Perissos Private Wealth Management, LLC Reduced Holdings in Q2 2024

Perissos Private Wealth Management, LLC

  • $112 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-17K
- 85.38%
$173.58 - $198.8 $2.95M - $3.38M
2.91K $567M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-42.5K
- 87.47%
$43.12 - $48.83 $1.83M - $2.07M
6.08K $265M
GLD
Spdr Gold Trust

ETFs
-7.79K
- 36.54%
$207.82 - $224.56 $1.62M - $1.75M
13.5K $2.91B
IVE
Ishares S&P 500 Value ETF

ETFs
-7.38K
- 53.57%
$176.58 - $186.7 $1.3M - $1.38M
6.4K $1.16B
DBA
Invesco Db Agriculture Fund

ETFs
-52.2K
- 49.45%
$23.45 - $26.54 $1.22M - $1.38M
53.3K $1.27B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-74.5K
- 40.83%
$13.7 - $14.47 $1.02M - $1.08M
108K $1.52B
First Tr Exchng Traded Fd Vi
-20.5K
- 68.1%
N/A
9.61K $325M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-4.17K
- 17.18%
$65.46 - $70.15 $273K - $292K
20.1K $1.36B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.24K
- 5.98%
$71.43 - $75.61 $160K - $169K
35.2K $2.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.47K
- 24.24%
$75.81 - $80.15 $187K - $198K
7.73K $601M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.85K
- 24.83%
$75.69 - $81.19 $140K - $150K
5.61K $437M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.38K
- 23.35%
$45.24 - $49.04 $108K - $117K
7.81K $370M
VNQ
Vanguard Specialized Funds Van

ETFs
-909
- 19.36%
$78.61 - $85.97 $71.5K - $78.1K
3.79K $317M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.44K
- 3.1%
$17.22 - $18.04 $59.3K - $62.1K
108K $1.9B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.03K
- 15.8%
$42.0 - $49.24 $43.2K - $50.6K
5.48K $241M
HD
Home Depot, Inc.

Consumer Cyclical
-133
- 14.65%
$325.1 - $368.03 $43.2K - $48.9K
775 $267M
FTCS
First Trust Capital Strength E

ETFs
-260
- 0.72%
$81.48 - $85.58 $21.2K - $22.3K
35.9K $3.02B
EPD
Enterprise Products Partners L.P.

Energy
-1.23K
- 3.41%
$27.74 - $29.88 $34.2K - $36.9K
35K $1.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.39%
$396.73 - $420.24 $3.97K - $4.2K
2.58K $1.05B
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-900
- 7.63%
$15.47 - $16.35 $13.9K - $14.7K
10.9K $178M
VTI
Vanguard Total Stock Market Et

ETFs
-48
- 5.73%
$245.23 - $269.4 $11.8K - $12.9K
790 $211M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27
- 0.81%
$70.55 - $72.66 $1.9K - $1.96K
3.29K $237M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 2.53%
$173.67 - $197.85 $34.7K - $39.6K
7.7K $1.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-897
- 1.5%
$40.83 - $44.89 $36.6K - $40.3K
58.7K $2.57B
GOOGL
Alphabet Inc.

Communication Services
-654
- 4.85%
$150.53 - $185.41 $98.4K - $121K
12.8K $2.34B
AAPL
Apple Inc.

Technology
-137
- 1.47%
$165.0 - $216.67 $22.6K - $29.7K
9.21K $1.94B
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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