Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $135 Billion
  • Q3 2025

Persium Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 64 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 $31.6B, Schwab Strategic Tr Us Large C with a value of $25.1B, Schwab Strategic Tr Us Large C with a value of $23.9B, Ishares Barclays 20+ Year Trea with a value of $11.3B, and Home Depot, Inc. with a value of $2.58B.

Examining the 13F form we can see an increase of $14B in the current position value, from $121B to 135B.

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 $135 Billion
ETFs: $97.5 Billion
Technology: $8.57 Billion
Consumer Cyclical: $6.68 Billion
Communication Services: $4.49 Billion
Healthcare: $3.89 Billion
Financial Services: $3.42 Billion
Energy: $3.1 Billion
Industrials: $2.53 Billion
Other: $3.71 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$2.58 Billion 1.91% of portfolio
6,367
Q2 2025 Reduced 0.03%
$4.3T
$1.71 Billion 1.27% of portfolio
6,696
Q3 2025 Added 1.96%
$3.78T
$1.21 Billion 0.9% of portfolio
2,329
Q3 2025 Added 0.34%
$881B
$1.07 Billion 0.8% of portfolio
3,403
Q3 2025 Reduced 1.82%
$2.39T
$989 Million 0.73% of portfolio
4,502
Q3 2025 Reduced 0.24%
$266B
$917 Million 0.68% of portfolio
3,249
Q3 2025 Added 4.77%
$228B
$847 Million 0.63% of portfolio
6,326
Q3 2025 Added 6.39%
$258B
$833 Million 0.62% of portfolio
4,980
Q3 2025 Added 0.91%
$279B
$816 Million 0.61% of portfolio
7,918
Q3 2025 Added 5.31%
$319B
$816 Million 0.61% of portfolio
11,925
Q3 2025 Added 2.49%
$490B
$787 Million 0.58% of portfolio
6,978
Q3 2025 Added 9.22%
$1.65T
$764 Million 0.57% of portfolio
3,141
Q3 2025 Reduced 7.26%
$1.37T
$772 Million 0.57% of portfolio
1,051
Q3 2025 Reduced 3.58%
$300B
$752 Million 0.56% of portfolio
2,178
Q3 2025 Added 15.42%
$662B
$705 Million 0.52% of portfolio
1,403
Q3 2025 Added 13.15%
$533B
$632 Million 0.47% of portfolio
1,850
Q3 2025 Added 8.12%
$237B
$589 Million 0.44% of portfolio
2,484
Q3 2025 Added 19.77%
$1.29T
$497 Million 0.37% of portfolio
1,117
Q2 2025 New
$1.74T
$410 Million 0.3% of portfolio
1,682
Q3 2025 Reduced 1.75%
$512B
$208 Million 0.15% of portfolio
366
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $135 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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