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Asset Manager ← All Institutions

PROMETHIUM ADVISORS,LLC

7272 WISCONSIN AVE 10-105, BETHESDA, MD 20814 • 610-871-1593

Q2 2025 · Filed 2025-08-11
Market Value
$157M
+6.0%
Holdings
126
-12
New Purchases
6
Added To
50
Closed
14
Reduced
33
Top 10 Concentration
33.2%
Turnover
15.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 2.28% 0.00% +2.28% $4M
BILS 4.54% 3.18% +1.35% $7M
WHR 1.13% 0.47% +0.67% $2M
KYN 0.83% 0.22% +0.61% $1M
FBTC 1.99% 1.48% +0.51% $3M
NDAQ 1.79% 1.38% +0.41% $3M
MSFT 1.37% 1.00% +0.37% $2M
GEV 0.34% 0.00% +0.34% $529K
EMR 0.90% 0.61% +0.29% $1M
0HQN.L 1.88% 1.63% +0.24% $3M
FDL 0.23% 0.00% +0.23% $357K
AMZN 1.50% 1.28% +0.22% $2M
JPM 1.48% 1.26% +0.22% $2M
WINA 1.38% 1.16% +0.22% $2M
PWR 0.69% 0.49% +0.21% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TROW 0.74% 2.88% -2.14% $1M
AAPL 7.30% 8.44% -1.13% $11M
CVX 0.59% 1.61% -1.03% $920K
BMY 1.30% 1.89% -0.60% $2M
TPL 3.99% 4.57% -0.58% $6M
QQQE 0.24% 0.82% -0.58% $375K
DOW 0.00% 0.49% -0.49% $0
ABBV 2.11% 2.52% -0.40% $3M
FDX 0.00% 0.36% -0.36% $0
PBT 0.56% 0.88% -0.32% $887K
ERII 0.00% 0.28% -0.28% $0
ASPN 0.00% 0.27% -0.27% $0
HD 0.00% 0.21% -0.21% $0
SCHD 0.21% 0.42% -0.21% $327K
JNJ 2.36% 2.56% -0.19% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 33.8%
Technology 11.8%
Energy 11.2%
Healthcare 10.8%
Consumer Cyclical 7.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 35 $56M 35.6%
Large Cap 65 $76M 48.2%
Mid Cap 11 $19M 12.2%
Small Cap 12 $6M 4.0%
Micro Cap 3 $64K 0.0%

Portfolio Analytics

Avg Market Cap
$304.1B
Median Market Cap
$87.3B
Avg P/E
32.9
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
105
# ETFs / Funds
21

