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PARKSIDE ADVISORS LLC

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BERKELEY CA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Parkside Advisors is based out of Berkeley. Parkside Advisors is a large advisory firm with 202 clients and discretionary assets under management (AUM) of $523,487,743 (Form ADV from 2023-09-07). Their last reported 13F filing for Q4 2023 included $361,125,404 in managed 13F securities and a top 10 holdings concentration of 68.97%. Parkside Advisors's largest holding is iShares Russell 1000 ETF-iShares Russell 1000 ETF with shares held of 227,866. Whalewisdom has at least 41 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $361m, Prior: $322m
New Purchases 4 stocks
Added To 31 stocks
Sold out of 5 stocks
Reduced holdings in 20 stocks
Top 10 Holdings % 68.97%
Turnover %[1] 11.54%
Turnover Alt %[2] 2.12%
Time Held Top 20 18.8 quarters
Time Held Top 10 21.2 quarters
Time Held All 15.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance