Presilium Private Wealth, LLC Portfolio Holdings by Sector

Presilium Private Wealth, LLC

$377 Billion
Q1 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG VGK VGSH VWO BSV IGSB VOT 47 stocks	$340 Million 90.07% of portfolio	24	19	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$21.2 Million 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$2.95 Million 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$2.17 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.77 Million 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.61 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1.6 Million 0.42% of portfolio	1	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.07 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ 2 stocks	$1.02 Million 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$765,442 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$745,731 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services L 1 stocks	$664,134 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$617,821 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$413,038 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$398,560 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$294,071 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$201,494 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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