Consilio Wealth Advisors, LLC Purchases in Q2 2025

Consilio Wealth Advisors, LLC

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
7.92K
+ 15.59%
$354.56 - $497.45 $2.81M - $3.94M
58.7K $29.2M
IEFA
Ishares Tr

ETFs
91.2K
New
$67.83 - $84.09 $6.19M - $7.67M
91.2K $7.62M
IVV
Ishares Core S&P 500 ETF

ETFs
350
+ 0.34%
$498.8 - $620.9 $175K - $217K
104K $64.7M
EFG
Msci Eafe Growth ETF

ETFs
29K
+ 234.11%
$89.8 - $112.0 $2.61M - $3.25M
41.4K $4.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 1.15%
$167.32 - $223.3 $186K - $249K
97.9K $21.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
395
+ 1.21%
$416.06 - $551.64 $164K - $218K
33K $18.2M
IWM
Ishares Russell 2000 ETF

ETFs
8.98K
New
$174.82 - $215.79 $1.57M - $1.94M
8.98K $1.94M
NVDA
Nvidia Corp

Technology
1.65K
+ 5.79%
$94.31 - $157.99 $155K - $260K
30.1K $4.76M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
21.6K
New
$49.48 - $61.22 $1.07M - $1.32M
21.6K $1.31M
DGRO
Ishares Core Dividend Growth E

ETFs
4.94K
+ 1.39%
$55.22 - $63.94 $273K - $316K
360K $23M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 74.76%
$496.48 - $617.85 $779K - $970K
3.67K $2.27M
VO
Vanguard Mid Cap ETF

ETFs
809
+ 2.23%
$228.54 - $279.83 $185K - $226K
37.1K $10.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.48K
+ 0.68%
$51.16 - $62.02 $75.9K - $92K
218K $13.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
756
+ 13.63%
$456.74 - $568.03 $345K - $429K
6.3K $3.58M
AVGO
Broadcom Inc.

Technology
232
+ 4.65%
$146.29 - $275.65 $33.9K - $64K
5.22K $1.44M
PLTR
Palantir Technologies Inc.

Technology
2.16K
New
$74.01 - $144.25 $160K - $311K
2.16K $293K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.18K
New
$101.97 - $126.75 $222K - $276K
2.18K $276K
ORCL
Oracle Corp

Technology
112
+ 3.53%
$122.82 - $218.63 $13.8K - $24.5K
3.28K $717K
MS
Morgan Stanley

Financial Services
1.92K
New
$99.83 - $140.86 $192K - $271K
1.92K $270K
CRM
Salesforce, Inc.

Technology
936
+ 81.68%
$236.26 - $291.15 $221K - $273K
2.08K $567K
COF
Capital One Financial Corp

Financial Services
1.22K
New
$150.57 - $212.76 $184K - $260K
1.22K $259K
AMD
Advanced Micro Devices Inc

Technology
1.82K
New
$78.21 - $143.81 $143K - $262K
1.82K $258K
GOOGL
Alphabet Inc.

Communication Services
250
+ 2.59%
$144.7 - $178.6 $36.2K - $44.7K
9.91K $1.75M
QCOM
Qualcomm Inc

Technology
1.54K
New
$124.66 - $159.48 $192K - $246K
1.54K $245K
NOW
Service Now, Inc.

Technology
239
New
$721.65 - $1040.18 $172K - $249K
239 $245K
INTU
Intuit Inc

Technology
309
New
$544.07 - $787.63 $168K - $243K
309 $243K
AMAT
Applied Materials Inc

Technology
1.3K
New
$126.95 - $183.52 $165K - $239K
1.3K $238K
NFLX
Netflix Inc

Communication Services
19
+ 3.64%
$855.86 - $1339.13 $16.3K - $25.4K
541 $724K
AXP
American Express CO

Financial Services
740
New
$231.39 - $318.98 $171K - $236K
740 $236K
TSLA
Tesla, Inc.

Consumer Cyclical
111
+ 3.34%
$221.86 - $362.89 $24.6K - $40.3K
3.44K $1.09M
DIS
Walt Disney CO

Communication Services
1.86K
New
$81.72 - $124.01 $152K - $231K
1.86K $230K
UBER
Uber Technologies, Inc

Technology
2.44K
New
$64.62 - $93.3 $158K - $228K
2.44K $227K
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 5.43%
$210.28 - $289.91 $42.7K - $58.9K
3.94K $1.14M
VGT
Vanguard Information Technolog

ETFs
330
New
$470.37 - $663.28 $155K - $219K
330 $218K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
5.25K
+ 8.04%
$62.08 - $73.58 $326K - $386K
70.6K $4.73M
WMT
Walmart Inc.

Consumer Defensive
655
+ 13.75%
$81.79 - $99.98 $53.6K - $65.5K
5.42K $529K
GE
General Electric CO

Industrials
67
+ 5.24%
$166.81 - $257.39 $11.2K - $17.2K
1.35K $346K
IBM
International Business Machines Corp

Technology
48
+ 4.31%
$221.03 - $294.78 $10.6K - $14.1K
1.16K $342K
CDNS
Cadence Design Systems Inc

Technology
54
+ 6.57%
$231.64 - $323.08 $12.5K - $17.4K
876 $269K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 4.77%
$908.13 - $1056.85 $25.4K - $29.6K
615 $608K
PM
Philip Morris International Inc.

Consumer Defensive
87
+ 5.6%
$149.23 - $184.95 $13K - $16.1K
1.64K $298K
V
Visa Inc.

Financial Services
120
+ 6.79%
$308.27 - $373.31 $37K - $44.8K
1.89K $670K
WFC
Wells Fargo & Company

Financial Services
32
+ 0.94%
$60.98 - $80.12 $1.95K - $2.56K
3.44K $275K
RTX
Raytheon Technologies Corp

Industrials
59
+ 3.8%
$113.75 - $148.48 $6.71K - $8.76K
1.61K $235K
HD
Home Depot, Inc.

Consumer Cyclical
66
+ 6.32%
$335.24 - $380.78 $22.1K - $25.1K
1.11K $407K
SYK
Stryker Corp

Healthcare
18
+ 3.03%
$337.37 - $395.63 $6.07K - $7.12K
612 $242K
BSX
Boston Scientific Corp

Healthcare
15
+ 0.75%
$89.7 - $107.41 $1.35K - $1.61K
2.01K $216K
EXPE
Expedia Group, Inc.

Consumer Cyclical
71
+ 4.14%
$136.63 - $176.62 $9.7K - $12.5K
1.79K $301K
ABT
Abbott Laboratories

Healthcare
37
+ 1.65%
$123.95 - $138.08 $4.59K - $5.11K
2.29K $310K
Activity Summary
Buys All Purchases 57 New Holdings 17 Increased Positions 40 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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