Presilium Private Wealth, LLC Reduced Holdings in Q1 2025

Presilium Private Wealth, LLC

  • $446 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-106K
- 27.61%
$51.52 - $52.37 $5.45M - $5.54M
277K $14.5B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-48K
- 14.47%
$69.87 - $75.62 $3.36M - $3.63M
284K $20.6B
IEMG
Ishares Inc

ETFs
-36.7K
- 52.54%
N/A
33.1K $1.79B
USRT
Ishares Core U.S. Reit ETF

ETFs
-28.7K
- 45.19%
$55.14 - $60.29 $1.58M - $1.73M
34.8K $2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11.7K
- 32.82%
$90.0 - $96.32 $1.06M - $1.13M
24K $2.22B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-22.8K
- 30.91%
$53.69 - $62.68 $1.22M - $1.43M
50.9K $3.06B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-15K
- 22.58%
$59.63 - $64.37 $894K - $965K
51.4K $3.2B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.96K
- 20.89%
$117.4 - $131.02 $465K - $518K
15K $1.79B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.03K
- 65.46%
$126.11 - $135.06 $382K - $410K
1.6K $206M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.23K
- 30.46%
$96.3 - $112.23 $215K - $250K
5.09K $496M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.34K
- 28.29%
$121.0 - $142.28 $162K - $191K
3.4K $424M
AAPL
Apple Inc.

Technology
-187
- 3.01%
$209.68 - $247.1 $39.2K - $46.2K
6.02K $1.34B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.58K
- 16.02%
$81.62 - $96.63 $129K - $153K
8.28K $689M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.1K
- 3.36%
$42.5 - $46.71 $938K - $1.03M
635K $28.8B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-12
- 0.12%
$126.86 - $146.45 $1.52K - $1.76K
10.2K $1.29B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.04K
- 16.45%
$59.28 - $66.1 $121K - $135K
10.4K $659M
DIS
Walt Disney CO

Communication Services
-200
- 3.86%
$96.87 - $114.0 $19.4K - $22.8K
4.98K $491M
ORCL
Oracle Corp

Technology
-220
- 11.49%
$139.81 - $186.47 $30.8K - $41K
1.7K $237M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.18K
- 2.94%
$81.83 - $82.73 $96.6K - $97.6K
39K $3.22B
VT
Vanguard Total World Stk Index

ETFs
-139
- 0.86%
$115.08 - $123.97 $16K - $17.2K
15.9K $1.85B
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.4%
$83.01 - $101.02 $4.15K - $5.05K
3.52K $316M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.76%
$347.25 - $424.87 $2.43K - $2.97K
912 $334M
PG
Procter & Gamble CO

Consumer Defensive
-118
- 1.56%
$158.56 - $176.26 $18.7K - $20.8K
7.46K $1.27B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-255
- 2.39%
$75.32 - $84.77 $19.2K - $21.6K
10.4K $851M
XOM
Exxon Mobil Corp

Energy
-372
- 1.92%
$105.44 - $118.93 $39.2K - $44.2K
19K $2.26B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-31.7K
- 5.54%
$63.07 - $73.5 $2M - $2.33M
541K $38B
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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