Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $446 Billion
  • Q1 2025

Presilium Private Wealth, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $446 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $57.9B, Vanguard Growth ETF with a value of $55B, Vanguard with a value of $44.5B, Vanguard Ftse Europe ETF Ftse with a value of $38B, and Vanguard Bd Index Fd Inc Short with a value of $32.5B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $435B to 446B.

Presilium Private Wealth, LLC is based out at Radnor, PA

Below you can find more details about Presilium Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $446 Billion
ETFs: $431 Billion
Technology: $3.97 Billion
Consumer Defensive: $2.48 Billion
Energy: $2.26 Billion
Communication Services: $1.97 Billion
Consumer Cyclical: $1.74 Billion
Healthcare: $1.69 Billion
Financial Services: $1.53 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.9 Billion 12.96% of portfolio
334,975
Q1 2025 Added 11.04%
$0
$55 Billion 12.33% of portfolio
148,405
Q1 2025 Added 13.91%
$0
$44.5 Billion 9.98% of portfolio
758,711
Q1 2025 Added 8.23%
$0
$38 Billion 8.51% of portfolio
540,812
Q1 2025 Reduced 5.54%
$0
$32.5 Billion 7.29% of portfolio
415,711
Q1 2025 Added 15.32%
$0
$28.8 Billion 6.44% of portfolio
635,394
Q1 2025 Reduced 3.36%
$0
$21.1 Billion 4.72% of portfolio
86,143
Q1 2025 Added 24.72%
$0
$20.6 Billion 4.61% of portfolio
283,906
Q1 2025 Reduced 14.47%
$0
$20.3 Billion 4.54% of portfolio
126,367
Q1 2025 Added 26.96%
$0
$18.4 Billion 4.13% of portfolio
203,404
Q1 2025 Added 8.25%
$0
$14.5 Billion 3.25% of portfolio
277,210
Q1 2025 Reduced 27.61%
$0
$12.7 Billion 2.84% of portfolio
67,942
Q1 2025 Added 10.1%
$0
$12.4 Billion 2.77% of portfolio
49,138
Q1 2025 Added 40.05%
$0
$7.57 Billion 1.7% of portfolio
65,494
Q1 2025 Added 7.41%
$0
$5.06 Billion 1.13% of portfolio
48,036
Q1 2025 Added 6.61%
$0
$4.71 Billion 1.05% of portfolio
59,635
Q1 2025 Added 15.18%
$0
$3.2 Billion 0.72% of portfolio
51,416
Q1 2025 Reduced 22.58%
$0
$3.22 Billion 0.72% of portfolio
38,952
Q1 2025 Reduced 2.94%
$0
$3.06 Billion 0.69% of portfolio
50,862
Q1 2025 Reduced 30.91%
$496B
$2.26 Billion 0.51% of portfolio
19,027
Q1 2025 Reduced 1.92%
$0
$2.22 Billion 0.5% of portfolio
24,047
Q1 2025 Reduced 32.82%
$0
$2 Billion 0.45% of portfolio
34,792
Q1 2025 Reduced 45.19%
$0
$1.85 Billion 0.41% of portfolio
15,940
Q1 2025 Reduced 0.86%
$0
$1.79 Billion 0.4% of portfolio
33,145
Q1 2025 Reduced 52.54%
$0
$1.79 Billion 0.4% of portfolio
14,987
Q1 2025 Reduced 20.89%
$3.57T
$1.34 Billion 0.3% of portfolio
6,017
Q1 2025 Reduced 3.01%
$0
$1.29 Billion 0.29% of portfolio
10,188
Q1 2025 Reduced 0.12%
$2.8T
$1.29 Billion 0.29% of portfolio
3,424
Q1 2025 Reduced 4.17%
$404B
$1.27 Billion 0.28% of portfolio
7,458
Q1 2025 Reduced 1.56%
$0
$1.05 Billion 0.24% of portfolio
21,186
Q1 2025 Added 1.98%
$124B
$1.03 Billion 0.23% of portfolio
2,124
Q4 2024 Reduced 0.28%
$78.2B
$939 Million 0.21% of portfolio
10,023
Q2 2023 Reduced 1.01%
$0
$937 Million 0.21% of portfolio
1,823
Q3 2024 Added 1.0%
$0
$861 Million 0.19% of portfolio
7,064
Q1 2025 Added 7.75%
$0
$859 Million 0.19% of portfolio
2,380
Q2 2023 New
$0
$853 Million 0.19% of portfolio
8,712
Q1 2025 Added 7.86%
$0
$851 Million 0.19% of portfolio
10,419
Q1 2025 Reduced 2.39%
$1.94T
$841 Million 0.19% of portfolio
4,420
Q1 2025 Added 1.45%
$0
$806 Million 0.18% of portfolio
10,658
Q2 2024 Reduced 0.48%
$21.9B
$780 Million 0.17% of portfolio
8,483
Q4 2022 New
$0
$659 Million 0.15% of portfolio
10,367
Q1 2025 Reduced 16.45%
$0
$689 Million 0.15% of portfolio
8,275
Q1 2025 Reduced 16.02%
$0
$592 Million 0.13% of portfolio
23,670
Q1 2025 Added 2.2%
$80B
$552 Million 0.12% of portfolio
8,700
Q4 2024 Added 3.57%
$0
$524 Million 0.12% of portfolio
11,044
Q1 2025 Added 10.33%
$951B
$535 Million 0.12% of portfolio
3,426
Q1 2025 Added 1.42%
$573B
$527 Million 0.12% of portfolio
1,503
Q4 2024 Added 2.24%
$1.3T
$520 Million 0.12% of portfolio
902
Q1 2025 Added 0.11%
$0
$496 Million 0.11% of portfolio
5,089
Q1 2025 Reduced 30.46%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $446 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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