Consilio Wealth Advisors, LLC Purchases in Q4 2024

Consilio Wealth Advisors, LLC

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.93K
+ 7.75%
$570.51 - $610.59 $3.95M - $4.23M
96.3K $56.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
212
+ 0.62%
$481.22 - $538.17 $102K - $114K
34.3K $17.5M
NVDA
Nvidia Corp

Technology
591
+ 2.14%
$117.0 - $148.88 $69.1K - $88K
28.2K $3.79M
GOOGL
Alphabet Inc.

Communication Services
925
+ 10.69%
$161.86 - $196.66 $150K - $182K
9.58K $1.81M
AAPL
Apple Inc.

Technology
192
+ 1.12%
$221.69 - $259.02 $42.6K - $49.7K
17.3K $4.34M
META
Meta Platforms, Inc.

Communication Services
388
+ 6.22%
$554.08 - $632.68 $215K - $245K
6.62K $3.91M
AVGO
Broadcom Inc.

Technology
152
+ 3.24%
$159.67 - $250.0 $24.3K - $38K
4.85K $1.12M
WFC
Wells Fargo & Company

Financial Services
3.21K
New
$54.98 - $77.35 $176K - $248K
3.21K $225K
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4100.99 - $5300.34 $185K - $239K
45 $223K
CSCO
Cisco Systems, Inc.

Technology
3.57K
New
$52.45 - $60.02 $187K - $214K
3.57K $211K
CVX
Chevron Corp

Energy
1.4K
New
$141.15 - $162.53 $198K - $228K
1.4K $202K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.13K
+ 1.52%
$61.68 - $67.87 $193K - $212K
209K $13.1M
HMOP
Hartford Fds Exchange Traded T

ETFs
6.33K
+ 5.97%
$38.56 - $39.45 $244K - $250K
112K $4.34M
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 2.54%
$205.18 - $250.29 $18.9K - $23K
3.72K $890K
NFLX
Netflix Inc

Communication Services
1
+ 0.19%
$687.65 - $936.56 $688 - $937
515 $459K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$163.08 - $198.16 $163 - $198
3.84K $732K
V
Visa Inc.

Financial Services
60
+ 3.68%
$273.87 - $320.91 $16.4K - $19.3K
1.69K $534K
CRM
Salesforce, Inc.

Technology
56
+ 5.38%
$270.87 - $367.87 $15.2K - $20.6K
1.1K $366K
VT
Vanguard Total World Stk Index

ETFs
897
+ 7.85%
$117.09 - $123.07 $105K - $110K
12.3K $1.45M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 0.06%
$146.47 - $191.01 $146 - $191
1.71K $319K
MUB
Ishares National Muni Bond ETF

ETFs
800
+ 6.06%
$105.78 - $108.7 $84.6K - $87K
14K $1.49M
WMT
Walmart Inc.

Consumer Defensive
151
+ 3.35%
$79.1 - $95.7 $11.9K - $14.5K
4.66K $420K
NOW
Service Now, Inc.

Technology
4
+ 1.74%
$867.18 - $1148.42 $3.47K - $4.59K
234 $248K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.24K
+ 2.95%
$77.86 - $79.27 $96.5K - $98.2K
43.2K $3.37M
ABT
Abbott Laboratories

Healthcare
301
+ 16.49%
$111.93 - $119.39 $33.7K - $35.9K
2.13K $240K
CDNS
Cadence Design Systems Inc

Technology
11
+ 1.25%
$249.1 - $324.54 $2.74K - $3.57K
894 $268K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.59%
$260.27 - $280.65 $1.82K - $1.96K
1.19K $320K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$280.04 - $302.45 $840 - $907
777 $225K
IBM
International Business Machines Corp

Technology
31
+ 3.15%
$204.9 - $238.04 $6.35K - $7.38K
1.02K $223K
ABBV
Abb Vie Inc.

Healthcare
270
+ 12.23%
$164.99 - $203.87 $44.5K - $55K
2.48K $440K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.12%
$118.0 - $127.04 $236 - $254
1.7K $206K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.71%
$442.29 - $483.08 $17.7K - $19.3K
2.39K $1.08M
Blackrock Inc
207
New
N/A
207 $0
Arista Networks Inc
1.87K
New
N/A
1.87K $0
ORCL
Oracle Corp

Technology
35
+ 1.04%
$165.41 - $192.43 $5.79K - $6.74K
3.41K $568K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.91%
$385.02 - $431.37 $3.85K - $4.31K
1.11K $430K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.01K
+ 4.04%
$71.75 - $75.11 $144K - $151K
51.8K $3.72M
KO
Coca Cola CO

Consumer Defensive
228
+ 5.58%
$61.74 - $71.71 $14.1K - $16.3K
4.32K $268K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.36%
$727.2 - $932.06 $2.18K - $2.8K
839 $647K
DGRO
Ishares Core Dividend Growth E

ETFs
4.94K
+ 1.44%
$60.73 - $64.94 $300K - $321K
349K $21.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.32K
+ 4.42%
$87.1 - $98.49 $115K - $130K
31.1K $2.71M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.25K
+ 6.97%
$68.62 - $82.57 $223K - $268K
49.8K $3.42M
EFG
Msci Eafe Growth ETF

ETFs
5.6K
+ 3.42%
$96.83 - $106.88 $542K - $598K
169K $16.4M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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