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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 $280,361,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 104,257 $64,373,958 22.96%
2.
Microsoft Corp
 MSFT 58,687 $29,105,223 10.38%
3.
Ishares Tr
 360,344 $22,924,921 8.18%
4.
Amazon Com Inc
 AMZN 97,904 $21,861,986 7.8%
5.
Invesco Qqq Tr
 32,955 $18,061,974 6.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)