Back to investors
PERSIUM ADVISORS, LLC
PERSIUM ADVISORS, LLC
Latest filing: 2026-06-30
PERSIUM ADVISORS, LLC runs PERSIUM ADVISORS, LLC and currently holds 69 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $153.31M. Their top holdings are SCHF, SCHV, SCHG, DELL, AAPL. The top five represent 64.4% of reported portfolio weight. PERSIUM ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PERSIUM ADVISORS, LLC initiated 8 new positions. They added to 39 existing positions. They trimmed 7 positions. Their current best-performing preview position is DELL with returns of +162.88%.
Sign in to enable email alerts for this investor.
Showper page
69 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHF SCHWAB INTERNATIONAL EQUITY ETF | 25.12% | $19.01 | $28.46 | +49.68% | Added +1.20% |
 SCHV SCHWAB US LARGE CAP VALUE ETF | 18.21% | $26.38 | $34.94 | +32.43% | Trimmed -3.23% |
 SCHG SCHWAB US LARGE CAP GROWTH ETF | 17.46% | $27.97 | $35.30 | +26.21% | Trimmed -2.48% |
 DELL DELL TECHNOLOGIES INC CL C | 1.99% | $114.71 | $441.74 | +285.09% | Trimmed -8.88% |
 AAPL APPLE INC | 1.60% | $254.71 | $309.35 | +21.45% | Added +37.33% |
 HD HOME DEPOT | 1.43% | $388.98 | $335.76 | -13.68% | Held |
 AMAT APPLIED MATLS INC COM | 1.15% | $152.08 | $492.32 | +223.72% | Trimmed -0.61% |
 LRCX LAM RESEARCH CORP | 1.12% | $87.42 | $314.00 | +259.19% | Added +3.65% |
 PANW PALO ALTO NETWORKS INC COM | 1.09% | $185.76 | $358.04 | +92.74% | Added +4.73% |
 CSCO CISCO SYS INC | 1.02% | $62.67 | $111.04 | +77.18% | Added +3.09% |
Showing 1-10 of 69