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Perryman Financial Advisory Inc /ad

Latest statistics and disclosures from Perryman Financial Advisory Inc /ad's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0000934040

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Positions held by Perryman Financial Advisory Inc /ad consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Perryman Financial Advisory Inc /ad

Perryman Financial Advisory Inc /ad holds 175 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	10.8	$72M	413k	174.40	View chart
Apple (AAPL)	7.5	$50M	196k	253.79	View chart
Amazon (AMZN)	3.0	$20M	97k	208.27	View chart
Microsoft Corporation (MSFT)	2.9	$19M	52k	370.17	View chart
Broadcom (AVGO)	2.7	$18M	58k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$18M	62k	286.86	View chart
JPMorgan Chase & Co. (JPM)	2.5	$16M	56k	294.16	View chart
Blackstone Group Inc Com Cl A (BX)	2.2	$15M	130k	114.99	View chart
Visa Com Cl A (V)	2.1	$14M	45k	302.24	View chart
Waste Management (WM)	2.0	$14M	59k	229.79	View chart
Mastercard Incorporated Cl A (MA)	1.9	$13M	25k	499.66	View chart
Exxon Mobil Corporation (XOM)	1.8	$12M	71k	169.66	View chart
First Tr Exchange-traded SHS (FDL)	1.8	$12M	233k	50.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$12M	41k	287.56	View chart
Marriott Intl Cl A (MAR)	1.7	$12M	35k	327.07	View chart
Johnson & Johnson (JNJ)	1.7	$12M	47k	244.44	View chart
Costco Wholesale Corporation (COST)	1.6	$11M	11k	996.47	View chart
Cheniere Energy Com New (LNG)	1.4	$9.6M	34k	283.76	View chart
Deere & Company (DE)	1.4	$9.4M	17k	563.31	View chart
Procter & Gamble Company (PG)	1.4	$9.2M	64k	144.44	View chart
Raytheon Technologies Corp (RTX)	1.4	$9.2M	48k	192.90	View chart
First Tr Exchange-traded A Com Shs (FNX)	1.3	$9.0M	70k	128.24	View chart
Ishares Tr Global 100 Etf (IOO)	1.3	$8.7M	72k	120.97	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	1.3	$8.6M	154k	56.19	View chart
Pepsi (PEP)	1.3	$8.5M	55k	155.29	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.3	$8.5M	74k	114.83	View chart
Bank of America Corporation (BAC)	1.2	$8.2M	169k	48.75	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	1.2	$8.0M	73k	109.77	View chart
Lockheed Martin Corporation (LMT)	1.2	$7.9M	13k	604.40	View chart
Home Depot (HD)	1.1	$7.7M	23k	328.89	View chart
Caterpillar (CAT)	1.1	$7.4M	10k	708.45	View chart
ConocoPhillips (COP)	1.0	$6.9M	52k	132.00	View chart
Merck & Co (MRK)	1.0	$6.8M	57k	120.29	View chart
Alps Etf Tr Equal Sec Etf (EQL)	1.0	$6.4M	135k	47.56	View chart
EOG Resources (EOG)	0.9	$6.3M	44k	144.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$5.7M	185k	30.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$5.6M	64k	87.84	View chart
Starbucks Corporation (SBUX)	0.8	$5.5M	62k	89.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$5.0M	23k	215.06	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$4.9M	109k	44.85	View chart
Netflix (NFLX)	0.7	$4.8M	50k	96.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$4.7M	24k	196.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$4.7M	62k	75.19	View chart
Meta Platforms Cl A (META)	0.6	$4.1M	7.2k	572.13	View chart
American Tower Reit (AMT)	0.6	$4.0M	23k	172.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$3.7M	53k	70.18	View chart
Palantir Technologies Cl A (PLTR)	0.6	$3.7M	25k	146.28	View chart
Wal-Mart Stores (WMT)	0.5	$3.3M	27k	124.28	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$3.3M	10k	318.06	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$3.2M	22k	144.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$3.2M	29k	108.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$3.1M	51k	61.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$3.1M	16k	191.92	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$3.1M	29k	107.62	View chart
United Parcel Svcs CL B (UPS)	0.5	$3.0M	31k	98.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.0M	32k	92.74	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.4	$2.9M	5.6k	522.71	View chart
Palo Alto Networks (PANW)	0.4	$2.9M	18k	160.32	View chart
Oracle Corporation (ORCL)	0.4	$2.7M	18k	147.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$2.5M	45k	54.55	View chart
Freeport Mcmoran CL B (FCX)	0.3	$2.2M	38k	58.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$2.1M	29k	73.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.1M	3.7k	577.17	View chart
Texas Instruments Incorporated (TXN)	0.3	$2.0M	10k	194.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.9M	13k	151.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$1.9M	33k	56.68	View chart
Eli Lilly & Co. (LLY)	0.3	$1.8M	2.0k	919.58	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.8M	10k	175.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.8M	36k	49.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.8M	40k	45.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.8M	5.6k	320.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.7M	4.3k	390.41	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.6M	17k	93.98	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.5M	32k	47.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	3.1k	479.20	View chart
Goldman Sachs (GS)	0.2	$1.5M	1.7k	846.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$1.5M	53k	27.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.5M	3.3k	436.82	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$1.4M	9.1k	155.07	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$1.4M	4.7k	304.32	View chart
Chevron Corporation (CVX)	0.2	$1.3M	6.3k	206.89	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.3M	13k	99.97	View chart
Phillips 66 (PSX)	0.2	$1.3M	6.9k	182.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.3M	3.4k	367.40	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.2M	14k	89.33	View chart
Coca-Cola Company (KO)	0.2	$1.2M	15k	76.05	View chart
