Consilium Wealth Advisory, LLC holdings history

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114 is the total number of securities Consilium Wealth Advisory, LLC has owned. The longest Consilium Wealth Advisory, LLC has owned a single stock is 8 quarters.

Consilium Wealth Advisory, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC887.38%8.81%10.63%Q4 2021Q3 20238
WFC WELLS FARGO CO NEW884.90%6.57%8.69%Q4 2021Q3 20238
AOR ISHARES TR882.04%6.16%10.73%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR884.00%6.06%9.11%Q4 2021Q3 20238
IEUR ISHARES TR882.80%5.53%10.68%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR883.56%4.08%4.74%Q4 2021Q3 20238
AOA ISHARES TR882.43%3.10%4.32%Q4 2021Q3 20238
FNDX SCHWAB STRATEGIC TR880.48%2.91%4.59%Q4 2021Q3 20238
MSFT MICROSOFT CORP882.23%2.79%3.28%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR881.03%2.79%4.31%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS881.08%2.66%4.22%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC881.61%2.07%2.97%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION881.10%1.97%2.97%Q4 2021Q3 20238
GOOGL ALPHABET INC881.29%1.83%2.24%Q4 2021Q3 20238
AMZN AMAZON COM INC881.04%1.81%2.30%Q4 2021Q3 20238
LLY LILLY ELI & CO880.92%1.36%1.76%Q4 2021Q3 20238
BA BOEING CO880.80%1.04%1.23%Q4 2021Q3 20238
C CITIGROUP INC880.42%1.04%1.53%Q4 2021Q3 20238
FB META PLATFORMS INC880.38%1.03%1.41%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.72%1.03%1.38%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.80%1.00%1.23%Q4 2021Q3 20238
AIG AMERICAN INTL GROUP INC880.56%0.97%1.50%Q4 2021Q3 20238
APA APA CORPORATION880.51%0.91%1.37%Q4 2021Q3 20238
NKE NIKE INC880.27%0.82%1.12%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.63%0.80%1.08%Q4 2021Q3 20238
SLB SCHLUMBERGER LTD880.68%0.80%1.02%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.19%0.78%1.20%Q4 2021Q3 20238
ABT ABBOTT LABS880.45%0.69%1.05%Q4 2021Q3 20238
HON HONEYWELL INTL INC880.16%0.65%0.90%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.55%0.65%0.78%Q4 2021Q3 20238
IR INGERSOLL RAND INC880.48%0.57%0.69%Q4 2021Q3 20238
FANG DIAMONDBACK ENERGY INC880.38%0.57%0.75%Q4 2021Q3 20238
CRM SALESFORCE INC880.32%0.54%0.74%Q4 2021Q3 20238
IWD ISHARES TR880.21%0.54%0.74%Q4 2021Q3 20238
CMA COMERICA INC880.28%0.52%0.75%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR880.31%0.51%1.05%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.39%0.48%0.59%Q4 2021Q3 20238
DBEU DBX ETF TR880.40%0.48%0.57%Q4 2021Q3 20238
GOOG ALPHABET INC880.36%0.47%0.60%Q4 2021Q3 20238
NXPI NXP SEMICONDUCTORS N V880.29%0.46%0.63%Q4 2021Q3 20238
IWO ISHARES TR880.38%0.46%0.56%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR880.40%0.46%0.55%Q4 2021Q3 20238
HD HOME DEPOT INC880.30%0.46%0.57%Q4 2021Q3 20238
ABBV ABBVIE INC880.18%0.43%0.78%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.24%0.41%0.56%Q4 2021Q3 20238
AMGN AMGEN INC880.28%0.39%0.51%Q4 2021Q3 20238
IJH ISHARES TR880.32%0.38%0.45%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.31%0.37%0.47%Q4 2021Q3 20238
MU MICRON TECHNOLOGY INC880.22%0.36%0.54%Q4 2021Q3 20238
MCD MCDONALDS CORP880.24%0.30%0.36%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.18%0.28%0.38%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.22%0.27%0.32%Q4 2021Q3 20238
MAR MARRIOTT INTL INC NEW880.15%0.24%0.32%Q4 2021Q3 20238
ICE INTERCONTINENTAL EXCHA...880.19%0.22%0.26%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.15%0.21%0.28%Q4 2021Q3 20238
