Perissos Private Wealth Management, LLC Reduced Holdings in Q3 2025

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-112K
- 95.53%
$39.8 - $42.86 $4.46M - $4.8M
5.25K $224M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.94K
- 26.12%
$620.67 - $670.08 $3.07M - $3.31M
14K $9.35B
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.47K
- 0.46%
$26.07 - $32.55 $38.4K - $47.9K
319K $8.33B
META
Meta Platforms, Inc.

Communication Services
-1.08K
- 78.43%
$695.21 - $791.73 $751K - $855K
297 $218M
AAPL
Apple Inc.

Technology
-1.46K
- 63.98%
$202.38 - $256.87 $296K - $376K
823 $210M
EPD
Enterprise Products Partners L.P.

Energy
-5.85K
- 19.21%
$30.74 - $32.14 $180K - $188K
24.6K $769M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.91K
- 11.13%
$55.15 - $58.11 $215K - $227K
31.2K $1.79B
AMZN
Amazon Com Inc

Consumer Cyclical
-620
- 8.18%
$211.65 - $238.24 $131K - $148K
6.96K $1.53B
FTCS
First Trust Capital Strength E

ETFs
-2.06K
- 6.11%
$89.72 - $93.74 $185K - $193K
31.7K $2.97B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.04K
- 29.73%
$88.47 - $93.24 $91.6K - $96.5K
2.45K $224M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2K
- 16.01%
N/A
10.5K $308M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.15K
- 3.92%
$16.46 - $17.1 $84.8K - $88K
126K $2.15B
FIW
First Trust Water ETF

ETFs
-496
- 6.59%
$107.54 - $115.08 $53.3K - $57.1K
7.03K $790M
FVD
First Tr Value Line Divid Inde

ETFs
-777
- 5.96%
$44.73 - $46.86 $34.8K - $36.4K
12.3K $567M
EXK
Endeavour Silver Corp

Basic Materials
-26.5K
- 38.72%
$4.84 - $7.92 $128K - $210K
41.9K $329M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-94
- 7.32%
$567.77 - $614.76 $53.4K - $57.8K
1.19K $729M
VTV
Vanguard Value ETF

ETFs
-76
- 4.99%
$175.51 - $186.57 $13.3K - $14.2K
1.45K $270M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-770
- 8.86%
$39.37 - $44.24 $30.3K - $34.1K
7.92K $347M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-116
- 1.11%
$20.76 - $21.78 $2.41K - $2.53K
10.3K $223M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-421
- 1.62%
$26.38 - $27.95 $11.1K - $11.8K
25.5K $697M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-346
- 1.87%
$79.89 - $83.25 $27.6K - $28.8K
18.1K $1.5B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-237
- 0.59%
$38.1 - $40.7 $9.03K - $9.65K
40.2K $1.59B
MSFT
Microsoft Corp

Technology
-31
- 0.57%
$491.09 - $535.64 $15.2K - $16.6K
5.36K $2.78B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-58
- 0.37%
$89.29 - $100.17 $5.18K - $5.81K
15.7K $1.57B
GOOGL
Alphabet Inc.

Communication Services
-100
- 1.43%
$174.36 - $254.72 $17.4K - $25.5K
6.9K $1.68B
GOOG
Alphabet Inc.

Communication Services
-42
- 0.58%
$175.16 - $255.24 $7.36K - $10.7K
7.22K $1.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-746
- 3.92%
$546.99 - $602.2 $408K - $449K
18.3K $11B
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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