Consilio Wealth Advisors, LLC Portfolio Holdings
Consilio Wealth Advisors, LLC
- $238 Million
- Q1 2025
Consilio Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Million distributed in 72 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 $58M, Ishares Core Dividend Growth E with a value of $21.7M, Microsoft Corp with a value of $19.1M, Amazon Com Inc with a value of $18.4M, and Vanguard Total World Stk Index with a value of $17.7M.
Examining the 13F form we can see an decrease of $5.89M in the current position value, from $244M to 238M.
Below you can find more details about Consilio Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $170 Million
Technology: $30.2 Million
Consumer Cyclical: $20.2 Million
Communication Services: $6.74 Million
Financial Services: $4.11 Million
Healthcare: $3.25 Million
Consumer Defensive: $2.18 Million
Energy: $1.11 Million
Other: $684,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|