ET ENERGY TRANSFER L P880.09%0.15%0.20%Q4 2021Q3 20238
AOM ISHARES TR520.16%1.01%2.93%Q4 2021Q3 20237
DIS DISNEY WALT CO770.37%0.69%0.92%Q4 2021Q2 20237
ULTA ULTA BEAUTY INC770.45%0.59%0.76%Q4 2021Q2 20237
HYG ISHARES TR430.20%0.45%1.12%Q4 2021Q3 20237
DE DEERE & CO520.15%0.37%0.54%Q4 2021Q3 20237
EPD ENTERPRISE PRODS PARTN...770.15%0.22%0.28%Q1 2022Q3 20237
KDP KEURIG DR PEPPER INC660.36%0.52%0.69%Q4 2021Q1 20236
TSLA TESLA INC420.22%0.33%0.46%Q4 2021Q3 20236
CAT CATERPILLAR INC420.15%0.19%0.22%Q4 2021Q3 20236
DFAI DIMENSIONAL ETF TRUST550.28%7.06%9.73%Q3 2022Q3 20235
JEPI J P MORGAN EXCHANGE TR...551.62%3.73%6.27%Q3 2022Q3 20235
AOK ISHARES TR310.18%1.01%1.83%Q1 2022Q3 20234
RC READY CAPITAL CORP440.18%0.72%2.27%Q2 2022Q1 20234
BRKB BERKSHIRE HATHAWAY INC...440.50%0.56%0.64%Q4 2022Q3 20234
PEP PEPSICO INC440.32%0.51%0.62%Q4 2022Q3 20234
TFI SPDR SER TR310.19%0.35%0.76%Q4 2021Q4 20224
CRWD CROWDSTRIKE HLDGS INC310.20%0.30%0.45%Q1 2022Q3 20234
IJR ISHARES TR440.19%0.24%0.31%Q4 2022Q3 20234
PDI PIMCO DYNAMIC INCOME FD220.12%0.21%0.29%Q4 2021Q3 20234
XLI SELECT SECTOR SPDR TR220.16%0.18%0.19%Q4 2021Q1 20234
GSG ISHARES S&P GSCI COMMO...330.63%1.42%2.38%Q4 2021Q2 20223
IYM ISHARES TR330.70%0.81%0.94%Q4 2021Q2 20223
DXC DXC TECHNOLOGY CO330.64%0.78%0.98%Q4 2021Q2 20223
GUNR FLEXSHARES TR330.67%0.73%0.77%Q4 2021Q2 20223
CMI CUMMINS INC330.60%0.69%0.83%Q4 2021Q2 20223
LUV SOUTHWEST AIRLS CO330.45%0.64%0.81%Q4 2021Q2 20223
ZTS ZOETIS INC330.24%0.30%0.34%Q1 2023Q3 20233
PFE PFIZER INC330.19%0.23%0.26%Q3 2022Q1 20233
LRCX LAM RESEARCH CORP210.16%0.16%0.16%Q4 2021Q3 20233
J P MORGAN EXCHANGE TR...222.15%2.16%2.18%Q2 2023Q3 20232
FNDF SCHWAB STRATEGIC TR221.08%1.11%1.14%Q4 2021Q1 20222
PYPL PAYPAL HLDGS INC220.32%0.39%0.45%Q4 2021Q1 20222
AVGO BROADCOM INC220.25%0.26%0.27%Q2 2023Q3 20232
GM GENERAL MTRS CO220.23%0.26%0.29%Q4 2021Q1 20222
LINDE PLC220.19%0.19%0.19%Q2 2023Q3 20232
QQQ INVESCO QQQ TR220.18%0.19%0.20%Q2 2023Q3 20232
ADM ARCHER DANIELS MIDLAND CO220.18%0.18%0.18%Q2 2023Q3 20232
TMUS T-MOBILE US INC110.18%0.18%0.18%Q4 2022Q2 20232
SCHC SCHWAB STRATEGIC TR220.16%0.16%0.16%Q4 2021Q1 20222
ETN EATON CORP PLC220.14%0.15%0.16%Q2 2023Q3 20232
VBK VANGUARD INDEX FDS220.15%0.15%0.15%Q4 2021Q1 20222
IEV ISHARES TR111.19%1.19%1.19%Q1 2022Q1 20221
ISRG INTUITIVE SURGICAL INC110.72%0.72%0.72%Q4 2021Q4 20211
NOW SERVICENOW INC110.61%0.61%0.61%Q4 2021Q4 20211
HAL HALLIBURTON CO110.52%0.52%0.52%Q3 2023Q3 20231
GENERAL ELECTRIC CO110.39%0.39%0.39%Q3 2023Q3 20231
SBUX STARBUCKS CORP110.39%0.39%0.39%Q4 2021Q4 20211
SCHH SCHWAB STRATEGIC TR110.36%0.36%0.36%Q4 2022Q4 20221
QDEL QUIDEL CORP110.35%0.35%0.35%Q4 2021Q4 20211
FRC FIRST REP BK SAN FRANC...110.31%0.31%0.31%Q4 2021Q4 20211
WMT WALMART INC110.27%0.27%0.27%Q3 2023Q3 20231
DVY ISHARES TR110.23%0.23%0.23%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.22%0.22%0.22%Q2 2022Q2 20221
ESGU ISHARES TR110.18%0.18%0.18%Q4 2021Q4 20211
CMCSA COMCAST CORP NEW110.17%0.17%0.17%Q3 2023Q3 20231
DBEF DBX ETF TR110.17%0.17%0.17%Q4 2021Q4 20211
QCOM QUALCOMM INC110.15%0.15%0.15%Q1 2022Q1 20221
BKNG BOOKING HOLDINGS INC110.14%0.14%0.14%Q3 2023Q3 20231
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The securities at the top of the list , including APPLE INC, WELLS FARGO CO NEW, and ISHARES TR, are the highest-conviction holdings of Consilium Wealth Advisory, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Consilium Wealth Advisory, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Consilium Wealth Advisory, LLC owns currently or has owned in the past.