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Alison Gould

@Persium Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$101.468MTotal holdings58
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Persium Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Persium Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 101.468M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Alison Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VZVerizon Communications
Recent Activity
New Position
0.65%
$654,596
16,369 shares@ $39.99 avg price
AVGOBroadcom Inc Com
Recent Activity
New Position
0.65%
$652,166
2,813 shares@ $231.85 avg price
KOCoca Cola Co Com
Recent Activity
New Position
0.64%
$645,983
10,375 shares@ $62.27 avg price
DUKDuke Energy Corp New Com New
Recent Activity
New Position
0.63%
$637,174
5,914 shares@ $107.74 avg price
HMCHonda Motor Ltd Adr Ech Cnv In 3
Recent Activity
New Position
0.62%
$628,129
22,001 shares@ $28.56 avg price
METAMeta Platforms Inc Cl A
Recent Activity
New Position
0.62%
$620,641
1,060 shares@ $585.52 avg price
XOMExxon Mobil Corp Com
Recent Activity
New Position
0.61%
$610,137
5,672 shares@ $107.57 avg price
CRMSalesforce Com
Recent Activity
New Position
0.6%
$608,146
1,819 shares@ $334.33 avg price
BKNGBooking Holdings Inc Com
Recent Activity
New Position
0.58%
$586,274
118 shares@ $4968.43 avg price
MDTMedtronic Plc Shs
Recent Activity
New Position
0.58%
$580,408
7,266 shares@ $79.88 avg price