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
$331 Million 0.27% of portfolio
4,499
Q4 2024 New
$1.08T
$304 Million 0.25% of portfolio
1,712
Q2 2025 Added 27.76%
$0
$265 Million 0.22% of portfolio
2,406
Q4 2024 New
$0
$252 Million 0.21% of portfolio
3,175
Q4 2024 New
$0
$244 Million 0.2% of portfolio
1,129
Q2 2025 New
$0
$246 Million 0.2% of portfolio
1,269
Q2 2025 Reduced 20.29%
$0
$224 Million 0.19% of portfolio
738
Q4 2024 New
$0
$220 Million 0.18% of portfolio
1,126
Q4 2024 New
$2.95B
$223 Million 0.18% of portfolio
4,695
Q2 2025 New
$0
$206 Million 0.17% of portfolio
837
Q2 2025 New
$539B
$206 Million 0.17% of portfolio
366
Q2 2025 New
$33B
$202 Million 0.17% of portfolio
20,116
Q4 2024 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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