Parisi Gray Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Parisi Gray Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Sell	774 -11	-1%	-$5.49K	0.08%	104
2026 Q1	$363K	Buy	785 +3	+0.4%	+$1.45K	0.09%	104
2025 Q4	$376K	Buy	782 +1	+0.1%	+$473	0.09%	98
2025 Q3	$362K	Buy	781 +2	+0.3%	+$901	0.09%	95
2025 Q2	$343K	Buy	779 +3	+0.4%	+$1.25K	0.1%	91
2025 Q1	$326K	Buy	776 +3	+0.4%	+$1.3K	0.11%	86
2024 Q4	$329K	Buy	773 +3	+0.4%	+$1.3K	0.1%	87
2024 Q3	$326K	Buy	770 +3	+0.4%	+$1.22K	0.11%	88
2024 Q2	$300K	Sell	767 -18	-2%	-$6.99K	0.11%	91
2024 Q1	$312K	Sell	785 -214	-21%	-$82.4K	0.12%	89
2023 Q4	$377K	Sell	999 -10	-1%	-$3.49K	0.15%	80
2023 Q3	$338K	Sell	1,009 -536	-35%	-$186K	0.15%	81
2023 Q2	$514K	Hold	1,545	–	–	0.23%	66
2023 Q1	$514K	Sell	1,545 -50	-3%	-$16.6K	0.32%	50
2022 Q4	$528K	Buy	1,595 +74	+5%	+$24.1K	0.26%	66
2022 Q3	$437K	Buy	+1,521	New	+$484K	0.33%	50
2022 Q2	–	Sell	-4,350	Closed	-$1.51M	–	108
2022 Q1	$1.51M	Buy	+4,350	New	+$1.51M	0.61%	37

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return