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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 $348,939,372
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 68,845 $39,105,965 11.21%
2.
Invesco Qqq Tr
 41,498 $22,892,202 6.56%
3.
Nvidia Corp
 NVDA 127,824 $20,194,983 5.79%
4.
Vanguard Index Fds
 64,036 $19,462,323 5.58%
5.
Palantir Technologies Inc.
 PLTR 119,492 $16,289,132 4.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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