Persium Advisors, LLC Top Holdings and 13F Report (2025) About Persium Advisors, LLCInvestment ActivityPersium Advisors, LLC has $120.80 million in total holdings as of June 30, 2025.Persium Advisors, LLC owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Persium Advisors, LLC has purchased 57 new stocks and bought additional shares in 38 stocks.Persium Advisors, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab International Equity ETF $28,805,670Schwab U.S. Large-Cap Growth ETF $22,656,386Schwab U.S. Large-Cap Value ETF $21,745,687iShares 20+ Year Treasury Bond ETF $10,238,920Home Depot $2,334,403 Largest New Holdings this Quarter 088606108 - BHP Group $662,295 Holding548661107 - Lowe's Companies $528,051 Holding88160R101 - Tesla $354,826 Holding37954Y871 - Global X Uranium ETF $334,659 Holding464287655 - iShares Russell 2000 ETF $243,627 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 45,756 shares (about $1.34M)Schwab U.S. Large-Cap Value ETF 36,035 shares (about $997.09K)iShares 20+ Year Treasury Bond ETF 10,841 shares (about $956.72K)BHP Group 13,772 shares (about $662.30K)Lowe's Companies 2,380 shares (about $528.05K) Largest Sales this Quarter iShares Russell 1000 Value ETF 323 shares (about $62.74K)AT&T 1,575 shares (about $45.58K)International Business Machines 59 shares (about $17.39K)Broadcom 58 shares (about $15.99K)Microsoft 32 shares (about $15.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersium Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$28,805,670$169,551 ▲0.6%1,303,42423.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$22,656,386$1,336,533 ▲6.3%775,63818.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$21,745,687$997,088 ▲4.8%785,89418.0%ETFTLTiShares 20+ Year Treasury Bond ETF$10,238,920$956,716 ▲10.3%116,0228.5%ETFHDHome Depot$2,334,403$733 ▼0.0%6,3671.9%Retail/WholesaleAAPLApple$1,347,351$160,853 ▲13.6%6,5671.1%Computer and TechnologyMSFTMicrosoft$1,154,489$15,917 ▼-1.4%2,3211.0%Computer and TechnologyCOPConocoPhillips$1,030,843$60,574 ▲6.2%11,4870.9%EnergyTAT&T$1,028,846$45,581 ▼-4.2%35,5510.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,004,828$34,499 ▲3.6%3,4660.8%FinanceAMZNAmazon.com$990,107$173,976 ▲21.3%4,5130.8%Retail/WholesaleDELLDell Technologies$924,527$24,888 ▲2.8%7,5410.8%Computer and TechnologyIBMInternational Business Machines$914,113$17,392 ▼-1.9%3,1010.8%Computer and TechnologyABTAbbott Laboratories$808,715$29,650 ▲3.8%5,9460.7%MedicalCSCOCisco Systems$807,236$22,202 ▲2.8%11,6350.7%Computer and TechnologyMETAMeta Platforms$804,518$43,547 ▲5.7%1,0900.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$783,7750.0%1,8460.6%ETFVZVerizon Communications$776,307$26,135 ▲3.5%17,9410.6%Computer and TechnologyAVGOBroadcom$751,973$15,988 ▼-2.1%2,7280.6%Computer and TechnologyDUKDuke Energy$751,778$35,164 ▲4.9%6,3710.6%UtilitiesWMTWalmart$735,208$13,787 ▲1.9%7,5190.6%Retail/WholesaleHONHoneywell International$728,682$28,411 ▲4.1%3,1290.6%Multi-Sector ConglomeratesTTETotalEnergies$720,964$174,286 ▲31.9%11,7440.6%EnergyRTXRTX$720,609$11,098 ▲1.6%4,9350.6%AerospaceMETMetLife$713,728$37,234 ▲5.5%8,8750.6%FinanceMDTMedtronic$692,653$29,899 ▲4.5%7,9460.6%MedicalHMCHonda Motor$690,882$48,233 ▲7.5%23,9640.6%Auto/Tires/TrucksXOMExxon Mobil$688,734$35,358 ▲5.4%6,3890.6%EnergyLAM RESEARCH CORP$681,380$57,625 ▲9.2%7,0000.6%COMBKNGBooking$677,341$23,157 ▲3.5%1170.6%Retail/WholesaleBHPBHP Group$662,295$662,295 ▲New Holding13,7720.5%Basic MaterialsAMATApplied Materials$657,771$16,476 ▲2.6%3,5930.5%Computer and TechnologyPFEPfizer$657,462$183,957 ▲38.9%27,1230.5%MedicalPANWPalo Alto Networks$654,029$41,542 ▲6.8%3,1960.5%Computer and TechnologyCMCSAComcast$651,878$66,526 ▲11.4%18,2650.5%Consumer DiscretionaryGDGeneral Dynamics$635,819$18,666 ▲3.0%2,1800.5%AerospaceCVSCVS Health$621,510$54,149 ▲9.5%9,0100.5%MedicalBUDAnheuser-Busch InBev SA/NV$615,456$6,666 ▼-1.1%8,9560.5%Consumer StaplesVVisa$607,491$21,658 ▲3.7%1,7110.5%Business ServicesBRK.BBerkshire Hathaway$602,355$32,547 ▲5.7%1,2400.5%FinanceGOOGLAlphabet$596,891$78,599 ▲15.2%3,3870.5%Computer and TechnologyUNHUnitedHealth Group$588,687$221,187 ▲60.2%1,8870.5%MedicalMCDMcDonald's$574,406$29,801 ▲5.5%1,9660.5%Retail/WholesaleCRMSalesforce$565,559$32,995 ▲6.2%2,0740.5%Computer and TechnologySYYSysco$560,249$25,146 ▲4.7%7,3970.5%Consumer StaplesLOWLowe's Companies$528,051$528,051 ▲New Holding2,3800.4%Retail/WholesaleTSLATesla$354,826$354,826 ▲New Holding1,1170.3%Auto/Tires/TrucksPSXPhillips 66$346,2090.0%2,9020.3%EnergyVEAVanguard FTSE Developed Markets ETF$345,3100.0%6,0570.3%ETFURAGlobal X Uranium ETF$334,659$334,659 ▲New Holding8,6230.3%ETFBNDVanguard Total Bond Market ETF$331,2610.0%4,4990.3%ETFGOOGAlphabet$303,692$65,989 ▲27.8%1,7120.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$264,9010.0%2,4060.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$252,1900.0%3,1750.2%ETFIWDiShares Russell 1000 Value ETF$246,478$62,736 ▼-20.3%1,2690.2%ETFIWMiShares Russell 2000 ETF$243,627$243,627 ▲New Holding1,1290.2%FinanceVTIVanguard Total Stock Market ETF$224,3000.0%7380.2%ETFREVGREV Group$223,435$223,435 ▲New Holding4,6950.2%TransportationIVEiShares S&P 500 Value ETF$220,0430.0%1,1260.2%ETFIWYiShares Russell Top 200 Growth ETF$206,329$206,329 ▲New Holding8370.2%ETFMAMastercard$205,505$205,505 ▲New Holding3660.2%Business ServicesSTLAStellantis$201,7630.0%20,1160.2%Auto/Tires/TrucksRIORio Tinto$0$525,460 ▼-100.0%00.0%Basic MaterialsNKENIKE$0$437,314 ▼-100.0%00.0%Consumer DiscretionaryKOCocaCola$0$209,744 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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