Consilium Wealth Advisory, LLC Purchases in Q1 2025

Consilium Wealth Advisory, LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.63K
+ 7.66%
$243.19 - $288.14 $396K - $469K
22.9K $6.59M
DFAI
Dimensional ETF Tr

ETFs
12.8K
+ 2.55%
$28.88 - $32.4 $369K - $414K
514K $16.1M
RTX
Raytheon Technologies Corp

Industrials
5.58K
New
$114.1 - $135.66 $637K - $757K
5.58K $739K
WFC
Wells Fargo & Company

Financial Services
5.41K
+ 3.16%
$66.78 - $81.42 $361K - $440K
176K $12.7M
JNJ
Johnson & Johnson

Healthcare
3.18K
+ 62.02%
$142.06 - $167.7 $451K - $532K
8.29K $1.38M
BA
Boeing CO

Industrials
3.41K
New
$148.15 - $186.25 $505K - $635K
3.41K $581K
AMGN
Amgen Inc

Healthcare
1.2K
+ 33.7%
$258.59 - $327.36 $311K - $394K
4.77K $1.49M
FTNT
Fortinet, Inc.

Technology
5.44K
New
$92.49 - $114.57 $503K - $623K
5.44K $523K
KKR
Kkr & Co. Inc.

Financial Services
4.45K
New
$108.17 - $167.07 $481K - $743K
4.45K $514K
UBER
Uber Technologies, Inc

Technology
6.96K
New
$63.17 - $81.49 $440K - $567K
6.96K $507K
AOK
Ishares Tr Core Conservative A

ETFs
12.2K
+ 33.44%
$36.86 - $38.15 $448K - $464K
48.5K $1.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.7K
+ 4.34%
$73.78 - $76.59 $273K - $283K
89K $6.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.88K
+ 10.42%
$271.18 - $303.12 $782K - $874K
30.6K $8.35M
AOA
Ishares Tr Core Aggressive All

ETFs
4.39K
+ 7.44%
$75.7 - $80.01 $332K - $351K
63.4K $4.85M
LLY
Eli Lilly & CO

Healthcare
137
+ 4.28%
$725.72 - $929.72 $99.4K - $127K
3.34K $2.76M
BSX
Boston Scientific Corp

Healthcare
1.13K
+ 9.25%
$89.38 - $106.18 $101K - $120K
13.3K $1.35M
UNH
Unitedhealth Group Inc

Healthcare
282
+ 5.76%
$461.52 - $548.18 $130K - $155K
5.18K $2.71M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.93K
+ 3.45%
$76.94 - $78.28 $148K - $151K
57.7K $4.51M
ADP
Automatic Data Processing Inc

Industrials
666
New
$286.85 - $318.64 $191K - $212K
666 $203K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.92K
New
$51.26 - $52.53 $201K - $206K
3.92K $201K
SLB
Schlumberger Limited

Energy
2.22K
+ 8.48%
$38.4 - $43.74 $85.1K - $96.9K
28.3K $1.18M
ABT
Abbott Laboratories

Healthcare
78
+ 2.08%
$111.1 - $140.22 $8.67K - $10.9K
3.82K $506K
IR
Ingersoll Rand Inc.

Industrials
2.65K
+ 18.76%
$79.44 - $94.23 $211K - $250K
16.8K $1.34M
SHV
Ishares Tr

ETFs
560
+ 15.96%
$110.11 - $110.51 $61.7K - $61.9K
4.07K $449K
TT
Trane Technologies PLC

Industrials
777
+ 12.6%
$332.0 - $400.86 $258K - $311K
6.94K $2.34M
ICE
Intercontinental Exchange, Inc.

Financial Services
21
+ 0.85%
$142.8 - $176.36 $3K - $3.7K
2.51K $432K
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$105.44 - $118.93 $105 - $119
5.33K $634K
MA
Mastercard Inc

Financial Services
19
+ 1.14%
$504.67 - $576.31 $9.59K - $10.9K
1.69K $927K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 2.54%
$279.74 - $321.29 $9.23K - $10.6K
1.33K $416K
DE
Deere & CO

Industrials
8
+ 1.36%
$408.57 - $509.27 $3.27K - $4.07K
598 $280K
PG
Procter & Gamble CO

Consumer Defensive
96
+ 3.2%
$158.56 - $176.26 $15.2K - $16.9K
3.1K $527K
MU
Micron Technology Inc

Technology
81
+ 1.52%
$86.89 - $109.38 $7.04K - $8.86K
5.41K $469K
FANG
Diamondback Energy, Inc.

Energy
44
+ 1.05%
$139.9 - $180.18 $6.16K - $7.93K
4.25K $679K
BAC
Bank Of America Corp

Financial Services
300
+ 3.11%
$39.61 - $47.74 $11.9K - $14.3K
9.93K $414K
PANW
Palo Alto Networks Inc

Technology
24
+ 1.82%
$167.82 - $208.28 $4.03K - $5K
1.34K $229K
HON
Honeywell International Inc

Industrials
25
+ 2.17%
$202.75 - $226.52 $5.07K - $5.66K
1.18K $248K
CAT
Caterpillar Inc

Industrials
19
+ 1.76%
$326.75 - $407.63 $6.21K - $7.74K
1.1K $362K
MAR
Marriott International Inc

Consumer Cyclical
20
+ 1.67%
$237.01 - $304.45 $4.74K - $6.09K
1.22K $290K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.05%
$84.5 - $105.05 $930 - $1.16K
23.3K $2.05M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
179
+ 1.13%
$51.45 - $58.51 $9.21K - $10.5K
16K $827K
NOW
Service Now, Inc.

Technology
4
+ 1.51%
$783.83 - $1170.39 $3.14K - $4.68K
269 $214K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.24%
$551.42 - $612.93 $3.86K - $4.29K
2.91K $1.63M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.1%
$576.36 - $736.67 $3.46K - $4.42K
6.19K $3.57M
GOOG
Alphabet Inc.

Communication Services
395
+ 8.19%
$156.06 - $207.71 $61.6K - $82K
5.22K $814K
CRM
Salesforce, Inc.

Technology
90
+ 2.45%
$268.36 - $359.95 $24.2K - $32.4K
3.76K $1.01M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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