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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 1,374,068 $34,008,183 26.77%
2.
Schwab Strategic Trust
 SCHD 828,626 $25,273,093 19.9%
3.
Schwab Strategic Trust
 SCHD 811,239 $23,631,392 18.6%
4.
Home Depot Inc.
 HD 6,212 $2,043,070 1.61%
5.
Apple Inc.
 AAPL 6,174 $1,566,899 1.23%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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