| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q2 2024 | 12.5% |
| BLACKSTONE SECD LENDING FD | 2 | Q2 2024 | 6.1% |
| PACER FDS TR | 2 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 2 | Q2 2024 | 4.1% |
| J P MORGAN EXCHANGE TRADED F | 2 | Q2 2024 | 3.6% |
| SPDR GOLD TR | 2 | Q2 2024 | 4.0% |
| FIRST TR EXCHANGE-TRADED FD | 2 | Q2 2024 | 2.8% |
| NVIDIA CORPORATION | 2 | Q2 2024 | 3.0% |
| SSGA ACTIVE ETF TR | 2 | Q2 2024 | 2.8% |
| VANGUARD INTL EQUITY INDEX F | 2 | Q2 2024 | 2.6% |
View Perissos Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-05-14 |
View Perissos Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.