Perissos Private Wealth Management, LLC Purchases in Q3 2024

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
36.1K
New
$73.0 - $87.81 $2.63M - $3.17M
36.1K $2.98B
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 218.2%
$200.87 - $224.6 $2.02M - $2.26M
14.7K $3.25B
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.8K
+ 32.32%
$54.98 - $59.51 $1.25M - $1.36M
93.4K $5.56B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
24.4K
New
$48.51 - $52.86 $1.18M - $1.29M
24.4K $1.29B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
23.5K
+ 386.01%
$42.22 - $48.62 $991K - $1.14M
29.6K $1.37B
AAPL
Apple Inc.

Technology
3.74K
+ 40.59%
$207.23 - $234.82 $774K - $878K
12.9K $3.02B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.9K
+ 30.94%
$69.61 - $79.56 $758K - $866K
46.1K $3.61B
XLK
Technology Sector Spdr

ETFs
3.63K
New
$197.34 - $237.68 $717K - $863K
3.63K $820M
BXSL
Blackstone Secured Lending Fund

Financial Services
35.6K
+ 15.95%
$28.75 - $31.59 $1.02M - $1.12M
259K $7.58B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.2K
+ 175.66%
$28.1 - $29.89 $680K - $723K
38K $1.13B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.09K
+ 12.97%
$58.03 - $65.37 $295K - $333K
44.3K $2.87B
SCHO
Schwab Short Term Us Treasury

ETFs
9.58K
+ 104.87%
$47.93 - $49.06 $459K - $470K
18.7K $917M
MCD
Mcdonalds Corp

Consumer Cyclical
1.54K
New
$245.82 - $304.51 $379K - $470K
1.54K $470M
LLY
Eli Lilly & CO

Healthcare
452
New
$772.14 - $960.02 $349K - $434K
452 $401M
V
Visa Inc.

Financial Services
1.01K
+ 18.73%
$253.74 - $291.56 $256K - $294K
6.39K $1.76B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.96K
+ 23.33%
$33.88 - $36.77 $236K - $256K
36.8K $1.34B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.91K
+ 58.33%
$49.7 - $56.11 $294K - $331K
16K $881M
DBA
Invesco Db Agriculture Fund

ETFs
5.9K
+ 11.06%
$23.26 - $26.55 $137K - $157K
59.2K $1.55B
XLU
Utilities Sector Spdr

ETFs
2.94K
New
$67.67 - $80.78 $199K - $237K
2.94K $237M
COST
Costco Wholesale Corp

Consumer Defensive
154
+ 5.9%
$801.83 - $917.05 $123K - $141K
2.77K $2.45B
FDS
Factset Research Systems Inc

Financial Services
479
New
$397.04 - $469.48 $190K - $225K
479 $220M
AWK
American Water Works Company, Inc.

Utilities
1.5K
New
$127.76 - $149.9 $192K - $225K
1.5K $219M
JNJ
Johnson & Johnson

Healthcare
1.27K
New
$145.48 - $167.38 $185K - $212K
1.27K $206M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.9K
New
$95.1 - $106.76 $181K - $203K
1.9K $203M
VO
Vanguard Mid Cap ETF

ETFs
767
New
$237.84 - $263.83 $182K - $202K
767 $202M
UHS
Universal Health Services Inc

Healthcare
53
+ 1.23%
$178.68 - $241.52 $9.47K - $12.8K
4.35K $996M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.51K
New
$73.43 - $80.37 $184K - $202K
2.51K $202M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 4.39%
$405.19 - $478.57 $45.8K - $54.1K
2.69K $1.24B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.8K
+ 5.4%
$16.42 - $18.12 $95.3K - $105K
113K $2.04B
SCHG
Schwab Strategic Tr Us Large C

ETFs
446
+ 1.61%
$92.63 - $105.69 $41.3K - $47.1K
28.1K $2.93B
RDVY
First Trust Rising Dividend Ac

ETFs
916
+ 5.9%
$53.68 - $59.24 $49.2K - $54.3K
16.4K $973M
RMD
Resmed Inc

Healthcare
118
+ 6.68%
$186.94 - $252.92 $22.1K - $29.8K
1.88K $460M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.79K
+ 17.03%
$44.66 - $49.15 $125K - $137K
19.2K $904M
WMT
Walmart Inc.

Consumer Defensive
17
+ 0.21%
$66.91 - $81.4 $1.14K - $1.38K
8K $646M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
308
+ 3.98%
$77.02 - $85.06 $23.7K - $26.2K
8.04K $680M
FIW
First Trust Water ETF

ETFs
3
+ 0.04%
$98.0 - $109.33 $294 - $328
7.76K $848M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.38%
$3305.62 - $4268.05 $3.31K - $4.27K
262 $1.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
106
+ 20.62%
$434.77 - $502.96 $46.1K - $53.3K
620 $303M
BX
Blackstone Inc.

Financial Services
11
+ 0.65%
$120.77 - $159.66 $1.33K - $1.76K
1.71K $262M
PAYX
Paychex Inc

Industrials
16
+ 0.52%
$116.17 - $135.19 $1.86K - $2.16K
3.11K $417M
VTV
Vanguard Value ETF

ETFs
6
+ 0.4%
$159.75 - $174.57 $959 - $1.05K
1.52K $265M
EPD
Enterprise Products Partners L.P.

Energy
500
+ 1.43%
$27.88 - $30.0 $13.9K - $15K
35.5K $1.03B
SYK
Stryker Corp

Healthcare
2
+ 0.24%
$315.94 - $371.96 $632 - $744
832 $300M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.25%
$255.18 - $283.2 $510 - $566
792 $224M
MGF
Mfs Government Markets Income Trust

Financial Services
100
+ 0.45%
$3.07 - $3.31 $307 - $331
22.4K $74.1M
OMFL
Invesco Exchange Traded Self I

ETFs
3
+ 0.06%
$47.65 - $52.99 $143 - $159
5.23K $277M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
200
+ 1.54%
$49.83 - $62.75 $9.97K - $12.6K
13.2K $761M
GOOG
Alphabet Inc.

Communication Services
324
+ 4.48%
$149.54 - $192.66 $48.5K - $62.4K
7.55K $1.26B
MSFT
Microsoft Corp

Technology
92
+ 0.91%
$395.15 - $467.56 $36.4K - $43K
10.3K $4.41B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email