Consilio Wealth Advisors, LLC Purchases and Sells in Q4 2024

Consilio Wealth Advisors, LLC

$244 Million
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.93K + 7.75%	$570.51 - $610.59 $3.95M - $4.23M	96.3K $56.7M
QQQ	212 + 0.62%	$481.22 - $538.17 $102K - $114K	34.3K $17.5M
NVDA	591 + 2.14%	$117.0 - $148.88 $69.1K - $88K	28.2K $3.79M
GOOGL	925 + 10.69%	$161.86 - $196.66 $150K - $182K	9.58K $1.81M
AAPL	192 + 1.12%	$221.69 - $259.02 $42.6K - $49.7K	17.3K $4.34M
META	388 + 6.22%	$554.08 - $632.68 $215K - $245K	6.62K $3.91M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WFC	3.21K New	$54.98 - $77.35 $176K - $248K	3.21K $225K
BKNG	45 New	$4100.99 - $5300.34 $185K - $239K	45 $223K
CSCO	3.57K New	$52.45 - $60.02 $187K - $214K	3.57K $211K
ACN	580 New	$343.9 - $376.86 $199K - $219K	580 $204K
CVX	1.4K New	$141.15 - $162.53 $198K - $228K	1.4K $202K
ARISTA NETWORKS INC	1.87K New	N/A	1.87K $0

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-1.2K - 2.33%	$406.35 - $454.46 $487K - $544K	50.2K $21.2M
IJR	-645 - 0.72%	$113.92 - $127.38 $73.5K - $82.2K	89.1K $10.3M
VO	-481 - 0.94%	$261.5 - $284.63 $126K - $137K	50.7K $13.4M
MA	-326 - 17.09%	$491.3 - $536.15 $160K - $175K	1.58K $832K
AMD	-71 - 3.76%	$118.88 - $172.8 $8.44K - $12.3K	1.82K $219K
UNH	-22 - 2.26%	$485.52 - $625.25 $10.7K - $13.8K	951 $481K

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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