Perissos Private Wealth Management, LLC Portfolio Holdings

Perissos Private Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13.6B, Blackstone Secured Lending Fund with a value of $7.58B, Pacer Fds Tr Us Cash Cows 100 with a value of $6.05B, J P Morgan Exchange Traded Fd with a value of $5.56B, and Microsoft Corp with a value of $4.41B.

Examining the 13F form we can see an increase of $13B in the current position value, from $112B to 125B.

Perissos Private Wealth Management, LLC is based out at Bethany, OK

Below you can find more details about Perissos Private Wealth Management, LLC portfolio as well as his latest detailed transactions.