test

Nathaniel Donohue

@Consilio Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$244.494MTotal holdings71
Assets growth rate0.84%Assets growth rate (2-Q avg)4.8%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Consilio Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Consilio Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 244.494M in assets, with a quarterly growth rate of 0.84% and a 2-quarter average growth rate of 4.8%. The portfolio is managed by Nathaniel Donohue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -1.58%
0.1%
$227,575
436 shares@ $521.97 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -8.17%
0.1%
$224,680
2,259 shares@ $99.46 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -3.75%
0.09%
$219,764
1,819 shares@ $120.82 avg price
SYKStryker Corporation
Recent Activity
Decreased -0.86%
0.09%
$207,537
576 shares@ $360.31 avg price
GEGe Aerospace
Recent Activity
Decreased -13.72%
0.09%
$201,342
1,207 shares@ $166.82 avg price