Consilium Wealth Advisory, LLC Sells in Q2 2025

Consilium Wealth Advisory, LLC

  • $234 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-21.5K
- 93.96%
$273.71 - $316.29 $5.88M - $6.8M
1.38K $420K
UNH
Unitedhealth Group Inc

Healthcare
-2.56K
- 49.43%
$274.35 - $599.47 $702K - $1.53M
2.62K $816K
AAPL
Apple Inc.

Technology
-508
- 0.71%
$172.42 - $223.89 $87.6K - $114K
70.8K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-35.7K
- 29.48%
$20.42 - $25.3 $729K - $903K
85.4K $2.16M
JNJ
Johnson & Johnson

Healthcare
-3.01K
- 36.24%
$146.36 - $159.82 $440K - $480K
5.29K $807K
C
Citigroup Inc

Financial Services
-9.26K
- 36.89%
$58.13 - $85.12 $538K - $788K
15.8K $1.35M
LLY
Eli Lilly & CO

Healthcare
-305
- 9.14%
$713.71 - $898.95 $218K - $274K
3.03K $2.36M
AOK
Ishares Tr Core Conservative A

ETFs
-11.8K
- 24.24%
$36.09 - $39.07 $425K - $460K
36.8K $1.44M
AMGN
Amgen Inc

Healthcare
-809
- 16.95%
$262.28 - $309.85 $212K - $251K
3.96K $1.11M
IFRA
Ishares Tr

ETFs
-12.5K
- 16.04%
$40.97 - $49.19 $512K - $615K
65.5K $3.22M
HD
Home Depot, Inc.

Consumer Cyclical
-611
- 41.48%
$335.24 - $380.78 $205K - $233K
862 $316K
FANG
Diamondback Energy, Inc.

Energy
-316
- 7.44%
$119.25 - $161.49 $37.7K - $51K
3.93K $540K
ABBV
Abb Vie Inc.

Healthcare
-112
- 5.3%
$170.16 - $206.27 $19.1K - $23.1K
2K $371K
APA
Apa Corp

Energy
-324
- 2.82%
$14.03 - $21.24 $4.55K - $6.88K
11.2K $204K
CRM
Salesforce, Inc.

Technology
-84
- 2.23%
$236.26 - $291.15 $19.8K - $24.5K
3.68K $1M
Ge Vernova Inc
-55
- 1.7%
N/A
3.19K $0
MA
Mastercard Inc

Financial Services
-10
- 0.59%
$479.92 - $590.74 $4.8K - $5.91K
1.68K $945K
HON
Honeywell International Inc

Industrials
-25
- 2.13%
$182.86 - $232.88 $4.57K - $5.82K
1.15K $267K
DE
Deere & CO

Industrials
-8
- 1.34%
$412.99 - $531.48 $3.3K - $4.25K
590 $300K
PANW
Palo Alto Networks Inc

Technology
-36
- 2.68%
$152.44 - $204.64 $5.49K - $7.37K
1.31K $267K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 2.85%
$456.74 - $568.03 $18.3K - $22.7K
1.36K $774K
CAT
Caterpillar Inc

Industrials
-19
- 1.73%
$273.94 - $388.21 $5.2K - $7.38K
1.08K $419K
ETN
Eaton Corp PLC

Industrials
-65
- 6.78%
$246.52 - $356.99 $16K - $23.2K
893 $318K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21
- 2.04%
$416.06 - $551.64 $8.74K - $11.6K
1.01K $555K
BA
Boeing CO

Industrials
-177
- 5.19%
$136.59 - $217.51 $24.2K - $38.5K
3.23K $677K
GOOG
Alphabet Inc.

Communication Services
-46
- 0.88%
$146.58 - $180.01 $6.74K - $8.28K
5.17K $917K
WMT
Walmart Inc.

Consumer Defensive
-1.1K
- 4.73%
$81.79 - $99.98 $90.3K - $110K
22.2K $2.17M
GOOGL
Alphabet Inc.

Communication Services
-1.67K
- 8.24%
$144.7 - $178.6 $241K - $298K
18.6K $3.27M
MU
Micron Technology Inc

Technology
-32
- 0.59%
$64.72 - $127.91 $2.07K - $4.09K
5.38K $662K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 4.2%
$167.32 - $223.3 $175K - $234K
23.9K $5.25M
MSFT
Microsoft Corp

Technology
-35
- 0.23%
$354.56 - $497.45 $12.4K - $17.4K
15K $7.45M
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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