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  Name: Consilium Wealth Advisory LLC
  City: Richardson
  State: TX
  Zip: 75080
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,739,000
  Total Value Change : $11,471,000
  Securities Held Change : -2
   
All Securities Held : 83
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 37
  Unchanged Positions : 13
  Decreased Positions : 30

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 49 New $486.69 $674,000 1,403 0.38% 674,000 1,403 0    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 79 New $110.32 $246,000 2,224 0.14% 246,000 2,224 0.001    Closed - End Fund - E...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 82 New $765.05 $202,000 265 0.11% 202,000 265 0    Information Technolog...

      3 Records Found
  1    
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