Consilio Wealth Advisors, LLC Purchases in Q3 2025

Consilio Wealth Advisors, LLC

  • $303 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
71
+ 0.07%
$620.67 - $670.08 $44.1K - $47.6K
104K $69.8M
VEA
Vanguard Ftse Developed Market

ETFs
28.8K
New
$56.02 - $60.3 $1.61M - $1.74M
28.8K $1.72M
DGRO
Ishares Core Dividend Growth E

ETFs
1.72K
+ 0.48%
$64.12 - $68.08 $110K - $117K
362K $24.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.7K
+ 5.8%
$62.09 - $66.51 $786K - $842K
231K $15.1M
MSFT
Microsoft Corp

Technology
269
+ 0.46%
$491.09 - $535.64 $132K - $144K
59K $30.5M
AAPL
Apple Inc.

Technology
1.13K
+ 6.55%
$202.38 - $256.87 $229K - $291K
18.4K $4.68M
VT
Vanguard Total World Stk Index

ETFs
1.53K
+ 1.54%
$128.41 - $138.03 $196K - $211K
101K $13.9M
NVDA
Nvidia Corp

Technology
835
+ 2.77%
$153.3 - $186.58 $128K - $156K
30.9K $5.77M
GOOGL
Alphabet Inc.

Communication Services
636
+ 6.42%
$174.36 - $254.72 $111K - $162K
10.5K $2.56M
TSLA
Tesla, Inc.

Consumer Cyclical
109
+ 3.17%
$293.94 - $444.72 $32K - $48.5K
3.55K $1.58M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.7K
New
$107.66 - $112.36 $291K - $303K
2.7K $301K
MU
Micron Technology Inc

Technology
1.59K
New
$104.88 - $168.89 $167K - $269K
1.59K $266K
CAT
Caterpillar Inc

Industrials
556
New
$390.92 - $477.15 $217K - $265K
556 $265K
TMO
Thermo Fisher Scientific Inc.

Healthcare
533
New
$404.94 - $499.99 $216K - $266K
533 $258K
ORCL
Oracle Corp

Technology
139
+ 4.24%
$218.96 - $328.33 $30.4K - $45.6K
3.42K $962K
CVX
Chevron Corp

Energy
1.44K
New
$145.57 - $161.83 $209K - $232K
1.44K $222K
GOOG
Alphabet Inc.

Communication Services
35
+ 1.09%
$175.16 - $255.24 $6.13K - $8.93K
3.26K $793K
MRK
Merck & Co., Inc.

Healthcare
2.58K
New
$77.6 - $87.37 $200K - $226K
2.58K $216K
KLAC
Kla Corp

Technology
200
New
$843.9 - $1078.6 $169K - $216K
200 $215K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.82K
New
$52.55 - $54.37 $201K - $208K
3.82K $206K
TJX
Tjx Companies Inc

Consumer Cyclical
1.41K
New
$121.35 - $144.54 $171K - $204K
1.41K $203K
UNP
Union Pacific Corp

Industrials
861
New
$214.91 - $237.16 $185K - $204K
861 $203K
JNJ
Johnson & Johnson

Healthcare
382
+ 16.68%
$155.17 - $185.42 $59.3K - $70.8K
2.67K $495K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.59K
+ 1.38%
$37.94 - $39.14 $60.3K - $62.2K
117K $4.56M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 2.66%
$282.78 - $316.06 $29.7K - $33.2K
4.05K $1.28M
ABBV
Abb Vie Inc.

Healthcare
52
+ 2.0%
$184.85 - $231.54 $9.61K - $12K
2.65K $613K
PLTR
Palantir Technologies Inc.

Technology
110
+ 5.1%
$130.68 - $186.97 $14.4K - $20.6K
2.27K $413K
UNH
Unitedhealth Group Inc

Healthcare
172
+ 19.2%
$237.77 - $353.61 $40.9K - $60.8K
1.07K $368K
PEP
Pepsico Inc

Consumer Defensive
514
+ 27.41%
$133.81 - $152.16 $68.8K - $78.2K
2.39K $335K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
371
+ 0.53%
$62.57 - $69.12 $23.2K - $25.6K
70.9K $4.82M
EXPE
Expedia Group, Inc.

Consumer Cyclical
6
+ 0.34%
$171.01 - $228.24 $1.03K - $1.37K
1.79K $383K
TLT
Ishares Barclays 20+ Year Trea

ETFs
497
+ 1.47%
$85.01 - $90.35 $42.2K - $44.9K
34.2K $3.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 3.22%
$459.11 - $506.91 $35.8K - $39.5K
2.5K $1.26M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 7.2%
$357.4 - $423.42 $28.6K - $33.9K
1.19K $482K
MUB
Ishares National Muni Bond ETF

ETFs
425
+ 3.48%
$103.24 - $106.68 $43.9K - $45.3K
12.6K $1.35M
GE
General Electric CO

Industrials
35
+ 2.6%
$244.75 - $305.63 $8.57K - $10.7K
1.38K $415K
BND
Vanguard Bd Index Fd Inc Total

ETFs
332
+ 0.56%
$72.57 - $74.72 $24.1K - $24.8K
59.3K $4.41M
BAC
Bank Of America Corp

Financial Services
540
+ 6.23%
$44.92 - $52.42 $24.3K - $28.3K
9.21K $475K
RTX
Raytheon Technologies Corp

Industrials
110
+ 6.82%
$144.19 - $167.33 $15.9K - $18.4K
1.72K $288K
XOM
Exxon Mobil Corp

Energy
147
+ 2.1%
$105.83 - $117.22 $15.6K - $17.2K
7.16K $806K
AMD
Advanced Micro Devices Inc

Technology
91
+ 4.99%
$134.8 - $184.42 $12.3K - $16.8K
1.91K $309K
CDNS
Cadence Design Systems Inc

Technology
30
+ 3.42%
$309.46 - $373.37 $9.28K - $11.2K
906 $318K
WMT
Walmart Inc.

Consumer Defensive
194
+ 3.58%
$94.4 - $104.27 $18.3K - $20.2K
5.61K $578K
MS
Morgan Stanley

Financial Services
29
+ 1.51%
$139.09 - $161.16 $4.03K - $4.67K
1.95K $310K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
151
+ 0.48%
$78.96 - $80.04 $11.9K - $12.1K
31.6K $2.52M
UBER
Uber Technologies, Inc

Technology
114
+ 4.67%
$86.91 - $99.57 $9.91K - $11.4K
2.55K $250K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.32%
$126.64 - $135.65 $886 - $950
2.19K $296K
META
Meta Platforms, Inc.

Communication Services
61
+ 0.95%
$695.21 - $791.73 $42.4K - $48.3K
6.5K $4.77M
WFC
Wells Fargo & Company

Financial Services
90
+ 2.62%
$77.05 - $85.16 $6.93K - $7.66K
3.53K $295K
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
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