PROMETHIUM ADVISORS,LLC

data from 30/09/2025

Capitalization

$ 174.410 M 5.98 %

Average holding period

4 ans

Performance

$ 15.627 M 9.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PROMETHIUM ADVISORS,LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 7.84% 13.674 M $ 53702 2024/09/30 2.767 M $ 24.11 %
2025/09/30 BILS SPDR SERIES TRUST 5.32% 9.274 M $ 93188 2024/09/30 6.456 K $ 0.09 %
2025/09/30 TPL TEXAS PACIFIC LAND CORPORATI 3.70% 6.449 M $ 6907 2024/09/30 -728.153 K $ -11.62 %
2025/09/30 GOOGL ALPHABET INC 3.30% 5.758 M $ 23685 2024/09/30 1.602 M $ 37.94 %
2025/09/30 GOOG ALPHABET INC 3.17% 5.528 M $ 22697 2024/09/30 1.495 M $ 37.30 %
2025/09/30 MO ALTRIA GROUP INC 2.76% 4.810 M $ 71662 2024/09/30 491.657 K $ 12.47 %
2025/09/30 JNJ JOHNSON & JOHNSON 2.60% 4.530 M $ 24430 2024/09/30 794.534 K $ 21.39 %
2025/09/30 CME CME GROUP INC 2.50% 4.358 M $ 16128 2024/09/30 -84.213 K $ -1.97 %
2025/09/30 ABBV ABBVIE INC 2.35% 4.091 M $ 17667 2024/09/30 822.105 K $ 24.74 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 2.20% 3.831 M $ 38381 2024/12/31 194.050 K $ 6.19 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 2.02% 3.523 M $ 69451 2024/09/30 3.227 K $ 0.10 %
2025/09/30 LB LANDBRIDGE COMPANY LLC 1.88% 3.287 M $ 61609 2024/09/30 -677.020 K $ -21.06 %
2025/09/30 IEF ISHARES TR 1.86% 3.248 M $ 33676 2025/06/30 25.771 K $ 0.72 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 1.83% 3.197 M $ 13037 2024/09/30 152.209 K $ 5.16 %
2025/09/30 IYW ISHARES TR 1.76% 3.072 M $ 15685 2024/09/30 356.018 K $ 13.04 %
2025/09/30 BNL BROADSTONE NET LEASE INC 1.66% 2.900 M $ 159690 2024/09/30 390.322 K $ 11.14 %
2025/09/30 WINA WINMARK CORP 1.66% 2.897 M $ 5820 2024/12/31 687.795 K $ 31.82 %
2025/09/30 HSY HERSHEY CO 1.65% 2.874 M $ 15365 2024/09/30 325.024 K $ 12.71 %
2025/09/30 NDAQ NASDAQ INC 1.64% 2.854 M $ 32268 2024/09/30 -30.459 K $ -1.08 %
2025/09/30 PFE PFIZER INC 1.51% 2.625 M $ 103020 2024/09/30 127.744 K $ 5.12 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.36% 2.370 M $ 7514 2024/09/30 204.262 K $ 8.80 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.33% 2.318 M $ 13761 2024/09/30 -196.488 K $ -8.17 %
2025/09/30 TRI THOMSON REUTERS CORP 1.33% 2.313 M $ 14888 2024/09/30 -933.770 K $ -22.77 %
2025/09/30 CASY CASEYS GEN STORES INC 1.32% 2.306 M $ 4079 2024/09/30 224.548 K $ 10.79 %
2025/09/30 AMZN AMAZON COM INC 1.32% 2.299 M $ 10472 2024/09/30 1.927 K $ 0.08 %
2025/09/30 BLK BLACKROCK INC 1.30% 2.276 M $ 1952 2024/12/31 227.642 K $ 11.11 %
2025/09/30 MSFT MICROSOFT CORP 1.30% 2.275 M $ 4393 2024/09/30 89.123 K $ 4.13 %
2025/09/30 JSCP J P MORGAN EXCHANGE TRADED F 1.22% 2.127 M $ 44665 2025/03/31 6.819 K $ 0.36 %
2025/09/30 TJX TJX COS INC NEW 1.20% 2.093 M $ 14479 2024/09/30 314.844 K $ 17.05 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.17% 2.033 M $ 11146 2024/09/30 597.548 K $ 33.82 %
2025/09/30 MCD MCDONALDS CORP 1.16% 2.030 M $ 6679 2024/09/30 77.223 K $ 4.01 %
