Consilium Wealth Advisory, LLC Incresed Positions in Q4 2024

Consilium Wealth Advisory, LLC

  • $207 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
14.7K
+ 9.43%
$54.98 - $77.35 $810K - $1.14M
171K $12M
NVDA
Nvidia Corp

Technology
74
+ 0.08%
$117.0 - $148.88 $8.66K - $11K
87.4K $11.7M
ORCL
Oracle Corp

Technology
4.44K
+ 125.45%
$165.41 - $192.43 $734K - $854K
7.97K $1.33M
BSX
Boston Scientific Corp

Healthcare
5.94K
+ 94.55%
$83.62 - $91.5 $496K - $543K
12.2K $1.09M
C
Citigroup Inc

Financial Services
4K
+ 18.33%
$61.31 - $72.5 $245K - $290K
25.8K $1.82M
META
Meta Platforms, Inc.

Communication Services
563
+ 10.02%
$554.08 - $632.68 $312K - $356K
6.18K $3.65M
SLB
Schlumberger Limited

Energy
9.83K
+ 60.3%
$36.83 - $45.59 $362K - $448K
26.1K $1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.53K
+ 124.48%
$61.68 - $67.87 $279K - $307K
8.16K $508K
WMT
Walmart Inc.

Consumer Defensive
492
+ 2.16%
$79.1 - $95.7 $38.9K - $47.1K
23.3K $2.11M
AOR
Ishares Tr Core Growth Allocat

ETFs
12.4K
+ 4.23%
$57.32 - $59.66 $713K - $742K
307K $17.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 5.26%
$4100.99 - $5300.34 $20.5K - $26.5K
100 $496K
CVX
Chevron Corp

Energy
739
+ 13.82%
$141.15 - $162.53 $104K - $120K
6.09K $881K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.58%
$873.59 - $994.69 $7.86K - $8.95K
1.57K $1.44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
451
+ 2.94%
$53.94 - $58.15 $24.3K - $26.2K
15.8K $890K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23K
+ 200.0%
$22.01 - $66.82 $506K - $1.54M
34.5K $782K
PANW
Palo Alto Networks Inc

Technology
660
+ 100.0%
$181.96 - $405.9 $120K - $268K
1.32K $240K
SHV
Ishares Tr

ETFs
77
+ 2.24%
$109.92 - $110.57 $8.46K - $8.51K
3.51K $386K
AOK
Ishares Tr Core Conservative A

ETFs
529
+ 1.48%
$37.3 - $38.64 $19.7K - $20.4K
36.4K $1.36M
CAT
Caterpillar Inc

Industrials
2
+ 0.19%
$360.37 - $416.88 $721 - $834
1.08K $392K
FANG
Diamondback Energy, Inc.

Energy
4
+ 0.1%
$153.06 - $199.5 $612 - $798
4.21K $688K
SCHA
Schwab Strategic Tr Us Small C

ETFs
78K
+ 97.0%
$25.33 - $51.16 $1.98M - $3.99M
158K $4.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.5K
+ 102.9%
$18.41 - $40.87 $249K - $553K
26.7K $493K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.42K
+ 1.47%
$43.44 - $45.05 $61.7K - $64K
98.1K $4.26M
UNH
Unitedhealth Group Inc

Healthcare
469
+ 10.6%
$485.52 - $625.25 $228K - $293K
4.9K $2.48M
GE
General Electric CO

Industrials
3
+ 0.03%
$159.95 - $194.23 $480 - $583
11.3K $1.89M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.05K
+ 1.0%
$53.86 - $60.27 $56.5K - $63.2K
106K $5.72M
DFAI
Dimensional ETF Tr

ETFs
9.39K
+ 1.91%
$29.0 - $31.6 $272K - $297K
502K $14.6M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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