Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
Consilium Wealth Advisory, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $182 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Growth Allocat with a value of $16.2M, Dimensional ETF Tr with a value of $15.4M, Apple Inc. with a value of $15.2M, Nvidia Corp with a value of $10.5M, and Wells Fargo & Company with a value of $9.24M.
Examining the 13F form we can see an increase of $4.78M in the current position value, from $177M to 182M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
ETFs: $84.5 Million
Technology: $40.5 Million
Financial Services: $18.7 Million
Healthcare: $10.5 Million
Communication Services: $7.85 Million
Consumer Cyclical: $7.38 Million
Industrials: $5.31 Million
Energy: $3.96 Million
Other: $3.02 Million