Perissos Private Wealth Management, LLC Reduced Holdings in Q3 2024

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-8.64K
- 32.25%
$98.91 - $134.91 $855K - $1.17M
18.2K $2.2B
IVE
Ishares S&P 500 Value ETF

ETFs
-5K
- 78.22%
$181.06 - $197.17 $906K - $987K
1.39K $275M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.8K
- 28.56%
$41.9 - $48.26 $703K - $809K
41.9K $2.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.23K
- 7.97%
$475.2 - $527.7 $1.06M - $1.18M
25.7K $13.6B
SRLN
Ssga Active Trust

ETFs
-5.79K
- 7.87%
$40.93 - $41.85 $237K - $242K
67.7K $2.83B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-4.45K
- 11.46%
$48.27 - $49.43 $215K - $220K
34.4K $1.7B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.98K
- 4.62%
$12.67 - $14.36 $63.1K - $71.6K
103K $1.38B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-3.49K
- 12.07%
$62.4 - $62.4 $218K - $218K
25.4K $1.69B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.5K
- 12.16%
$77.24 - $83.67 $193K - $209K
18K $1.51B
AMZN
Amazon Com Inc

Consumer Cyclical
-202
- 2.62%
$161.02 - $200.0 $32.5K - $40.4K
7.5K $1.4B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-8.48K
- 9.05%
$19.48 - $20.97 $165K - $178K
85.2K $1.77B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.34K
- 17.12%
$46.9 - $51.96 $62.7K - $69.4K
6.47K $333M
JPM
Jpmorgan Chase & CO

Financial Services
-230
- 15.08%
$194.9 - $224.8 $44.8K - $51.7K
1.3K $273M
EXK
Endeavour Silver Corp

Basic Materials
-12.7K
- 26.6%
$2.66 - $4.97 $33.7K - $63K
35K $138M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-350
- 11.24%
$83.76 - $91.82 $29.3K - $32.1K
2.77K $252M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-233
- 7.08%
$71.45 - $75.64 $16.6K - $17.6K
3.06K $230M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-97
- 3.33%
$175.46 - $203.3 $17K - $19.7K
2.81K $570M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.23K
- 6.14%
$65.15 - $72.97 $80.4K - $90K
18.9K $1.38B
RYH
Invesco S&P 500 Equal Weight H

ETFs
-247
- 1.8%
N/A
13.5K $434M
PG
Procter & Gamble CO

Consumer Defensive
-97
- 1.8%
$160.76 - $177.82 $15.6K - $17.2K
5.3K $919M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7
- 0.12%
$75.47 - $83.18 $528 - $582
5.6K $466M
TIP
Ishares Tr Tips Bd ETF

ETFs
-147
- 1.07%
$105.92 - $110.83 $15.6K - $16.3K
13.6K $1.5B
FVD
First Tr Value Line Divid Inde

ETFs
-631
- 4.4%
$40.45 - $45.49 $25.5K - $28.7K
13.7K $624M
VNQ
Vanguard Specialized Funds Van

ETFs
-69
- 1.82%
$82.97 - $98.97 $5.72K - $6.83K
3.72K $362M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-309
- 1.84%
$19.78 - $23.53 $6.11K - $7.27K
16.5K $382M
OKE
Oneok Inc

Energy
-529
- 4.23%
$78.62 - $95.27 $41.6K - $50.4K
12K $1.09B
FTCS
First Trust Capital Strength E

ETFs
-177
- 0.49%
$83.58 - $90.94 $14.8K - $16.1K
35.7K $3.24B
GLD
Spdr Gold Trust

ETFs
-495
- 3.66%
$215.56 - $246.98 $107K - $122K
13K $3.17B
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