P

PROMETHIUM ADVISORS,LLC

RIA/Wealth

PROMETHIUM ADVISORS,LLC is a RIA/Wealth based in Bethesda, MD led by Christopher Francis Poch, reporting $212.0M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).

FounderChristopher Francis Poch
Portfolio Value
$175.2M
Positions
120
Top Holding
AAPL at 7.8%
Last Reported
Q3 2025
Address7272 Wisconsin Ave, 10-105, Bethesda, MD, 20814, United States

Top Holdings

Largest long holdings in PROMETHIUM ADVISORS,LLC's portfolio (35.6% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$13.7M
7.80%
-$571.6K
Sold
0.00%
53.7K shares
ETF
ETF
$9.3M
5.29%
+$2.1M
Bought
93.2K shares
Oil & Gas Exploration & Production
Energy
$6.4M
3.68%
+$910.3K
Bought
0.03%
6.9K shares
Internet Content & Information
Communication Services
$5.8M
3.29%
-$66.9K
Sold
0.00%
23.7K shares
Internet Content & Information
Communication Services
$5.5M
3.15%
+$23.1K
Bought
0.00%
22.7K shares
Tobacco
Consumer Defensive
$4.8M
2.75%
+$368.5K
Bought
0.00%
71.7K shares
Drug Manufacturers - General
Healthcare
$4.5M
2.59%
+$20.4K
Bought
0.00%
24.4K shares
Financial - Data & Stock Exchanges
Financial Services
$4.4M
2.49%
+$167.2K
Bought
0.00%
16.1K shares
9
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$4.1M
2.33%
-$54.6K
Sold
0.00%
17.7K shares
ETF
ETF
$3.8M
2.19%
+$502.9K
Bought
38.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PROMETHIUM ADVISORS,LLC's latest filing

See all changes
Market Value
$175.2M
Prior: $164.6M
Q/Q Change
+6.47%
+$10.6M
Net Flows % of MV
-0.634%
Turnover Ratio
6.53%
New Purchases
7 stocks
$3.7M
Added To
24 stocks
+$6.7M
Sold Out Of
4 stocks
$4.7M
Reduced Holdings
45 stocks
-$6.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
-47.12%

Analytics

Portfolio insights and performance metrics for PROMETHIUM ADVISORS,LLC

View analytics

Sector Allocation

Financial Services: 16.40%Financial ServicesETF: 16.40%ETFTechnology: 13.30%TechnologyHealthcare: 10.00%HealthcareConsumer Cyclical: 9.20%Consumer CyclicalEnergy: 7.30%Communication Services: 7.30%Consumer Defensive: 6.60%Industrials: 6.40%Real Estate: 2.30%Utilities: 0.70%
Financial Services
16.40%
ETF
16.40%
Technology
13.30%
Healthcare
10.00%
Consumer Cyclical
9.20%
Energy
7.30%
Communication Services
7.30%
Consumer Defensive
6.60%
Industrials
6.40%
Real Estate
2.30%
Utilities
0.70%

Market Cap Distribution

Mega Cap (> $200B): 35.94%Mega Cap (> $200B)Large Cap ($10B - $200B): 36.98%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.15%Small Cap ($300M - $2B): 5.46%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.02%N/A (ETF or Unknown): 17.44%N/A (ETF or Unknown)
Mega Cap (> $200B)
35.94%
Large Cap ($10B - $200B)
36.98%
Mid Cap ($2B - $10B)
4.15%
Small Cap ($300M - $2B)
5.46%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.02%
N/A (ETF or Unknown)
17.44%

Portfolio Concentration

Top 10 Holdings %
35.56%
Top 20 Holdings %
52.95%
Top 50 Holdings %
81.99%
Top 100 Holdings %
97.87%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.