Consilium Wealth Advisory, LLC Sells in Q1 2025

Consilium Wealth Advisory, LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-19.7K
- 22.48%
$106.98 - $149.43 $2.1M - $2.94M
67.8K $7.34M
AAPL
Apple Inc.

Technology
-1.28K
- 1.76%
$209.68 - $247.1 $268K - $315K
71.3K $15.8M
AVGO
Broadcom Inc.

Technology
-4.8K
- 27.86%
$167.43 - $244.7 $804K - $1.17M
12.4K $2.08M
GOOGL
Alphabet Inc.

Communication Services
-3.66K
- 15.31%
$154.33 - $206.19 $564K - $754K
20.2K $3.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-37.4K
- 23.61%
$23.16 - $27.04 $866K - $1.01M
121K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
-78
- 0.31%
$190.26 - $242.06 $14.8K - $18.9K
25K $4.75M
MSFT
Microsoft Corp

Technology
-113
- 0.75%
$375.39 - $447.2 $42.4K - $50.5K
15K $5.64M
AOR
Ishares Tr Core Growth Allocat

ETFs
-11.9K
- 3.89%
$56.63 - $59.39 $675K - $708K
295K $16.9M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-13.9K
- 14.16%
$42.93 - $44.71 $596K - $621K
84.2K $3.7M
GS
Goldman Sachs Group Inc

Financial Services
-833
- 30.55%
$524.81 - $672.19 $437K - $560K
1.89K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.56K
- 0.74%
$21.75 - $24.28 $55.8K - $62.3K
346K $7.59M
STT
State Street Corp

Financial Services
-2.76K
- 24.95%
$84.47 - $102.23 $233K - $282K
8.31K $744K
ORCL
Oracle Corp

Technology
-237
- 2.97%
$139.81 - $186.47 $33.1K - $44.2K
7.74K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
-49
- 4.0%
$222.15 - $428.22 $10.9K - $21K
1.18K $305K
IFRA
Ishares Tr

ETFs
-459
- 0.59%
$44.8 - $49.25 $20.6K - $22.6K
78K $3.51M
ETN
Eaton Corp PLC

Industrials
-1
- 0.1%
$271.83 - $371.23 $272 - $371
958 $260K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 1.91%
$468.34 - $539.52 $9.37K - $10.8K
1.03K $482K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.0%
$4295.4 - $5141.88 $4.3K - $5.14K
99 $456K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 1.01%
$347.25 - $424.87 $5.21K - $6.37K
1.47K $539K
AXP
American Express CO

Financial Services
-41
- 5.01%
$255.39 - $325.87 $10.5K - $13.4K
778 $209K
C
Citigroup Inc

Financial Services
-694
- 2.69%
$67.23 - $84.63 $46.7K - $58.7K
25.1K $1.78M
AIG
American International Group, Inc.

Financial Services
-731
- 16.73%
$70.5 - $86.94 $51.5K - $63.6K
3.64K $316K
Ge Vernova Inc
-2.12K
- 39.54%
N/A
3.24K $0
Linde PLC
-22
- 1.64%
N/A
1.32K $0
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 2.35%
$890.62 - $1076.86 $33K - $39.8K
1.54K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
-43
- 0.39%
$225.19 - $279.95 $9.68K - $12K
10.9K $2.68M
CVX
Chevron Corp

Energy
-47
- 0.77%
$146.71 - $167.97 $6.9K - $7.89K
6.04K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 1.03%
$442.66 - $534.52 $12.4K - $15K
2.68K $1.43M
GE
General Electric CO

Industrials
-277
- 2.45%
$168.59 - $212.13 $46.7K - $58.8K
11K $2.21M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-4.62K
- 4.36%
$53.69 - $62.68 $248K - $290K
101K $6.16M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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