Consilio Wealth Advisors, LLC Reduced Holdings in Q1 2025

Consilio Wealth Advisors, LLC

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-157K
- 92.67%
$96.1 - $106.37 $15.1M - $16.7M
12.4K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-86.1K
- 96.64%
$102.49 - $119.96 $8.82M - $10.3M
3K $311K
VO
Vanguard Mid Cap ETF

ETFs
-14.4K
- 28.45%
$251.87 - $277.95 $3.63M - $4.01M
36.3K $9.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.71K
- 5.0%
$468.34 - $539.52 $803K - $925K
32.6K $15.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.81K
- 18.08%
$77.7 - $78.94 $607K - $616K
35.4K $2.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-43
- 1.28%
$222.15 - $428.22 $9.55K - $18.4K
3.33K $862K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-83
- 0.57%
$302.31 - $337.54 $25.1K - $28K
14.5K $4.41M
META
Meta Platforms, Inc.

Communication Services
-295
- 4.45%
$576.36 - $736.67 $170K - $217K
6.33K $3.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-37
- 0.66%
$507.05 - $563.67 $18.8K - $20.9K
5.55K $2.84M
MA
Mastercard Inc

Financial Services
-331
- 20.94%
$504.67 - $576.31 $167K - $191K
1.25K $685K
GOOG
Alphabet Inc.

Communication Services
-41
- 1.07%
$156.06 - $207.71 $6.4K - $8.52K
3.8K $594K
ORCL
Oracle Corp

Technology
-242
- 7.09%
$139.81 - $186.47 $33.8K - $45.1K
3.17K $443K
TYL
Tyler Technologies Inc

Technology
-223
- 11.08%
$553.41 - $646.74 $123K - $144K
1.79K $1.04M
UNH
Unitedhealth Group Inc

Healthcare
-254
- 26.71%
$461.52 - $548.18 $117K - $139K
697 $365K
IVW
Ishares S&P 500 Growth ETF

ETFs
-280
- 2.92%
$92.45 - $106.69 $25.9K - $29.9K
9.32K $862K
CDNS
Cadence Design Systems Inc

Technology
-72
- 8.05%
$233.96 - $324.52 $16.8K - $23.4K
822 $209K
VV
Vanguard Large Cap ETF

ETFs
-164
- 13.78%
$253.32 - $282.66 $41.5K - $46.4K
1.03K $262K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 5.6%
$347.25 - $424.87 $21.5K - $26.3K
1.05K $382K
HDV
Ishares Core High Dividend ETF

ETFs
-138
- 5.67%
$110.86 - $121.12 $15.3K - $16.7K
2.3K $274K
KO
Coca Cola CO

Consumer Defensive
-35
- 0.81%
$60.81 - $72.32 $2.13K - $2.53K
4.28K $306K
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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