Instuitional Investor - Perissos Private Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Perissos Private Wealth Management, Llc |
Portfolio Value | $126,498,665 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 18,915 | $11,744,324 | 9.28% | |
2. | Invesco Qqq Tr | 19,038 | $10,501,997 | 8.3% | |
3. | Blackstone Secd Lending Fd | 320,942 | $9,868,955 | 7.8% | |
4. | J P Morgan Exchange Traded F | 109,059 | $6,199,997 | 4.9% | |
5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 99,976 | $5,066,777 | 4.01% |