Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
Consilium Wealth Advisory, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.2M, Ishares Tr Core Growth Allocat with a value of $17.6M, Dimensional ETF Tr with a value of $14.6M, Wells Fargo & Company with a value of $12M, and Nvidia Corp with a value of $11.7M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $181M to 207M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$207 Million
ETFs: $98.7 Million
Technology: $43.8 Million
Financial Services: $23 Million
Communication Services: $9.09 Million
Healthcare: $9.07 Million
Consumer Cyclical: $7.77 Million
Industrials: $7.24 Million
Energy: $4.06 Million
Other: $4.33 Million
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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