Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $121 Billion
  • Q2 2025

Persium Advisors, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $28.8B, Schwab Strategic Tr Us Large C with a value of $22.7B, Schwab Strategic Tr Us Large C with a value of $21.7B, Ishares Barclays 20+ Year Trea with a value of $10.2B, and Home Depot, Inc. with a value of $2.33B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $105B to 121B.

Persium Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Persium Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $86.9 Billion
Technology: $7.78 Billion
Consumer Cyclical: $6.35 Billion
Communication Services: $4.16 Billion
Healthcare: $3.37 Billion
Financial Services: $3.13 Billion
Energy: $2.79 Billion
Industrials: $2.31 Billion
Other: $3.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Billion 23.85% of portfolio
1,303,424
Q2 2025 Added 0.59%
$0
$22.7 Billion 18.76% of portfolio
775,638
Q2 2025 Added 6.27%
$0
$21.7 Billion 18.0% of portfolio
785,894
Q2 2025 Added 4.81%
$0
$10.2 Billion 8.48% of portfolio
116,022
Q2 2025 Added 10.31%
$405B
$2.33 Billion 1.93% of portfolio
6,367
Q2 2025 Reduced 0.03%
$3.69T
$1.35 Billion 1.12% of portfolio
6,567
Q2 2025 Added 13.56%
$3.95T
$1.15 Billion 0.96% of portfolio
2,321
Q2 2025 Reduced 1.36%
$120B
$1.03 Billion 0.85% of portfolio
11,487
Q2 2025 Added 6.24%
$203B
$1.03 Billion 0.85% of portfolio
35,551
Q2 2025 Reduced 4.24%
$859B
$1 Billion 0.83% of portfolio
3,466
Q2 2025 Added 3.56%
$2.26T
$990 Million 0.82% of portfolio
4,513
Q2 2025 Added 21.32%
$36.7B
$925 Million 0.77% of portfolio
7,541
Q2 2025 Added 2.77%
$210B
$914 Million 0.76% of portfolio
3,101
Q2 2025 Reduced 1.87%
$293B
$807 Million 0.67% of portfolio
11,635
Q2 2025 Added 2.83%
$229B
$809 Million 0.67% of portfolio
5,946
Q2 2025 Added 3.81%
$1.78T
$805 Million 0.67% of portfolio
1,090
Q2 2025 Added 5.72%
$182B
$776 Million 0.64% of portfolio
17,941
Q2 2025 Added 3.48%
$95.8B
$752 Million 0.62% of portfolio
6,371
Q2 2025 Added 4.91%
$127B
$752 Million 0.62% of portfolio
2,728
Q2 2025 Reduced 2.08%
$281B
$735 Million 0.61% of portfolio
7,519
Q2 2025 Added 1.91%
$173B
$721 Million 0.6% of portfolio
11,744
Q2 2025 Added 31.88%
$146B
$729 Million 0.6% of portfolio
3,129
Q2 2025 Added 4.06%
$229B
$721 Million 0.6% of portfolio
4,935
Q2 2025 Added 1.56%
$61.1B
$714 Million 0.59% of portfolio
8,875
Q2 2025 Added 5.5%
$442B
$689 Million 0.57% of portfolio
6,389
Q2 2025 Added 5.41%
$122B
$693 Million 0.57% of portfolio
7,946
Q2 2025 Added 4.51%
$57.2B
$691 Million 0.57% of portfolio
23,964
Q2 2025 Added 7.51%
$217B
$677 Million 0.56% of portfolio
117
Q2 2025 Added 3.54%
Lam Research Corp
-
$681 Million 0.56% of portfolio
-
Q2 2025 Added 9.24%
$137B
$662 Million 0.55% of portfolio
13,772
Q2 2025 New
$52.5B
$654 Million 0.54% of portfolio
3,196
Q2 2025 Added 6.78%
$162B
$658 Million 0.54% of portfolio
3,593
Q2 2025 Added 2.57%
$141B
$652 Million 0.54% of portfolio
18,265
Q2 2025 Added 11.37%
$138B
$657 Million 0.54% of portfolio
27,123
Q2 2025 Added 38.85%
$86.2B
$636 Million 0.53% of portfolio
2,180
Q2 2025 Added 3.02%
$124B
$615 Million 0.51% of portfolio
8,956
Q2 2025 Reduced 1.07%
$86B
$622 Million 0.51% of portfolio
9,010
Q2 2025 Added 9.54%
$621B
$602 Million 0.5% of portfolio
1,240
Q2 2025 Added 5.71%
$551B
$607 Million 0.5% of portfolio
1,711
Q2 2025 Added 3.7%
$245B
$589 Million 0.49% of portfolio
1,887
Q2 2025 Added 60.19%
$1.21T
$597 Million 0.49% of portfolio
3,387
Q2 2025 Added 15.16%
$222B
$574 Million 0.48% of portfolio
1,966
Q2 2025 Added 5.47%
$232B
$566 Million 0.47% of portfolio
2,074
Q2 2025 Added 6.2%
$40.9B
$560 Million 0.46% of portfolio
7,397
Q2 2025 Added 4.7%
$152B
$528 Million 0.44% of portfolio
2,380
Q2 2025 New
$1.08T
$355 Million 0.29% of portfolio
1,117
Q2 2025 New
$57.7B
$346 Million 0.29% of portfolio
2,902
Q1 2025 Reduced 3.33%
$0
$345 Million 0.29% of portfolio
6,057
Q4 2024 New
$0
$335 Million 0.28% of portfolio
8,623
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $121 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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