Consilium Wealth Advisory, LLC Incresed Positions in Q4 2025

Consilium Wealth Advisory, LLC

  • $261 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
69.1K
+ 12.09%
$35.82 - $37.52 $2.47M - $2.59M
640K $23.7M
GOOGL
Alphabet Inc.

Communication Services
2.6K
+ 12.59%
$236.57 - $291.31 $615K - $757K
23.2K $6.43M
IWM
Ishares Russell 2000 ETF

ETFs
4.29K
+ 23.76%
$236.79 - $250.33 $1.02M - $1.07M
22.4K $5.31M
AAPL
Apple Inc.

Technology
140
+ 0.2%
$245.27 - $275.25 $34.3K - $38.5K
69.4K $18.6M
NOW
Service Now, Inc.

Technology
1.08K
+ 400.0%
$835.79 - $946.29 $899K - $1.02M
1.35K $1.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
8.01K
+ 2.57%
$63.43 - $65.6 $508K - $525K
319K $20.7M
AMZN
Amazon Com Inc

Consumer Cyclical
472
+ 2.02%
$213.04 - $254.0 $101K - $120K
23.8K $5.59M
MU
Micron Technology Inc

Technology
41
+ 0.76%
$181.6 - $253.3 $7.45K - $10.4K
5.42K $1.34M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.01K
+ 5.25%
$77.73 - $78.84 $389K - $395K
100K $7.81M
AMD
Advanced Micro Devices Inc

Technology
61
+ 1.7%
$164.01 - $264.33 $10K - $16.1K
3.65K $878K
AOA
Ishares Tr Core Aggressive All

ETFs
2.26K
+ 3.46%
$86.51 - $90.12 $195K - $203K
67.6K $6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.18K
+ 5.07%
$78.65 - $79.19 $250K - $252K
66K $5.2M
VTI
Vanguard Total Stock Market Et

ETFs
304
+ 0.95%
$321.8 - $337.95 $97.8K - $103K
32.2K $10.6M
RTX
Raytheon Technologies Corp

Industrials
91
+ 0.99%
$157.0 - $179.44 $14.3K - $16.3K
9.29K $1.63M
BSX
Boston Scientific Corp

Healthcare
341
+ 3.02%
$94.95 - $104.98 $32.4K - $35.8K
11.6K $1.19M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$185.98 - $199.58 $186 - $200
5.26K $1.05M
WMT
Walmart Inc.

Consumer Defensive
474
+ 2.17%
$101.18 - $109.03 $48K - $51.7K
22.3K $2.3M
CVX
Chevron Corp

Energy
307
+ 5.63%
$148.9 - $157.72 $45.7K - $48.4K
5.76K $892K
IFRA
Ishares Tr

ETFs
1.78K
+ 2.38%
$52.02 - $54.04 $92.4K - $96K
76.3K $3.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 1.58%
$475.68 - $513.11 $18.1K - $19.5K
2.44K $1.24M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$259.04 - $291.9 $259 - $292
1.22K $348K
NEE
Nextera Energy Inc

Utilities
19
+ 0.69%
$78.18 - $86.03 $1.49K - $1.63K
2.76K $236K
KKR
Kkr & Co. Inc.

Financial Services
971
+ 11.2%
$117.52 - $127.65 $114K - $124K
9.64K $1.16M
FANG
Diamondback Energy, Inc.

Energy
1
+ 0.03%
$137.29 - $149.2 $137 - $149
3.58K $534K
GE
General Electric CO

Industrials
95
+ 0.97%
$291.49 - $314.28 $27.7K - $29.9K
9.91K $2.97M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
202
+ 1.22%
$56.33 - $59.22 $11.4K - $12K
16.7K $967K
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 2.38%
$910.94 - $954.99 $33.7K - $35.3K
1.59K $1.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.51%
$589.5 - $635.77 $2.95K - $3.18K
985 $594K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 13.22%
$4804.01 - $5424.55 $76.9K - $86.8K
137 $658K
Linde PLC
107
+ 7.73%
N/A
1.49K $0
Ge Vernova Inc
128
+ 4.35%
N/A
3.07K $0
V
Visa Inc.

Financial Services
97
+ 3.87%
$325.75 - $352.42 $31.6K - $34.2K
2.6K $847K
PLTR
Palantir Technologies Inc.

Technology
145
+ 2.84%
$172.14 - $207.18 $25K - $30K
5.25K $912K
NFLX
Netflix Inc

Communication Services
5.29K
+ 953.69%
$110.29 - $1241.35 $584K - $6.57M
5.85K $644K
ABT
Abbott Laboratories

Healthcare
61
+ 0.81%
$123.62 - $134.59 $7.54K - $8.21K
7.62K $990K
PNC
Pnc Financial Services Group, Inc.

Financial Services
169
+ 4.81%
$178.37 - $198.46 $30.1K - $33.5K
3.68K $676K
UBER
Uber Technologies, Inc

Technology
390
+ 3.52%
$91.62 - $100.1 $35.7K - $39K
11.5K $1.05M
C
Citigroup Inc

Financial Services
143
+ 0.96%
$93.93 - $102.87 $13.4K - $14.7K
15.1K $1.48M
BA
Boeing CO

Industrials
149
+ 5.08%
$191.81 - $225.32 $28.6K - $33.6K
3.08K $591K
MSFT
Microsoft Corp

Technology
95
+ 0.6%
$496.82 - $542.07 $47.2K - $51.5K
15.8K $8.04M
JPM
Jpmorgan Chase & CO

Financial Services
99
+ 0.81%
$294.11 - $320.41 $29.1K - $31.7K
12.3K $3.68M
META
Meta Platforms, Inc.

Communication Services
424
+ 6.4%
$609.01 - $751.67 $258K - $319K
7.05K $4.3M
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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