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Home > Institutional Investor > Consilium Wealth Advisory, Llc > Profile

Instuitional Investor - Consilium Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Consilium Wealth Advisory, Llc
Portfolio Value $209,673,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 72,597 $18,179,783 8.67%
2.
Ishares Tr
 306,626 $17,575,828 8.38%
3.
Dimensional Etf Trust
 501,571 $14,645,860 6.98%
4.
Wells Fargo & Company
 WFC 171,018 $12,012,301 5.72%
5.
Nvidia Corp
 NVDA 87,412 $11,738,587 5.59%
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)