Perissos Private Wealth Management, LLC Incresed Positions in Q2 2025

Perissos Private Wealth Management, LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
18K
+ 2074.14%
$498.8 - $620.9 $9M - $11.2M
18.9K $11.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.5K
+ 3540.15%
$416.06 - $551.64 $7.7M - $10.2M
19K $10.5B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.8K
+ 17.37%
$50.36 - $50.68 $745K - $750K
100K $5.07B
MSFT
Microsoft Corp

Technology
18
+ 0.33%
$354.56 - $497.45 $6.38K - $8.95K
5.39K $2.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 56.86%
$483.48 - $539.8 $725K - $810K
4.14K $2.01B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.1K
+ 8.85%
$45.88 - $54.4 $142K - $168K
38.1K $2.07B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.87K
+ 4.67%
$51.14 - $57.0 $249K - $277K
109K $6.2B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.04K
+ 11.63%
$61.92 - $81.5 $64.5K - $84.8K
9.99K $813M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$146.58 - $180.01 $147 - $180
7.26K $1.29B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
135
+ 0.2%
$27.3 - $31.8 $3.69K - $4.29K
66K $2.1B
BXSL
Blackstone Secured Lending Fund

Financial Services
19.9K
+ 6.6%
$26.88 - $32.74 $534K - $650K
321K $9.87B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.77K
+ 5.43%
$14.97 - $16.79 $101K - $114K
131K $2.2B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$180.84 - $240.32 $181 - $240
2.73K $655M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.09K
+ 7.31%
$107.93 - $110.97 $117K - $121K
15.9K $1.75B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.48K
+ 3.8%
$32.99 - $38.56 $48.8K - $57.1K
40.4K $1.54B
EXK
Endeavour Silver Corp

Basic Materials
6.5K
+ 10.49%
$3.15 - $4.99 $20.5K - $32.4K
68.4K $337M
FIW
First Trust Water ETF

ETFs
6
+ 0.08%
$90.26 - $108.05 $542 - $648
7.53K $813M
FTCS
First Trust Capital Strength E

ETFs
25
+ 0.07%
$81.6 - $92.39 $2.04K - $2.31K
33.8K $3.07B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16
+ 0.1%
$22.92 - $28.05 $367 - $449
16.9K $473M
V
Visa Inc.

Financial Services
3
+ 0.05%
$308.27 - $373.31 $925 - $1.12K
5.52K $1.96B
SCHA
Schwab Strategic Tr Us Small C

ETFs
22
+ 0.17%
$20.42 - $25.3 $449 - $557
13.1K $331M
FVD
First Tr Value Line Divid Inde

ETFs
524
+ 4.18%
$40.62 - $45.12 $21.3K - $23.6K
13K $583M
BX
Blackstone Inc.

Financial Services
11
+ 0.63%
$120.07 - $151.11 $1.32K - $1.66K
1.75K $261M
FTSL
First Trust Senior Ln Fund

ETFs
202
+ 3.89%
$44.58 - $46.07 $9.01K - $9.31K
5.4K $248M
SCHV
Schwab Strategic Tr Us Large C

ETFs
25
+ 0.33%
$23.55 - $27.67 $589 - $692
7.6K $210M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22
+ 0.21%
$18.94 - $21.67 $417 - $477
10.4K $221M
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.12%
$79.79 - $91.42 $319 - $366
3.48K $310M
RYH
Invesco S&P 500 Equal Weight H

ETFs
3
+ 0.02%
N/A
12.5K $364M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
608
+ 2.4%
$24.32 - $27.87 $14.8K - $16.9K
25.9K $688M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
620
+ 2.82%
$45.07 - $52.57 $27.9K - $32.6K
22.6K $1.1B
OKE
Oneok Inc

Energy
64
+ 0.53%
$78.71 - $100.37 $5.04K - $6.42K
12.2K $996M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email