Consilio Wealth Advisors, LLC Incresed Positions 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
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
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
MA
Mastercard Inc

Financial Services
90
+ 4.95%
$429.6 - $500.99 $38.7K - $45.1K
1.91K $941K
ORCL
Oracle Corp

Technology
294
+ 9.54%
$125.9 - $170.35 $37K - $50.1K
3.38K $575K
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
BAC
Bank Of America Corp

Financial Services
1.01K
+ 12.9%
$36.65 - $44.13 $37K - $44.5K
8.83K $350K
PEP
Pepsico Inc

Consumer Defensive
142
+ 7.9%
$161.9 - $179.3 $23K - $25.5K
1.94K $329K
IVW
Ishares S&P 500 Growth ETF

ETFs
13
+ 0.13%
$84.77 - $97.13 $1.1K - $1.26K
9.68K $926K
GOOGL
Alphabet Inc.

Communication Services
907
+ 11.71%
$148.65 - $191.18 $135K - $173K
8.65K $1.44M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.09%
$116.79 - $133.54 $584 - $668
5.56K $733K
ADBE
Adobe Inc.

Technology
74
+ 15.91%
$508.13 - $586.55 $37.6K - $43.4K
539 $279K
AMGN
Amgen Inc

Healthcare
28
+ 4.03%
$309.38 - $337.38 $8.66K - $9.45K
723 $232K
QCOM
Qualcomm Inc

Technology
208
+ 19.92%
$156.12 - $209.64 $32.5K - $43.6K
1.25K $212K
MRK
Merck & Co., Inc.

Healthcare
210
+ 9.33%
$111.15 - $128.97 $23.3K - $27.1K
2.46K $279K
AMAT
Applied Materials Inc

Technology
93
+ 9.35%
$174.88 - $254.97 $16.3K - $23.7K
1.09K $219K
CDNS
Cadence Design Systems Inc

Technology
44
+ 5.24%
$246.84 - $321.11 $10.9K - $14.1K
883 $239K
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
Track This Portfolio

Track Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email