Perissos Private Wealth Management, LLC Sells 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
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