Consilio Wealth Advisors, LLC Reduced Holdings in Q3 2025

Consilio Wealth Advisors, LLC

  • $303 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTAP
Net App, Inc.

Technology
-4.46K
- 51.9%
$101.1 - $126.36 $451K - $564K
4.13K $489K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-774
- 12.28%
$567.77 - $614.76 $439K - $476K
5.53K $3.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-430
- 0.44%
$211.65 - $238.24 $91K - $102K
97.5K $21.4M
PG
Procter & Gamble CO

Consumer Defensive
-281
- 13.13%
$150.47 - $161.22 $42.3K - $45.3K
1.86K $285K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.33%
$915.95 - $994.57 $1.83K - $1.99K
613 $567K
PM
Philip Morris International Inc.

Consumer Defensive
-36
- 2.2%
$157.77 - $183.27 $5.68K - $6.6K
1.6K $260K
V
Visa Inc.

Financial Services
-27
- 1.43%
$332.09 - $358.86 $8.97K - $9.69K
1.86K $635K
KO
Coca Cola CO

Consumer Defensive
-71
- 1.58%
$65.67 - $71.67 $4.66K - $5.09K
4.43K $293K
DIS
Walt Disney CO

Communication Services
-53
- 2.85%
$112.25 - $124.0 $5.95K - $6.57K
1.81K $207K
LLY
Eli Lilly & CO

Healthcare
-6
- 0.68%
$625.65 - $812.69 $3.75K - $4.88K
876 $668K
AMGN
Amgen Inc

Healthcare
-46
- 5.74%
$271.18 - $309.22 $12.5K - $14.2K
755 $213K
ABT
Abbott Laboratories

Healthcare
-29
- 1.27%
$120.51 - $136.62 $3.49K - $3.96K
2.26K $302K
T
At&T Inc.

Communication Services
-10
- 0.13%
$26.94 - $29.62 $269 - $296
7.79K $219K
CSCO
Cisco Systems, Inc.

Technology
-25
- 0.69%
$66.2 - $71.79 $1.66K - $1.79K
3.59K $245K
AMAT
Applied Materials Inc

Technology
-151
- 11.6%
$156.25 - $204.95 $23.6K - $30.9K
1.15K $235K
EFG
Msci Eafe Growth ETF

ETFs
-639
- 1.54%
$106.99 - $114.46 $68.4K - $73.1K
40.8K $4.64M
VGT
Vanguard Information Technolog

ETFs
-14
- 4.24%
$656.44 - $753.15 $9.19K - $10.5K
316 $235K
SPY
Spdr S&P 500 ETF Trust

ETFs
-168
- 4.58%
$617.65 - $666.84 $104K - $112K
3.5K $2.33M
IWM
Ishares Russell 2000 ETF

ETFs
-58
- 0.65%
$214.92 - $244.84 $12.5K - $14.2K
8.92K $2.16M
IEFA
Ishares Tr

ETFs
-800
- 0.88%
$81.7 - $87.53 $65.4K - $70K
90.4K $7.9M
VO
Vanguard Mid Cap ETF

ETFs
-235
- 0.63%
$279.83 - $293.74 $65.8K - $69K
36.9K $10.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-119
- 0.36%
$546.99 - $602.2 $65.1K - $71.7K
32.8K $19.7M
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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