Consilio Wealth Advisors, LLC Purchases and Sells in Q1 2025

Consilio Wealth Advisors, LLC

$238 Million
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	140K + 1139.02%	$115.08 - $123.97 $16.2M - $17.4M	153K $17.7M
AMZN	52.4K + 117.99%	$190.26 - $242.06 $9.97M - $12.7M	96.8K $18.4M
IVV	7.65K + 7.95%	$554.06 - $615.85 $4.24M - $4.71M	104K $58M
ZROZ	15.5K + 31.08%	$65.49 - $74.67 $1.01M - $1.16M	65.3K $4.6M
BND	12.1K + 23.29%	$71.17 - $73.66 $858K - $888K	63.8K $4.68M
TLT	6.52K + 20.97%	$85.29 - $92.57 $556K - $603K	37.6K $3.39M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	21.5K New	$49.25 - $50.66 $1.06M - $1.09M	21.5K $1.06M
NTAP	9.13K New	$87.84 - $126.3 $802K - $1.15M	9.13K $801K
PEP	1.83K New	$142.64 - $156.42 $260K - $286K	1.83K $273K
PM	1.55K New	$117.15 - $158.79 $182K - $247K	1.55K $246K
AMGN	731 New	$258.59 - $327.36 $189K - $239K	731 $227K
UNP	952 New	$225.21 - $254.42 $214K - $242K	952 $224K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-157K - 92.67%	$96.1 - $106.37 $15.1M - $16.7M	12.4K $1.25M
IJR	-86.1K - 96.64%	$102.49 - $119.96 $8.82M - $10.3M	3K $311K
VO	-14.4K - 28.45%	$251.87 - $277.95 $3.63M - $4.01M	36.3K $9.33M
QQQ	-1.71K - 5.0%	$468.34 - $539.52 $803K - $925K	32.6K $15.3M
VCSH	-7.81K - 18.08%	$77.7 - $78.94 $607K - $616K	35.4K $2.79M
TSLA	-43 - 1.28%	$222.15 - $428.22 $9.55K - $18.4K	3.33K $862K

Activity Summary All Purchases 50 New Holdings 10 Increased Positions 40 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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