Consilio Wealth Advisors, LLC Incresed Positions 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
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
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
IBM
International Business Machines Corp

Technology
31
+ 3.15%
$204.9 - $238.04 $6.35K - $7.38K
1.02K $223K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$280.04 - $302.45 $840 - $907
777 $225K
ABBV
Abb Vie Inc.

Healthcare
270
+ 12.23%
$164.99 - $203.87 $44.5K - $55K
2.48K $440K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.71%
$442.29 - $483.08 $17.7K - $19.3K
2.39K $1.08M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.12%
$118.0 - $127.04 $236 - $254
1.7K $206K
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
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