2025/09/30 CAT CATERPILLAR INC 1.16% 2.028 M $ 4251 2024/09/30 316.715 K $ 22.91 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.14% 1.987 M $ 44050 2024/09/30 -52.419 K $ -2.57 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.05% 1.832 M $ 58584 2024/09/30 15.569 K $ 0.84 %
2025/09/30 TSCO TRACTOR SUPPLY CO 1.04% 1.822 M $ 32030 2024/09/30 143.356 K $ 7.77 %
2025/09/30 DHR DANAHER CORPORATION 0.91% 1.589 M $ 7999 2024/09/30 10.892 K $ 0.36 %
2025/09/30 WHR WHIRLPOOL CORP 0.89% 1.557 M $ 19809 2025/03/31 -400.354 K $ -22.50 %
2025/09/30 EMR EMERSON ELEC CO 0.78% 1.366 M $ 10410 2024/09/30 -22.747 K $ -1.61 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.76% 1.326 M $ 3991 2024/09/30 52.601 K $ 4.13 %
2025/09/30 KO COCA COLA CO 0.74% 1.283 M $ 19198 2024/09/30 -85.490 K $ -6.22 %
2025/09/30 KYN KAYNE ANDERSON ENERGY INFRST 0.73% 1.281 M $ 103595 2025/03/31 -36.102 K $ -2.75 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.73% 1.280 M $ 4535 2024/09/30 -57.231 K $ -4.28 %
2025/09/30 PBT PERMIAN BASIN RTY TR 0.72% 1.257 M $ 68418 2024/12/31 412.421 K $ 46.48 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.68% 1.188 M $ 11578 2024/09/30 73.944 K $ 6.36 %
2025/09/30 BA BOEING CO 0.68% 1.188 M $ 5505 2024/09/30 29.011 K $ 3.01 %
2025/09/30 PWR QUANTA SVCS INC 0.64% 1.124 M $ 2712 2025/03/31 104.622 K $ 9.61 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.64% 1.121 M $ 39585 2024/09/30 -44.624 K $ -3.71 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 1.087 M $ 2163 2024/09/30 36.706 K $ 3.49 %
2025/09/30 WFC WELLS FARGO CO NEW 0.61% 1.061 M $ 12657 2024/09/30 47.200 K $ 4.62 %
2025/09/30 MCO MOODYS CORP 0.61% 1.059 M $ 2223 2024/09/30 -55.819 K $ -5.01 %
2025/09/30 QCOM QUALCOMM INC 0.60% 1.053 M $ 6327 2024/09/30 47.016 K $ 4.46 %
2025/09/30 CSCO CISCO SYS INC 0.56% 972.864 K $ 14219 2024/09/30 -14.168 K $ -1.38 %
2025/09/30 V VISA INC 0.55% 954.338 K $ 2796 2024/09/30 -38.289 K $ -3.85 %
2025/09/30 CVX CHEVRON CORP NEW 0.55% 953.791 K $ 6142 2024/09/30 77.730 K $ 8.45 %
2025/09/30 WMB WILLIAMS COS INC 0.50% 878.981 K $ 13875 2024/09/30 7.546 K $ 0.86 %
2025/09/30 WBI WATERBRIDGE INFRASTRUCTURE L 0.46% 806.586 K $ 31982 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLG FLAGSTAR FINANCIAL INC 0.46% 804.458 K $ 69650 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO INC 0.46% 794.610 K $ 5658 2024/09/30 44.797 K $ 6.36 %
2025/09/30 ORCL ORACLE CORP 0.45% 790.566 K $ 2811 2024/09/30 196.658 K $ 28.64 %
2025/09/30 LLY ELI LILLY & CO 0.44% 763.000 K $ 1000 2024/09/30 -16.529 K $ -2.12 %
2025/09/30 HE HAWAIIAN ELEC INDUSTRIES 0.42% 737.560 K $ 66808 2025/03/31 26.161 K $ 3.86 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.40% 704.385 K $ 1411 2024/09/30 50.894 K $ 7.79 %
2025/09/30 META META PLATFORMS INC 0.40% 702.802 K $ 957 2024/09/30 -2.496 K $ -0.50 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.40% 701.109 K $ 4563 2024/09/30 -25.872 K $ -3.56 %
2025/09/30 GE GE AEROSPACE 0.39% 677.655 K $ 2250 2024/09/30 97.717 K $ 16.87 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.36% 628.288 K $ 2956 2024/09/30 -731.000 $ -0.08 %
2025/09/30 XPO XPO INC 0.36% 626.572 K $ 4847 2024/09/30 14.444 K $ 2.36 %
