Consilio Wealth Advisors, LLC Incresed Positions in Q1 2025

Consilio Wealth Advisors, LLC

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
140K
+ 1139.02%
$115.08 - $123.97 $16.2M - $17.4M
153K $17.7M
AMZN
Amazon Com Inc

Consumer Cyclical
52.4K
+ 117.99%
$190.26 - $242.06 $9.97M - $12.7M
96.8K $18.4M
IVV
Ishares Core S&P 500 ETF

ETFs
7.65K
+ 7.95%
$554.06 - $615.85 $4.24M - $4.71M
104K $58M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
15.5K
+ 31.08%
$65.49 - $74.67 $1.01M - $1.16M
65.3K $4.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.1K
+ 23.29%
$71.17 - $73.66 $858K - $888K
63.8K $4.68M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.52K
+ 20.97%
$85.29 - $92.57 $556K - $603K
37.6K $3.39M
HMOP
Hartford Fds Exchange Traded T

ETFs
10.8K
+ 9.63%
$38.25 - $39.12 $414K - $423K
123K $4.73M
DGRO
Ishares Core Dividend Growth E

ETFs
6.14K
+ 1.76%
$60.46 - $64.42 $371K - $396K
355K $21.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
49
+ 2.05%
$442.66 - $534.52 $21.7K - $26.2K
2.43K $1.28M
ABBV
Abb Vie Inc.

Healthcare
240
+ 9.69%
$169.2 - $216.66 $40.6K - $52K
2.72K $569K
LLY
Eli Lilly & CO

Healthcare
54
+ 6.44%
$725.72 - $929.72 $39.2K - $50.2K
893 $737K
V
Visa Inc.

Financial Services
78
+ 4.62%
$306.92 - $362.71 $23.9K - $28.3K
1.77K $619K
XOM
Exxon Mobil Corp

Energy
8
+ 0.11%
$105.44 - $118.93 $844 - $951
7.17K $852K
MUB
Ishares National Muni Bond ETF

ETFs
933
+ 6.66%
$104.71 - $107.69 $97.7K - $100K
14.9K $1.57M
CVX
Chevron Corp

Energy
167
+ 11.93%
$146.71 - $167.97 $24.5K - $28.1K
1.57K $262K
ABT
Abbott Laboratories

Healthcare
123
+ 5.79%
$111.1 - $140.22 $13.7K - $17.2K
2.25K $298K
GE
General Electric CO

Industrials
71
+ 5.88%
$168.59 - $212.13 $12K - $15.1K
1.28K $255K
IBM
International Business Machines Corp

Technology
97
+ 9.55%
$217.4 - $264.74 $21.1K - $25.7K
1.11K $276K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.8%
$890.62 - $1076.86 $14.2K - $17.2K
587 $555K
NFLX
Netflix Inc

Communication Services
7
+ 1.36%
$828.4 - $1058.6 $5.8K - $7.41K
522 $486K
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 0.62%
$225.19 - $279.95 $5.18K - $6.44K
3.74K $916K
CSCO
Cisco Systems, Inc.

Technology
264
+ 7.39%
$58.74 - $64.87 $15.5K - $17.1K
3.84K $236K
WFC
Wells Fargo & Company

Financial Services
200
+ 6.23%
$66.78 - $81.42 $13.4K - $16.3K
3.41K $244K
SYK
Stryker Corp

Healthcare
18
+ 3.13%
$355.18 - $399.9 $6.39K - $7.2K
594 $221K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.18%
$158.56 - $176.26 $634 - $705
2.22K $379K
WMT
Walmart Inc.

Consumer Defensive
108
+ 2.32%
$84.5 - $105.05 $9.13K - $11.3K
4.76K $418K
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 3.9%
$476.63 - $610.45 $8.1K - $10.4K
453 $224K
BAC
Bank Of America Corp

Financial Services
285
+ 3.35%
$39.61 - $47.74 $11.3K - $13.6K
8.81K $367K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.44%
$4295.4 - $5141.88 $8.59K - $10.3K
47 $216K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.26%
$271.18 - $303.12 $542 - $606
779 $213K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 0.06%
$157.11 - $206.52 $157 - $207
1.72K $288K
CRM
Salesforce, Inc.

Technology
50
+ 4.56%
$268.36 - $359.95 $13.4K - $18K
1.15K $307K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.13%
$126.86 - $146.45 $888 - $1.03K
5.55K $705K
AVGO
Broadcom Inc.

Technology
137
+ 2.83%
$167.43 - $244.7 $22.9K - $33.5K
4.98K $834K
GOOGL
Alphabet Inc.

Communication Services
83
+ 0.87%
$154.33 - $206.19 $12.8K - $17.1K
9.66K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.39K
+ 3.53%
$57.21 - $65.8 $423K - $486K
217K $12.6M
AAPL
Apple Inc.

Technology
165
+ 0.95%
$209.68 - $247.1 $34.6K - $40.8K
17.5K $3.89M
NVDA
Nvidia Corp

Technology
261
+ 0.93%
$106.98 - $149.43 $27.9K - $39K
28.5K $3.08M
MSFT
Microsoft Corp

Technology
580
+ 1.16%
$375.39 - $447.2 $218K - $259K
50.8K $19.1M
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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