Instuitional Investor - Perissos Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Perissos Private Wealth Management, Llc |
| Portfolio Value | $133,775,169 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 25,019 | $13,480,589 | 10.07% | |
| 2. | Blackstone Secd Lending Fd | 297,184 | $9,601,999 | 7.17% | |
| 3. | Pacer Fds Tr | 117,268 | $6,623,273 | 4.95% | |
| 4. | J P Morgan Exchange Traded F | 102,156 | $5,877,042 | 4.39% | |
| 5. | MSFT | 10,605 | $4,469,909 | 3.34% |
