Consilium Wealth Advisory, LLC Purchases in Q3 2025

Consilium Wealth Advisory, LLC

  • $252 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
45.2K
+ 8.6%
$34.05 - $36.55 $1.54M - $1.65M
571K $20.8M
GOOGL
Alphabet Inc.

Communication Services
2.08K
+ 11.21%
$174.36 - $254.72 $363K - $530K
20.6K $5.02M
AOR
Ishares Tr Core Growth Allocat

ETFs
11.6K
+ 3.89%
$60.99 - $64.39 $710K - $750K
311K $20M
VTI
Vanguard Total Stock Market Et

ETFs
601
+ 1.92%
$303.93 - $329.86 $183K - $198K
31.9K $10.5M
BMY
Bristol Myers Squibb CO

Healthcare
20.6K
New
$43.31 - $48.98 $890K - $1.01M
20.6K $927K
ORCL
Oracle Corp

Technology
3.05K
New
$218.96 - $328.33 $668K - $1M
3.05K $857K
IWM
Ishares Russell 2000 ETF

ETFs
1.62K
+ 9.84%
$214.92 - $244.84 $348K - $396K
18.1K $4.37M
IFRA
Ishares Tr

ETFs
9.07K
+ 13.85%
$49.77 - $52.82 $451K - $479K
74.5K $3.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.51K
New
$185.88 - $207.44 $652K - $728K
3.51K $705K
MSFT
Microsoft Corp

Technology
762
+ 5.08%
$491.09 - $535.64 $374K - $408K
15.7K $8.16M
RTX
Raytheon Technologies Corp

Industrials
2.42K
+ 35.68%
$144.19 - $167.33 $349K - $405K
9.2K $1.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.29K
+ 5.88%
$76.16 - $78.59 $403K - $416K
95.3K $7.44M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.16K
+ 2.99%
$64.17 - $68.19 $203K - $215K
109K $7.41M
AOA
Ishares Tr Core Aggressive All

ETFs
665
+ 1.03%
$82.71 - $88.14 $55K - $58.6K
65.3K $5.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.2K
+ 7.16%
$78.11 - $79.07 $328K - $332K
62.8K $4.96M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$175.16 - $255.24 $175 - $255
5.17K $1.26M
LLY
Eli Lilly & CO

Healthcare
363
+ 11.97%
$625.65 - $812.69 $227K - $295K
3.4K $2.59M
ALLE
Allegion PLC

Industrials
1.22K
New
$145.55 - $179.33 $177K - $218K
1.22K $215K
NEE
Nextera Energy Inc

Utilities
2.74K
New
$69.77 - $77.54 $191K - $213K
2.74K $206K
SHV
Ishares Tr

ETFs
1.78K
+ 23.24%
$110.06 - $110.49 $196K - $197K
9.45K $1.04M
AOM
Ishares Tr Core Moderate Alloc

ETFs
697
+ 0.75%
$45.4 - $47.61 $31.6K - $33.2K
93.7K $4.46M
AMD
Advanced Micro Devices Inc

Technology
291
+ 8.82%
$134.8 - $184.42 $39.2K - $53.7K
3.59K $581K
CVX
Chevron Corp

Energy
235
+ 4.5%
$145.57 - $161.83 $34.2K - $38K
5.46K $847K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.52K
+ 38.24%
$21.69 - $23.34 $76.3K - $82.1K
12.7K $296K
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 21.0%
$5364.25 - $5815.92 $113K - $122K
121 $653K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
299
+ 1.84%
$53.81 - $57.52 $16.1K - $17.2K
16.5K $950K
UBER
Uber Technologies, Inc

Technology
58
+ 0.53%
$86.91 - $99.57 $5.04K - $5.78K
11.1K $1.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
536
+ 26.51%
$100.37 - $100.74 $53.8K - $54K
2.56K $257K
AOK
Ishares Tr Core Conservative A

ETFs
314
+ 0.85%
$38.64 - $40.17 $12.1K - $12.6K
37.1K $1.49M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 5.1%
$357.4 - $423.42 $15.7K - $18.6K
906 $367K
EEM
Ishares Msci Emerging Markets

ETFs
345
+ 6.69%
$48.07 - $53.4 $16.6K - $18.4K
5.5K $293K
BAC
Bank Of America Corp

Financial Services
3
+ 0.03%
$44.92 - $52.42 $135 - $157
9.94K $512K
MCD
Mcdonalds Corp

Consumer Cyclical
63
+ 4.72%
$291.67 - $316.99 $18.4K - $20K
1.4K $424K
AMGN
Amgen Inc

Healthcare
7
+ 0.18%
$271.18 - $309.22 $1.9K - $2.16K
3.97K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39
+ 0.5%
$55.61 - $57.37 $2.17K - $2.24K
7.91K $451K
Ishares Bitcoin Trust ETF
70.1K
New
N/A
70.1K $0
Linde PLC
50
+ 3.75%
N/A
1.39K $0
ABT
Abbott Laboratories

Healthcare
102
+ 1.37%
$120.51 - $136.62 $12.3K - $13.9K
7.56K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
100
+ 3.23%
$150.47 - $161.22 $15K - $16.1K
3.2K $491K
V
Visa Inc.

Financial Services
79
+ 3.26%
$332.09 - $358.86 $26.2K - $28.3K
2.51K $855K
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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