Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PARISI GRAY WEALTH MANAGEMENT 01-18-2024 12-31-2023 102 246,807,044
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UNITEDHEALTH GROUP INC COM 51 $3,469,728 6,591 0.00 0.00 24 0.37 12-31-2023
DANAHER CORPORATION COM 52 $3,273,611 14,151 0.00 0.00 541 3.98 12-31-2023
ELI LILLY & CO COM 53 $3,161,411 5,423 0.00 0.00 2,010 58.89 12-31-2023
META PLATFORMS INC CL A 54 $3,105,645 8,774 0.00 0.00 -18 -0.20 12-31-2023
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