Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $435 Billion
  • Q4 2024

Presilium Private Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $435 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $53.5B, Vanguard Value ETF with a value of $51.1B, Vanguard with a value of $40.8B, Vanguard Ftse Europe ETF Ftse with a value of $36.3B, and Vanguard Ftse Emerging Mkts Et with a value of $29B.

Examining the 13F form we can see an increase of $675M in the current position value, from $434B to 435B.

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 $435 Billion
ETFs: $418 Billion
Technology: $4.69 Billion
Consumer Defensive: $2.39 Billion
Communication Services: $2.27 Billion
Energy: $2.09 Billion
Consumer Cyclical: $1.99 Billion
Healthcare: $1.7 Billion
Financial Services: $1.47 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.5 Billion 12.3% of portfolio
130,283
Q4 2024 Reduced 0.62%
$0
$51.1 Billion 11.74% of portfolio
301,662
Q4 2024 Added 2.45%
$0
$40.8 Billion 9.38% of portfolio
700,995
Q4 2024 Added 4.98%
$0
$36.3 Billion 8.36% of portfolio
572,551
Q4 2024 Added 7.13%
$0
$29 Billion 6.66% of portfolio
657,470
Q4 2024 Added 2.05%
$0
$27.9 Billion 6.41% of portfolio
360,485
Q4 2024 Added 7.38%
$0
$23.6 Billion 5.42% of portfolio
331,952
Q4 2024 Added 4.32%
$0
$19.8 Billion 4.55% of portfolio
382,919
Q4 2024 Added 6.5%
$0
$17.5 Billion 4.03% of portfolio
69,069
Q4 2024 Reduced 1.26%
$0
$16.7 Billion 3.85% of portfolio
187,894
Q4 2024 Added 7.38%
$0
$16.1 Billion 3.7% of portfolio
99,533
Q4 2024 Added 2.65%
$0
$12.2 Billion 2.81% of portfolio
61,708
Q4 2024 Added 0.88%
$0
$9.83 Billion 2.26% of portfolio
35,086
Q4 2024 Reduced 0.67%
$0
$6.98 Billion 1.61% of portfolio
60,978
Q4 2024 Added 6.02%
$0
$4.8 Billion 1.1% of portfolio
45,057
Q4 2024 Reduced 1.88%
$0
$4.06 Billion 0.93% of portfolio
66,413
Q4 2024 Added 12.84%
$0
$3.97 Billion 0.91% of portfolio
73,619
Q4 2024 Added 19.79%
$0
$3.78 Billion 0.87% of portfolio
35,830
Q4 2024 Reduced 1.17%
$0
$3.64 Billion 0.84% of portfolio
63,475
Q4 2024 Reduced 0.08%
$0
$3.65 Billion 0.84% of portfolio
69,834
Q4 2024 Reduced 0.13%
$0
$3.29 Billion 0.76% of portfolio
40,132
Q4 2024 Reduced 0.59%
$0
$3.31 Billion 0.76% of portfolio
35,793
Q4 2024 Added 0.69%
$0
$2.37 Billion 0.54% of portfolio
18,944
Q4 2024 Reduced 0.18%
$468B
$2.09 Billion 0.48% of portfolio
19,399
Q4 2024 Reduced 21.33%
$0
$1.89 Billion 0.43% of portfolio
16,079
Q4 2024 Reduced 1.45%
$0
$1.78 Billion 0.41% of portfolio
6,145
Q2 2024 Reduced 0.58%
$3.7T
$1.55 Billion 0.36% of portfolio
6,204
Q4 2024 Added 0.4%
$3.2T
$1.51 Billion 0.35% of portfolio
3,573
Q4 2024 Added 1.45%
$0
$1.42 Billion 0.33% of portfolio
10,200
Q4 2024 Added 1.95%
$0
$1.29 Billion 0.3% of portfolio
21,856
Q2 2024 Reduced 0.31%
$382B
$1.27 Billion 0.29% of portfolio
7,576
Q4 2024 Added 0.53%
$0
$1.04 Billion 0.24% of portfolio
20,774
Q4 2024 Reduced 0.38%
$0
$982 Million 0.23% of portfolio
1,823
Q3 2024 Added 1.0%
$2.3T
$956 Million 0.22% of portfolio
4,357
Q4 2024 Added 0.48%
$0
$956 Million 0.22% of portfolio
2,380
Q2 2023 New
$0
$896 Million 0.21% of portfolio
9,854
Q4 2024 Reduced 0.14%
$74B
$911 Million 0.21% of portfolio
10,023
Q2 2023 Reduced 1.01%
$108B
$855 Million 0.2% of portfolio
2,124
Q4 2024 Reduced 0.28%
$0
$845 Million 0.19% of portfolio
6,556
Q4 2024 Added 6.52%
$0
$813 Million 0.19% of portfolio
10,674
Q4 2024 Added 15.67%
$0
$847 Million 0.19% of portfolio
8,077
Q4 2024 Added 6.08%
$0
$795 Million 0.18% of portfolio
7,318
Q4 2024 Reduced 0.29%
$0
$754 Million 0.17% of portfolio
12,408
Q4 2024 Reduced 0.52%
$20.6B
$718 Million 0.17% of portfolio
8,483
Q4 2022 New
$0
$749 Million 0.17% of portfolio
10,658
Q2 2024 Reduced 0.48%
$0
$642 Million 0.15% of portfolio
4,744
Q4 2024 Reduced 0.44%
$89.2B
$658 Million 0.15% of portfolio
8,700
Q4 2024 Added 3.57%
$1.2T
$643 Million 0.15% of portfolio
3,378
Q3 2024 Added 1.2%
$0
$591 Million 0.14% of portfolio
4,632
Q4 2024 Reduced 0.15%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $435 Billion
  • Prior Value $434 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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