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Home > Institutional Investor > Parsonex Advisory Services, Inc. > Profile

Instuitional Investor - Parsonex Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: Parsonex Advisory Services, Inc.
Portfolio Value $156,872,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 36,344 $11,404,747 7.27%
2.
Microsoft Corp
 MSFT 16,817 $8,133,038 5.18%
3.
Broadcom Inc.
 AVGO 17,954 $6,213,879 3.96%
4.
Apple Inc.
 AAPL 22,120 $6,013,624 3.83%
5.
Direxion Shs Etf Tr
 155,393 $5,991,954 3.82%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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