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Home > Institutional Investor > Persium Advisors, Llc > 13F Holdings

Instuitional Investor - Persium Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,390,488 $38,516,531 25.12%
2.
Schwab Strategic Trust
 SCHD 801,823 $27,911,448 18.21%
3.
Schwab Strategic Trust
 SCHD 791,112 $26,771,231 17.46%
4.
Dell Technologies Inc.
 DELL 7,058 $3,045,245 1.99%
5.
Apple Inc.
 AAPL 8,479 $2,453,483 1.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.