Persium Advisors, LLC Incresed Positions in Q3 2025

Persium Advisors, LLC

  • $135 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
53K
+ 4.06%
$21.69 - $23.34 $1.15M - $1.24M
1.36M $31.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.1K
+ 1.56%
$28.92 - $32.19 $349K - $389K
788K $25.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.8K
+ 4.55%
$27.61 - $29.15 $988K - $1.04M
822K $23.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.88K
+ 8.52%
$85.01 - $90.35 $840K - $893K
126K $11.3B
AAPL
Apple Inc.

Technology
129
+ 1.96%
$202.38 - $256.87 $26.1K - $33.1K
6.7K $1.71B
UNH
Unitedhealth Group Inc

Healthcare
291
+ 15.42%
$237.77 - $353.61 $69.2K - $103K
2.18K $752M
AMAT
Applied Materials Inc

Technology
410
+ 11.41%
$156.25 - $204.95 $64.1K - $84K
4K $820M
BHP
Bhp Group LTD

Basic Materials
945
+ 6.86%
$48.67 - $56.22 $46K - $53.1K
14.7K $820M
COP
Conocophillips

Energy
842
+ 7.33%
$91.0 - $98.99 $76.6K - $83.3K
12.3K $1.17B
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.91%
$144.19 - $167.33 $6.49K - $7.53K
4.98K $833M
PFE
Pfizer Inc

Healthcare
2.94K
+ 10.85%
$23.29 - $25.88 $68.5K - $76.2K
30.1K $766M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
163
+ 13.15%
$459.11 - $506.91 $74.8K - $82.6K
1.4K $705M
CVS
Cvs Health Corp

Healthcare
561
+ 6.23%
$58.75 - $76.5 $33K - $42.9K
9.57K $722M
XOM
Exxon Mobil Corp

Energy
589
+ 9.22%
$105.83 - $117.22 $62.3K - $69K
6.98K $787M
SYY
Sysco Corp

Consumer Defensive
572
+ 7.73%
$76.33 - $82.51 $43.7K - $47.2K
7.97K $656M
LOW
Lowes Companies Inc

Consumer Cyclical
64
+ 2.69%
$215.01 - $273.02 $13.8K - $17.5K
2.44K $614M
MET
Metlife Inc

Financial Services
801
+ 9.03%
$73.82 - $82.37 $59.1K - $66K
9.68K $797M
WMT
Walmart Inc.

Consumer Defensive
399
+ 5.31%
$94.4 - $104.27 $37.7K - $41.6K
7.92K $816M
HMC
Honda Motor CO LTD

Consumer Cyclical
807
+ 3.37%
$29.11 - $34.85 $23.5K - $28.1K
24.8K $763M
DUK
Duke Energy Corp

Utilities
267
+ 4.19%
$116.31 - $125.93 $31.1K - $33.6K
6.64K $821M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 7.11%
$40.84 - $45.06 $52.1K - $57.5K
19.2K $845M
MSFT
Microsoft Corp

Technology
8
+ 0.34%
$491.09 - $535.64 $3.93K - $4.29K
2.33K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 4.32%
$291.67 - $316.99 $24.8K - $26.9K
2.05K $623M
PANW
Palo Alto Networks Inc

Technology
228
+ 7.13%
$167.06 - $208.19 $38.1K - $47.5K
3.42K $697M
ABT
Abbott Laboratories

Healthcare
380
+ 6.39%
$120.51 - $136.62 $45.8K - $51.9K
6.33K $847M
TTE
Total Energies Se

Energy
886
+ 7.54%
N/A
12.6K $754M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.35%
$214.92 - $244.84 $860 - $979
1.13K $274M
V
Visa Inc.

Financial Services
139
+ 8.12%
$332.09 - $358.86 $46.2K - $49.9K
1.85K $632M
CRM
Salesforce, Inc.

Technology
410
+ 19.77%
$231.66 - $273.65 $95K - $112K
2.48K $589M
T
At&T Inc.

Communication Services
1.27K
+ 3.58%
$26.94 - $29.62 $34.3K - $37.7K
36.8K $1.04B
CSCO
Cisco Systems, Inc.

Technology
290
+ 2.49%
$66.2 - $71.79 $19.2K - $20.8K
11.9K $816M
CMCSA
Comcast Corp

Communication Services
2.6K
+ 14.25%
$31.41 - $36.33 $81.7K - $94.5K
20.9K $656M
IBM
International Business Machines Corp

Technology
148
+ 4.77%
$234.77 - $292.47 $34.7K - $43.3K
3.25K $917M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
965
+ 10.77%
$57.1 - $70.52 $55.1K - $68.1K
9.92K $591M
HON
Honeywell International Inc

Industrials
139
+ 4.44%
$207.7 - $240.4 $28.9K - $33.4K
3.27K $688M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 1
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