Consilio Wealth Advisors, LLC Purchases in Q3 2024

Consilio Wealth Advisors, LLC

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.4K
+ 1.59%
$520.18 - $576.82 $728K - $807K
89.3K $51.5M
EFG
Msci Eafe Growth ETF

ETFs
12K
+ 7.94%
$96.84 - $108.77 $1.16M - $1.31M
163K $17.6M
DGRO
Ishares Core Dividend Growth E

ETFs
2.93K
+ 0.86%
$57.47 - $62.76 $169K - $184K
344K $21.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.7K
+ 7.68%
$57.32 - $62.65 $844K - $922K
206K $12.9M
AAPL
Apple Inc.

Technology
3.32K
+ 24.05%
$207.23 - $234.82 $689K - $781K
17.1K $3.99M
META
Meta Platforms, Inc.

Communication Services
1.18K
+ 23.32%
$453.41 - $572.44 $535K - $675K
6.23K $3.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
285
+ 0.84%
$434.77 - $502.96 $124K - $143K
34.1K $16.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
208
+ 0.45%
$72.41 - $86.76 $15.1K - $18K
46.6K $3.84M
NVDA
Nvidia Corp

Technology
3.16K
+ 12.94%
$98.91 - $134.91 $313K - $427K
27.6K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 17.25%
$191.76 - $263.26 $96.8K - $133K
3.43K $898K
GE
General Electric CO

Industrials
1.4K
New
$156.66 - $189.66 $219K - $265K
1.4K $263K
TMO
Thermo Fisher Scientific Inc.

Healthcare
425
New
$531.86 - $624.21 $226K - $265K
425 $262K
IWB
Ishares Tr Russell 1000 ETF

ETFs
43
+ 0.29%
$283.28 - $314.39 $12.2K - $13.5K
14.8K $4.65M
HMOP
Hartford Fds Exchange Traded T

ETFs
4.67K
+ 4.6%
$38.61 - $39.46 $180K - $184K
106K $4.18M
XLV
Select Sector Spdr Fund Health

ETFs
244
+ 1.01%
$143.3 - $157.24 $35K - $38.4K
24.3K $3.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.12K
+ 2.31%
$71.45 - $75.64 $80.3K - $85K
49.8K $3.74M
IBM
International Business Machines Corp

Technology
985
New
$175.1 - $223.38 $172K - $220K
985 $217K
ISRG
Intuitive Surgical Inc

Healthcare
443
New
$416.14 - $494.01 $184K - $219K
443 $217K
UNP
Union Pacific Corp

Industrials
884
New
$221.78 - $256.09 $196K - $226K
884 $217K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.73K
New
$57.22 - $80.08 $156K - $218K
2.73K $212K
CAT
Caterpillar Inc

Industrials
542
New
$316.8 - $391.12 $172K - $212K
542 $211K
SYK
Stryker Corp

Healthcare
581
New
$315.94 - $371.96 $184K - $216K
581 $209K
ABT
Abbott Laboratories

Healthcare
1.83K
New
$100.07 - $118.13 $183K - $216K
1.83K $208K
NOW
Service Now, Inc.

Technology
230
New
$730.87 - $937.36 $168K - $216K
230 $205K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.7K
New
$108.44 - $120.37 $184K - $204K
1.7K $204K
UNH
Unitedhealth Group Inc

Healthcare
241
+ 32.92%
$488.01 - $604.18 $118K - $146K
973 $568K
HD
Home Depot, Inc.

Consumer Cyclical
330
+ 43.02%
$333.64 - $405.2 $110K - $134K
1.1K $444K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.14K
+ 2.8%
$76.94 - $79.54 $88K - $91K
42K $3.33M
TYL
Tyler Technologies Inc

Technology
8
+ 0.4%
$499.52 - $595.46 $4K - $4.76K
2.01K $1.18M
AVGO
Broadcom Inc.

Technology
4.29K
+ 1056.4%
$136.27 - $1745.86 $584K - $7.49M
4.7K $809K
ORCL
Oracle Corp

Technology
294
+ 9.54%
$125.9 - $170.35 $37K - $50.1K
3.38K $575K
MA
Mastercard Inc

Financial Services
90
+ 4.95%
$429.6 - $500.99 $38.7K - $45.1K
1.91K $941K
JNJ
Johnson & Johnson

Healthcare
698
+ 50.51%
$145.48 - $167.38 $102K - $117K
2.08K $337K
ABBV
Abb Vie Inc.

Healthcare
394
+ 21.73%
$163.84 - $199.33 $64.6K - $78.5K
2.21K $435K
JPM
Jpmorgan Chase & CO

Financial Services
380
+ 11.72%
$194.9 - $224.8 $74.1K - $85.4K
3.62K $763K
PG
Procter & Gamble CO

Consumer Defensive
512
+ 28.72%
$160.76 - $177.82 $82.3K - $91K
2.3K $397K
XOM
Exxon Mobil Corp

Energy
731
+ 11.16%
$109.72 - $119.0 $80.2K - $87K
7.28K $853K
WMT
Walmart Inc.

Consumer Defensive
574
+ 14.6%
$66.91 - $81.4 $38.4K - $46.7K
4.51K $363K
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 16.9%
$801.83 - $917.05 $69K - $78.9K
595 $527K
MUB
Ishares National Muni Bond ETF

ETFs
525
+ 4.14%
$106.13 - $108.7 $55.7K - $57.1K
13.2K $1.43M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.03%
$107.72 - $119.96 $323 - $360
11.4K $1.37M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
10
+ 0.22%
$41.77 - $67.84 $418 - $678
4.51K $288K
NFLX
Netflix Inc

Communication Services
91
+ 21.51%
$598.55 - $722.26 $54.5K - $65.7K
514 $364K
LLY
Eli Lilly & CO

Healthcare
92
+ 12.37%
$772.14 - $960.02 $71K - $88.3K
836 $740K
KO
Coca Cola CO

Consumer Defensive
516
+ 14.45%
$62.69 - $73.01 $32.3K - $37.7K
4.09K $293K
V
Visa Inc.

Financial Services
153
+ 10.36%
$253.74 - $291.56 $38.8K - $44.6K
1.63K $448K
CRM
Salesforce, Inc.

Technology
118
+ 12.8%
$238.42 - $276.53 $28.1K - $32.6K
1.04K $284K
AMD
Advanced Micro Devices Inc

Technology
231
+ 13.92%
$128.67 - $183.96 $29.7K - $42.5K
1.89K $310K
EXPE
Expedia Group, Inc.

Consumer Cyclical
16
+ 0.94%
$112.12 - $149.09 $1.79K - $2.39K
1.71K $253K
Activity Summary
Buys All Purchases 63 New Holdings 12 Increased Positions 51 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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