Perissos Private Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $125M
Signature - Title: Molly Wheeler - Compliance Consultant
Location: Bethany, OK
Summary: This page shows a list of all the recent 13F filings made by Perissos Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Perissos Private Wealth Management, LLC reported 86 stock holdings with total value $125M as of Q3 2024. Top holdings included VOO, BXSL, COWZ, JEPI, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	86	$125M	+$18.6M	-$10.2M	+$8.46M	VOO, BXSL, COWZ, JEPI, MSFT	13F-HR	11/12/2024, 06:20 PM
Q2 2024	82	$112M	+$18.1M	-$15.1M	+$3.02M	VOO, BXSL, COWZ, MSFT, JEPI	13F-HR	8/9/2024, 01:57 PM
Q1 2024	77	$110M	$0	$0		VOO, BXSL, COWZ, GLD, MSFT	13F-HR	5/14/2024, 02:28 PM