Presilium Private Wealth, LLC Reduced Holdings in Q3 2024

Presilium Private Wealth, LLC

  • $434 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-715
- 21.47%
$148.65 - $191.18 $106K - $137K
2.62K $434M
MRK
Merck & Co., Inc.

Healthcare
-782
- 17.97%
$111.15 - $128.97 $86.9K - $101K
3.57K $405M
IYW
Ishares Dj Us Tech ETF

ETFs
-100
- 5.28%
$133.16 - $158.73 $13.3K - $15.9K
1.79K $272M
MUB
Ishares National Muni Bond ETF

ETFs
-929
- 1.98%
$106.13 - $108.7 $98.6K - $101K
45.9K $4.99B
XOM
Exxon Mobil Corp

Energy
-431
- 1.72%
$109.72 - $119.0 $47.3K - $51.3K
24.7K $2.89B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-706
- 1.72%
$81.31 - $83.29 $57.4K - $58.8K
40.4K $3.36B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-284
- 2.8%
$84.81 - $93.54 $24.1K - $26.6K
9.87K $907M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.27K
- 2.38%
$76.94 - $79.54 $97.3K - $101K
51.8K $4.11B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-63
- 0.67%
$46.18 - $48.92 $2.91K - $3.08K
9.31K $452M
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 11.12%
$333.64 - $405.2 $38.4K - $46.6K
919 $372M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-230
- 2.6%
$38.03 - $42.06 $8.75K - $9.67K
8.62K $360M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-109
- 2.24%
$127.29 - $141.5 $13.9K - $15.4K
4.77K $665M
PG
Procter & Gamble CO

Consumer Defensive
-124
- 1.62%
$160.76 - $177.82 $19.9K - $22K
7.54K $1.31B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-207
- 2.74%
$95.81 - $109.03 $19.8K - $22.6K
7.34K $790M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-264
- 2.07%
$60.13 - $68.17 $15.9K - $18K
12.5K $844M
VT
Vanguard Total World Stk Index

ETFs
-87
- 0.53%
$107.72 - $119.96 $9.37K - $10.4K
16.3K $1.95B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-162
- 0.85%
$111.9 - $124.28 $18.1K - $20.1K
19K $2.35B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-925
- 2.54%
$87.56 - $95.49 $81K - $88.3K
35.5K $3.39B
IEMG
Ishares Inc

ETFs
-1.05K
- 1.48%
$53.64 - $53.64 $56.4K - $56.4K
69.9K $4.01B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-493
- 0.8%
$55.51 - $61.51 $27.4K - $30.3K
61.5K $3.74B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-489
- 0.82%
$57.83 - $67.29 $28.3K - $32.9K
58.9K $3.92B
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.13K
- 1.74%
$53.07 - $62.66 $59.8K - $70.6K
63.5K $3.91B
VBR
Vanguard Small Cap Value ETF

ETFs
-54
- 0.09%
$179.99 - $201.6 $9.72K - $10.9K
61.2K $12.3B
VNQ
Vanguard Specialized Funds Van

ETFs
-11K
- 5.93%
$82.97 - $98.97 $915K - $1.09M
175K $17B
VOE
Vanguard Mid Cap Value Index F

ETFs
-148
- 0.15%
$149.02 - $167.67 $22.1K - $24.8K
97K $16.3B
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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