Consilio Wealth Advisors, LLC Portfolio Holdings
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
Consilio Wealth Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.7M, Ishares Core Dividend Growth E with a value of $21.4M, Microsoft Corp with a value of $21.2M, Invesco Qqq Trust, Series 1 with a value of $17.5M, and Msci Eafe Growth ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $1.87M in the current position value, from $242M to 244M.
Below you can find more details about Consilio Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
ETFs: $181 Million
Technology: $34.1 Million
Consumer Cyclical: $12.1 Million
Communication Services: $7.24 Million
Financial Services: $4.17 Million
Healthcare: $2.76 Million
Consumer Defensive: $1.58 Million
Energy: $971,000
Other: $201,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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