Consilium Wealth Advisory, LLC New Holdings in Q3 2024

Consilium Wealth Advisory, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
8.45K
New
$109.72 - $119.0 $927K - $1.01M
8.45K $990K
ORCL
Oracle Corp

Technology
3.54K
New
$125.9 - $170.35 $445K - $603K
3.54K $602K
SYK
Stryker Corp

Healthcare
1.42K
New
$315.94 - $371.96 $448K - $527K
1.42K $512K
NEE
Nextera Energy Inc

Utilities
2.66K
New
$69.9 - $84.97 $186K - $226K
2.66K $224K
AXP
American Express CO

Financial Services
819
New
$225.92 - $271.17 $185K - $222K
819 $222K
NKE
Nike, Inc.

Consumer Cyclical
2.42K
New
$71.09 - $89.44 $172K - $216K
2.42K $213K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.79K
New
$51.78 - $52.98 $196K - $201K
3.79K $200K
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
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