MondegarAI
Perissos Private Wealth Management, LLC

Q2 2024 · 13F-HR

Perissos Private Wealth Management, LLCholdings as filed

Filed 2024-08-09 · accession 0002023071-24-000002

$111.5M
Reported value
82
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$14.0M12.5%27,965CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$6.8M6.12%223,131CommonNONE
69374H881COWZPACER FDS TR$5.3M4.78%97,812CommonSOLE
594918104MSFTMICROSOFT CORP$4.5M4.07%10,158CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.0M3.59%70,601CommonNONE
67066G104NVDANVIDIA CORPORATION$3.3M2.97%26,790CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$3.1M2.75%73,521CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$3.0M2.70%35,884CommonNONE
78463V107GLDSPDR GOLD TR$2.9M2.61%13,531CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2.8M2.50%27,633CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$2.6M2.34%35,173CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M2.30%58,719CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.4M2.12%39,239CommonSOLE
02079K305GOOGLALPHABET INC$2.3M2.09%12,830CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.2M1.99%2,611CommonNONE
037833100AAPLAPPLE INC$1.9M1.74%9,206CommonNONE
37954Y483QYLDGLOBAL X FDS$1.9M1.70%107,507CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$1.9M1.68%38,869CommonSOLE
37954Y657PFFDGLOBAL X FDS$1.8M1.65%93,688CommonSOLE
92189F437ANGLVANECK ETF TRUST$1.8M1.63%64,296CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$1.8M1.63%28,907CommonSOLE
46435G102ICVTISHARES TR$1.6M1.45%20,545CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.5M1.36%107,929CommonSOLE
023135106AMZNAMAZON COM INC$1.5M1.33%7,700CommonNONE
464287176TIPISHARES TR$1.5M1.32%13,746CommonSOLE
92826C839VVISA INC$1.4M1.27%5,382CommonNONE
464288307IMCGISHARES TR$1.4M1.22%20,088CommonNONE
02079K107GOOGALPHABET INC$1.3M1.19%7,225CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$1.3M1.14%53,333CommonSOLE
464287408IVEISHARES TR$1.2M1.04%6,397CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.94%2,576CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.0M0.93%261CommonNONE
682680103OKEONEOK INC NEW$1.0M0.91%12,502CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.0M0.91%34,961CommonNONE
69374H709GCOWPACER FDS TR$1.0M0.90%29,848CommonNONE
464287655IWMISHARES TR$937,3520.84%4,620CommonSOLE
464287804IJRISHARES TR$922,6090.83%8,650CommonSOLE
742718109PGPROCTER AND GAMBLE CO$890,6030.80%5,400CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$849,7340.76%15,520CommonNONE
038222105AMATAPPLIED MATLS INC$844,3720.76%3,578CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$814,5750.73%13,002CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$794,8590.71%4,298CommonSOLE
00162Q452AMLPALPS ETF TR$786,3850.70%16,390CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$775,6010.70%7,758CommonNONE
65339F101NEENEXTERA ENERGY INC$761,5830.68%10,755CommonSOLE
925652109VICIVICI PPTYS INC$720,6400.65%25,162CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$601,1790.54%7,731CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$584,7540.52%14,350CommonNONE
46432F396MTUMISHARES TR$567,0480.51%2,910CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$562,0350.50%10,127CommonNONE
931142103WMTWALMART INC$540,5200.48%7,983CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$439,7640.39%9,137CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$436,6110.39%5,610CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$429,7250.39%966CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$411,9010.37%13,716CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$398,2280.36%13,770CommonNONE
808524607SCHASCHWAB STRATEGIC TR$370,3300.33%7,805CommonNONE
704326107PAYXPAYCHEX INC$366,4440.33%3,091CommonNONE
761152107RMDRESMED INC$337,9710.30%1,766CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$335,0790.30%16,779CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$325,4510.29%9,613CommonNONE
922908553VNQVANGUARD INDEX FDS$317,1010.28%3,786CommonNONE
46625H100JPMJPMORGAN CHASE & CO$308,4020.28%1,525CommonNONE
863667101SYKSTRYKER CORPORATION$282,4710.25%830CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$274,1810.25%5,223CommonNONE
437076102HDHOME DEPOT INC$266,6150.24%775CommonNONE
69374H857CALFPACER FDS TR$264,9100.24%6,081CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$261,8280.23%2,098CommonNONE
46429B697USMVISHARES TR$261,5400.23%3,115CommonNONE
46090E103QQQINVESCO QQQ TR$246,1730.22%514CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$243,3200.22%440CommonNONE
922908744VTVVANGUARD INDEX FDS$243,0690.22%1,515CommonNONE
00214Q104ARKKARK ETF TR$240,7380.22%5,478CommonNONE
921937835BNDVANGUARD BD INDEX FDS$237,0450.21%3,290CommonSOLE
574795100MASIMASIMO CORP$214,0980.19%1,700CommonNONE
922908769VTIVANGUARD INDEX FDS$211,3140.19%790CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$210,7720.19%2,900CommonSOLE
09260D107BXBLACKSTONE INC$210,4850.19%1,700CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$209,3460.19%1,698CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$178,2150.16%10,900CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$167,8440.15%47,683CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR$68,4610.06%22,300CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.