Presilium Private Wealth, LLC Purchases and Sells in Q3 2025

Presilium Private Wealth, LLC

$527 Billion
Q3 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	9.97K + 2.75%	$175.51 - $186.57 $1.75M - $1.86M	372K $69.4B
VGSH	76.7K + 9.37%	$58.43 - $58.88 $4.48M - $4.51M	894K $52.6B
VGK	25.2K + 4.5%	$75.26 - $80.19 $1.9M - $2.02M	586K $46.8B
BSV	39.7K + 8.76%	$78.11 - $79.07 $3.1M - $3.14M	493K $38.9B
VOE	5.81K + 4.27%	$164.63 - $174.58 $957K - $1.01M	142K $24.8B
VNQ	14.8K + 6.42%	$88.47 - $93.24 $1.31M - $1.38M	246K $22.5B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HLNE	4.53K New	$134.79 - $160.88 $610K - $729K	4.53K $610M
QBTS	10.4K New	$14.81 - $27.72 $154K - $289K	10.4K $257M
QQQM	931 New	$225.11 - $247.9 $210K - $231K	931 $230M
IJR	1.89K New	$108.46 - $120.63 $205K - $228K	1.89K $224M
IVV	308 New	$620.67 - $670.08 $191K - $206K	308 $206M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-4.33K - 6.53%	$78.96 - $80.04 $342K - $346K	62K $4.95B
SHY	-3.81K - 10.37%	$82.38 - $83.0 $314K - $316K	32.9K $2.73B
PG	-233 - 3.14%	$150.47 - $161.22 $35.1K - $37.6K	7.19K $1.1B
IUSG	-1.37K - 11.84%	$148.97 - $165.88 $204K - $227K	10.2K $1.67B
PM	-20 - 1.16%	$157.77 - $183.27 $3.16K - $3.67K	1.71K $277M
IBM	-10 - 0.55%	$234.77 - $292.47 $2.35K - $2.92K	1.82K $512M

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Presilium Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Presilium Private Wealth, LLC with notifications on news.