$327 Million is the total value of Parker Investment Management, LLC's 29 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETFetf | $15,866,000 | +6.4% | 98,112 | 0.0% | 4.84% | -5.0% | |
| XLI | SECTOR SPDR TR SHS BEN INT INDUSTRIALetf | $252,000 | +9.6% | 3,220 | 0.0% | 0.08% | -2.5% | |
| XLF | SECTOR SPDR TR SHS BEN INT FINANCIALetf | $248,000 | +3.8% | 9,006 | 0.0% | 0.08% | -7.3% | |
| ACWX | ISHARES TR MSCI ACWI EX USetf | $237,000 | +1.3% | 4,967 | 0.0% | 0.07% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P 500 | 34 | Q2 2024 | 27.2% |
| TECHNOLOGY SELECT SECT SPDR | 34 | Q2 2024 | 14.8% |
| ALPHABET INC-CL A | 34 | Q2 2024 | 22.3% |
| ALPHABET INC-CL C | 34 | Q2 2024 | 7.9% |
| ISHARES RUSSELL 1000 INDEX FUND | 34 | Q2 2024 | 6.8% |
| APPLE INC COM USD0.00001 | 34 | Q2 2024 | 1.6% |
| WHITE MTNS INS GROUP LTD COM | 32 | Q2 2024 | 0.6% |
| AMAZON.COM INC | 27 | Q2 2024 | 7.9% |
| INVESCO QQQ TRUST SERIES 1 | 25 | Q2 2024 | 35.7% |
| MICROSOFT CORP | 24 | Q2 2024 | 16.5% |
View Parker Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-29 |
View Parker Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.