Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $101 Billion
  • Q4 2024

Persium Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $22.8B, Schwab Strategic Tr Us Large C with a value of $19.7B, Schwab Strategic Tr Us Large C with a value of $19B, Ishares Barclays 20+ Year Trea with a value of $8.08B, and Home Depot, Inc. with a value of $2.48B.

Examining the 13F form we can see an increase of $101B in the current position value.

Persium Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Persium Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $72.4 Billion
Technology: $6.77 Billion
Consumer Cyclical: $6.44 Billion
Communication Services: $3.49 Billion
Financial Services: $2.6 Billion
Industrials: $2.24 Billion
Healthcare: $2.09 Billion
Energy: $1.97 Billion
Other: $3.46 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Billion 22.43% of portfolio
1,230,007
Q4 2024 New
$0
$19.7 Billion 19.46% of portfolio
708,422
Q4 2024 New
$0
$19 Billion 18.77% of portfolio
730,712
Q4 2024 New
$0
$8.08 Billion 7.96% of portfolio
92,518
Q4 2024 New
$0
$741 Million 0.73% of portfolio
1,846
Q4 2024 New
$0
$324 Million 0.32% of portfolio
4,499
Q4 2024 New
$0
$295 Million 0.29% of portfolio
1,592
Q4 2024 New
$0
$290 Million 0.29% of portfolio
6,057
Q4 2024 New
$0
$255 Million 0.25% of portfolio
3,175
Q4 2024 New
$0
$244 Million 0.24% of portfolio
2,406
Q4 2024 New
$0
$215 Million 0.21% of portfolio
1,126
Q4 2024 New
$0
$214 Million 0.21% of portfolio
738
Q4 2024 New
$0
$201 Million 0.2% of portfolio
910
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 58 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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