Parsonex Advisory Services, Inc. - Portfolio overview

Parsonex Advisory Services, Inc. has 56 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 9.13%
2. AAPL - APPLE INC, 4.90%
3. MSFT - MICROSOFT CORP, 4.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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