Consilio Wealth Advisors, LLC Purchases and Sells in Q2 2025

Consilio Wealth Advisors, LLC

$281 Million
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	7.92K + 15.59%	$354.56 - $497.45 $2.81M - $3.94M	58.7K $29.2M
IVV	350 + 0.34%	$498.8 - $620.9 $175K - $217K	104K $64.7M
EFG	29K + 234.11%	$89.8 - $112.0 $2.61M - $3.25M	41.4K $4.64M
AMZN	1.11K + 1.15%	$167.32 - $223.3 $186K - $249K	97.9K $21.5M
QQQ	395 + 1.21%	$416.06 - $551.64 $164K - $218K	33K $18.2M
NVDA	1.65K + 5.79%	$94.31 - $157.99 $155K - $260K	30.1K $4.76M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	91.2K New	$67.83 - $84.09 $6.19M - $7.67M	91.2K $7.62M
IWM	8.98K New	$174.82 - $215.79 $1.57M - $1.94M	8.98K $1.94M
ACWX	21.6K New	$49.48 - $61.22 $1.07M - $1.32M	21.6K $1.31M
PLTR	2.16K New	$74.01 - $144.25 $160K - $311K	2.16K $293K
SUSA	2.18K New	$101.97 - $126.75 $222K - $276K	2.18K $276K
MS	1.92K New	$99.83 - $140.86 $192K - $271K	1.92K $270K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	-53.7K - 35.17%	$103.16 - $128.52 $5.54M - $6.91M	99K $12.7M
TLT	-3.87K - 10.3%	$83.97 - $92.85 $325K - $360K	33.7K $2.98M
AAPL	-247 - 1.41%	$172.42 - $223.89 $42.6K - $55.3K	17.3K $3.54M
BND	-4.86K - 7.61%	$72.02 - $73.82 $350K - $359K	59K $4.34M
HMOP	-7.84K - 6.36%	$37.54 - $38.74 $294K - $304K	115K $4.42M
VCSH	-3.97K - 11.23%	$77.94 - $79.5 $310K - $316K	31.4K $2.5M

Activity Summary All Purchases 57 New Holdings 17 Increased Positions 40 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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