Consilium Wealth Advisory, LLC Incresed Positions in Q2 2025

Consilium Wealth Advisory, LLC

  • $234 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
38.8K
+ 558.31%
$315.21 - $437.41 $12.2M - $17M
45.7K $20M
NVDA
Nvidia Corp

Technology
4.35K
+ 6.42%
$94.31 - $157.99 $410K - $687K
72.1K $11.4M
DFAI
Dimensional ETF Tr

ETFs
11.6K
+ 2.25%
$28.02 - $34.71 $324K - $401K
526K $18.2M
META
Meta Platforms, Inc.

Communication Services
705
+ 11.39%
$484.66 - $738.09 $342K - $520K
6.9K $5.09M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.91K
+ 1.67%
$53.36 - $61.57 $262K - $303K
300K $18.4M
WFC
Wells Fargo & Company

Financial Services
503
+ 0.29%
$60.98 - $80.12 $30.7K - $40.3K
177K $14.2M
AVGO
Broadcom Inc.

Technology
497
+ 4.0%
$146.29 - $275.65 $72.7K - $137K
12.9K $3.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.3K
+ 4.14%
$19.6 - $24.44 $281K - $350K
360K $8.8M
VTI
Vanguard Total Stock Market Et

ETFs
779
+ 2.55%
$243.75 - $303.93 $190K - $237K
31.3K $9.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.53K
+ 52.47%
$496.48 - $617.85 $759K - $944K
4.44K $2.74M
GE
General Electric CO

Industrials
467
+ 4.23%
$166.81 - $257.39 $77.9K - $120K
11.5K $2.96M
KKR
Kkr & Co. Inc.

Financial Services
4.86K
+ 109.2%
$92.79 - $134.29 $450K - $652K
9.3K $1.24M
FTNT
Fortinet, Inc.

Technology
5.22K
+ 95.97%
$84.71 - $108.69 $442K - $567K
10.7K $1.13M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8.75K
+ 10.39%
$41.55 - $46.04 $364K - $403K
93K $4.28M
AOA
Ishares Tr Core Aggressive All

ETFs
1.28K
+ 2.01%
$69.46 - $83.4 $88.6K - $106K
64.7K $5.39M
UBER
Uber Technologies, Inc

Technology
4.06K
+ 58.37%
$64.62 - $93.3 $263K - $379K
11K $1.03M
ABT
Abbott Laboratories

Healthcare
3.63K
+ 95.05%
$123.95 - $138.08 $450K - $502K
7.46K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.37%
$210.28 - $289.91 $8.41K - $11.6K
11K $3.18M
SHV
Ishares Tr

ETFs
3.6K
+ 88.47%
$110.06 - $110.46 $396K - $398K
7.67K $846K
RTX
Raytheon Technologies Corp

Industrials
1.19K
+ 21.39%
$113.75 - $148.48 $136K - $177K
6.78K $989K
NFLX
Netflix Inc

Communication Services
23
+ 4.31%
$855.86 - $1339.13 $19.7K - $30.8K
557 $745K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1K
+ 1.12%
$75.05 - $77.34 $75.1K - $77.3K
90K $6.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.01%
$4164.15 - $5789.24 $4.16K - $5.79K
100 $578K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 2.34%
$908.13 - $1056.85 $32.7K - $38K
1.57K $1.56M
BSX
Boston Scientific Corp

Healthcare
120
+ 0.9%
$89.7 - $107.41 $10.8K - $12.9K
13.5K $1.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
901
+ 1.56%
$77.74 - $78.78 $70K - $71K
58.6K $4.61M
IR
Ingersoll Rand Inc.

Industrials
186
+ 1.11%
$66.75 - $84.94 $12.4K - $15.8K
17K $1.41M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
254
+ 1.59%
$45.88 - $54.4 $11.7K - $13.8K
16.2K $883K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.04%
$151.62 - $183.47 $152 - $183
2.51K $459K
Linde PLC
15
+ 1.14%
N/A
1.34K $0
XOM
Exxon Mobil Corp

Energy
70
+ 1.31%
$99.93 - $119.04 $7K - $8.33K
5.4K $582K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 2.98%
$483.48 - $539.8 $38.7K - $43.2K
2.76K $1.34M
Activity Summary
Buys All Purchases 46 New Holdings 13 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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