Perissos Private Wealth Management, LLC Reduced Holdings in Q1 2025

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.89K
- 31.53%
$507.05 - $563.67 $4M - $4.45M
17.1K $8.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-71.9K
- 61.3%
$53.6 - $58.97 $3.85M - $4.24M
45.4K $2.48B
AAPL
Apple Inc.

Technology
-10.4K
- 80.56%
$209.68 - $247.1 $2.18M - $2.57M
2.51K $558M
MSFT
Microsoft Corp

Technology
-5.23K
- 49.33%
$375.39 - $447.2 $1.96M - $2.34M
5.37K $2.02B
COST
Costco Wholesale Corp

Consumer Defensive
-2.31K
- 83.64%
$890.62 - $1076.86 $2.05M - $2.48M
451 $427M
GOOGL
Alphabet Inc.

Communication Services
-5.94K
- 45.92%
$154.33 - $206.19 $917K - $1.23M
7K $1.08B
NVDA
Nvidia Corp

Technology
-8.09K
- 48.39%
$106.98 - $149.43 $866K - $1.21M
8.63K $935M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-19.8K
- 65.51%
$36.64 - $45.76 $726K - $906K
10.4K $391M
GOOG
Alphabet Inc.

Communication Services
-289
- 3.83%
$156.06 - $207.71 $45.1K - $60K
7.26K $1.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-479
- 47.8%
$468.34 - $539.52 $224K - $258K
523 $245M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.6K
- 38.77%
$20.2 - $22.24 $133K - $147K
10.4K $224M
EXK
Endeavour Silver Corp

Basic Materials
-38.5K
- 38.34%
$3.37 - $4.92 $130K - $189K
61.9K $265M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-297
- 1.57%
$69.69 - $79.99 $20.7K - $23.8K
18.6K $1.33B
V
Visa Inc.

Financial Services
-898
- 13.99%
$306.92 - $362.71 $276K - $326K
5.52K $1.93B
FTCS
First Trust Capital Strength E

ETFs
-1.43K
- 4.06%
$86.39 - $91.35 $123K - $130K
33.8K $3.03B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-933
- 6.68%
$23.16 - $27.04 $21.6K - $25.2K
13K $306M
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 5.66%
$476.63 - $610.45 $26.2K - $33.6K
916 $454M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-225
- 0.27%
$19.04 - $20.15 $4.28K - $4.53K
84K $1.6B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-198
- 1.1%
$83.18 - $89.27 $16.5K - $17.7K
17.7K $1.48B
FVD
First Tr Value Line Divid Inde

ETFs
-1.19K
- 8.65%
$42.61 - $45.51 $50.5K - $53.9K
12.5K $558M
WMT
Walmart Inc.

Consumer Defensive
-201
- 2.47%
$84.5 - $105.05 $17K - $21.1K
7.93K $696M
FIW
First Trust Water ETF

ETFs
-247
- 3.18%
$99.48 - $106.74 $24.6K - $26.4K
7.52K $757M
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 2.36%
$347.25 - $424.87 $5.56K - $6.8K
661 $242M
VNQ
Vanguard Specialized Funds Van

ETFs
-245
- 6.58%
$85.55 - $94.34 $21K - $23.1K
3.48K $315M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 0.67%
$497.6 - $606.74 $1.49K - $1.82K
443 $220M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-482
- 0.82%
$28.55 - $29.09 $13.8K - $14K
58.3K $1.68B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-279
- 1.1%
N/A
25.1K $1.61B
Activity Summary
Buys All Purchases 37 New Holdings 11 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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