Top Holdings (126 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 7.30% 55,947 $11M $205.17 -$1M -375 -0.7%
2 BILS 4.54% 71,734 $7M $99.43 $2M +24,280 +51.2%
3 TPL 3.99% 5,932 $6M $1,056.39 -$511K +817 +16.0%
4 CME 2.72% 15,509 $4M $275.62 $302K +534 +3.6%
5 GOOGL 2.69% 23,960 $4M $176.23 $386K -852 -3.4%
6 GOOG 2.55% 22,602 $4M $177.39 $475K -20 -0.1%
7 MO 2.51% 66,172 $4M $59.60 $249K +5,617 +9.3%
8 JNJ 2.36% 24,320 $4M $152.75 -$77K +1,456 +6.4%
9 IEF 2.28% 37,350 $4M $95.77 +37,350 NEW
10 BNL 2.23% 214,463 $4M $16.34 -$75K +7,950 +3.9%
11 ABBV 2.11% 17,903 $3M $185.62 -$412K +74 +0.4%
12 JPST 2.08% 64,560 $3M $50.68 $259K +5,044 +8.5%
13 LB 2.05% 47,577 $3M $67.58 $314K +7,250 +18.0%
14 FBTC 1.99% 33,342 $3M $93.99 $938K +2,825 +9.3%
15 DHR 1.90% 15,128 $3M $197.86 $121K +1,137 +8.1%
16 0HQN.L 1.88% 12,642 $3M $233.21 $528K +1,946 +18.2%
17 NDAQ 1.79% 31,402 $3M $89.42 $759K +4,396 +16.3%
18 IYW 1.74% 15,760 $3M $173.27 $409K -775 -4.7%
19 HSY 1.63% 15,404 $3M $165.95 $269K +2,029 +15.2%
20 PFE 1.59% 103,020 $2M $24.24 -$115K -75 -0.1%
21 ICE 1.53% 13,108 $2M $183.47 $434K +1,685 +14.8%
22 AMZN 1.50% 10,710 $2M $219.39 $455K +750 +7.5%
23 JPM 1.48% 8,004 $2M $289.91 $453K +390 +5.1%
24 WINA 1.38% 5,724 $2M $377.61 $442K +316 +5.8%
25 MSFT 1.37% 4,339 $2M $497.43 $672K +379 +9.6%
26 CASY 1.32% 4,079 $2M $510.27 $402K +209 +5.4%
27 BLK 1.30% 1,952 $2M $1,049.25 $160K -43 -2.2%
28 BMY 1.30% 44,050 $2M $46.29 -$770K -2,000 -4.3%
29 MCD 1.23% 6,589 $2M $292.17 -$103K +96 +1.5%
30 JSCP 1.21% 40,115 $2M $47.44 $280K +5,725 +16.6%
31 EPD 1.18% 59,884 $2M $31.01 -$77K +3,244 +5.7%
32 TJX 1.18% 14,957 $2M $123.49 $34K +75 +0.5%
33 TSCO 1.17% 34,965 $2M $52.77 $90K +3,120 +9.8%
34 WHR 1.13% 17,544 $2M $101.42 $1M +9,894 +129.3%
35 PLTR 1.12% 12,962 $2M $136.32 $285K -4,592 -26.2%
36 EMR 0.90% 10,580 $1M $133.33 $513K +2,395 +29.3%
37 CAT 0.88% 3,561 $1M $388.21 $122K -260 -6.8%
38 KO 0.88% 19,298 $1M $71.26 -$23K -90 -0.5%
39 IBM 0.85% 4,535 $1M $294.78 $284K +300 +7.1%
40 KYN 0.83% 103,150 $1M $12.72 $980K +77,250 +298.3%
41 AXP 0.81% 3,991 $1M $318.98 $187K -45 -1.1%
42 KMI 0.77% 40,940 $1M $29.40 -$49K -2,960 -6.7%
43 TROW 0.74% 12,043 $1M $96.50 -$3M -34,417 -74.1%
44 MCO 0.71% 2,223 $1M $501.59 $217K +295 +15.3%
45 PWR 0.69% 2,879 $1M $378.08 $368K +45 +1.6%
46 QCOM 0.67% 6,622 $1M $159.26 $246K +1,357 +25.8%
47 BRK-B 0.67% 2,163 $1M $485.77 $224K +610 +39.3%
48 CSCO 0.65% 14,759 $1M $69.38 $116K +45 +0.3%
49 WFC 0.65% 12,757 $1M $80.12 $39K -932 -6.8%
50 V 0.63% 2,801 $994K $354.99 $81K +195 +7.5%
51 BA 0.61% 4,605 $965K $209.53 $180K
