Presidio Capital Management, LLC Reduced Holdings in Q4 2024

Presidio Capital Management, LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-85.1K
- 25.18%
$35.45 - $40.33 $3.02M - $3.43M
253K $9.06M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-18.1K
- 46.99%
$52.1 - $57.26 $945K - $1.04M
20.5K $1.07M
SHV
Ishares Tr

ETFs
-2.01K
- 1.44%
$109.92 - $110.57 $221K - $222K
138K $15.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.91K
- 37.96%
$50.67 - $50.9 $249K - $250K
8.02K $406K
GD
General Dynamics Corp

Industrials
-35
- 0.74%
$260.28 - $314.03 $9.11K - $11K
4.67K $1.23M
ABBV
Abb Vie Inc.

Healthcare
-425
- 23.24%
$164.99 - $203.87 $70.1K - $86.6K
1.4K $249K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.02K
- 6.27%
$44.03 - $46.65 $45K - $47.7K
15.3K $674K
EW
Edwards Lifesciences Corp

Healthcare
-1.91K
- 23.86%
$64.54 - $75.92 $123K - $145K
6.09K $450K
VEU
Vanguard Ftse All World Ex Us

ETFs
-863
- 19.41%
$57.29 - $63.1 $49.4K - $54.5K
3.58K $205K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.23K
- 20.62%
$58.65 - $64.37 $71.8K - $78.9K
4.72K $278K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-378
- 2.52%
$50.02 - $51.24 $18.9K - $19.4K
14.6K $733K
SPY
Spdr S&P 500 ETF Trust

ETFs
-77
- 9.91%
$567.81 - $607.81 $43.7K - $46.8K
700 $410K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 2.34%
$288.47 - $316.54 $7.21K - $7.91K
1.04K $302K
META
Meta Platforms, Inc.

Communication Services
-40
- 6.05%
$554.08 - $632.68 $22.2K - $25.3K
621 $366K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-45
- 5.21%
$278.19 - $315.36 $12.5K - $14.2K
819 $235K
First Tr Exchng Traded Fd Vi
-958
- 3.59%
N/A
25.7K $0
BA
Boeing CO

Industrials
-40
- 2.65%
$138.14 - $180.72 $5.53K - $7.23K
1.47K $259K
BX
Blackstone Inc.

Financial Services
-246
- 5.72%
$148.45 - $199.05 $36.5K - $49K
4.06K $699K
NVDA
Nvidia Corp

Technology
-942
- 5.89%
$117.0 - $148.88 $110K - $140K
15.1K $2.02M
AAPL
Apple Inc.

Technology
-180
- 2.05%
$221.69 - $259.02 $39.9K - $46.6K
8.62K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-628
- 13.78%
$213.65 - $479.86 $134K - $301K
3.93K $1.59M
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 2 Puts 0
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