Perissos Private Wealth Management, LLC Sells in Q4 2024

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3K
- 6.77%
$58.88 - $64.8 $177K - $194K
41.3K $2.44B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.15K
- 2.49%
$70.63 - $78.23 $80.9K - $89.6K
44.9K $3.19B
UHS
Universal Health Services Inc

Healthcare
-326
- 7.49%
$175.8 - $236.9 $57.3K - $77.2K
4.03K $722M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-959
- 2.29%
$44.04 - $49.49 $42.2K - $47.5K
41K $1.81B
LLY
Eli Lilly & CO

Healthcare
-164
- 36.28%
$727.2 - $932.06 $119K - $153K
288 $223M
FTCS
First Trust Capital Strength E

ETFs
-526
- 1.47%
$87.62 - $94.03 $46.1K - $49.5K
35.2K $3.09B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-955
- 1.12%
$19.47 - $20.95 $18.6K - $20K
84.3K $1.64B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.26K
- 5.15%
$51.09 - $55.27 $64.2K - $69.4K
23.1K $1.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-718
- 2.79%
$521.84 - $558.82 $375K - $401K
25K $13.5B
GLD
Spdr Gold Trust

ETFs
-358
- 2.75%
$236.59 - $257.5 $84.7K - $92.2K
12.7K $3.07B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-47
- 0.18%
N/A
25.4K $1.6B
IWM
Ishares Russell 2000 ETF

ETFs
-388
- 2.64%
$216.13 - $242.4 $83.9K - $94.1K
14.3K $3.16B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.72K
- 2.65%
$12.74 - $14.23 $34.7K - $38.7K
100K $1.3B
TIP
Ishares Tr Tips Bd ETF

ETFs
-180
- 1.32%
$106.33 - $110.69 $19.1K - $19.9K
13.4K $1.43B
RYH
Invesco S&P 500 Equal Weight H

ETFs
-997
- 7.4%
N/A
12.5K $365M
PG
Procter & Gamble CO

Consumer Defensive
-196
- 3.7%
$161.05 - $179.7 $31.6K - $35.2K
5.11K $856M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-255
- 0.43%
$28.6 - $29.27 $7.29K - $7.46K
58.8K $1.69B
HD
Home Depot, Inc.

Consumer Cyclical
-98
- 12.65%
$385.02 - $431.37 $37.7K - $42.3K
677 $263M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-150
- 0.44%
$47.98 - $49.47 $7.2K - $7.42K
34.3K $1.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-51
- 1.9%
$442.29 - $483.08 $22.6K - $24.6K
2.64K $1.2B
DBA
Invesco Db Agriculture Fund

ETFs
-2.52K
- 4.25%
$24.81 - $27.83 $62.5K - $70.1K
56.7K $1.51B
FVD
First Tr Value Line Divid Inde

ETFs
-12
- 0.09%
$43.4 - $46.7 $521 - $560
13.7K $598M
PAYX
Paychex Inc

Industrials
-212
- 6.82%
$135.86 - $148.73 $28.8K - $31.5K
2.9K $406M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-90
- 3.2%
$201.32 - $217.44 $18.1K - $19.6K
2.72K $564M
XLK
Technology Sector Spdr

ETFs
-72
- 1.98%
$220.26 - $241.44 $15.9K - $17.4K
3.56K $827M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-126
- 0.7%
$83.09 - $89.28 $10.5K - $11.2K
17.9K $1.52B
NVDA
Nvidia Corp

Technology
-1.43K
- 7.88%
$117.0 - $148.88 $167K - $213K
16.7K $2.25B
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.33%
$873.59 - $994.69 $7.86K - $8.95K
2.76K $2.53B
AAPL
Apple Inc.

Technology
-13
- 0.1%
$221.69 - $259.02 $2.88K - $3.37K
12.9K $3.24B
GOOGL
Alphabet Inc.

Communication Services
-25
- 0.19%
$161.86 - $196.66 $4.05K - $4.92K
12.9K $2.45B
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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