Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $434 Billion
  • Q3 2024

Presilium Private Wealth, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $434 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $51.4B, Vanguard Growth ETF with a value of $50.3B, Vanguard with a value of $39.4B, Vanguard Ftse Europe ETF Ftse with a value of $38B, and Vanguard Ftse Emerging Mkts Et with a value of $30.8B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $396B to 434B.

Presilium Private Wealth, LLC is based out at Radnor, PA

Below you can find more details about Presilium Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $434 Billion
ETFs: $417 Billion
Technology: $4.19 Billion
Energy: $2.89 Billion
Consumer Defensive: $2.56 Billion
Healthcare: $2 Billion
Communication Services: $1.98 Billion
Consumer Cyclical: $1.94 Billion
Financial Services: $1.34 Billion
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $434 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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