.96K<0.1%History
Bite Acquisition Corp.09175K204UNIT 99/99/9999600$7.50K<0.1%–
GOOSCanada Goose Holdings Inc.SHS SUB VTG546$7.06K<0.1%History
First Tr Exchange Traded FD33734X143HLTH CARE ALPH51$5.33K<0.1%–
Kraneshares Tr500767512ELECTRIFICATION300$4.11K<0.1%–
PDPagerDuty, Inc.COM171$3.92K<0.1%History
Fidelity Covington Trust316092873MSCI COMMNTN SVC74$3.87K<0.1%–
Janus Detroit STR Tr47103U209HENDERSN SML ETF58$3.86K<0.1%–
TRSTrimas CorpCOM NEW123$3.14K<0.1%History
HIBBHibbett IncCOM32$2.79K<0.1%History
MXLMaxlinear, IncCOM138$2.78K<0.1%History
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT71$2.75K<0.1%–
DZSIDZS Inc.COM2,210$2.59K<0.1%History
NVRONevro CorpCOM296$2.49K<0.1%History
DCHDauch CorpCOM346$2.42K<0.1%History
SPDR Ser Tr78468R697S&P KENSHO INTLG65$2.16K<0.1%–
SPDR Series Trust78464A607ST STR DOW REIT23$2.14K<0.1%–
NATRNatures Sunshine Products IncCOM133$2.00K<0.1%History
ATRIAtrion CorpCOM4$1.81K<0.1%History
XPERXperi Inc.COMMON STOCK220$1.81K<0.1%History
ATECAlphatec Holdings, Inc.COM NEW172$1.80K<0.1%History
ALRMAlarm.com Holdings, Inc.COM28$1.78K<0.1%History
TBPHTheravance Biopharma, Inc.COM186$1.58K<0.1%History
VRCAVerrica Pharmaceuticals Inc.COM176$1.28K<0.1%History
First Tr Exchange-Traded FD33738D309SENIOR LN FD27$1.23K<0.1%–
ALXOAlx Oncology Holdings IncCOM204$1.23K<0.1%History
HTTHigh Templar Tech LtdSPON ADS620$1.23K<0.1%History
CNMDCONMED CorpCOM17$1.18K<0.1%History
LFCRLifecore Biomedical, Inc. DECOM225$1.15K<0.1%History
VWEVintage Wine Estates, Inc.COM8,000$1.11K<0.1%History
SBSISouthside Bancshares IncCOM40$1.10K<0.1%History
CVICVR Energy IncCOM41$1.10K<0.1%History
CMPCompass Minerals International IncStock106$1.09K<0.1%History
CRMDCorMedix Inc.COM249$1.08K<0.1%History
DODiamond Offshore Drilling, Inc.COM67$1.04K<0.1%History
AMCXAMC Global Media Inc.CL A107$1.03K<0.1%History
DENNDENNY'S CorpCOM144$1.02K<0.1%History
TMCITreace Medical Concepts, Inc.COM145$964<0.1%History
ONTOnterris, Inc.COM21$936<0.1%History
ORKAOruka Therapeutics, Inc.COM244$935<0.1%History
SPDR Series Trust78468R721STATE STREET SPD20$915<0.1%–
MNSOMINISO Group Holding LtdSPONSORED ADS47$896<0.1%History
MODVModivCare IncCOM30$787<0.1%History
EYENational Vision Holdings, Inc.COM60$785<0.1%History
ProShares Tr74347B201PSHS ULTSH 20YRS22$750<0.1%–
HLFHerbalife Ltd.COM SHS69$717<0.1%History
ZEUSOlympic Steel IncCOM15$672<0.1%History
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK53$668<0.1%History
AST SpaceMobile, Inc.00217D118*W EXP 04/06/202151$639<0.1%–
PRTAProthena Corp Public Ltd CoSHS29$599<0.1%History
SKINSkinHealth Systems Inc.COM CL A311$597<0.1%History
EWCZEuropean Wax Center, Inc.CLASS A COM60$596<0.1%History
Direxion Shs ETF Tr25460G732MOONSHOT INNOVAT63$595<0.1%–
GDENNew Royal Holdco I Inc.COM16$498<0.1%History
HOLOMicroCloud Hologram Inc.ORDINARY SHARES500$411<0.1%History
MEHCQChrome Holding Co.CLASS A COM1,000$391<0.1%History
ASLEAerSale CorpCOM52$360<0.1%History
NPKINPK International Inc.COM SHS42$349<0.1%History