Portfolio (Quarterly)
Guide ↗
Perissos Private Wealth Management, LLC
· CIK 0002023071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLE | SELECT SECTOR SPDR TR | — | 86,739 | $5.3M | 4.61% | SOLD |
| 2 | GLD | SPDR GOLD TR | Financial Services | 10,360 | $4.5M | 3.87% | SOLD |
| 3 | VYMI | VANGUARD WHITEHALL FDS | — | 36,965 | $3.5M | 3.02% | SOLD |
| 4 | ICVT | ISHARES TR | — | 6,277 | $639K | 0.56% | SOLD |
| 5 | XOM | EXXON MOBIL CORP | Energy | 1,393 | $236K | 0.20% | SOLD |
| 6 | HD | HOME DEPOT INC | Consumer Cyclical | 661 | $217K | 0.19% | SOLD |
Sector Allocation
Financial Services
52.0%
Technology
19.8%
Communication Services
8.3%
Consumer Cyclical
6.4%
Healthcare
5.4%
Consumer Defensive
4.8%
Energy
3.3%