Perissos Private Wealth Management, LLC Incresed Positions in Q3 2025

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
68K
+ 89.74%
$49.43 - $54.52 $3.36M - $3.71M
144K $7.79B
GLD
Spdr Gold Trust

ETFs
6.55K
+ 60.17%
$300.96 - $355.47 $1.97M - $2.33M
17.4K $6.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.16K
+ 2.05%
$28.92 - $32.19 $91.3K - $102K
157K $5.02B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
631
+ 1.44%
$79.76 - $85.78 $50.3K - $54.1K
44.3K $3.76B
RDVY
First Trust Rising Dividend Ac

ETFs
1.49K
+ 4.72%
$62.38 - $67.29 $92.8K - $100K
33K $2.22B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.9K
+ 4.98%
$53.81 - $57.52 $102K - $109K
40K $2.3B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
311
+ 3.11%
$82.22 - $96.68 $25.6K - $30.1K
10.3K $996M
XLE
Energy Sector Spdr

ETFs
205
+ 0.65%
$84.25 - $91.99 $17.3K - $18.9K
31.5K $2.82B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
859
+ 1.3%
$31.79 - $33.42 $27.3K - $28.7K
66.9K $2.23B
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
661
+ 0.94%
N/A
71.2K $2.54B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
312
+ 1.26%
N/A
25.1K $1.68B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
752
+ 1.04%
$18.82 - $19.8 $14.2K - $14.9K
72.9K $1.42B
OKE
Oneok Inc

Energy
2.2K
+ 18.05%
$71.36 - $83.47 $157K - $184K
14.4K $1.05B
AVGO
Broadcom Inc.

Technology
1
+ 0.11%
$264.74 - $369.57 $265 - $370
909 $300M
TIP
Ishares Tr Tips Bd ETF

ETFs
263
+ 1.65%
$109.11 - $111.88 $28.7K - $29.4K
16.2K $1.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$236.25 - $257.69 $236 - $258
2.73K $699M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
542
+ 0.87%
$28.95 - $29.73 $15.7K - $16.1K
62.6K $1.86B
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.19%
$94.4 - $104.27 $1.42K - $1.56K
7.87K $811M
BX
Blackstone Inc.

Financial Services
11
+ 0.63%
$152.77 - $188.68 $1.68K - $2.08K
1.76K $300M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.15%
$25.29 - $28.33 $506 - $567
13.1K $365M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19
+ 0.11%
$28.15 - $30.13 $535 - $572
16.9K $500M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
151
+ 0.15%
$50.47 - $50.74 $7.62K - $7.66K
100K $5.08B
SCHV
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.32%
$27.61 - $29.15 $663 - $700
7.63K $222M
SRLN
Ssga Active Trust

ETFs
245
+ 0.4%
$41.28 - $41.65 $10.1K - $10.2K
61.9K $2.57B
FTSL
First Trust Senior Ln Fund

ETFs
2
+ 0.04%
$45.81 - $46.18 $91.6 - $92.4
5.4K $247M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.35%
$625.65 - $812.69 $626 - $813
289 $220M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.22%
$915.95 - $994.57 $916 - $995
452 $418M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21
+ 0.09%
$46.51 - $50.07 $977 - $1.05K
22.6K $1.06B
V
Visa Inc.

Financial Services
6
+ 0.11%
$332.09 - $358.86 $1.99K - $2.15K
5.53K $1.89B
Activity Summary
Buys All Purchases 44 New Holdings 14 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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