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Home > Institutional Investor > Consilio Wealth Advisors, Llc > Profile

Instuitional Investor - Consilio Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Consilio Wealth Advisors, Llc
Portfolio Value $244,494,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 96,253 $56,662,354 23.17%
2.
Ishares Tr
 349,261 $21,423,723 8.76%
3.
Microsoft Corp
 MSFT 50,190 $21,155,195 8.65%
4.
Invesco Qqq Tr
 34,274 $17,522,143 7.16%
5.
Ishares Tr
 169,052 $16,369,364 6.69%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)