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PERSIUM ADVISORS, LLC 13F portfolio summary

PERSIUM ADVISORS, LLC of PERSIUM ADVISORS, LLC has 59 current stock holdings with a reported portfolio value of $127.0M. The portfolio 1 year return is +15.51%. Top holdings include BND (0.00%), SCHF (26.99%), SCHV (20.06%), SCHG (18.76%), HD (1.62%).

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PERSIUM ADVISORS, LLC

PERSIUM ADVISORS, LLC
Latest filing: 2026-03-31

PERSIUM ADVISORS, LLC runs PERSIUM ADVISORS, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $127.03M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PERSIUM ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PERSIUM ADVISORS, LLC's portfolio at PERSIUM ADVISORS, LLC has delivered returns of +15.51%. Their 3-year annualized return is +15.79%. Looking at the 5-year horizon, PERSIUM ADVISORS, LLC has achieved +15.79% annualized returns at PERSIUM ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.51%
#0/1000
3 Year
+15.79%
#0/1000
5 Year
+15.79%
#0/1000

Portfolio Value

$127.03M

Alpha Score

14.1

#0 of 1000

Holdings

59

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change