Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $434 Billion
  • Q3 2024

Presilium Private Wealth, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $434 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $51.4B, Vanguard Growth ETF with a value of $50.3B, Vanguard with a value of $39.4B, Vanguard Ftse Europe ETF Ftse with a value of $38B, and Vanguard Ftse Emerging Mkts Et with a value of $30.8B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $396B to 434B.

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 $434 Billion
ETFs: $417 Billion
Technology: $4.19 Billion
Energy: $2.89 Billion
Consumer Defensive: $2.56 Billion
Healthcare: $2 Billion
Communication Services: $1.98 Billion
Consumer Cyclical: $1.94 Billion
Financial Services: $1.34 Billion
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$497B
$2.89 Billion 0.67% of portfolio
24,658
Q3 2024 Reduced 1.72%
$3.09T
$1.52 Billion 0.35% of portfolio
3,522
Q2 2024 Reduced 0.7%
$3.62T
$1.44 Billion 0.33% of portfolio
6,179
Q2 2024 Reduced 1.28%
$402B
$1.31 Billion 0.3% of portfolio
7,536
Q3 2024 Reduced 1.62%
$78B
$1.04 Billion 0.24% of portfolio
10,023
Q2 2023 Reduced 1.01%
$120B
$991 Million 0.23% of portfolio
2,130
Q2 2024 New
$2.06T
$808 Million 0.19% of portfolio
4,336
Q3 2024 Added 2.85%
$96.6B
$743 Million 0.17% of portfolio
8,400
Q3 2024 Added 1.63%
$20B
$671 Million 0.15% of portfolio
8,483
Q4 2022 New
$1.06T
$565 Million 0.13% of portfolio
3,378
Q3 2024 Added 1.2%
$210B
$486 Million 0.11% of portfolio
5,050
Q3 2024 Added 0.02%
$1.25T
$496 Million 0.11% of portfolio
867
Q2 2024 Reduced 27.81%
$1.03T
$434 Million 0.1% of portfolio
2,615
Q3 2024 Reduced 21.47%
$418B
$372 Million 0.09% of portfolio
919
Q3 2024 Reduced 11.12%
$184B
$412 Million 0.09% of portfolio
1,863
Q2 2024 New
$506B
$404 Million 0.09% of portfolio
1,470
Q2 2024 Reduced 0.68%
$495B
$326 Million 0.08% of portfolio
1,915
Q2 2024 Reduced 12.84%
$98.1B
$307 Million 0.07% of portfolio
885
Q3 2024 New
$403B
$298 Million 0.07% of portfolio
1,841
Q3 2024 Reduced 4.41%
$26.8B
$263 Million 0.06% of portfolio
2,412
Q4 2022 New
$354B
$276 Million 0.06% of portfolio
2,277
Q2 2024 Added 921.08%
$199B
$215 Million 0.05% of portfolio
1,769
Q3 2024 New
$79.5B
$216 Million 0.05% of portfolio
1,200
Q3 2024 New
$381M
$21.9 Million 0.01% of portfolio
16,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $434 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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