Consilium Wealth Advisory, LLC Sells in Q3 2025

Consilium Wealth Advisory, LLC

  • $252 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-115
- 0.25%
$398.96 - $472.54 $45.9K - $54.3K
45.6K $19.2M
BSX
Boston Scientific Corp

Healthcare
-2.19K
- 16.24%
$97.03 - $108.14 $212K - $237K
11.3K $1.1M
META
Meta Platforms, Inc.

Communication Services
-265
- 3.84%
$695.21 - $791.73 $184K - $210K
6.63K $4.87M
WFC
Wells Fargo & Company

Financial Services
-9.85K
- 5.56%
$77.05 - $85.16 $759K - $838K
167K $14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-360
- 13.04%
$459.11 - $506.91 $165K - $182K
2.4K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 1.02%
$915.95 - $994.57 $14.7K - $15.9K
1.56K $1.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-546
- 2.28%
$211.65 - $238.24 $116K - $130K
23.4K $5.13M
KKR
Kkr & Co. Inc.

Financial Services
-633
- 6.81%
$129.95 - $152.16 $82.3K - $96.3K
8.67K $1.13M
NFLX
Netflix Inc

Communication Services
-2
- 0.36%
$1147.87 - $1297.18 $2.3K - $2.59K
555 $665K
BA
Boeing CO

Industrials
-300
- 9.28%
$209.79 - $237.38 $62.9K - $71.2K
2.93K $633K
FANG
Diamondback Energy, Inc.

Energy
-354
- 9.0%
$134.53 - $152.5 $47.6K - $54K
3.58K $512K
PANW
Palo Alto Networks Inc

Technology
-117
- 8.94%
$167.06 - $208.19 $19.5K - $24.4K
1.19K $242K
MA
Mastercard Inc

Financial Services
-45
- 2.67%
$550.18 - $598.96 $24.8K - $27K
1.64K $931K
ETN
Eaton Corp PLC

Industrials
-65
- 7.28%
$342.99 - $392.76 $22.3K - $25.5K
828 $309K
GE
General Electric CO

Industrials
-1.69K
- 14.65%
$244.75 - $305.63 $412K - $515K
9.82K $2.95M
UNH
Unitedhealth Group Inc

Healthcare
-270
- 10.31%
$237.77 - $353.61 $64.2K - $95.5K
2.35K $810K
Ge Vernova Inc
-242
- 7.6%
N/A
2.94K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 2.68%
$546.99 - $602.2 $14.8K - $16.3K
980 $588K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.12K
- 6.0%
$25.29 - $28.33 $130K - $145K
80.2K $2.24M
WMT
Walmart Inc.

Consumer Defensive
-354
- 1.59%
$94.4 - $104.27 $33.4K - $36.9K
21.9K $2.25M
CAT
Caterpillar Inc

Industrials
-13
- 1.2%
$390.92 - $477.15 $5.08K - $6.2K
1.07K $509K
AMAT
Applied Materials Inc

Technology
-283
- 4.13%
$156.25 - $204.95 $44.2K - $58K
6.57K $1.34M
JNJ
Johnson & Johnson

Healthcare
-30
- 0.57%
$155.17 - $185.42 $4.66K - $5.56K
5.26K $974K
C
Citigroup Inc

Financial Services
-909
- 5.74%
$85.57 - $103.49 $77.8K - $94.1K
14.9K $1.52M
PLTR
Palantir Technologies Inc.

Technology
-354
- 6.49%
$130.68 - $186.97 $46.3K - $66.2K
5.1K $930K
SPY
Spdr S&P 500 ETF Trust

ETFs
-22
- 0.5%
$617.65 - $666.84 $13.6K - $14.7K
4.42K $2.94M
AVGO
Broadcom Inc.

Technology
-539
- 4.17%
$264.74 - $369.57 $143K - $199K
12.4K $4.09M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.88K
- 0.8%
$24.46 - $26.5 $70.5K - $76.4K
357K $9.41M
NVDA
Nvidia Corp

Technology
-3.72K
- 5.16%
$153.3 - $186.58 $570K - $694K
68.4K $12.8M
AAPL
Apple Inc.

Technology
-1.56K
- 2.21%
$202.38 - $256.87 $317K - $402K
69.2K $17.6M
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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