Cisco Systems (CSCO)	0.2	$1.2M	15k	77.59	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$1.2M	10k	115.24	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.1M	8.4k	132.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.1M	9.6k	114.90	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.1M	830.00	1320.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.0M	7.4k	138.33	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$1.0M	28k	35.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.0M	1.7k	597.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$989k	16k	62.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$968k	6.5k	148.09	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$925k	23k	39.89	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$911k	179k	5.10	View chart
Philip Morris International (PM)	0.1	$823k	5.0k	165.35	View chart
MercadoLibre (MELI)	0.1	$788k	456.00	1729.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$786k	2.7k	287.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$781k	4.1k	191.82	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$780k	1.2k	650.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$749k	29k	25.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$744k	10k	71.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$728k	29k	24.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k	1.00	718140.00	View chart
Tesla Motors (TSLA)	0.1	$707k	1.9k	371.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$689k	12k	59.03	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$675k	15k	44.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$674k	27k	25.10	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$671k	3.8k	178.11	View chart
At&t (T)	0.1	$670k	23k	28.99	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$652k	3.8k	169.53	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$651k	52k	12.51	View chart
Uber Technologies (UBER)	0.1	$649k	9.0k	71.93	View chart
Hilton Worldwide Holdings (HLT)	0.1	$638k	2.1k	304.01	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$608k	11k	56.58	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$582k	3.6k	161.73	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$565k	5.8k	97.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$560k	5.6k	99.85	View chart
Amgen (AMGN)	0.1	$532k	1.5k	351.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$523k	17k	30.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$522k	4.9k	106.01	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$494k	1.5k	337.95	View chart
Jacobs Engineering Group (J)	0.1	$481k	3.8k	127.28	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$470k	7.7k	61.26	View chart
Honeywell International (HON)	0.1	$468k	2.1k	226.05	View chart
Vanguard World Health Car Etf (VHT)	0.1	$463k	1.7k	272.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$459k	3.1k	146.61	View chart
Stryker Corporation (SYK)	0.1	$445k	1.4k	328.47	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$442k	5.9k	75.15	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$433k	8.1k	53.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$426k	8.6k	49.37	View chart
Altria (MO)	0.1	$421k	6.4k	65.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$410k	11k	38.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$387k	1.5k	257.35	View chart
Abbvie (ABBV)	0.1	$376k	1.7k	217.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$366k	7.0k	52.56	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$362k	3.0k	119.50	View chart
Walt Disney Company (DIS)	0.1	$354k	3.7k	96.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$351k	1.3k	261.92	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$349k	1.7k	200.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$343k	1.9k	181.42	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$337k	5.4k	62.68	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$327k	6.4k	50.84	View chart
Vanguard World Industrial Etf (VIS)	0.0	$313k	1.0k	312.27	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$310k	9.0k	34.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$306k	469.00	652.63	View chart
Union Pacific Corporation (UNP)	0.0	$304k	1.3k	242.64	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$298k	3.0k	98.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$293k	9.5k	30.96	View chart
American Express Company (AXP)	0.0	$282k	931.00	302.39	View chart
Spdr Series Trust State Street Spd (QUS)	0.0	$280k	1.6k	171.64	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$277k	3.2k	86.36	View chart
Ishares Tr International Sl (ISCF)	0.0	$274k	6.6k	41.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$260k	2.6k	100.57	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$243k	3.7k	64.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$235k	4.1k	57.58	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$232k	3.9k	58.81	View chart
Chubb (CB)	0.0	$231k	709.00	325.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$231k	331.00	697.88	View chart
Spdr Series Trust State Street Spd (XTN)	0.0	$229k	2.5k	93.02	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$228k	3.4k	67.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$227k	527.00	430.29	View chart
International Business Machines (IBM)	0.0	$225k	926.00	242.51	View chart
Verizon Communications (VZ)	0.0	$221k	4.4k	50.20	View chart
McDonald's Corporation (MCD)	0.0	$209k	674.00	310.74	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$208k	4.0k	51.93	View chart
UnitedHealth (UNH)	0.0	$207k	763.00	270.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$206k	6.2k	33.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$205k	6.7k	30.50	View chart
Nuveen Muni Value Fund (NUV)	0.0	$108k	12k	8.99	View chart
Soundhound Ai Call Call Option	0.0	$1.9k	100.00	19.30	View chart
Airship Ai Hldgs Call Call Option	0.0	$38.000000	100.00	0.38	View chart

Past Filings by Perryman Financial Advisory Inc /ad

SEC 13F filings are viewable for Perryman Financial Advisory Inc /ad going back to 2026

Perryman Financial Advisory Inc /ad 2026 Q1 filed April 24, 2026

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