Consilium Wealth Advisory, LLC Sells in Q3 2024

Consilium Wealth Advisory, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-61.9K
- 88.71%
$54.98 - $59.51 $3.4M - $3.68M
7.87K $468K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-49.1K
- 76.19%
$49.7 - $56.11 $2.44M - $2.76M
15.3K $843K
MA
Mastercard Inc

Financial Services
-2.61K
- 60.86%
$429.6 - $500.99 $1.12M - $1.31M
1.68K $828K
MU
Micron Technology Inc

Technology
-6.62K
- 55.34%
$86.27 - $136.82 $571K - $905K
5.34K $553K
LLY
Eli Lilly & CO

Healthcare
-545
- 12.04%
$772.14 - $960.02 $421K - $523K
3.98K $3.53M
NVO
Novo Nordisk A S

Healthcare
-2.19K
- 32.83%
$119.07 - $145.42 $261K - $318K
4.48K $533K
SPY
Spdr S&P 500 ETF Trust

ETFs
-407
- 12.27%
$517.38 - $573.86 $211K - $234K
2.91K $1.67M
GOOG
Alphabet Inc.

Communication Services
-4
- 0.08%
$149.54 - $192.66 $598 - $771
4.82K $806K
APA
Apa Corp

Energy
-436
- 3.4%
$23.34 - $32.22 $10.2K - $14K
12.4K $302K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-51
- 4.28%
$434.77 - $502.96 $22.2K - $25.7K
1.14K $556K
DHR
Danaher Corp

Healthcare
-139
- 13.55%
$239.25 - $280.76 $33.3K - $39K
887 $246K
MAR
Marriott International Inc

Consumer Cyclical
-11
- 0.91%
$211.35 - $255.11 $2.32K - $2.81K
1.2K $298K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22
- 1.54%
$475.2 - $527.7 $10.5K - $11.6K
1.4K $740K
AOK
Ishares Tr Core Conservative A

ETFs
-234
- 0.65%
$36.8 - $38.71 $8.61K - $9.06K
35.9K $1.39M
LMT
Lockheed Martin Corp

Industrials
-7
- 1.09%
$460.3 - $584.56 $3.22K - $4.09K
634 $370K
JNJ
Johnson & Johnson

Healthcare
-3
- 0.06%
$145.48 - $167.38 $436 - $502
5.14K $832K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.76K
- 4.47%
$46.9 - $51.96 $176K - $195K
80.4K $4.14M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-227
- 0.23%
$42.66 - $45.18 $9.68K - $10.3K
96.7K $4.36M
SBUX
Starbucks Corp

Consumer Cyclical
-69
- 0.66%
$72.51 - $98.6 $5K - $6.8K
10.4K $1.01M
DFAI
Dimensional ETF Tr

ETFs
-27.1K
- 5.22%
$28.69 - $32.06 $777K - $869K
492K $15.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-971
- 0.92%
$55.51 - $61.51 $53.9K - $59.7K
105K $6.39M
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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