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Asset Manager ← All Institutions

Parkside Financial Bank & Trust

Q2 2025 · Filed 2025-08-07
Market Value
$920M
+18.5%
Holdings
2,948
+258
New Purchases
299
Added To
1,382
Closed
293
Reduced
660
Top 10 Concentration
28.2%
Turnover
20.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TPYP 0.85% 0.00% +0.85% $8M
ROIV 1.60% 0.80% +0.81% $15M
MSFT 3.12% 2.51% +0.61% $29M
NVDA 1.80% 1.38% +0.42% $17M
SPSM 1.01% 0.64% +0.38% $9M
VB 0.45% 0.16% +0.28% $4M
AVGO 0.65% 0.40% +0.26% $6M
JPM 1.24% 1.02% +0.22% $11M
VOO 1.70% 1.52% +0.18% $16M
VUG 0.76% 0.60% +0.17% $7M
ORCL 0.52% 0.39% +0.14% $5M
ABT 0.43% 0.31% +0.13% $4M
GE 0.26% 0.14% +0.12% $2M
VEA 0.43% 0.32% +0.11% $4M
FBTC 0.10% 0.00% +0.10% $965K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.06% 4.96% -0.90% $37M
ACN 1.53% 1.95% -0.42% $14M
IWD 2.28% 2.65% -0.38% $21M
EFA 1.47% 1.85% -0.37% $14M
BSV 1.85% 2.17% -0.32% $17M
VONV 3.44% 3.76% -0.32% $32M
BIV 1.83% 2.14% -0.31% $17M
BRK-A 0.87% 1.13% -0.26% $8M
AMJB 0.20% 0.44% -0.24% $2M
BIL 0.45% 0.69% -0.24% $4M
UNH 0.24% 0.41% -0.17% $2M
ITM 0.27% 0.42% -0.15% $2M
IVV 0.60% 0.74% -0.14% $6M
BRK-B 0.79% 0.93% -0.13% $7M
SPY 1.65% 1.78% -0.12% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $322M 35.0%
Large Cap 982 $515M 56.0%
Mid Cap 1,002 $52M 5.7%
Small Cap 787 $29M 3.1%
Micro Cap 98 $1M 0.1%

Portfolio Analytics

Avg Market Cap
$37.5B
Median Market Cap
$4.9B
Avg P/E
33.5
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,578
# ETFs / Funds
370

