Persium Advisors, LLC Top Holdings and 13F Report (2025) About Persium Advisors, LLCInvestment ActivityPersium Advisors, LLC has $101.47 million in total holdings as of December 31, 2024.Persium Advisors, LLC owns shares of 58 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab International Equity ETF $22,755,130Schwab U.S. Large-Cap Growth ETF $19,743,721Schwab U.S. Large-Cap Value ETF $19,049,662iShares 20+ Year Treasury Bond ETF $8,079,597Home Depot $2,476,706 Sector AllocationMap of 500 Largest Holdings ofPersium Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$22,755,1301,230,00722.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,743,721708,42219.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$19,049,662730,71218.8%ETFTLTiShares 20+ Year Treasury Bond ETF$8,079,59792,5188.0%ETFHDHome Depot$2,476,7066,3672.4%Retail/WholesaleAAPLApple$1,245,0884,9721.2%Computer and TechnologyCOPConocoPhillips$1,018,17810,2671.0%Oils/EnergyMSFTMicrosoft$923,9282,1920.9%Computer and TechnologyTAT&T$874,18638,3920.9%Computer and TechnologyJPMJPMorgan Chase & Co.$830,8353,4660.8%FinanceAMZNAmazon.com$793,3143,6160.8%Retail/WholesaleDELLDell Technologies$746,4096,4770.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$741,3171,8460.7%ETFCSCOCisco Systems$735,97412,4320.7%Computer and TechnologyINTCIntel$688,05634,3170.7%Computer and TechnologyABTAbbott Laboratories$687,8226,0810.7%MedicalMETMetLife$686,3188,3820.7%FinanceIBMInternational Business Machines$678,8353,0880.7%Computer and TechnologyWMTWalmart$678,7097,5120.7%Retail/WholesaleHONHoneywell International$655,3072,9010.6%Multi-Sector ConglomeratesVZVerizon Communications$654,59616,3690.6%Computer and TechnologyAVGOBroadcom$652,1662,8130.6%Computer and TechnologyKOCoca-Cola$645,98310,3750.6%Consumer StaplesDUKDuke Energy$637,1745,9140.6%UtilitiesHMCHonda Motor$628,12922,0010.6%Auto/Tires/TrucksMETAMeta Platforms$620,6411,0600.6%Computer and TechnologyXOMExxon Mobil$610,1375,6720.6%Oils/EnergyCRMSalesforce$608,1461,8190.6%Computer and TechnologyBKNGBooking$586,2741180.6%Retail/WholesaleMDTMedtronic$580,4087,2660.6%MedicalAPDAir Products and Chemicals$577,4701,9910.6%Basic MaterialsSBUXStarbucks$571,5906,2640.6%Retail/WholesaleCMCSAComcast$555,48214,8010.5%Consumer DiscretionaryRTXRTX$554,8774,7950.5%AerospaceVVisa$548,6451,7360.5%Business ServicesBRK.BBerkshire Hathaway$532,1511,1740.5%FinanceFDXFedEx$529,7441,8830.5%TransportationGOOGLAlphabet$526,8222,7830.5%Computer and TechnologyMCDMcDonald's$524,4111,8090.5%Retail/WholesaleSYYSysco$502,5726,5730.5%Consumer StaplesGDGeneral Dynamics$500,3681,8990.5%AerospaceUNHUnitedHealth Group$498,7789860.5%MedicalPANWPalo Alto Networks$495,8412,7250.5%Computer and TechnologyRIORio Tinto Group$422,1387,1780.4%Basic MaterialsNKENIKE$392,8035,1910.4%Consumer DiscretionaryPSXPhillips 66$342,0183,0020.3%Oils/EnergyBNDVanguard Total Bond Market ETF$323,5234,4990.3%ETFCVSCVS Health$322,7597,1900.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$294,7271,5920.3%ETFVEAVanguard FTSE Developed Markets ETF$289,6466,0570.3%ETFSTLAStellantis$262,51420,1160.3%Auto/Tires/TrucksGOOGAlphabet$256,7131,3480.3%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$254,6353,1750.3%ETFIVWiShares S&P 500 Growth ETF$244,2812,4060.2%ETFIVEiShares S&P 500 Value ETF$214,9311,1260.2%ETFVTIVanguard Total Stock Market ETF$213,8807380.2%ETFIWMiShares Russell 2000 ETF$201,0749100.2%FinanceTSLATesla$200,7084970.2%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
