Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $181 Million
- Q3 2024
Consilium Wealth Advisory, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Growth Allocat with a value of $17.4M, Apple Inc. with a value of $16.9M, Dimensional ETF Tr with a value of $15.6M, Nvidia Corp with a value of $10.6M, and Wells Fargo & Company with a value of $8.82M.
Examining the 13F form we can see an decrease of $950K in the current position value, from $182M to 181M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $76.9 Million
Technology: $40.2 Million
Financial Services: $18.4 Million
Healthcare: $12.3 Million
Industrials: $8.31 Million
Consumer Cyclical: $8.2 Million
Communication Services: $8 Million
Energy: $4.05 Million
Other: $4.33 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|