Top Holdings (2,948 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VONG 4.22% 355,061 $39M $109.20 $7M +8,500 +2.5%
2 AAPL 4.06% 181,824 $37M $205.17 -$1M +8,562 +4.9%
3 IWF 3.81% 82,574 $35M $424.58 $5M -1,505 -1.8%
4 VONV 3.44% 371,164 $32M $85.21 $2M +18,117 +5.1%
5 MSFT 3.12% 57,693 $29M $497.41 $9M +5,780 +11.1%
6 IWD 2.28% 107,795 $21M $194.23 $359K -1,569 -1.4%
7 BSV 1.85% 215,780 $17M $78.70 $144K +682 +0.3%
8 BIV 1.83% 217,528 $17M $77.34 $199K +408 +0.2%
9 NVDA 1.80% 104,802 $17M $157.99 $6M +6,075 +6.2%
10 VONE 1.78% 58,129 $16M $280.86 $3M +6,029 +11.6%
11 VOO 1.70% 27,493 $16M $568.02 $4M +4,608 +20.1%
12 SPY 1.65% 24,604 $15M $617.85 $1M -37 -0.1%
13 ROIV 1.60% 1,309,541 $15M $11.27 $9M +695,615 +113.3%
14 AMZN 1.60% 67,164 $15M $219.39 $3M +5,724 +9.3%
15 ACN 1.53% 47,058 $14M $298.89 -$1M -1,355 -2.8%
16 EFA 1.47% 151,682 $14M $89.39 -$782K -23,782 -13.6%
17 JPM 1.24% 39,181 $11M $289.91 $3M +6,927 +21.5%
18 IWB 1.02% 27,619 $9M $339.57 $825K -266 -0.9%
19 SPSM 1.01% 218,241 $9M $42.60 $4M +97,198 +80.3%
20 IWM 0.89% 38,126 $8M $215.79 $679K +291 +0.8%
21 BRK-A 0.87% 11 $8M $728,800.00 -$766K
22 GOOGL 0.86% 44,813 $8M $176.23 $2M +6,576 +17.2%
23 TPYP 0.85% 218,650 $8M $35.73 +218,650 NEW
24 BRK-B 0.79% 15,011 $7M $485.78 $107K +1,520 +11.3%
25 VUG 0.76% 16,047 $7M $438.39 $2M +3,494 +27.8%
26 VWO 0.71% 132,650 $7M $49.46 $931K +8,264 +6.6%
27 V 0.70% 18,003 $6M $355.05 $1M +3,749 +26.3%
28 WMT 0.68% 64,170 $6M $97.78 $1M +6,587 +11.4%
29 TSLA 0.67% 19,483 $6M $317.67 $1M +949 +5.1%
30 LLY 0.67% 7,853 $6M $779.48 $667K +1,249 +18.9%
31 AVGO 0.65% 21,791 $6M $275.65 $3M +3,362 +18.2%
32 IEFA 0.63% 69,836 $6M $83.48 $902K +4,697 +7.2%
33 IVV 0.60% 8,883 $6M $620.91 -$190K -1,271 -12.5%
34 ABBV 0.58% 28,755 $5M $185.62 $1M +9,381 +48.4%
35 META 0.56% 6,917 $5M $738.09 $1M +454 +7.0%
36 EFV 0.54% 77,936 $5M $63.48 $627K +4,626 +6.3%
37 GOOG 0.53% 27,535 $5M $177.39 $1000K +2,668 +10.7%
38 ORCL 0.52% 22,057 $5M $218.63 $2M +474 +2.2%
39 SCZ 0.52% 65,168 $5M $72.68 $1M +6,712 +11.5%
40 XOM 0.50% 42,736 $5M $107.80 $703K +9,912 +30.2%
41 HD 0.48% 12,160 $4M $366.65 $680K +1,851 +18.0%
42 EFG 0.48% 39,106 $4M $112.00 $689K +2,195 +6.0%
43 VYM 0.47% 32,324 $4M $133.31 $613K +3,660 +12.8%
44 VB 0.45% 17,453 $4M $236.99 $3M +11,685 +202.6%
45 VXUS 0.45% 59,742 $4M $69.09 $1M +12,998 +27.8%
46 BIL 0.45% 44,692 $4M $91.73 -$1M -13,636 -23.4%
47 HYG 0.44% 50,673 $4M $80.65 $244K +1,959 +4.0%
48 PG 0.44% 25,297 $4M $159.32 $575K +5,019 +24.8%
49 ABT 0.43% 29,385 $4M $136.01 $2M +11,411 +63.5%
50 VEA 0.43% 69,477 $4M $57.01 $1M +20,296 +41.3%
51 IWN 0.40% 23,490 $4M $157.76 $83K -504 -2.1%
52 QQQ 0.39% 6,556 $4M $551.64 $166K -802 -10.9%
53 VCSH 0.38% 44,150 $4M $79.50 $25K
54 PEP 0.37% 25,928 $3M $132.04 $1M +11,834 +84.0%
55 MA 0.37% 5,987 $3M $561.95 $178K +174 +3.0%
56 AZO 0.36% 893 $3M $3,712.23 -$158K -18 -2.0%
