Presilium Private Wealth, LLC Reduced Holdings in Q2 2025

Presilium Private Wealth, LLC

  • $489 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-39.8K
- 78.21%
$53.75 - $67.21 $2.14M - $2.67M
11.1K $734M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-19.3K
- 80.06%
$81.46 - $94.63 $1.57M - $1.82M
4.8K $454M
IEMG
Ishares Inc

ETFs
-29.4K
- 88.78%
N/A
3.72K $223M
USRT
Ishares Core U.S. Reit ETF

ETFs
-25.4K
- 72.92%
$50.37 - $57.97 $1.28M - $1.47M
9.42K $533M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-23.3K
- 45.32%
$55.73 - $68.72 $1.3M - $1.6M
28.1K $1.93B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.08K
- 33.86%
$103.88 - $123.68 $527K - $628K
9.91K $1.22B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.46K
- 42.99%
$57.14 - $72.68 $255K - $324K
5.91K $430M
XOM
Exxon Mobil Corp

Energy
-114
- 0.6%
$99.93 - $119.04 $11.4K - $13.6K
18.9K $2.04B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.25K
- 5.77%
$82.21 - $83.12 $185K - $187K
36.7K $3.04B
AAPL
Apple Inc.

Technology
-113
- 1.88%
$172.42 - $223.89 $19.5K - $25.3K
5.9K $1.21B
HD
Home Depot, Inc.

Consumer Cyclical
-86
- 9.43%
$335.24 - $380.78 $28.8K - $32.7K
826 $303M
CI
Cigna Corp

Healthcare
-67
- 6.42%
$301.89 - $340.04 $20.2K - $22.8K
976 $323M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.95%
N/A
2.09K $427M
IVW
Ishares S&P 500 Growth ETF

ETFs
-120
- 5.12%
$82.96 - $110.1 $9.96K - $13.2K
2.22K $245M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-144
- 1.24%
$30.87 - $39.17 $4.45K - $5.64K
11.4K $448M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.06%
$146.58 - $180.01 $293 - $360
3.42K $607M
IBM
International Business Machines Corp

Technology
-47
- 2.51%
$221.03 - $294.78 $10.4K - $13.9K
1.83K $538M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-39
- 0.37%
$73.02 - $90.22 $2.85K - $3.52K
10.4K $926M
ORCL
Oracle Corp

Technology
-229
- 13.51%
$122.82 - $218.63 $28.1K - $50.1K
1.47K $321M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-56
- 0.79%
$108.06 - $135.3 $6.05K - $7.58K
7.01K $948M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-57
- 0.65%
$86.93 - $109.64 $4.96K - $6.25K
8.66K $949M
META
Meta Platforms, Inc.

Communication Services
-9
- 1.0%
$484.66 - $738.09 $4.36K - $6.64K
893 $659M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.17K
- 1.35%
$216.28 - $284.39 $252K - $332K
85K $24.2B
VUG
Vanguard Growth ETF

ETFs
-2.6K
- 1.75%
$329.49 - $438.4 $855K - $1.14M
146K $63.9B
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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