Perissos Private Wealth Management, LLC Incresed Positions in Q4 2024

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
38.5K
+ 14.87%
$29.25 - $33.27 $1.13M - $1.28M
297K $9.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
126K
+ 449.18%
$25.93 - $105.3 $3.27M - $13.3M
154K $4.3B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.6K
+ 109.52%
$53.94 - $58.15 $947K - $1.02M
33.6K $1.89B
RDVY
First Trust Rising Dividend Ac

ETFs
14.2K
+ 86.34%
$58.65 - $64.37 $832K - $913K
30.6K $1.81B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.3K
+ 48.2%
$29.73 - $30.81 $544K - $564K
56.3K $1.71B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.7K
+ 12.1%
$56.06 - $61.35 $709K - $776K
117K $6.62B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.73K
+ 9.35%
$57.53 - $60.83 $502K - $531K
102K $5.88B
V
Visa Inc.

Financial Services
29
+ 0.45%
$273.87 - $320.91 $7.94K - $9.31K
6.42K $2.03B
AMZN
Amazon Com Inc

Consumer Cyclical
78
+ 1.04%
$180.88 - $232.93 $14.1K - $18.2K
7.58K $1.66B
EXK
Endeavour Silver Corp

Basic Materials
65.5K
+ 187.01%
$3.56 - $5.55 $233K - $363K
100K $368M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.05K
+ 7.1%
$17.93 - $18.8 $144K - $151K
121K $2.21B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.47K
+ 12.87%
$46.48 - $51.32 $115K - $127K
21.6K $1.04B
OKE
Oneok Inc

Energy
156
+ 1.3%
$92.28 - $117.05 $14.4K - $18.3K
12.1K $1.22B
EPD
Enterprise Products Partners L.P.

Energy
500
+ 1.41%
$28.66 - $34.43 $14.3K - $17.2K
36K $1.13B
IXN
Ishares Global Information Tec

ETFs
111
+ 0.31%
$80.67 - $87.84 $8.95K - $9.75K
36.2K $3.06B
WMT
Walmart Inc.

Consumer Defensive
131
+ 1.64%
$79.1 - $95.7 $10.4K - $12.5K
8.13K $735M
MSFT
Microsoft Corp

Technology
355
+ 3.46%
$406.35 - $454.46 $144K - $161K
10.6K $4.47B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5
+ 0.03%
$72.18 - $81.41 $361 - $407
18.9K $1.42B
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 1.93%
$205.18 - $250.29 $5.13K - $6.26K
1.32K $316M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
53
+ 0.4%
$55.73 - $66.16 $2.95K - $3.51K
13.3K $799M
BX
Blackstone Inc.

Financial Services
9
+ 0.53%
$148.45 - $199.05 $1.34K - $1.79K
1.72K $297M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.52%
$471.27 - $550.62 $2.36K - $2.75K
971 $507M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.51K
+ 116.03%
$25.33 - $51.16 $190K - $384K
14K $361M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.25%
$280.04 - $302.45 $560 - $605
794 $230M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
+ 200.29%
$27.54 - $83.04 $309K - $932K
16.8K $466M
SYK
Stryker Corp

Healthcare
1
+ 0.12%
$345.14 - $392.15 $345 - $392
833 $300M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.8K
+ 208.87%
$26.93 - $84.95 $452K - $1.43M
24.8K $678M
IVE
Ishares S&P 500 Value ETF

ETFs
26
+ 1.87%
$189.5 - $206.17 $4.93K - $5.36K
1.42K $271M
VTV
Vanguard Value ETF

ETFs
2
+ 0.13%
$168.32 - $181.87 $337 - $364
1.52K $258M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.07%
$71.75 - $75.11 $144 - $150
3.06K $220M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.65%
$288.47 - $316.54 $2.88K - $3.17K
1.55K $450M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
553
+ 3.36%
$20.55 - $23.26 $11.4K - $12.9K
17K $359M
RMD
Resmed Inc

Healthcare
1
+ 0.05%
$228.69 - $256.07 $229 - $256
1.89K $431M
VNQ
Vanguard Specialized Funds Van

ETFs
5
+ 0.13%
$87.85 - $98.6 $439 - $493
3.72K $332M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.01K
+ 5.45%
$33.43 - $36.52 $67.1K - $73.3K
38.8K $1.31B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 1.36%
$501.29 - $612.85 $3.01K - $3.68K
446 $232M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
675
+ 2.28%
$43.84 - $48.76 $29.6K - $32.9K
30.2K $1.33B
FIW
First Trust Water ETF

ETFs
6
+ 0.08%
$102.02 - $110.91 $612 - $665
7.77K $793M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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