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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$468B
$2.09 Billion 0.48% of portfolio
19,399
Q4 2024 Reduced 21.33%
$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%
$382B
$1.27 Billion 0.29% of portfolio
7,576
Q4 2024 Added 0.53%
$2.3T
$956 Million 0.22% of portfolio
4,357
Q4 2024 Added 0.48%
$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%
$20.6B
$718 Million 0.17% of portfolio
8,483
Q4 2022 New
$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%
$195B
$576 Million 0.13% of portfolio
5,175
Q4 2024 Added 2.48%
$1.37T
$527 Million 0.12% of portfolio
901
Q4 2024 Added 3.92%
$1.15T
$524 Million 0.12% of portfolio
2,766
Q4 2024 Added 5.77%
$523B
$475 Million 0.11% of portfolio
1,503
Q4 2024 Added 2.24%
$201B
$410 Million 0.09% of portfolio
1,863
Q2 2024 New
$419B
$357 Million 0.08% of portfolio
919
Q3 2024 Reduced 11.12%
$343B
$352 Million 0.08% of portfolio
2,624
Q4 2024 Added 15.24%
$434B
$319 Million 0.07% of portfolio
1,915
Q2 2024 Reduced 12.84%
$79.5B
$264 Million 0.06% of portfolio
1,283
Q4 2024 Added 6.92%
$384B
$242 Million 0.06% of portfolio
1,675
Q4 2024 Reduced 9.02%
$25.6B
$273 Million 0.06% of portfolio
2,412
Q4 2022 New
$86.6B
$244 Million 0.06% of portfolio
885
Q3 2024 New
$96.2B
$281 Million 0.06% of portfolio
1,214
Q4 2024 New
$188B
$208 Million 0.05% of portfolio
1,729
Q4 2024 Reduced 2.26%
$367M
$17.1 Million 0.0% of portfolio
16,000
Q2 2024 New

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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