Persium Advisors, LLC Purchases in Q2 2025

Persium Advisors, LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
45.8K
+ 6.27%
$22.27 - $29.21 $1.02M - $1.34M
776K $22.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.67K
+ 0.59%
$17.76 - $22.1 $136K - $170K
1.3M $28.8B
SCHV
Schwab Strategic Tr Us Large C

ETFs
36K
+ 4.81%
$23.55 - $27.67 $849K - $997K
786K $21.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.8K
+ 10.31%
$83.97 - $92.85 $910K - $1.01M
116K $10.2B
BHP
Bhp Group LTD

Basic Materials
13.8K
New
$40.22 - $50.88 $554K - $701K
13.8K $662M
LOW
Lowes Companies Inc

Consumer Cyclical
2.38K
New
$210.83 - $235.28 $502K - $560K
2.38K $528M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
New
$221.86 - $362.89 $248K - $405K
1.12K $355M
URA
Global X Uranium ETF

ETFs
8.62K
New
$20.26 - $38.81 $175K - $335K
8.62K $335M
AMZN
Amazon Com Inc

Consumer Cyclical
793
+ 21.32%
$167.32 - $223.3 $133K - $177K
4.51K $990M
DELL
Dell Technologies Inc.

Technology
203
+ 2.77%
$71.63 - $125.98 $14.5K - $25.6K
7.54K $925M
REVG
Rev Group, Inc.

Industrials
4.7K
New
$28.82 - $47.59 $135K - $223K
4.7K $223M
Lam Research Corp
592
+ 9.24%
N/A
7K $681M
META
Meta Platforms, Inc.

Communication Services
59
+ 5.72%
$484.66 - $738.09 $28.6K - $43.5K
1.09K $805M
IWY
Ishares Tr Russell 200 Growth

ETFs
837
New
$187.5 - $246.51 $157K - $206K
837 $206M
MA
Mastercard Inc

Financial Services
366
New
$479.92 - $590.74 $176K - $216K
366 $206M
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 3.56%
$210.28 - $289.91 $25K - $34.5K
3.47K $1B
PFE
Pfizer Inc

Healthcare
7.59K
+ 38.85%
$21.59 - $24.84 $164K - $189K
27.1K $657M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.54%
$4164.15 - $5789.24 $16.7K - $23.2K
117 $677M
AMAT
Applied Materials Inc

Technology
90
+ 2.57%
$126.95 - $183.52 $11.4K - $16.5K
3.59K $658M
TTE
Total Energies Se

Energy
2.84K
+ 31.88%
N/A
11.7K $721M
PANW
Palo Alto Networks Inc

Technology
203
+ 6.78%
$152.44 - $204.64 $30.9K - $41.5K
3.2K $654M
GOOGL
Alphabet Inc.

Communication Services
446
+ 15.16%
$144.7 - $178.6 $64.5K - $79.7K
3.39K $597M
CSCO
Cisco Systems, Inc.

Technology
320
+ 2.83%
$53.19 - $69.38 $17K - $22.2K
11.6K $807M
GOOG
Alphabet Inc.

Communication Services
372
+ 27.76%
$146.58 - $180.01 $54.5K - $67K
1.71K $304M
HON
Honeywell International Inc

Industrials
122
+ 4.06%
$182.86 - $232.88 $22.3K - $28.4K
3.13K $729M
WMT
Walmart Inc.

Consumer Defensive
141
+ 1.91%
$81.79 - $99.98 $11.5K - $14.1K
7.52K $735M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.67K
+ 7.51%
$25.0 - $30.93 $41.8K - $51.7K
24K $691M
RTX
Raytheon Technologies Corp

Industrials
76
+ 1.56%
$113.75 - $148.48 $8.65K - $11.3K
4.94K $721M
CVS
Cvs Health Corp

Healthcare
785
+ 9.54%
$60.04 - $70.18 $47.1K - $55.1K
9.01K $622M
AAPL
Apple Inc.

Technology
784
+ 13.56%
$172.42 - $223.89 $135K - $176K
6.57K $1.35B
GD
General Dynamics Corp

Industrials
64
+ 3.02%
$247.68 - $291.66 $15.9K - $18.7K
2.18K $636M
ABT
Abbott Laboratories

Healthcare
218
+ 3.81%
$123.95 - $138.08 $27K - $30.1K
5.95K $809M
CMCSA
Comcast Corp

Communication Services
1.86K
+ 11.37%
$32.84 - $36.72 $61.2K - $68.4K
18.3K $652M
CRM
Salesforce, Inc.

Technology
121
+ 6.2%
$236.26 - $291.15 $28.6K - $35.2K
2.07K $566M
MET
Metlife Inc

Financial Services
463
+ 5.5%
$68.42 - $82.49 $31.7K - $38.2K
8.88K $714M
SYY
Sysco Corp

Consumer Defensive
332
+ 4.7%
$68.0 - $75.91 $22.6K - $25.2K
7.4K $560M
V
Visa Inc.

Financial Services
61
+ 3.7%
$308.27 - $373.31 $18.8K - $22.8K
1.71K $607M
DUK
Duke Energy Corp

Utilities
298
+ 4.91%
$112.46 - $124.05 $33.5K - $37K
6.37K $752M
MDT
Medtronic PLC

Healthcare
343
+ 4.51%
$80.68 - $88.86 $27.7K - $30.5K
7.95K $693M
MCD
Mcdonalds Corp

Consumer Cyclical
102
+ 5.47%
$285.55 - $321.23 $29.1K - $32.8K
1.97K $574M
VZ
Verizon Communications Inc

Communication Services
604
+ 3.48%
$41.67 - $45.62 $25.2K - $27.6K
17.9K $776M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 5.71%
$483.48 - $539.8 $32.4K - $36.2K
1.24K $602M
UNH
Unitedhealth Group Inc

Healthcare
709
+ 60.19%
$274.35 - $599.47 $195K - $425K
1.89K $589M
XOM
Exxon Mobil Corp

Energy
328
+ 5.41%
$99.93 - $119.04 $32.8K - $39K
6.39K $689M
COP
Conocophillips

Energy
675
+ 6.24%
$82.66 - $106.1 $55.8K - $71.6K
11.5K $1.03B
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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