Persium Advisors, LLC New Holdings in Q4 2024

Persium Advisors, LLC

  • $101 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23M
New
$18.41 - $40.87 $22.6M - $50.3M
1.23M $22.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
708K
New
$25.93 - $105.3 $18.4M - $74.6M
708K $19.7B
SCHV
Schwab Strategic Tr Us Large C

ETFs
731K
New
$25.79 - $80.4 $18.8M - $58.7M
731K $19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
92.5K
New
$87.1 - $98.49 $8.06M - $9.11M
92.5K $8.08B
HD
Home Depot, Inc.

Consumer Cyclical
6.37K
New
$385.02 - $431.37 $2.45M - $2.75M
6.37K $2.48B
AAPL
Apple Inc.

Technology
4.97K
New
$221.69 - $259.02 $1.1M - $1.29M
4.97K $1.25B
COP
Conocophillips

Energy
10.3K
New
$95.12 - $114.72 $977K - $1.18M
10.3K $1.02B
MSFT
Microsoft Corp

Technology
2.19K
New
$406.35 - $454.46 $891K - $996K
2.19K $924M
T
At&T Inc.

Communication Services
38.4K
New
$21.22 - $23.88 $815K - $917K
38.4K $874M
JPM
Jpmorgan Chase & CO

Financial Services
3.47K
New
$205.18 - $250.29 $711K - $868K
3.47K $831M
DELL
Dell Technologies Inc.

Technology
6.48K
New
$111.96 - $144.21 $725K - $934K
6.48K $746M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.85K
New
$370.24 - $418.94 $683K - $773K
1.85K $741M
CSCO
Cisco Systems, Inc.

Technology
12.4K
New
$52.45 - $60.02 $652K - $746K
12.4K $736M
INTC
Intel Corp

Technology
34.3K
New
$19.07 - $26.23 $654K - $900K
34.3K $688M
ABT
Abbott Laboratories

Healthcare
6.08K
New
$111.93 - $119.39 $681K - $726K
6.08K $688M
MET
Metlife Inc

Financial Services
8.38K
New
$78.15 - $88.25 $655K - $740K
8.38K $686M
IBM
International Business Machines Corp

Technology
3.09K
New
$204.9 - $238.04 $633K - $735K
3.09K $679M
WMT
Walmart Inc.

Consumer Defensive
7.51K
New
$79.1 - $95.7 $594K - $719K
7.51K $679M
HON
Honeywell International Inc

Industrials
2.9K
New
$202.84 - $236.0 $588K - $685K
2.9K $655M
VZ
Verizon Communications Inc

Communication Services
16.4K
New
$39.6 - $45.21 $648K - $740K
16.4K $655M
AVGO
Broadcom Inc.

Technology
2.81K
New
$159.67 - $250.0 $449K - $703K
2.81K $652M
KO
Coca Cola CO

Consumer Defensive
10.4K
New
$61.74 - $71.71 $641K - $744K
10.4K $646M
DUK
Duke Energy Corp

Utilities
5.91K
New
$105.76 - $120.76 $625K - $714K
5.91K $637M
HMC
Honda Motor CO LTD

Consumer Cyclical
22K
New
$23.7 - $32.62 $521K - $718K
22K $628M
META
Meta Platforms, Inc.

Communication Services
1.06K
New
$554.08 - $632.68 $587K - $671K
1.06K $621M
XOM
Exxon Mobil Corp

Energy
5.67K
New
$105.51 - $125.37 $598K - $711K
5.67K $610M
CRM
Salesforce, Inc.

Technology
1.82K
New
$270.87 - $367.87 $493K - $669K
1.82K $608M
BKNG
Booking Holdings Inc.

Consumer Cyclical
118
New
$4100.99 - $5300.34 $484K - $625K
118 $586M
MDT
Medtronic PLC

Healthcare
7.27K
New
$79.61 - $92.24 $578K - $670K
7.27K $580M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.99K
New
$285.5 - $335.62 $568K - $668K
1.99K $577M
SBUX
Starbucks Corp

Consumer Cyclical
6.26K
New
$87.44 - $102.5 $548K - $642K
6.26K $572M
CMCSA
Comcast Corp

Communication Services
14.8K
New
$37.39 - $45.14 $553K - $668K
14.8K $555M
RTX
Raytheon Technologies Corp

Industrials
4.8K
New
$114.45 - $127.21 $549K - $610K
4.8K $555M
V
Visa Inc.

Financial Services
1.74K
New
$273.87 - $320.91 $475K - $557K
1.74K $549M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
New
$442.29 - $483.08 $519K - $567K
1.17K $532M
FDX
Fedex Corp

Industrials
1.88K
New
$260.5 - $305.15 $491K - $575K
1.88K $530M
GOOGL
Alphabet Inc.

Communication Services
2.78K
New
$161.86 - $196.66 $450K - $547K
2.78K $527M
MCD
Mcdonalds Corp

Consumer Cyclical
1.81K
New
$288.47 - $316.54 $522K - $573K
1.81K $524M
SYY
Sysco Corp

Consumer Defensive
6.57K
New
$73.63 - $81.77 $484K - $537K
6.57K $503M
GD
General Dynamics Corp

Industrials
1.9K
New
$260.28 - $314.03 $494K - $596K
1.9K $500M
UNH
Unitedhealth Group Inc

Healthcare
986
New
$485.52 - $625.25 $479K - $616K
986 $499M
PANW
Palo Alto Networks Inc

Technology
2.73K
New
$181.96 - $405.9 $496K - $1.11M
2.73K $496M
RIO
Rio Tinto PLC

Basic Materials
7.18K
New
$58.59 - $71.15 $421K - $511K
7.18K $422M
NKE
Nike, Inc.

Consumer Cyclical
5.19K
New
$73.36 - $89.13 $381K - $463K
5.19K $393M
PSX
Phillips 66

Energy
3K
New
$110.35 - $138.93 $331K - $417K
3K $342M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.5K
New
$71.75 - $75.11 $323K - $338K
4.5K $324M
CVS
Cvs Health Corp

Healthcare
7.19K
New
$43.78 - $67.46 $315K - $485K
7.19K $323M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.59K
New
$183.23 - $199.79 $292K - $318K
1.59K $295M
VEA
Vanguard Ftse Developed Market

ETFs
6.06K
New
$47.57 - $52.44 $288K - $318K
6.06K $290M
Activity Summary
Buys All Purchases 58 New Holdings 58 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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