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Home > Institutional Investor > Parr Mcknight Wealth Management Group, Llc > 13F Holdings

Instuitional Investor - Parr Mcknight Wealth Management Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,740 $41,743,310 4.95%
2.
Apple Inc.
 AAPL 121,028 $35,020,724 4.15%
3.
Microsoft Corp
 MSFT 77,395 $28,869,741 3.42%
4.
Alphabet Inc.
 GOOGL 48,614 $17,373,358 2.06%
5.
Ishares Trust
 HYG 176,248 $17,022,041 2.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.