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CONSILIO WEALTH ADVISORS, LLC

13F
CONSILIO WEALTH ADVISORS, LLC
Last update 2025-04-11 72 Stocks (10 new)
Value $239.00 Mil Turnover 16 %
Countries:
Top Holdings: IVV(24.38%)DGRO(9.17%)MSFT(7.96%)AMZN(7.73%)VT(7.40%)
Summary Stock Picks Current Portfolio
CONSILIO WEALTH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
103,907
58,382.9
+7.95%
24.380
+1.80%
0.010
+2.39%
+2.06%
588,303.5
 
DGRO 		iShares Core Dividend Growth ETF
355,403
21,955.4
+1.76%
9.170
+0.16%
0.070
-1.06%
+2.68%
31,301.3
 
MSFT 		Microsoft Corp
50,770
19,062.0
+1.16%
7.960
+0.09%
0.000
+19.42%
+10.29%
3,442,011.1
Software
AMZN 		Amazon.com Inc
96,791
18,508.9
+117.99%
7.730
+4.18%
0.000
+0.39%
-6.19%
2,184,951.5
Retail - Cyclical
VT 		Vanguard Total World Stock ETF
152,783
17,715.2
+1,139.02%
7.400
+6.80%
0.040
+4.72%
+6.33%
43,603.6
 
QQQ 		INVESCO QQQ Trust
32,560
15,268.8
-5.00%
6.380
-0.36%
0.010
+6.28%
+3.33%
335,635.5
 
IJH 		iShares Core S&P Mid-Cap ETF
216,883
12,654.9
+3.53%
5.290
+0.18%
0.010
+0.62%
-2.30%
92,801.2
 
VO 		Vanguard Mid-Cap ETF
36,280
9,382.9
-28.45%
3.920
-1.56%
0.010
+2.93%
+3.99%
75,831.6
 
HMOP 		Hartford Municipal Opportunities ETF
123,186
4,736.5
+9.63%
1.980
+0.17%
0.920
-2.03%
-0.51%
553.9
 
BND 		Vanguard Total Bond Market ETF
63,845
4,689.3
+23.29%
1.960
+0.37%
0.000
-0.83%
+2.15%
126,035.8
 

CONSILIO WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

CONSILIO WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VT 		Vanguard Total World Stock ETF2025-03-31Add
+6.80%
●
115.08 ($119.66) 123.97
$124.51
4.05%
Add 1139.02%
152,783
140,452
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Reduce
-6.21%
●
96.1 ($101.94) 106.32
$110.24
8.14%
Reduce -92.67%
12,399
-156,653
AMZN 		Amazon.com Inc2025-03-31Add
+4.18%
●
190.26 ($217) 242.06
$205.81
-5.16%
Add 117.99%
96,791
52,389
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-4.06%
●
102.49 ($112.84) 119.96
$106.70
-5.44%
Reduce -96.64%
2,996
-86,055
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+1.80%
●
554.06 ($590.51) 615.85
$598.93
1.43%
Add 7.95%
103,907
7,654
VO 		Vanguard Mid-Cap ETF2025-03-31Reduce
-1.56%
●
251.87 ($268.43) 277.95
$273.45
1.87%
Reduce -28.45%
36,280
-14,423
ZROZ 		PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund2025-03-31Add
+0.46%
●
65.49 ($69.82) 74.67
$63.44
-9.14%
Add 31.08%
65,305
15,486
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31New Buy
+0.45%
●
49.25 ($50.03) 50.66
$48.57
-2.92%
New holding
21,493
21,493
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.37%
●
71.17 ($72.57) 73.66
$72.29
-0.39%
Add 23.29%
63,845
12,060
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.36%
●
468.34 ($508.07) 539.52
$527.48
3.82%
Reduce -5%
32,560
-1,714

CONSILIO WEALTH ADVISORS, LLC Total Holding History ($B)

To

CONSILIO WEALTH ADVISORS, LLC's Asset Allocation

To

CONSILIO WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CONSILIO WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

CONSILIO WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CONSILIO WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

CONSILIO WEALTH ADVISORS, LLC's Holdings Bubble Chart

CONSILIO WEALTH ADVISORS, LLC News

  • 1

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