Consilium Wealth Advisory, LLC
Top Portfolio Positions
74 positions ·
$161,798,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
77,394 | $19,641,823 | 12.14% | |
| TT |
Trane Technologies plc
Industrials
|
44,528 | $18,556,598 | 11.47% | |
| NVDA |
Nvidia Corp
Technology
|
73,217 | $12,769,044 | 7.89% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
154,496 | $12,299,426 | 7.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,675 | $7,383,103 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
16,576 | $6,135,937 | 3.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,346 | $5,695,351 | 3.52% | |
| GLD |
Spdr Gold Trust
|
13,035 | $5,608,830 | 3.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,610 | $4,591,837 | 2.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,718 | $4,415,699 | 2.73% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EZBC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,317,285 | 65,559 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||