The Analysis of CONSILIO WEALTH ADVISORS, LLC's Holdings

Currently, CONSILIO WEALTH ADVISORS, LLC holds 96 types of securities in its portfolio with a total value $304.3M. In the most recent quarter, they have increased their positions in VEA (+28.8K shares, valued at $1.7M), IJH (+12.7K shares, valued at $826.3K), LQD (+2.7K shares, valued at $301.1K); decreased their positions in NTAP (-4.5K shares, valued at $528.5K), VOO (-774 shares, valued at $474.0K), SPY (-168 shares, valued at $111.9K); initiated new positions in VEA (+28.8K shares, valued at $1.7M), LQD (+2.7K shares, valued at $301.1K), ANET (+1.9K shares, valued at $279.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF104.3K shares0.07%2025-09-302025-11-13

MSFT MICROSOFT CORP COM59.0K shares0.46%2025-09-302025-11-13

DGRO ISHARES CORE DIVIDEND GROWTH ETF362.1K shares0.48%2025-09-302025-11-13

AMZN AMAZON COM INC COM97.5K shares-0.44%2025-09-302025-11-13

QQQ QQQ - INVESCO QQQ TRUST SERIES I32.8K shares-0.36%2025-09-302025-11-13

IJH ISHARES CORE S&P MID-CAP ETF231.0K shares5.80%2025-09-302025-11-13

VT VANGUARD TOTAL WORLD STOCK ETF100.6K shares1.54%2025-09-302025-11-13

VO VANGUARD MID-CAP ETF36.9K shares-0.63%2025-09-302025-11-13

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF90.4K shares-0.88%2025-09-302025-11-13

NVDA NVIDIA CORPORATION COM30.9K shares2.77%2025-09-302025-11-13

IWB ISHARES RUSSELL 1000 ETF14.4K shares0.00%2025-09-302025-11-13

ZROZ ZROZ - PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF70.9K shares0.53%2025-09-302025-11-13

META META PLATFORMS INC CL A6.5K shares0.95%2025-09-302025-11-13

AAPL APPLE INC COM18.4K shares6.55%2025-09-302025-11-13

EFG EFG - ISHARES MSCI EAFE GROWTH ETF40.8K shares-1.54%2025-09-302025-11-13

HMOP HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF116.9K shares1.38%2025-09-302025-11-13

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF59.3K shares0.56%2025-09-302025-11-13

VOO VANGUARD S&P 500 ETF5.5K shares-12.28%2025-09-302025-11-13

TLT TLT - ISHARES 20 YEAR TREASURY BOND ETF34.2K shares1.47%2025-09-302025-11-13

GOOGL ALPHABET INC CAP STK CL A10.5K shares6.42%2025-09-302025-11-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF31.6K shares0.48%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TRUST3.5K shares-4.58%2025-09-302025-11-13

IWM IWM- ISHARES RUSSELL 2000 ETF8.9K shares-0.65%2025-09-302025-11-13

AVGO BROADCOM INC COM5.3K shares1.63%2025-09-302025-11-13

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF28.8K sharesnew addition2025-09-302025-11-13

TSLA TESLA INC COM3.5K shares3.17%2025-09-302025-11-13

ACWX ISHARES MSCI ACWI EX U.S. ETF21.6K shares0.00%2025-09-302025-11-13

MUB ISHARES NATIONAL MUNI BOND ETF12.6K shares3.48%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO. COM4.0K shares2.66%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.5K shares3.22%2025-09-302025-11-13

IVW ISHARES S&P 500 GROWTH ETF9.3K shares0.00%2025-09-302025-11-13

ORCL ORACLE CORP COM3.4K shares4.24%2025-09-302025-11-13

Sponsored

TYL TYLER TECHNOLOGIES INC COM1.8K shares0.00%2025-09-302025-11-13

IUSG ISHARES CORE S&P U.S. GROWTH ETF5.5K shares0.00%2025-09-302025-11-13

XOM EXXON MOBIL CORP COM7.2K shares2.10%2025-09-302025-11-13

GOOG ALPHABET INC CAP STK CL C3.3K shares1.09%2025-09-302025-11-13

LLY ELI LILLY & CO COM876 shares-0.68%2025-09-302025-11-13

NFLX NETFLIX INC COM553 shares2.22%2025-09-302025-11-13

V VISA INC COM CL A1.9K shares-1.43%2025-09-302025-11-13

ABBV ABBVIE INC COM2.7K shares2.00%2025-09-302025-11-13

Sponsored

WMT WALMART INC COM5.6K shares3.58%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW COM613 shares-0.33%2025-09-302025-11-13

