Persium Advisors, LLC Incresed Positions in Q1 2025

Persium Advisors, LLC

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
65.7K
+ 5.35%
$18.36 - $20.51 $1.21M - $1.35M
1.3M $25.6B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
+ 13.69%
$85.29 - $92.57 $1.08M - $1.17M
105K $9.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.1K
+ 2.62%
$25.77 - $27.6 $493K - $528K
750K $19.9B
CVS
Cvs Health Corp

Healthcare
1.04K
+ 14.39%
$44.22 - $68.64 $45.8K - $71K
8.23K $557M
VZ
Verizon Communications Inc

Communication Services
968
+ 5.91%
$37.81 - $46.49 $36.6K - $45K
17.3K $786M
UNH
Unitedhealth Group Inc

Healthcare
192
+ 19.47%
$461.52 - $548.18 $88.6K - $105K
1.18K $617M
COP
Conocophillips

Energy
545
+ 5.31%
$88.6 - $105.85 $48.3K - $57.7K
10.8K $1.14B
XOM
Exxon Mobil Corp

Energy
389
+ 6.86%
$105.44 - $118.93 $41K - $46.3K
6.06K $721M
IBM
International Business Machines Corp

Technology
72
+ 2.33%
$217.4 - $264.74 $15.7K - $19.1K
3.16K $786M
DUK
Duke Energy Corp

Utilities
159
+ 2.69%
$105.87 - $121.97 $16.8K - $19.4K
6.07K $741M
MDT
Medtronic PLC

Healthcare
337
+ 4.64%
$79.84 - $94.5 $26.9K - $31.8K
7.6K $683M
RTX
Raytheon Technologies Corp

Industrials
64
+ 1.33%
$114.1 - $135.66 $7.3K - $8.68K
4.86K $644M
GD
General Dynamics Corp

Industrials
217
+ 11.43%
$241.94 - $272.58 $52.5K - $59.1K
2.12K $577M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 3.04%
$279.74 - $321.29 $15.4K - $17.7K
1.86K $582M
CMCSA
Comcast Corp

Communication Services
1.6K
+ 10.81%
$33.19 - $38.23 $53.1K - $61.2K
16.4K $605M
NKE
Nike, Inc.

Consumer Cyclical
1.7K
+ 32.71%
$63.29 - $81.72 $107K - $139K
6.89K $437M
AAPL
Apple Inc.

Technology
811
+ 16.31%
$209.68 - $247.1 $170K - $200K
5.78K $1.28B
SYY
Sysco Corp

Consumer Defensive
492
+ 7.49%
$70.0 - $77.13 $34.4K - $37.9K
7.07K $530M
PANW
Palo Alto Networks Inc

Technology
268
+ 9.83%
$167.82 - $208.28 $45K - $55.8K
2.99K $511M
MET
Metlife Inc

Financial Services
30
+ 0.36%
$77.7 - $87.0 $2.33K - $2.61K
8.41K $675M
HON
Honeywell International Inc

Industrials
106
+ 3.65%
$202.75 - $226.52 $21.5K - $24K
3.01K $637M
HMC
Honda Motor CO LTD

Consumer Cyclical
290
+ 1.32%
$26.9 - $30.41 $7.8K - $8.82K
22.3K $605M
MSFT
Microsoft Corp

Technology
161
+ 7.34%
$375.39 - $447.2 $60.4K - $72K
2.35K $883M
GOOGL
Alphabet Inc.

Communication Services
158
+ 5.68%
$154.33 - $206.19 $24.4K - $32.6K
2.94K $455M
DELL
Dell Technologies Inc.

Technology
861
+ 13.29%
$90.34 - $124.66 $77.8K - $107K
7.34K $669M
CRM
Salesforce, Inc.

Technology
134
+ 7.37%
$268.36 - $359.95 $36K - $48.2K
1.95K $524M
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 2.88%
$190.26 - $242.06 $19.8K - $25.2K
3.72K $708M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.03%
$347.25 - $424.87 $695 - $850
6.37K $2.33B
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.5K
+ 3.03%
$24.91 - $29.02 $535K - $623K
730K $18.3B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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