2025/09/30 FI FISERV INC 0.34% 599.525 K $ 4650 2024/09/30 -236.965 K $ -25.22 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.34% 589.050 K $ 7500 2024/09/30 -52.874 K $ -8.24 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.33% 572.408 K $ 28837 2024/09/30 -20.466 K $ -3.41 %
2025/09/30 MRK MERCK & CO INC 0.33% 570.131 K $ 6728 2024/09/30 32.092 K $ 5.96 %
2025/09/30 CG CARLYLE GROUP INC 0.33% 567.372 K $ 9049 2024/09/30 126.819 K $ 21.98 %
2025/09/30 NVR NVR INC 0.30% 522.253 K $ 65 2024/09/30 42.185 K $ 8.79 %
2025/09/30 MA MASTERCARD INCORPORATED 0.30% 518.777 K $ 912 2024/09/30 6.265 K $ 1.22 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.29% 503.760 K $ 8000 2024/09/30 -41.747 K $ -7.32 %
2025/09/30 RTX RTX CORPORATION 0.29% 501.990 K $ 3000 2024/09/30 63.930 K $ 14.59 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.26% 454.070 K $ 1315 2024/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 0.26% 451.155 K $ 8745 2024/09/30 37.341 K $ 9.02 %
2025/09/30 NOBL PROSHARES TR 0.26% 449.510 K $ 4361 2024/09/30 12.707 K $ 2.34 %
2025/09/30 ABT ABBOTT LABS 0.26% 449.235 K $ 3354 2024/09/30 -6.942 K $ -1.52 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.25% 437.303 K $ 9950 2024/09/30 6.935 K $ 1.57 %
2025/09/30 GEV GE VERNOVA INC 0.25% 430.430 K $ 700 2025/06/30 85.750 K $ 16.21 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.24% 421.131 K $ 2244 2024/09/30 60.386 K $ 16.74 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.24% 415.878 K $ 4655 2025/03/31 21.087 K $ 5.34 %
2025/09/30 BX BLACKSTONE INC 0.23% 396.372 K $ 2320 2024/09/30 53.600 K $ 14.22 %
2025/09/30 EGBN EAGLE BANCORP INC MD 0.23% 394.290 K $ 19500 2024/09/30 14.429 K $ 3.80 %
2025/09/30 FDL FIRST TR EXCHANGE-TRADED FD 0.21% 364.644 K $ 8400 2025/06/30 13.128 K $ 3.68 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.21% 361.900 K $ 738 2024/09/30 -16.469 K $ -3.72 %
2025/09/30 QQQE DIREXION SHS ETF TR 0.20% 356.346 K $ 3507 2024/09/30 12.563 K $ 3.35 %
2025/09/30 CB CHUBB LIMITED 0.20% 340.714 K $ 1203 2024/09/30 -8.986 K $ -2.57 %
2025/09/30 AMSC AMERICAN SUPERCONDUCTOR CORP 0.19% 326.645 K $ 5500 2025/06/30 124.850 K $ 61.87 %
2025/09/30 SBUX STARBUCKS CORP 0.19% 323.680 K $ 3826 2024/09/30 -26.896 K $ -7.67 %
2025/09/30 NVDA NVIDIA CORPORATION 0.18% 317.187 K $ 1700 2025/09/30 0.000 $ 0.00 %
2025/09/30 URI UNITED RENTALS INC 0.18% 316.947 K $ 332 2024/09/30 66.818 K $ 26.71 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.18% 313.061 K $ 700 2024/09/30 -67.325 K $ -17.70 %
2025/09/30 GBDC GOLUB CAP BDC INC 0.18% 309.394 K $ 22600 2024/09/30 -21.696 K $ -6.55 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.17% 304.328 K $ 436 2024/09/30 -31.688 K $ -9.04 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.17% 300.688 K $ 325 2024/09/30 -20.900 K $ -6.50 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.16% 286.979 K $ 4021 2024/09/30 16.687 K $ 6.17 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.16% 283.400 K $ 4360 2024/12/31 16.524 K $ 6.19 %