MA MASTERCARD INCORPORATED CL A985 shares1.55%2025-09-302025-11-13

CRM SALESFORCE INC COM2.1K shares1.20%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON COM2.7K shares16.68%2025-09-302025-11-13

NTAP NETAPP INC COM4.1K shares-51.90%2025-09-302025-11-13

HD HOME DEPOT INC COM1.2K shares7.20%2025-09-302025-11-13

BAC BANK AMERICA CORP COM9.2K shares6.23%2025-09-302025-11-13

Sponsored

GE GE AEROSPACE COM NEW1.4K shares2.60%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC CL A2.3K shares5.10%2025-09-302025-11-13

EXPE EXPEDIA GROUP INC COM NEW1.8K shares0.34%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC COM1.1K shares19.20%2025-09-302025-11-13

Z ZILLOW GROUP INC CL C CAP STK4.5K shares0.00%2025-09-302025-11-13

PEP PEPSICO INC COM2.4K shares27.41%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS COM1.2K shares0.09%2025-09-302025-11-13

CDNS CADENCE DESIGN SYSTEM INC COM906 shares3.42%2025-09-302025-11-13

Sponsored

MS MORGAN STANLEY COM NEW2.0K shares1.51%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC COM1.9K shares4.99%2025-09-302025-11-13

ABT ABBOTT LABS COM2.3K shares-1.27%2025-09-302025-11-13

LQD LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF2.7K sharesnew addition2025-09-302025-11-13

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF2.2K shares0.32%2025-09-302025-11-13

WFC WELLS FARGO CO NEW COM3.5K shares2.62%2025-09-302025-11-13

KO COCA COLA CO COM4.4K shares-1.58%2025-09-302025-11-13

RTX RTX CORPORATION COM1.7K shares6.82%2025-09-302025-11-13

Sponsored

PG PROCTER AND GAMBLE CO COM1.9K shares-13.13%2025-09-302025-11-13

VV VANGUARD LARGE-CAP ETF908 shares0.00%2025-09-302025-11-13

ANET ARISTA NETWORKS INC COM SHS1.9K sharesnew addition2025-09-302025-11-13

MU MICRON TECHNOLOGY INC COM1.6K sharesnew addition2025-09-302025-11-13

CAT CATERPILLAR INC COM556 sharesnew addition2025-09-302025-11-13

COF CAPITAL ONE FINL CORP COM1.2K shares1.47%2025-09-302025-11-13

QCOM QUALCOMM INC COM1.6K shares2.40%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC COM1.6K shares-2.20%2025-09-302025-11-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM533 sharesnew addition2025-09-302025-11-13

VTI VANGUARD TOTAL STOCK MARKET ETF780 shares0.13%2025-09-302025-11-13

BKNG BOOKING HOLDINGS INC COM47 shares0.00%2025-09-302025-11-13

LIN LINDE PLC SHS534 shares2.10%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO COM755 shares2.03%2025-09-302025-11-13

NOW SERVICENOW INC COM272 shares13.81%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC COM2.6K shares4.67%2025-09-302025-11-13

HDV ISHARES CORE HIGH DIVIDEND ETF2.0K shares0.00%2025-09-302025-11-13

Sponsored

CSCO CISCO SYS INC COM3.6K shares-0.69%2025-09-302025-11-13

LRCX LAM RESEARCH CORP COM NEW1.8K sharesnew addition2025-09-302025-11-13

BLK BLACKROCK INC COM205 shares1.99%2025-09-302025-11-13

VGT VANGUARD INFORMATION TECHNOLOGY ETF316 shares-4.24%2025-09-302025-11-13

AMAT APPLIED MATLS INC COM1.2K shares-11.60%2025-09-302025-11-13

SYK STRYKER CORPORATION COM611 shares-0.16%2025-09-302025-11-13

CVX CHEVRON CORP NEW COM1.4K sharesnew addition2025-09-302025-11-13

T AT&T INC COM7.8K shares-0.13%2025-09-302025-11-13

Sponsored

MRK MERCK & CO INC COM2.6K sharesnew addition2025-09-302025-11-13

KLAC KLA CORP COM NEW200 sharesnew addition2025-09-302025-11-13

INTU INTUIT COM313 shares1.29%2025-09-302025-11-13

AMGN AMGEN INC COM755 shares-5.74%2025-09-302025-11-13

DIS DISNEY WALT CO COM1.8K shares-2.85%2025-09-302025-11-13

IGIB IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF3.8K sharesnew addition2025-09-302025-11-13

UNP UNION PAC CORP COM861 sharesnew addition2025-09-302025-11-13

TJX TJX COS INC NEW COM1.4K sharesnew addition2025-09-302025-11-13

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

TSLA Put PutTESLA INC COM100 sharesnew addition2025-09-302025-11-13