Presilium Private Wealth, LLC Reduced Holdings in Q4 2024

Presilium Private Wealth, LLC

  • $435 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-5.26K
- 21.33%
$105.51 - $125.37 $555K - $659K
19.4K $2.09B
IEMG
Ishares Inc

ETFs
-90
- 0.13%
N/A
69.8K $3.65B
USRT
Ishares Core U.S. Reit ETF

ETFs
-51
- 0.08%
$55.97 - $62.75 $2.85K - $3.2K
63.5K $3.64B
MUB
Ishares National Muni Bond ETF

ETFs
-862
- 1.88%
$105.78 - $108.7 $91.2K - $93.7K
45.1K $4.8B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 0.28%
$396.64 - $516.74 $2.38K - $3.1K
2.12K $855M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-65
- 0.52%
$60.13 - $67.31 $3.91K - $4.38K
12.4K $754M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-28
- 0.05%
$77.86 - $79.27 $2.18K - $2.22K
51.8K $4.04B
SUB
Ishares Short Term National Mu

ETFs
-426
- 1.17%
$104.94 - $106.2 $44.7K - $45.2K
35.8K $3.78B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-240
- 0.59%
$81.68 - $82.93 $19.6K - $19.9K
40.1K $3.29B
VT
Vanguard Total World Stk Index

ETFs
-237
- 1.45%
$117.09 - $123.07 $27.8K - $29.2K
16.1K $1.89B
IYW
Ishares Dj Us Tech ETF

ETFs
-430
- 23.98%
$148.14 - $166.23 $63.7K - $71.5K
1.36K $217M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-80
- 0.38%
$49.79 - $51.14 $3.98K - $4.09K
20.8K $1.04B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-21
- 0.44%
$134.53 - $150.65 $2.83K - $3.16K
4.74K $642M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-14
- 0.14%
$90.66 - $99.46 $1.27K - $1.39K
9.85K $896M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.94%
N/A
2.11K $412M
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 2.26%
$118.38 - $133.06 $4.74K - $5.32K
1.73K $208M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 0.15%
$126.68 - $134.74 $887 - $943
4.63K $591M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-21
- 0.29%
$104.59 - $118.05 $2.2K - $2.48K
7.32K $795M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-34
- 0.18%
$121.89 - $135.52 $4.14K - $4.61K
18.9K $2.37B
VBK
Vanguard Small Cap Growth ETF

ETFs
-235
- 0.67%
$264.18 - $304.19 $62.1K - $71.5K
35.1K $9.83B
VOT
Vanguard Mid Cap Growth Index

ETFs
-882
- 1.26%
$241.48 - $274.89 $213K - $242K
69.1K $17.5B
VUG
Vanguard Growth ETF

ETFs
-807
- 0.62%
$378.79 - $428.11 $306K - $345K
130K $53.5B
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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