Consilio Wealth Advisors, LLC Reduced Holdings in Q4 2024

Consilio Wealth Advisors, LLC

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.2K
- 2.33%
$406.35 - $454.46 $487K - $544K
50.2K $21.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-645
- 0.72%
$113.92 - $127.38 $73.5K - $82.2K
89.1K $10.3M
VO
Vanguard Mid Cap ETF

ETFs
-481
- 0.94%
$261.5 - $284.63 $126K - $137K
50.7K $13.4M
MA
Mastercard Inc

Financial Services
-326
- 17.09%
$491.3 - $536.15 $160K - $175K
1.58K $832K
AMD
Advanced Micro Devices Inc

Technology
-71
- 3.76%
$118.88 - $172.8 $8.44K - $12.3K
1.82K $219K
UNH
Unitedhealth Group Inc

Healthcare
-22
- 2.26%
$485.52 - $625.25 $10.7K - $13.8K
951 $481K
XOM
Exxon Mobil Corp

Energy
-125
- 1.72%
$105.51 - $125.37 $13.2K - $15.7K
7.16K $769K
GE
General Electric CO

Industrials
-192
- 13.72%
$159.95 - $194.23 $30.7K - $37.3K
1.21K $201K
MRK
Merck & Co., Inc.

Healthcare
-201
- 8.17%
$96.31 - $114.76 $19.4K - $23.1K
2.26K $224K
ADBE
Adobe Inc.

Technology
-22
- 4.08%
$437.39 - $552.96 $9.62K - $12.2K
517 $229K
PG
Procter & Gamble CO

Consumer Defensive
-75
- 3.27%
$161.05 - $179.7 $12.1K - $13.5K
2.22K $372K
TYL
Tyler Technologies Inc

Technology
-1
- 0.05%
$576.64 - $635.69 $577 - $636
2.01K $1.16M
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 4.03%
$873.59 - $994.69 $21K - $23.9K
571 $523K
SYK
Stryker Corp

Healthcare
-5
- 0.86%
$345.14 - $392.15 $1.73K - $1.96K
576 $207K
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 1.58%
$471.27 - $550.62 $3.3K - $3.85K
436 $227K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2
- 0.07%
$77.25 - $91.3 $155 - $183
2.73K $232K
BAC
Bank Of America Corp

Financial Services
-311
- 3.52%
$39.22 - $47.77 $12.2K - $14.9K
8.52K $374K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.09%
$567.81 - $607.81 $1.14K - $1.22K
2.25K $1.32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-248
- 1.68%
$311.11 - $335.64 $77.2K - $83.2K
14.6K $4.69M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-15
- 0.27%
$129.96 - $144.97 $1.95K - $2.17K
5.55K $772K
IVW
Ishares S&P 500 Growth ETF

ETFs
-72
- 0.74%
$94.43 - $105.47 $6.8K - $7.59K
9.6K $974K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21
- 0.37%
$521.84 - $558.82 $11K - $11.7K
5.59K $3.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.4K
- 10.85%
$180.88 - $232.93 $977K - $1.26M
44.4K $9.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-62
- 1.81%
$213.65 - $479.86 $13.2K - $29.8K
3.37K $1.36M
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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