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CIK: 0002033683
Total reported value
$153.3M
$153.3M
57 檔
49.4%
According to the latest 13F quarterly dataset, Persium Advisors, LLC managed an equity portfolio of $153.3M at the end of Q1 2025, spanning 57 distinct U.S. exchange-listed positions.
During Q1 2025, Persium Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 24.30% | -1.65% | +5.35% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 18.90% | -1.69% | +2.62% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.33% | -1.14% | +3.03% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.08% | — | +13.69% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.21% | -0.18% | +0.03% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.37% | +16.31% | |
| 7 | COP | Conocophillips | Stock-Energy | 1.08% | -0.20% | +5.31% | |
| 8 | T | At&t Inc | Stock-Comm Services | 1.00% | -0.35% | -3.30% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.17% | +7.34% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -3.43% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.18% | +5.91% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.09% | +2.33% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.64% | EXIT | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 0.70% | -0.09% | +2.69% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.27% | +6.86% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.01% | +2.88% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.23% | -8.98% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | -0.04% | +4.64% | |
| 19 | MET | Metlife Inc | Stock-Financials | 0.64% | +0.05% | +0.36% | |
| 20 | DELL | Dell Technologies -c | Stock-Tech | 0.63% | +0.99% | +13.29% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | -0.02% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.13% | -1.78% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.04% | +1.33% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.70% | EXIT | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | -0.09% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.08% | +19.47% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | — | +10.81% | |
| 28 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.57% | +0.03% | +1.32% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.05% | -2.74% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.05% | +3.04% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.04% | -4.95% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | -0.03% | +11.43% | |
| 33 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.55% | — | — | |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.53% | +0.05% | — | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.53% | +0.17% | +14.39% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.50% | +0.08% | +7.49% | |
| 37 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.50% | — | +21.84% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.10% | +7.37% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | +0.02% | -4.24% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | +0.50% | +9.83% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.49% | — | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.16% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.04% | -0.96% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | +0.48% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.06% | +5.68% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.41% | — | +32.71% | |
| 47 | PSX | Phillips 66 | Stock-Energy | 0.34% | -0.10% | -3.33% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.04% | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.03% | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.01% | — |
According to official SEC Form 13F filings, Persium Advisors, LLC reported a total U.S. public equity portfolio value of $153.3M across 57 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, SCHV, SCHG) accounted for 49.4% of total reported equity market value during Q1 2025.
During Q1 2025, Persium Advisors, LLC's top holdings by market value included SCHF (24.3%)、SCHV (18.9%)、SCHG (17.3%). The largest single position, SCHF, represented 24.3% of total portfolio value.
In Q1 2025, Persium Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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