Consilio Wealth Advisors, LLC Sells in Q2 2025

Consilio Wealth Advisors, LLC

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-53.7K
- 35.17%
$103.16 - $128.52 $5.54M - $6.91M
99K $12.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.87K
- 10.3%
$83.97 - $92.85 $325K - $360K
33.7K $2.98M
AAPL
Apple Inc.

Technology
-247
- 1.41%
$172.42 - $223.89 $42.6K - $55.3K
17.3K $3.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.86K
- 7.61%
$72.02 - $73.82 $350K - $359K
59K $4.34M
HMOP
Hartford Fds Exchange Traded T

ETFs
-7.84K
- 6.36%
$37.54 - $38.74 $294K - $304K
115K $4.42M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.97K
- 11.23%
$77.94 - $79.5 $310K - $316K
31.4K $2.5M
MUB
Ishares National Muni Bond ETF

ETFs
-2.72K
- 18.21%
$102.31 - $105.8 $278K - $288K
12.2K $1.28M
MA
Mastercard Inc

Financial Services
-280
- 22.4%
$479.92 - $590.74 $134K - $165K
970 $545K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.33%
$483.48 - $539.8 $3.87K - $4.32K
2.43K $1.18M
XOM
Exxon Mobil Corp

Energy
-156
- 2.18%
$99.93 - $119.04 $15.6K - $18.6K
7.01K $755K
JNJ
Johnson & Johnson

Healthcare
-185
- 7.47%
$146.36 - $159.82 $27.1K - $29.6K
2.29K $349K
LLY
Eli Lilly & CO

Healthcare
-11
- 1.23%
$713.71 - $898.95 $7.85K - $9.89K
882 $687K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 3.78%
$157.66 - $172.39 $13.2K - $14.5K
2.14K $340K
HDV
Ishares Core High Dividend ETF

ETFs
-286
- 12.45%
$108.41 - $120.51 $31K - $34.5K
2.01K $235K
GOOG
Alphabet Inc.

Communication Services
-579
- 15.22%
$146.58 - $180.01 $84.9K - $104K
3.22K $571K
VV
Vanguard Large Cap ETF

ETFs
-118
- 11.5%
$228.25 - $285.3 $26.9K - $33.7K
908 $259K
TYL
Tyler Technologies Inc

Technology
-11
- 0.61%
$521.68 - $592.84 $5.74K - $6.52K
1.78K $1.05M
CSCO
Cisco Systems, Inc.

Technology
-220
- 5.74%
$53.19 - $69.38 $11.7K - $15.3K
3.62K $250K
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.66%
$451.58 - $565.94 $1.35K - $1.7K
450 $244K
BAC
Bank Of America Corp

Financial Services
-135
- 1.53%
$34.39 - $47.46 $4.64K - $6.41K
8.67K $410K
NTAP
Net App, Inc.

Technology
-530
- 5.81%
$76.1 - $106.55 $40.3K - $56.5K
8.6K $915K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-11
- 0.2%
$113.67 - $150.4 $1.25K - $1.65K
5.54K $833K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7
- 0.08%
$82.96 - $110.1 $581 - $771
9.32K $1.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-113
- 0.78%
$272.36 - $339.57 $30.8K - $38.4K
14.4K $4.88M
Activity Summary
Buys All Purchases 57 New Holdings 17 Increased Positions 40 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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