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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
SCHFSchwab International Equity Etf
Recent Activity
New Position
22.43%
$22.755M
1.23M shares@ $18.51 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
New Position
19.46%
$19.744M
708,422 shares@ $27.87 avg price
SCHVSchwab Us Large Cap Value Etf
Recent Activity
New Position
18.78%
$19.05M
730,712 shares@ $26.08 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
New Position
7.97%
$8.08M
92,518 shares@ $87.34 avg price
HDHome Depot
Recent Activity
New Position
2.45%
$2.477M
6,367 shares@ $389.0 avg price
AAPLApple Inc
Recent Activity
New Position
1.23%
$1.245M
4,972 shares@ $250.42 avg price
COPConocophillips Com
Recent Activity
New Position
1.01%
$1.018M
10,267 shares@ $99.17 avg price
MSFTMicrosoft
Recent Activity
New Position
0.92%
$923,928
2,192 shares@ $421.5 avg price
TAt&t Inc Com
Recent Activity
New Position
0.87%
$874,186
38,392 shares@ $22.78 avg price
JPMJpmorgan Chase & Co Com
Recent Activity
New Position
0.82%
$830,835
3,466 shares@ $239.72 avg price