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Home > Institutional Investor > Persium Advisors, Llc > Profile

Instuitional Investor - Persium Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Persium Advisors, Llc
Portfolio Value $120,795,090
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,303,424 $28,805,670 23.85%
2.
Schwab Strategic Trust
 FNDF 775,638 $22,656,386 18.76%
3.
Schwab Strategic Trust
 FNDF 785,894 $21,745,687 18%
4.
Ishares Trust
 IEF 116,022 $10,238,920 8.48%
5.
Home Depot Inc.
 HD 6,367 $2,334,403 1.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)