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  Name: CONSILIO WEALTH ADVISORS LLC
  City: BELLEVUE
  State: WA
  Zip: 98004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,497,000
  Total Value Change : $16,390,000
  Securities Held Change : 9
   
All Securities Held : 63
  New Positions : 11
  Closed Positions : 2
  Increased Positions : 34
  Unchanged Positions : 1
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed 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
   (SBUX)1 Year Chart         SBUX Starbucks Corp 65 Closed $75.63 $0 0 0% -202,000 -2,109 0    Specialty Eateries
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 64 Closed $81.38 $0 0 0% -1,522,000 -18,550 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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