52 FI 0.60% 5,450 $940K $172.41 $277K +2,450 +81.7%
53 CVX 0.59% 6,424 $920K $143.19 -$1M -7,861 -55.0%
54 PBT 0.56% 71,230 $887K $12.46 -$419K -60,599 -46.0%
55 WMB 0.56% 13,975 $878K $62.81 $282K +4,000 +40.1%
56 COF 0.55% 4,062 $864K $212.78 $136K
57 LLY 0.50% 1,000 $780K $779.53 -$46K
58 PG 0.46% 4,563 $727K $159.32 -$57K -36 -0.8%
59 PEP 0.45% 5,333 $704K $132.04 -$41K +365 +7.3%
60 ORCL 0.44% 3,141 $687K $218.63 $160K -625 -16.6%
61 HE 0.43% 63,808 $678K $10.63 $206K +20,700 +48.0%
62 LMT 0.42% 1,411 $653K $463.14 $90K +150 +11.9%
63 AIG 0.41% 7,500 $642K $85.59 -$10K
64 XPO 0.39% 4,847 $612K $126.29 $93K +25 +0.5%
65 STWD 0.38% 29,238 $601K $20.55 $8K -60 -0.2%
66 GE 0.37% 2,250 $579K $257.39 $121K -37 -1.6%
67 CG 0.37% 11,223 $577K $51.40 $29K -1,342 -10.7%
68 MDLZ 0.36% 8,400 $570K $67.91 -$3K
69 NOBL 0.35% 5,362 $543K $101.24 -$173K -1,605 -23.0%
70 MRK 0.34% 6,728 $538K $79.97 -$220K -1,640 -19.6%
71 GEV 0.34% 1,000 $529K $529.15 +1,000 NEW
72 MA 0.33% 912 $513K $561.96 $13K
73 META 0.32% 673 $497K $738.09 $190K +140 +26.3%
74 NVR 0.31% 65 $480K $7,385.66 $9K
75 ABT 0.29% 3,354 $456K $136.01 $78K +500 +17.5%
76 CRWD 0.28% 870 $443K $509.31 $116K -57 -6.2%
77 VZ 0.28% 10,200 $441K $43.27 $15K +800 +8.5%
78 RTX 0.28% 3,000 $438K $146.02 $41K
79 BAC 0.26% 8,745 $414K $47.32 $3K -1,095 -11.1%
80 XLE 0.25% 4,655 $395K $84.81 -$40K
81 ISRG 0.24% 700 $380K $543.41 $34K
82 EGBN 0.24% 19,500 $380K $19.48 -$30K
83 BX 0.24% 2,520 $377K $149.58 $164K +1,000 +65.8%
84 QQQE 0.24% 3,807 $375K $98.45 -$835K -10,056 -72.5%
85 SPG 0.23% 2,244 $361K $160.76 -$12K
86 FDL 0.23% 8,525 $357K $41.87 +8,525 NEW
87 IGIB 0.23% 6,693 $357K $53.29 -$14K -358 -5.1%
88 SPOT 0.22% 457 $351K $767.34 $99K
89 SBUX 0.22% 3,826 $351K $91.63 -$25K
90 CB 0.22% 1,203 $350K $290.69 -$15K
91 GBDC 0.21% 22,600 $331K $14.65 -$4K +500 +2.3%
92 SCHD 0.21% 12,342 $327K $26.50 -$297K -9,987 -44.7%
93 COST 0.20% 325 $322K $989.47 $14K
94 OKE 0.17% 3,334 $272K $81.63 -$59K
95 VEU 0.17% 4,021 $270K $67.22 $26K
96 IBIT 0.17% 4,360 $267K $61.21 $66K +60 +1.4%
97 PANW 0.17% 1,300 $266K $204.64 $44K
98 AGG 0.17% 2,662 $264K $99.20 -$44K -450 -14.5%
99 IYE 0.16% 5,670 $256K $45.22 -$38K -303 -5.1%
100 ARCC 0.16% 11,586 $254K $21.96 $42K +2,000 +20.9%

New Positions

SymbolValue% Port
IEF $4M 2.28%
GEV $529K 0.34%
FDL $357K 0.23%
CARR $220K 0.14%
FTNT $217K 0.14%
AMSC $202K 0.13%

Sold Out Positions

SymbolValue% Port
FDX —%
CVS —%
HD —%
ASPN —%
DOW —%
PRU —%
MDT —%
UNH —%
PNC —%
ERII —%
KHC —%
GEVO —%
IYH —%
VHT —%
View SEC EDGAR Filings for PROMETHIUM ADVISORS,LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms