Consilium Wealth Advisory, LLC Incresed Positions in Q3 2024

Consilium Wealth Advisory, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
4.72K
+ 296.17%
$314.21 - $388.71 $1.48M - $1.84M
6.32K $2.45M
AAPL
Apple Inc.

Technology
735
+ 1.02%
$207.23 - $234.82 $152K - $173K
72.7K $16.9M
IFRA
Ishares Tr

ETFs
25.9K
+ 47.92%
$41.55 - $46.97 $1.08M - $1.22M
79.9K $3.75M
WMT
Walmart Inc.

Consumer Defensive
13.9K
+ 157.25%
$66.91 - $81.4 $933K - $1.14M
22.8K $1.84M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.79K
+ 2.01%
$55.15 - $59.31 $319K - $343K
294K $17.4M
ABBV
Abb Vie Inc.

Healthcare
5.4K
+ 270.05%
$163.84 - $199.33 $885K - $1.08M
7.4K $1.46M
VNQ
Vanguard Specialized Funds Van

ETFs
2.88K
+ 8.85%
$82.97 - $98.97 $239K - $285K
35.4K $3.45M
UNH
Unitedhealth Group Inc

Healthcare
464
+ 11.71%
$488.01 - $604.18 $226K - $280K
4.43K $2.59M
META
Meta Platforms, Inc.

Communication Services
193
+ 3.56%
$453.41 - $572.44 $87.5K - $110K
5.62K $3.22M
IR
Ingersoll Rand Inc.

Industrials
3.67K
+ 25.46%
$86.9 - $100.4 $319K - $368K
18.1K $1.77M
AMGN
Amgen Inc

Healthcare
1.18K
+ 30.75%
$309.38 - $337.38 $365K - $398K
5.01K $1.62M
AVGO
Broadcom Inc.

Technology
15.7K
+ 977.57%
$136.27 - $1745.86 $2.14M - $27.4M
17.3K $2.98M
GE
General Electric CO

Industrials
437
+ 4.02%
$156.66 - $189.66 $68.5K - $82.9K
11.3K $2.13M
C
Citigroup Inc

Financial Services
5.53K
+ 34.0%
$56.11 - $67.61 $310K - $374K
21.8K $1.36M
AOA
Ishares Tr Core Aggressive All

ETFs
994
+ 1.71%
$72.11 - $79.05 $71.7K - $78.6K
59K $4.66M
CRM
Salesforce, Inc.

Technology
733
+ 24.76%
$238.42 - $276.53 $175K - $203K
3.69K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
106
+ 3.93%
$333.64 - $405.2 $35.4K - $43K
2.8K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 1.68%
$194.9 - $224.8 $49.1K - $56.6K
15.2K $3.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
76
+ 2.88%
$405.19 - $478.57 $30.8K - $36.4K
2.72K $1.25M
AIG
American International Group, Inc.

Financial Services
2K
+ 11.56%
$70.16 - $79.23 $140K - $159K
19.3K $1.41M
NVDA
Nvidia Corp

Technology
2.41K
+ 2.84%
$98.91 - $134.91 $239K - $326K
87.3K $10.6M
SHV
Ishares Tr

ETFs
798
+ 30.31%
$110.05 - $110.63 $87.8K - $88.3K
3.43K $379K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.02%
$801.83 - $917.05 $24.9K - $28.4K
1.56K $1.39M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 5.39%
$161.02 - $200.0 $210K - $260K
25.5K $4.75M
BSX
Boston Scientific Corp

Healthcare
263
+ 4.37%
$72.96 - $84.0 $19.2K - $22.1K
6.28K $526K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 7.95%
$3305.62 - $4268.05 $23.1K - $29.9K
95 $400K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
80
+ 0.61%
$36.98 - $41.55 $2.96K - $3.32K
13.2K $540K
Linde PLC
52
+ 2.36%
N/A
2.25K $0
Ge Vernova Inc
2.43K
+ 81.84%
N/A
5.4K $0
CVX
Chevron Corp

Energy
236
+ 4.62%
$137.88 - $161.97 $32.5K - $38.2K
5.35K $787K
SLB
Schlumberger Limited

Energy
1.02K
+ 6.65%
$39.57 - $49.67 $40.2K - $50.5K
16.3K $683K
MSFT
Microsoft Corp

Technology
422
+ 2.85%
$395.15 - $467.56 $167K - $197K
15.3K $6.56M
FANG
Diamondback Energy, Inc.

Energy
1
+ 0.02%
$168.46 - $210.94 $168 - $211
4.2K $724K
GOOGL
Alphabet Inc.

Communication Services
799
+ 3.44%
$148.65 - $191.18 $119K - $153K
24K $3.98M
WFC
Wells Fargo & Company

Financial Services
646
+ 0.42%
$51.58 - $60.97 $33.3K - $39.4K
156K $8.82M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Consilium Wealth Advisory, LLC Portfolio

Follow Consilium Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilium Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email