Consilio Wealth Advisors, LLC Incresed Positions 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
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
AVGO
Broadcom Inc.

Technology
85
+ 1.63%
$264.74 - $369.57 $22.5K - $31.4K
5.3K $1.75M
GOOG
Alphabet Inc.

Communication Services
35
+ 1.09%
$175.16 - $255.24 $6.13K - $8.93K
3.26K $793K
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
497
+ 1.47%
$85.01 - $90.35 $42.2K - $44.9K
34.2K $3.06M
EXPE
Expedia Group, Inc.

Consumer Cyclical
6
+ 0.34%
$171.01 - $228.24 $1.03K - $1.37K
1.79K $383K
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
AMD
Advanced Micro Devices Inc

Technology
91
+ 4.99%
$134.8 - $184.42 $12.3K - $16.8K
1.91K $309K
XOM
Exxon Mobil Corp

Energy
147
+ 2.1%
$105.83 - $117.22 $15.6K - $17.2K
7.16K $806K
WMT
Walmart Inc.

Consumer Defensive
194
+ 3.58%
$94.4 - $104.27 $18.3K - $20.2K
5.61K $578K
CDNS
Cadence Design Systems Inc

Technology
30
+ 3.42%
$309.46 - $373.37 $9.28K - $11.2K
906 $318K
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
META
Meta Platforms, Inc.

Communication Services
61
+ 0.95%
$695.21 - $791.73 $42.4K - $48.3K
6.5K $4.77M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.32%
$126.64 - $135.65 $886 - $950
2.19K $296K
WFC
Wells Fargo & Company

Financial Services
90
+ 2.62%
$77.05 - $85.16 $6.93K - $7.66K
3.53K $295K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$303.93 - $329.86 $304 - $330
780 $255K
QCOM
Qualcomm Inc

Technology
37
+ 2.4%
$145.84 - $173.55 $5.4K - $6.42K
1.58K $262K
MA
Mastercard Inc

Financial Services
15
+ 1.55%
$550.18 - $598.96 $8.25K - $8.98K
985 $560K
AXP
American Express CO

Financial Services
15
+ 2.03%
$294.27 - $342.31 $4.41K - $5.13K
755 $250K
NOW
Service Now, Inc.

Technology
33
+ 13.81%
$850.86 - $1044.69 $28.1K - $34.5K
272 $250K
COF
Capital One Financial Corp

Financial Services
18
+ 1.47%
$207.29 - $229.74 $3.73K - $4.14K
1.24K $263K
Blackrock Inc Com
4
+ 1.99%
N/A
205 $0
Linde PLC Shs
11
+ 2.1%
N/A
534 $0
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$234.77 - $292.47 $235 - $292
1.16K $327K
INTU
Intuit Inc

Technology
4
+ 1.29%
$646.03 - $807.39 $2.58K - $3.23K
313 $213K
NFLX
Netflix Inc

Communication Services
12
+ 2.22%
$1147.87 - $1297.18 $13.8K - $15.6K
553 $663K
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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