57 AXP 0.36% 10,270 $3M $318.98 $667K +574 +5.9%
58 SCHG 0.34% 107,976 $3M $29.21 $1M +30,468 +39.3%
59 IWO 0.34% 10,886 $3M $285.86 -$188K -2,029 -15.7%
60 AON 0.33% 8,427 $3M $356.76 $1M +3,865 +84.7%
61 IBM 0.32% 10,103 $3M $294.78 $1M +3,073 +43.7%
62 SGOV 0.32% 29,240 $3M $100.69 $934K +9,274 +46.5%
63 JNJ 0.32% 18,965 $3M $152.75 -$110K +834 +4.6%
64 VTI 0.31% 9,309 $3M $303.93 $159K -406 -4.2%
65 BAC 0.30% 58,263 $3M $47.32 $385K +1,410 +2.5%
66 COST 0.30% 2,780 $3M $989.94 $613K +518 +22.9%
67 SHM 0.29% 54,806 $3M $47.83 -$159K -3,596 -6.2%
68 IBTF 0.28% 108,947 $3M $23.36 $5K +240 +0.2%
69 WES 0.27% 65,167 $3M $38.70 -$105K +1,043 +1.6%
70 KO 0.27% 35,195 $2M $70.75 $480K +7,134 +25.4%
71 ITM 0.27% 54,503 $2M $45.47 -$788K -17,266 -24.1%
72 CVX 0.27% 17,269 $2M $143.18 -$25K +2,339 +15.7%
73 SMLF 0.27% 36,274 $2M $67.95 $216K +103 +0.3%
74 CSCO 0.27% 35,481 $2M $69.38 $433K +2,614 +8.0%
75 CAT 0.27% 6,326 $2M $388.20 $389K +59 +0.9%
76 VTV 0.26% 13,712 $2M $176.74 $1M +5,704 +71.2%
77 RTX 0.26% 16,408 $2M $146.02 $500K +2,092 +14.6%
78 PM 0.26% 13,037 $2M $182.14 $459K +968 +8.0%
79 GE 0.26% 9,170 $2M $257.40 $1M +3,690 +67.3%
80 MPLX 0.25% 44,198 $2M $51.51 -$38K +945 +2.2%
81 NFLX 0.24% 1,681 $2M $1,339.13 $748K +69 +4.3%
82 CB 0.24% 7,745 $2M $289.72 -$21K +246 +3.3%
83 IJH 0.24% 35,983 $2M $62.02 $281K +2,551 +7.6%
84 VTWG 0.24% 10,625 $2M $208.48 $454K +1,175 +12.4%
85 UNH 0.24% 7,072 $2M $311.97 -$995K +960 +15.7%
86 NEE 0.24% 31,749 $2M $69.42 $103K +2,118 +7.2%
87 MS 0.23% 15,042 $2M $140.86 $452K +758 +5.3%
88 IEMG 0.22% 34,168 $2M $60.03 $283K +1,406 +4.3%
89 LOW 0.22% 9,240 $2M $221.88 -$84K +92 +1.0%
90 EMR 0.22% 15,155 $2M $133.33 $852K +4,497 +42.2%
91 MCD 0.22% 6,782 $2M $292.16 $684K +2,627 +63.2%
92 DFAC 0.21% 54,729 $2M $35.84 $113K -897 -1.6%
93 MRK 0.21% 24,022 $2M $79.16 $117K +4,144 +20.9%
94 SLYG 0.21% 21,371 $2M $88.75 $869K +8,988 +72.6%
95 AMJB 0.20% 60,266 $2M $30.26 -$2M -45,437 -43.0%
96 IAU 0.20% 29,222 $2M $62.36 $168K +1,161 +4.1%
97 ADP 0.18% 5,382 $2M $308.40 $50K +113 +2.1%
98 DBEF 0.18% 37,611 $2M $43.75 $11K -136 -0.4%
99 DFSI 0.18% 41,239 $2M $39.41 $205K +527 +1.3%
100 VTWV 0.17% 11,293 $2M $139.09 $203K +1,018 +9.9%

Options Breakdown

0 Calls $0 Call Value 2 Puts $2M Put Value

Top Puts

SymbolSharesValueStatus
SPY 3,600 $2M
AAPL 600 $123K

New Positions

SymbolValue% Port
TPYP $8M 0.85%
IGSB $301K 0.03%
IGF $178K 0.02%
TLH $140K 0.02%
QQEW $136K 0.01%
CRCL $132K 0.01%
ITOT $103K 0.01%
ITA $91K 0.01%
TRNS $79K 0.01%
TMFC $72K 0.01%
XMMO $62K 0.01%
IXP $52K 0.01%
ENB $52K 0.01%
DIVO $49K 0.01%
OXSQ $49K 0.01%

Sold Out Positions

SymbolValue% Port
MED —%
ORC —%
PUMP —%
CTO —%
RGR —%
GCO —%
SEG —%
SPCE —%
AMTB —%
TE —%
CWH —%
FIGS —%
DCO —%
VIV —%
YEXT —%
View SEC EDGAR Filings for Parkside Financial Bank & Trust →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms