Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $105 Billion
  • Q1 2025

Persium Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 57 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 $25.6B, Schwab Strategic Tr Us Large C with a value of $19.9B, Schwab Strategic Tr Us Large C with a value of $18.3B, Ishares Barclays 20+ Year Trea with a value of $9.57B, and Home Depot, Inc. with a value of $2.33B.

Examining the 13F form we can see an increase of $4.01B in the current position value, from $101B to 105B.

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 $105 Billion
ETFs: $75.9 Billion
Technology: $6.33 Billion
Consumer Cyclical: $5.41 Billion
Communication Services: $3.7 Billion
Healthcare: $3.11 Billion
Energy: $2.79 Billion
Financial Services: $2.7 Billion
Consumer Defensive: $1.94 Billion
Other: $3.12 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $105 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Persium Advisors, LLC Portfolio

Follow Persium Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Persium Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Persium Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email