Fund HoldingsPersium Advisors, LLC

Total Portfolio Value
$127.03M
Total Bought
$6.76M
Total Sold
$16.65M
Net Transaction
-$9.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TOTALENERGIES SE ACT(TTE)012,673+12,67301,1530.91%+1,153
NETFLIX INC COM(NFLX)09,395+9,39509030.71%+903
SCHWAB INTERNATIONAL EQUITY ETF1,393,3281,374,068-19,26033,49634,00826.77%+513
UNITEDHEALTH GROUP(UNH)1,1963,171+1,9753958580.68%+463
DELL TECHNOLOGIES INC CL C(DELL)7,4637,746+2839391,2711.00%+332
EXXON MOBIL CORP COM7,6047,228-3769151,2260.97%+311
TEREX CORP NEW COM(TEX)04,605+4,60502720.21%+272
SCHWAB US LARGE CAP VALUE ETF845,184828,626-16,55825,02625,27319.90%+247
AT&T INC COM(T)39,94742,046+2,0999921,2190.96%+227
CONOCOPHILLIPS COM(COP)5,6985,69805337520.59%+219
BHP BILLITON LIMITED SPONSORED ADS15,29315,489+1969231,1270.89%+203
VERIZON COMMUNICATIONS(VZ)20,57120,540-318381,0310.81%+193
PFIZER INC COM(PFE)31,68333,877+2,1947899510.75%+162
PHILLIPS 66(PSX)2,9172,902-153765290.42%+152
DUKE ENERGY CORP NEW COM NEW(DUK)6,9897,332+3438199600.76%+141
HONEYWELL INTL INC(HON)3,9363,926-107688870.70%+120
PALO ALTO NETWORKS INC COM(PANW)3,5864,669+1,0836617490.59%+88
UNION PAC CORP COM(UNP)2,9833,126+1436907580.60%+68
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR(BUD)10,73810,890+1526887550.59%+68
CISCO SYS INC(CSCO)12,20812,854+6469409970.79%+57
MCDONALDS CORP COM(MCD)2,2032,334+1316737250.57%+52
GENERAL DYNAMICS CORP COM(GD)2,2692,354+857648080.64%+44
WALMART INC COM(WMT)8,8068,162-6449811,0140.80%+33
COCA COLA CO COM(KO)3,1703,17002222410.19%+19
MARSH & MCLENNAN COS INC COM(MRSH)3,6974,047+3506867020.55%+16
SYSCO CORP COM(SYY)8,6659,143+4786396520.51%+14
VANGUARD FTSE DEVELOPED MARKETS ETF6,0576,05703783880.31%+10
VISA INC(V)1,9812,315+3346957000.55%+5
STATE STREET SPDR S&P 400 MID CAP VALUE ETF
ST STR SP400VAL
3,1753,17502692700.21%+2
BERKSHIRE HATHAWAY INC DEL CL B NEW1,4921,567+757507510.59%+1
ISHARES RUSSELL 1000 VALUE ETF1,2691,246-232672660.21%-1
VANGUARD TOTAL BOND MARKET ETF4,4994,49903333310.26%-2
METLIFE INC COM(MET)10,50811,674+1,1668308260.65%-4
BOOKING HOLDINGS INC COM(BKNG)134169+357187120.56%-6
AMAZON COM INC(AMZN)4,2514,667+4169819720.77%-9
VANGUARD TOTAL COM MARKET ETF73873802472370.19%-11
RTX CORPORATION COM(RTX)5,0194,702-3179209070.71%-13
MICROSOFT(MSFT)2,4873,212+7251,2031,1890.94%-14
BROADCOM INC COM(AVGO)2,3592,588+2298168010.63%-15
LOWES COS INC COM(LOW)2,8462,832-146866690.53%-17
SALESFORCE COM(CRM)2,6793,694+1,0157106900.54%-20
NVIDIA CORPORATION COM(NVDA)1,4461,416-302702470.19%-23
ISHARES RUSSELL TOP 200 GROWTH ETF83783702322080.16%-24
CVS HEALTH CORP COM(CVS)9,0219,514+4937166830.54%-33
ALPHABET INC CAP STK CL C(GOOG)1,3011,30104083730.29%-35
MEDTRONIC PLC SHS(MDT)8,8289,366+5388488120.64%-36
META PLATFORMS INC CL A(META)1,1881,305+1177847470.59%-38
HONDA MOTOR CO LTD ADR ECH CNV IN 3(HMC)26,47830,546+4,0687817430.58%-38
ABBOTT LABORATORIES COM6,7997,872+1,0738528080.64%-44
ISHARES RUSSELL 2000 ETF1,133948-1852792350.19%-44
GOOGLE INC(GOOG)2,8062,886+808788300.65%-48
ELI LILLY & CO COM(LLY)340315-253652900.23%-76
INTL BUSINESS MACHINES(IBM)3,3463,763+4179919120.72%-79
JPMORGAN CHASE & CO COM(JPM)3,4923,537+451,1251,0400.82%-85
HOME DEPOT(HD)6,3426,212-1302,1822,0431.61%-139
APPLE INC(AAPL)6,3276,174-1531,7201,5671.23%-153
ISHARES RUSSELL 1000 GROWTH ETF1,7741,576-1988406720.53%-168
APPLIED MATLS INC COM3,9332,458-1,4751,0118400.66%-171
TESLA INC COM(TSLA)5170-5172330-233
CARMAX INC(KMX)6,2200-6,2202400-240
REV GROUP INC COM4,6950-4,6952860-286
LAM RESEARCH CORP(LRCX)6,5663,806-2,7601,1248130.64%-311
POWERSHARES QQQ TR(Put)2,6000-2,6001,5970-1,597
SCHWAB US LARGE CAP GROWTH ETF786,524811,239+24,71525,65623,63118.60%-2,025
ISHARES 20 YEAR TREASURY BOND ETF133,2480-133,24811,6140-11,614
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