Consilio Wealth Advisors, LLC Purchases and Sells in Q3 2025

Consilio Wealth Advisors, LLC

  • $303 Million
  • Q3 2025

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
71
+ 0.07%
$620.67 - $670.08 $44.1K - $47.6K
104K $69.8M
1.72K
+ 0.48%
$64.12 - $68.08 $110K - $117K
362K $24.6M
12.7K
+ 5.8%
$62.09 - $66.51 $786K - $842K
231K $15.1M
269
+ 0.46%
$491.09 - $535.64 $132K - $144K
59K $30.5M
1.13K
+ 6.55%
$202.38 - $256.87 $229K - $291K
18.4K $4.68M
1.53K
+ 1.54%
$128.41 - $138.03 $196K - $211K
101K $13.9M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
28.8K
New
$56.02 - $60.3 $1.61M - $1.74M
28.8K $1.72M
2.7K
New
$107.66 - $112.36 $291K - $303K
2.7K $301K
1.59K
New
$104.88 - $168.89 $167K - $269K
1.59K $266K
556
New
$390.92 - $477.15 $217K - $265K
556 $265K
533
New
$404.94 - $499.99 $216K - $266K
533 $258K
1.44K
New
$145.57 - $161.83 $209K - $232K
1.44K $222K
View all

Top Sells

Reduced Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
-4.46K
- 51.9%
$101.1 - $126.36 $451K - $564K
4.13K $489K
-774
- 12.28%
$567.77 - $614.76 $439K - $476K
5.53K $3.39M
-430
- 0.44%
$211.65 - $238.24 $91K - $102K
97.5K $21.4M
-281
- 13.13%
$150.47 - $161.22 $42.3K - $45.3K
1.86K $285K
-2
- 0.33%
$915.95 - $994.57 $1.83K - $1.99K
613 $567K
-36
- 2.2%
$157.77 - $183.27 $5.68K - $6.6K
1.6K $260K
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
100
New
$293.94 - $444.72 $29.4K - $44.5K
100 $44K
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email