PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
RIA/Wealth
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC is a RIA/Wealth based in Rochester, NY led by Scott Richard Brown, managing $761.3M across 224 long positions as of Q3 2025 with 32% ETF concentration.
Managing PartnerScott Richard Brown
- Portfolio Value
- $761.3M
- Positions
- 224
- Top Holding
- IVV at 4.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's portfolio (26.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.8M | 4.97% | +$1.4M Bought | — 56.5K shares | |
Software - Infrastructure Technology | $34.3M | 4.51% | -$330.5K Sold | 0.00% 66.3K shares | |
Consumer Electronics Technology | $31.5M | 4.13% | -$448.7K Sold | 0.00% 123.6K shares | |
ETF ETF | $19.7M | 2.59% | -$1.0M Sold | — 264.9K shares | |
ETF ETF | $17.6M | 2.31% | +$774.3K Bought | — 377.1K shares | |
Banks - Diversified Financial Services | $14.0M | 1.84% | -$86.1K Sold | 0.00% 44.5K shares | |
Semiconductors Technology | $13.5M | 1.77% | -$1.0M Sold | 0.00% 40.9K shares | |
ETF ETF | $12.3M | 1.62% | -$474.3K Sold | — 140.9K shares | |
ETF ETF | $11.3M | 1.49% | +$1.3M Bought | — 121.5K shares | |
Home Improvement Consumer Cyclical | $11.2M | 1.47% | -$103.8K Sold | 0.01% 44.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
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