Consilio Wealth Advisors, LLC Purchases and Sells in Q3 2024

Consilio Wealth Advisors, LLC

$242 Million
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.4K + 1.59%	$520.18 - $576.82 $728K - $807K	89.3K $51.5M
EFG	12K + 7.94%	$96.84 - $108.77 $1.16M - $1.31M	163K $17.6M
DGRO	2.93K + 0.86%	$57.47 - $62.76 $169K - $184K	344K $21.6M
IJH	14.7K + 7.68%	$57.32 - $62.65 $844K - $922K	206K $12.9M
AAPL	3.32K + 24.05%	$207.23 - $234.82 $689K - $781K	17.1K $3.99M
META	1.18K + 23.32%	$453.41 - $572.44 $535K - $675K	6.23K $3.57M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE	1.4K New	$156.66 - $189.66 $219K - $265K	1.4K $263K
TMO	425 New	$531.86 - $624.21 $226K - $265K	425 $262K
IBM	985 New	$175.1 - $223.38 $172K - $220K	985 $217K
ISRG	443 New	$416.14 - $494.01 $184K - $219K	443 $217K
UNP	884 New	$221.78 - $256.09 $196K - $226K	884 $217K
PYPL	2.73K New	$57.22 - $80.08 $156K - $218K	2.73K $212K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-1.68K - 68.43%	$255.18 - $283.2 $428K - $475K	774 $219K
AMZN	-198 - 0.4%	$161.02 - $200.0 $31.9K - $39.6K	49.8K $9.28M
GOOG	-64 - 1.64%	$149.54 - $192.66 $9.57K - $12.3K	3.84K $642K
VV	-4 - 0.34%	$236.92 - $263.4 $948 - $1.05K	1.18K $311K
SPY	-29 - 1.27%	$517.38 - $573.86 $15K - $16.6K	2.25K $1.29M
BRK-B	-58 - 2.41%	$405.19 - $478.57 $23.5K - $27.8K	2.35K $1.08M

Activity Summary All Purchases 63 New Holdings 12 Increased Positions 51 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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