Presilium Private Wealth, LLC Purchases in Q4 2024

Presilium Private Wealth, LLC

  • $435 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24.8K
+ 7.38%
$77.02 - $78.58 $1.91M - $1.95M
360K $27.9B
VGSH
Vanguard

ETFs
33.3K
+ 4.98%
$58.02 - $58.88 $1.93M - $1.96M
701K $40.8B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.4K
+ 6.5%
$51.54 - $52.55 $1.21M - $1.23M
383K $19.8B
AVGO
Broadcom Inc.

Technology
1.21K
New
$159.67 - $250.0 $194K - $304K
1.21K $281M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
12.2K
+ 19.79%
$53.86 - $60.27 $655K - $733K
73.6K $3.97B
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.48%
$180.88 - $232.93 $3.8K - $4.89K
4.36K $956M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7.56K
+ 12.84%
$60.27 - $66.27 $456K - $501K
66.4K $4.06B
AAPL
Apple Inc.

Technology
25
+ 0.4%
$221.69 - $259.02 $5.54K - $6.48K
6.2K $1.55B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
195
+ 1.95%
$129.96 - $144.97 $25.3K - $28.3K
10.2K $1.42B
DIS
Walt Disney CO

Communication Services
125
+ 2.48%
$92.39 - $117.6 $11.5K - $14.7K
5.18K $576M
NVDA
Nvidia Corp

Technology
347
+ 15.24%
$117.0 - $148.88 $40.6K - $51.7K
2.62K $352M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
463
+ 6.08%
$100.18 - $109.1 $46.4K - $50.5K
8.08K $847M
V
Visa Inc.

Financial Services
33
+ 2.24%
$273.87 - $320.91 $9.04K - $10.6K
1.5K $475M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
401
+ 6.52%
$124.61 - $133.96 $50K - $53.7K
6.56K $845M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.82K
+ 13.84%
$24.61 - $25.12 $69.3K - $70.7K
23.2K $572M
FISV
Fiserv Inc

Technology
83
+ 6.92%
N/A
1.28K $264M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.45K
+ 15.67%
$75.65 - $83.47 $109K - $121K
10.7K $813M
META
Meta Platforms, Inc.

Communication Services
34
+ 3.92%
$554.08 - $632.68 $18.8K - $21.5K
901 $527M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
490
+ 5.68%
$41.09 - $45.94 $20.1K - $22.5K
9.11K $383M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
705
+ 7.58%
$46.33 - $48.6 $32.7K - $34.3K
10K $465M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19
+ 0.5%
$61.68 - $67.87 $1.17K - $1.29K
3.85K $240M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
972
+ 9.31%
$33.39 - $37.66 $32.5K - $36.6K
11.4K $381M
MSFT
Microsoft Corp

Technology
51
+ 1.45%
$406.35 - $454.46 $20.7K - $23.2K
3.57K $1.51B
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.53%
$161.05 - $179.7 $6.44K - $7.19K
7.58K $1.27B
VBR
Vanguard Small Cap Value ETF

ETFs
536
+ 0.88%
$197.36 - $217.3 $106K - $116K
61.7K $12.2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
245
+ 0.69%
$91.94 - $100.02 $22.5K - $24.5K
35.8K $3.31B
NKE
Nike, Inc.

Consumer Cyclical
300
+ 3.57%
$73.36 - $89.13 $22K - $26.7K
8.7K $658M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.57K
+ 2.65%
$160.89 - $176.18 $413K - $453K
99.5K $16.1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.46K
+ 6.02%
$114.08 - $125.68 $395K - $435K
61K $6.98B
VNQ
Vanguard Specialized Funds Van

ETFs
12.9K
+ 7.38%
$87.85 - $98.6 $1.14M - $1.27M
188K $16.7B
VTV
Vanguard Value ETF

ETFs
7.21K
+ 2.45%
$168.32 - $181.87 $1.21M - $1.31M
302K $51.1B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
13.7K
+ 4.32%
$70.63 - $78.23 $970K - $1.07M
332K $23.6B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
38.1K
+ 7.13%
$63.27 - $70.31 $2.41M - $2.68M
573K $36.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.2K
+ 2.05%
$44.04 - $49.49 $582K - $654K
657K $29B
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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