PERSIUM ADVISORS, LLC 13F Portfolio
PERSIUM ADVISORS, LLC runs PERSIUM ADVISORS, LLC and currently holds 70 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $190.98M. Their top holdings are SCHF, PULS, SCHG, SCHV, HGER. The top five represent 69.3% of reported portfolio weight. PERSIUM ADVISORS, LLC ranks #807 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PERSIUM ADVISORS, LLC initiated 3 new positions. They added to 36 existing positions. They trimmed 13 positions. Their current best-performing preview position is PSX with returns of +51.03%.
Portfolio Value
$190.98M
Alpha Score
26.7
#807 of 1000
Holdings
70
PERSIUM ADVISORS, LLC Current 13F Holdings
Reported holdings from PERSIUM ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHF SCHWAB INTERNATIONAL EQUITY ETF | 19.98% | $19.01 | $27.27 | +43.45% | Trimmed -0.09% |
 PULS PGIM ULTRA SHORT BOND ETF | 16.01% | $49.46 | $49.52 | +0.12% | New Buy |
 SCHG SCHWAB US LARGE CAP GROWTH ETF | 14.03% | $27.97 | $36.73 | +31.32% | Trimmed -5.74% |
 SCHV SCHWAB US LARGE CAP VALUE ETF | 13.35% | $26.38 | $33.94 | +28.64% | Trimmed -4.55% |
 HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | 5.92% | $35.26 | $35.87 | +1.73% | New Buy |
 DELL DELL TECHNOLOGIES INC CL C | 1.51% | $114.71 | $586.28 | +411.10% | Trimmed -24.00% |
 AAPL APPLE INC | 1.19% | $254.71 | $336.68 | +32.18% | Trimmed -19.41% |
 HD HOME DEPOT | 0.93% | $388.78 | $290.76 | -25.21% | Added +0.19% |
 MSFT MICROSOFT | 0.89% | $415.23 | $535.07 | +28.86% | Added +4.40% |
 PANW PALO ALTO NETWORKS INC COM | 0.75% | $185.76 | $418.78 | +125.44% | Trimmed -26.67% |
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