Persium Advisors, LLC Portfolio Holdings

Persium Advisors, LLC

  • $135 Billion
  • Q3 2025

Persium Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $31.6B, Schwab Strategic Tr Us Large C with a value of $25.1B, Schwab Strategic Tr Us Large C with a value of $23.9B, Ishares Barclays 20+ Year Trea with a value of $11.3B, and Home Depot, Inc. with a value of $2.58B.

Examining the 13F form we can see an increase of $14B in the current position value, from $121B to 135B.

Persium Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Persium Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $97.5 Billion
Technology: $8.57 Billion
Consumer Cyclical: $6.68 Billion
Communication Services: $4.49 Billion
Healthcare: $3.89 Billion
Financial Services: $3.42 Billion
Energy: $3.1 Billion
Industrials: $2.53 Billion
Other: $3.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Billion 23.43% of portfolio
1,356,383
Q3 2025 Added 4.06%
$0
$25.1 Billion 18.65% of portfolio
787,711
Q3 2025 Added 1.56%
$0
$23.9 Billion 17.75% of portfolio
821,664
Q3 2025 Added 4.55%
$0
$11.3 Billion 8.35% of portfolio
125,903
Q3 2025 Added 8.52%
$367B
$2.58 Billion 1.91% of portfolio
6,367
Q2 2025 Reduced 0.03%
$4.3T
$1.71 Billion 1.27% of portfolio
6,696
Q3 2025 Added 1.96%
$3.78T
$1.21 Billion 0.9% of portfolio
2,329
Q3 2025 Added 0.34%
$113B
$1.17 Billion 0.87% of portfolio
12,329
Q3 2025 Added 7.33%
$881B
$1.07 Billion 0.8% of portfolio
3,403
Q3 2025 Reduced 1.82%
$34.7B
$1.05 Billion 0.78% of portfolio
7,378
Q3 2025 Reduced 2.16%
$181B
$1.04 Billion 0.77% of portfolio
36,823
Q3 2025 Added 3.58%
$2.39T
$989 Million 0.73% of portfolio
4,502
Q3 2025 Reduced 0.24%
Lam Research Corp
-
$930 Million 0.69% of portfolio
-
Q3 2025 Reduced 0.8%
$266B
$917 Million 0.68% of portfolio
3,249
Q3 2025 Added 4.77%
$0
$865 Million 0.64% of portfolio
1,846
Q4 2024 New
$172B
$845 Million 0.63% of portfolio
19,217
Q3 2025 Added 7.11%
$258B
$833 Million 0.62% of portfolio
4,980
Q3 2025 Added 0.91%
$96.4B
$821 Million 0.61% of portfolio
6,638
Q3 2025 Added 4.19%
$279B
$816 Million 0.61% of portfolio
7,918
Q3 2025 Added 5.31%
$197B
$820 Million 0.61% of portfolio
4,003
Q3 2025 Added 11.41%
$138B
$820 Million 0.61% of portfolio
14,717
Q3 2025 Added 6.86%
$319B
$816 Million 0.61% of portfolio
11,925
Q3 2025 Added 2.49%
$128B
$803 Million 0.6% of portfolio
8,433
Q3 2025 Added 6.13%
$62.7B
$797 Million 0.59% of portfolio
9,676
Q3 2025 Added 9.03%
$490B
$787 Million 0.58% of portfolio
6,978
Q3 2025 Added 9.22%
$1.65T
$764 Million 0.57% of portfolio
3,141
Q3 2025 Reduced 7.26%
$1.37T
$772 Million 0.57% of portfolio
1,051
Q3 2025 Reduced 3.58%
$139B
$770 Million 0.57% of portfolio
2,333
Q3 2025 Reduced 14.48%
$141B
$766 Million 0.57% of portfolio
30,066
Q3 2025 Added 10.85%
$51.2B
$763 Million 0.57% of portfolio
24,771
Q3 2025 Added 3.37%
$173B
$754 Million 0.56% of portfolio
12,630
Q3 2025 Added 7.54%
$300B
$752 Million 0.56% of portfolio
2,178
Q3 2025 Added 15.42%
$94.5B
$741 Million 0.55% of portfolio
2,174
Q3 2025 Reduced 0.28%
$103B
$722 Million 0.54% of portfolio
9,571
Q3 2025 Added 6.23%
$61.4B
$697 Million 0.52% of portfolio
3,424
Q3 2025 Added 7.13%
$662B
$705 Million 0.52% of portfolio
1,403
Q3 2025 Added 13.15%
$132B
$688 Million 0.51% of portfolio
3,268
Q3 2025 Added 4.44%
$37.9B
$656 Million 0.49% of portfolio
7,969
Q3 2025 Added 7.73%
$120B
$656 Million 0.49% of portfolio
20,867
Q3 2025 Added 14.25%
$533B
$632 Million 0.47% of portfolio
1,850
Q3 2025 Added 8.12%
$140B
$614 Million 0.46% of portfolio
2,444
Q3 2025 Added 2.69%
$224B
$623 Million 0.46% of portfolio
2,051
Q3 2025 Added 4.32%
$191B
$610 Million 0.45% of portfolio
113
Q3 2025 Reduced 3.42%
$125B
$591 Million 0.44% of portfolio
9,921
Q3 2025 Added 10.77%
$237B
$589 Million 0.44% of portfolio
2,484
Q3 2025 Added 19.77%
$1.29T
$497 Million 0.37% of portfolio
1,117
Q2 2025 New
$0
$411 Million 0.31% of portfolio
8,623
Q2 2025 New
$1.74T
$410 Million 0.3% of portfolio
1,682
Q3 2025 Reduced 1.75%
$68.5B
$395 Million 0.29% of portfolio
2,902
Q1 2025 Reduced 3.33%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $135 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Persium Advisors, LLC Portfolio

Follow Persium Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Persium Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Persium Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email