Consilium Wealth Advisory, LLC Reduced Holdings in Q4 2024

Consilium Wealth Advisory, LLC

  • $207 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-14.9K
- 77.38%
$70.0 - $79.22 $1.05M - $1.18M
4.37K $318K
LLY
Eli Lilly & CO

Healthcare
-782
- 19.64%
$727.2 - $932.06 $569K - $729K
3.2K $2.47M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.04K
- 22.74%
$87.85 - $98.6 $707K - $793K
27.3K $2.43M
AMGN
Amgen Inc

Healthcare
-1.44K
- 28.79%
$258.78 - $328.31 $373K - $474K
3.57K $930K
JPM
Jpmorgan Chase & CO

Financial Services
-4.27K
- 28.04%
$205.18 - $250.29 $876K - $1.07M
11K $2.63M
HD
Home Depot, Inc.

Consumer Cyclical
-1.31K
- 46.9%
$385.02 - $431.37 $506K - $567K
1.49K $578K
ABBV
Abb Vie Inc.

Healthcare
-2.13K
- 28.73%
$164.99 - $203.87 $351K - $433K
5.28K $937K
IR
Ingersoll Rand Inc.

Industrials
-3.94K
- 21.81%
$90.46 - $105.35 $357K - $415K
14.1K $1.28M
XOM
Exxon Mobil Corp

Energy
-3.12K
- 36.88%
$105.51 - $125.37 $329K - $391K
5.33K $573K
MSFT
Microsoft Corp

Technology
-117
- 0.77%
$406.35 - $454.46 $47.5K - $53.2K
15.1K $6.38M
AOA
Ishares Tr Core Aggressive All

ETFs
-17
- 0.03%
$76.61 - $79.88 $1.3K - $1.36K
59K $4.52M
IFRA
Ishares Tr

ETFs
-1.47K
- 1.84%
$45.94 - $51.71 $67.3K - $75.8K
78.4K $3.63M
MU
Micron Technology Inc

Technology
-13
- 0.24%
$84.16 - $113.41 $1.09K - $1.47K
5.33K $448K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.33%
$143.34 - $165.86 $2.44K - $2.82K
5.12K $740K
LMT
Lockheed Martin Corp

Industrials
-41
- 6.47%
$479.66 - $614.62 $19.7K - $25.2K
593 $288K
ES
Eversource Energy

Utilities
-385
- 7.3%
$55.9 - $67.73 $21.5K - $26.1K
4.89K $280K
NOC
Northrop Grumman Corp

Industrials
-44
- 6.48%
$466.52 - $543.88 $20.5K - $23.9K
635 $297K
APA
Apa Corp

Energy
-891
- 7.2%
$20.47 - $27.07 $18.2K - $24.1K
11.5K $265K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.22%
$442.29 - $483.08 $2.65K - $2.9K
2.71K $1.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-92
- 8.07%
$481.22 - $538.17 $44.3K - $49.5K
1.05K $535K
ETN
Eaton Corp PLC

Industrials
-7
- 0.72%
$326.96 - $377.52 $2.29K - $2.64K
959 $318K
Linde PLC
-912
- 40.46%
N/A
1.34K $0
Ge Vernova Inc
-36
- 0.67%
N/A
5.36K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.17%
$567.81 - $607.81 $2.84K - $3.04K
2.91K $1.7M
MA
Mastercard Inc

Financial Services
-4
- 0.24%
$491.3 - $536.15 $1.97K - $2.14K
1.67K $881K
GOOG
Alphabet Inc.

Communication Services
-1
- 0.02%
$163.08 - $198.16 $163 - $198
4.82K $918K
CRM
Salesforce, Inc.

Technology
-24
- 0.65%
$270.87 - $367.87 $6.5K - $8.83K
3.67K $1.23M
GOOGL
Alphabet Inc.

Communication Services
-105
- 0.44%
$161.86 - $196.66 $17K - $20.6K
23.9K $4.52M
AMZN
Amazon Com Inc

Consumer Cyclical
-429
- 1.68%
$180.88 - $232.93 $77.6K - $99.9K
25K $5.49M
AVGO
Broadcom Inc.

Technology
-63
- 0.36%
$159.67 - $250.0 $10.1K - $15.8K
17.2K $4M
AAPL
Apple Inc.

Technology
-108
- 0.15%
$221.69 - $259.02 $23.9K - $28K
72.6K $18.2M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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