Persium Advisors, LLC Top Holdings and 13F Report (2025) About Persium Advisors, LLCInvestment ActivityPersium Advisors, LLC has $105.48 million in total holdings as of March 31, 2025.Persium Advisors, LLC owns shares of 57 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.97% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Persium Advisors, LLC has purchased 58 new stocks and bought additional shares in 30 stocks.Persium Advisors, LLC sold shares of 13 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab International Equity ETF $25,629,975Schwab U.S. Large-Cap Value ETF $19,931,252Schwab U.S. Large-Cap Growth ETF $18,276,245iShares 20+ Year Treasury Bond ETF $9,574,598Home Depot $2,334,181 Largest New Holdings this Quarter 89151E109 - TotalEnergies $576,064 Holding03524A108 - Anheuser-Busch InBev SA/NV $557,303 Holding038222105 - Applied Materials $508,355 Holding717081103 - Pfizer $494,992 Holding512807306 - LAM RESEARCH CORP $465,862 Holding Largest Purchases this Quarter Schwab International Equity ETF 65,745 shares (about $1.30M)iShares 20+ Year Treasury Bond ETF 12,663 shares (about $1.15M)TotalEnergies 8,905 shares (about $576.06K)Anheuser-Busch InBev SA/NV 9,053 shares (about $557.30K)Schwab U.S. Large-Cap Growth ETF 21,460 shares (about $537.36K) Largest Sales this Quarter Coca-Cola 7,446 shares (about $533.20K)Cisco Systems 1,117 shares (about $68.93K)Abbott Laboratories 353 shares (about $46.83K)AT&T 1,266 shares (about $35.80K)Visa 86 shares (about $30.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersium Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$25,629,975$1,300,436 ▲5.3%1,295,75224.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$19,931,252$508,927 ▲2.6%749,85918.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,276,245$537,358 ▲3.0%729,88217.3%ETFTLTiShares 20+ Year Treasury Bond ETF$9,574,598$1,152,709 ▲13.7%105,1819.1%ETFHDHome Depot$2,334,181$733 ▲0.0%6,3692.2%Retail/WholesaleAAPLApple$1,284,578$180,147 ▲16.3%5,7831.2%Computer and TechnologyCOPConocoPhillips$1,135,476$57,236 ▲5.3%10,8121.1%EnergyTAT&T$1,049,923$35,802 ▼-3.3%37,1261.0%Computer and TechnologyMSFTMicrosoft$883,293$60,438 ▲7.3%2,3530.8%Computer and TechnologyJPMJPMorgan Chase & Co.$821,019$29,191 ▼-3.4%3,3470.8%FinanceVZVerizon Communications$786,406$43,908 ▲5.9%17,3370.7%Computer and TechnologyIBMInternational Business Machines$785,766$17,904 ▲2.3%3,1600.7%Computer and TechnologyABTAbbott Laboratories$759,819$46,825 ▼-5.8%5,7280.7%MedicalDUKDuke Energy$740,724$19,393 ▲2.7%6,0730.7%UtilitiesXOMExxon Mobil$720,835$46,264 ▲6.9%6,0610.7%EnergyAMZNAmazon.com$707,767$19,787 ▲2.9%3,7200.7%Retail/WholesaleCSCOCisco Systems$698,249$68,930 ▼-9.0%11,3150.7%Computer and TechnologyMDTMedtronic$683,206$30,283 ▲4.6%7,6030.6%MedicalMETMetLife$675,399$2,409 ▲0.4%8,4120.6%FinanceDELLDell Technologies$668,859$78,480 ▲13.3%7,3380.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$666,5720.0%1,8460.6%ETFWMTWalmart$647,715$11,764 ▼-1.8%7,3780.6%Retail/WholesaleRTXRTX$643,623$8,477 ▲1.3%4,8590.6%AerospaceHONHoneywell International$636,732$22,445 ▲3.7%3,0070.6%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$624,716$533 ▼-0.1%1,1730.6%FinanceUNHUnitedHealth Group$616,978$100,560 ▲19.5%1,1780.6%MedicalCMCSAComcast$605,197$59,040 ▲10.8%16,4010.6%Consumer DiscretionaryHMCHonda Motor$604,755$7,868 ▲1.3%22,2910.6%Auto/Tires/TrucksMETAMeta Platforms$594,227$16,714 ▼-2.7%1,0310.6%Computer and TechnologyMCDMcDonald's$582,258$17,180 ▲3.0%1,8640.6%Retail/WholesaleVVisa$578,259$30,140 ▼-5.0%1,6500.5%Business ServicesGDGeneral Dynamics$576,779$59,150 ▲11.4%2,1160.5%AerospaceTTETotalEnergies$576,064$576,064 ▲New Holding8,9050.5%EnergyBUDAnheuser-Busch InBev SA/NV$557,303$557,303 ▲New Holding9,0530.5%Consumer StaplesCVSCVS Health$557,244$70,121 ▲14.4%8,2250.5%MedicalSYYSysco$530,158$36,920 ▲7.5%7,0650.5%Consumer StaplesRIORio Tinto Group$525,460$94,205 ▲21.8%8,7460.5%Basic MaterialsCRMSalesforce$524,107$35,960 ▲7.4%1,9530.5%Computer and TechnologyBKNGBooking$520,581$23,035 ▼-4.2%1130.5%Retail/WholesalePANWPalo Alto Networks$510,726$45,732 ▲9.8%2,9930.5%Computer and TechnologyAMATApplied Materials$508,355$508,355 ▲New Holding3,5030.5%Computer and TechnologyPFEPfizer$494,992$494,992 ▲New Holding19,5340.5%MedicalAVGOBroadcom$466,460$4,521 ▼-1.0%2,7860.4%Computer and TechnologyLAM RESEARCH CORP$465,862$465,862 ▲New Holding6,4080.4%COMGOOGLAlphabet$454,796$24,433 ▲5.7%2,9410.4%Computer and TechnologyNKENIKE$437,314$107,789 ▲32.7%6,8890.4%Consumer DiscretionaryPSXPhillips 66$358,339$12,348 ▼-3.3%2,9020.3%EnergyBNDVanguard Total Bond Market ETF$330,4520.0%4,4990.3%ETFVEAVanguard FTSE Developed Markets ETF$307,8770.0%6,0570.3%ETFIWDiShares Russell 1000 Value ETF$299,5510.0%1,5920.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$244,6340.0%3,1750.2%ETFSTLAStellantis$225,5000.0%20,1160.2%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$223,3490.0%2,4060.2%ETFIVEiShares S&P 500 Value ETF$214,5930.0%1,1260.2%ETFKOCoca-Cola$209,744$533,204 ▼-71.8%2,9290.2%Consumer StaplesGOOGAlphabet$209,348$1,250 ▼-0.6%1,3400.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$202,8320.0%7380.2%ETFINTCIntel$0$688,056 ▼-100.0%00.0%Computer and TechnologyAPDAir Products and Chemicals$0$577,470 ▼-100.0%00.0%Basic MaterialsSBUXStarbucks$0$571,590 ▼-100.0%00.0%Retail/WholesaleFDXFedEx$0$529,744 ▼-100.0%00.0%TransportationIWMiShares Russell 2000 ETF$0$201,074 ▼-100.0%00.0%FinanceTSLATesla$0$200,708 ▼-100.0%00.0%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. 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