PERRYMAN FINANCIAL ADVISORY INC /AD 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PF PERRYMAN FINANCIAL ADVISORY INC /AD | Institutional Filer | ▼ 43.68% | $751.3M | 191 |
Current Portfolio Holdings
Showing all 191 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 413K | $82.6M | 10.99% |
| 2 | AAPL | Apple Inc. | Technology | 196K | $56.7M | 7.55% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 101K | $24.0M | 3.20% |
| 4 | AVGO | Broadcom Inc. | Technology | 59K | $22.4M | 2.98% |
| 5 | GOOG | Alphabet Inc. | Communication Services | 63K | $22.2M | 2.95% |
| 6 | MSFT | Microsoft Corporation | Technology | 53K | $19.9M | 2.64% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 56K | $18.4M | 2.45% |
| 8 | V | Visa Inc. | Financial Services | 50K | $17.1M | 2.28% |
| 9 | BX | Blackstone Inc. | Financial Services | 131K | $15.4M | 2.05% |
| 10 | GOOGL | Alphabet Inc. | Communication Services | 41K | $14.8M | 1.97% |
| 11 | MA | Mastercard Incorporated | Financial Services | 27K | $14.1M | 1.88% |
| 12 | WM | Waste Management, Inc. | Industrials | 60K | $13.4M | 1.79% |
| 13 | MAR | Marriott International, Inc. | Consumer Cyclical | 36K | $13.2M | 1.76% |
| 14 | JNJ | Johnson & Johnson | Healthcare | 48K | $12.2M | 1.63% |
| 15 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 236K | $11.5M | 1.53% |
Showing 1 to 15 of 191 holdings