Filer Name: PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CIK: 2023071
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 85
Portfolio Value: $0.13B

Perissos Private Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 25,019 $13M 10.08% -2.8% -
BXSL US BLACKSTONE SECURED LENDING F 297,184 $10M 7.18% 14.9% -
COWZ US PACER US CASH COWS 100 ETF 117,268 $7M 4.95% 12.1% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 102,156 $6M 4.39% 9.3% -
MSFT US MICROSOFT CORP 10,605 $4M 3.34% 3.5% -
SCHG US SCHWAB US LARGE-CAP GROWTH 154,204 $4M 3.21% 449.2% -
JPST US JPMORGAN ULTRA-SHORT INCOME 69,800 $4M 2.63% 100.0% -
AAPL US APPLE INC 12,930 $3M 2.42% -0.1% -
VPL US VANGUARD FTSE PACIFIC ETF 44,911 $3M 2.38% -2.5% -
IWM US ISHARES RUSSELL 2000 ETF 14,313 $3M 2.36% -2.6% -
FTCS US FIRST TRUST CAPITAL STRENGTH 35,181 $3M 2.31% -1.5% -
IXN US ISHARES GLOBAL TECH ETF 36,164 $3M 2.29% 0.3% -
GLD US SPDR GOLD SHARES 12,678 $3M 2.29% -2.7% -
SRLN US SPDR BLACKSTONE SENIOR LOAN 65,449 $3M 2.04% -3.4% -
COST US COSTCO WHOLESALE CORP 2,756 $3M 1.89% -0.3% -
GOOGL US ALPHABET INC-CL A 12,943 $2M 1.83% -0.2% -
VXUS US VANGUARD TOTAL INTL STOCK 41,330 $2M 1.82% -6.8% -
NVDA US NVIDIA CORP 16,720 $2M 1.68% -7.9% -
QYLD US GLOBAL X NASD 100 COV CALL 121,358 $2M 1.65% 7.1% -
V US VISA INC-CLASS A SHARES 6,419 $2M 1.52% 0.5% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us