Perissos Private Wealth Management, LLC Incresed Positions in Q2 2024

Perissos Private Wealth Management, LLC

  • $112 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.17K
+ 12.78%
$455.1 - $504.28 $1.44M - $1.6M
28K $14B
BXSL
Blackstone Secured Lending Fund

Financial Services
30.1K
+ 15.58%
$30.45 - $32.5 $916K - $978K
223K $6.83B
JEPI
J P Morgan Exchange Traded Fd

ETFs
12K
+ 20.5%
$55.45 - $57.39 $666K - $689K
70.6K $4B
NVDA
Nvidia Corp

Technology
23.8K
+ 791.51%
$118.11 - $1224.4 $2.81M - $29.1M
26.8K $3.31B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.72K
+ 28.91%
$47.4 - $48.65 $413K - $424K
38.9K $1.88B
MSFT
Microsoft Corp

Technology
337
+ 3.43%
$389.33 - $452.85 $131K - $153K
10.2K $4.54B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.59K
+ 29.52%
$61.69 - $64.0 $406K - $422K
28.9K $1.82B
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.13K
+ 33.26%
$76.13 - $79.59 $390K - $408K
20.5K $1.62B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.3K
+ 29.45%
$19.15 - $20.2 $408K - $431K
93.7K $1.84B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.8K
+ 29.8%
$28.14 - $28.86 $415K - $426K
64.3K $1.82B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.84K
+ 17.5%
$57.86 - $62.21 $338K - $364K
39.2K $2.37B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.04K
+ 28.37%
$105.01 - $107.23 $319K - $326K
13.7K $1.47B
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.12%
$704.88 - $870.75 $2.11K - $2.61K
2.61K $2.22B
SCHG
Schwab Strategic Tr Us Large C

ETFs
881
+ 3.29%
$87.04 - $101.61 $76.7K - $89.5K
27.6K $2.79B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.93K
+ 94.71%
$50.84 - $55.56 $250K - $274K
10.1K $562M
SRLN
Ssga Active Trust

ETFs
6.26K
+ 9.31%
$41.68 - $42.09 $261K - $264K
73.5K $3.07B
GOOG
Alphabet Inc.

Communication Services
81
+ 1.13%
$151.94 - $186.86 $12.3K - $15.1K
7.23K $1.33B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.08K
+ 14.55%
$45.03 - $48.19 $93.8K - $100K
16.4K $786M
EXK
Endeavour Silver Corp

Basic Materials
17.6K
+ 58.24%
$2.49 - $4.14 $43.7K - $72.7K
47.7K $168M
WMT
Walmart Inc.

Consumer Defensive
327
+ 4.27%
$58.85 - $68.9 $19.2K - $22.5K
7.98K $541M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.7K
+ 4862.6%
$62.41 - $3427.61 $795K - $43.7M
13K $815M
OKE
Oneok Inc

Energy
69
+ 0.55%
$76.92 - $83.01 $5.31K - $5.73K
12.5K $1.02B
RDVY
First Trust Rising Dividend Ac

ETFs
731
+ 4.94%
$53.05 - $55.95 $38.8K - $40.9K
15.5K $850M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.19%
$414.65 - $485.21 $415 - $485
514 $246M
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 0.58%
$111.31 - $127.26 $1.34K - $1.53K
2.1K $262M
SCHO
Schwab Short Term Us Treasury

ETFs
166
+ 1.85%
$47.75 - $48.13 $7.93K - $7.99K
9.14K $440M
V
Visa Inc.

Financial Services
308
+ 6.07%
$262.47 - $281.5 $80.8K - $86.7K
5.38K $1.41B
RMD
Resmed Inc

Healthcare
4
+ 0.23%
$173.83 - $220.63 $695 - $883
1.77K $338M
PAYX
Paychex Inc

Industrials
18
+ 0.59%
$117.39 - $126.98 $2.11K - $2.29K
3.09K $366M
BX
Blackstone Inc.

Financial Services
11
+ 0.65%
$116.13 - $132.0 $1.28K - $1.45K
1.7K $210M
SYK
Stryker Corp

Healthcare
1
+ 0.12%
$324.3 - $354.67 $324 - $355
830 $282M
FIW
First Trust Water ETF

ETFs
5
+ 0.06%
$96.61 - $107.24 $483 - $536
7.76K $776M
FVD
First Tr Value Line Divid Inde

ETFs
20
+ 0.14%
$39.94 - $42.43 $799 - $849
14.4K $585M
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.01%
N/A
13.7K $412M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.18K
+ 3.36%
$54.04 - $58.09 $172K - $185K
97.8K $5.33B
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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