Consilio Wealth Advisors, LLC Portfolio Holdings
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
Consilio Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.5M, Microsoft Corp with a value of $22.1M, Ishares Core Dividend Growth E with a value of $21.6M, Msci Eafe Growth ETF with a value of $17.6M, and Invesco Qqq Trust, Series 1 with a value of $16.6M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $223M to 242M.
Below you can find more details about Consilio Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
ETFs: $180 Million
Technology: $34 Million
Consumer Cyclical: $10.9 Million
Communication Services: $6.3 Million
Financial Services: $3.79 Million
Healthcare: $3.49 Million
Consumer Defensive: $1.91 Million
Energy: $853,000
Other: $691,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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