Consilium Wealth Advisory, LLC Portfolio Holdings
Consilium Wealth Advisory, LLC
- $234 Million
- Q2 2025
Consilium Wealth Advisory, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $234 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $20M, Ishares Tr Core Growth Allocat with a value of $18.4M, Dimensional ETF Tr with a value of $18.2M, Apple Inc. with a value of $14.5M, and Wells Fargo & Company with a value of $14.2M.
Examining the 13F form we can see an increase of $36.8M in the current position value, from $198M to 234M.
Below you can find more details about Consilium Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $105 Million
Technology: $43.8 Million
Industrials: $27.5 Million
Financial Services: $25 Million
Communication Services: $10 Million
Healthcare: $8.9 Million
Consumer Cyclical: $6.86 Million
Consumer Defensive: $4.22 Million
Other: $2.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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