Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $446 Billion
  • Q1 2025

Presilium Private Wealth, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $446 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $57.9B, Vanguard Growth ETF with a value of $55B, Vanguard with a value of $44.5B, Vanguard Ftse Europe ETF Ftse with a value of $38B, and Vanguard Bd Index Fd Inc Short with a value of $32.5B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $435B to 446B.

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 $446 Billion
ETFs: $431 Billion
Technology: $3.97 Billion
Consumer Defensive: $2.48 Billion
Energy: $2.26 Billion
Communication Services: $1.97 Billion
Consumer Cyclical: $1.74 Billion
Healthcare: $1.69 Billion
Financial Services: $1.53 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154B
$491 Million 0.11% of portfolio
4,975
Q1 2025 Reduced 3.86%
$214B
$466 Million 0.1% of portfolio
1,873
Q1 2025 Added 0.54%
$922B
$428 Million 0.1% of portfolio
2,766
Q4 2024 Added 5.77%
$0
$408 Million 0.09% of portfolio
2,105
Q4 2024 Reduced 0.94%
$0
$394 Million 0.09% of portfolio
705
Q3 2023 Added 48.42%
$0
$424 Million 0.09% of portfolio
3,402
Q1 2025 Reduced 28.29%
$0
$405 Million 0.09% of portfolio
10,537
Q1 2025 Added 15.66%
$0
$405 Million 0.09% of portfolio
11,576
Q1 2025 Added 1.48%
$276B
$361 Million 0.08% of portfolio
3,327
Q1 2025 Added 26.79%
$100B
$343 Million 0.08% of portfolio
1,043
Q1 2025 Added 17.85%
$201B
$316 Million 0.07% of portfolio
3,520
Q1 2025 Reduced 1.4%
$366B
$334 Million 0.07% of portfolio
912
Q1 2025 Reduced 0.76%
$244B
$274 Million 0.06% of portfolio
1,729
Q4 2024 Reduced 2.26%
$0
$249 Million 0.06% of portfolio
4,268
Q1 2025 Added 10.86%
$79.5B
$283 Million 0.06% of portfolio
1,283
Q4 2024 Added 6.92%
$0
$201 Million 0.05% of portfolio
1,178
Q2 2024 New
$0
$218 Million 0.05% of portfolio
2,344
Q2 2024 New
$363B
$237 Million 0.05% of portfolio
1,695
Q1 2025 Reduced 11.49%
$20.2B
$222 Million 0.05% of portfolio
2,412
Q4 2022 New
$204M
$9.68 Million 0.0% of portfolio
16,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $446 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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