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| Name: |
PRESILIUM PRIVATE WEALTH LLC |
| City: |
RADNOR |
| State: |
PA |
| Zip: |
19087 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Unchanged Positions |
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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 |
|
CL |
Colgate Palmolive Co |
35 |
- |
$94.53 |
$903,000 |
10,023 |
0.24% |
104,000 |
0 |
0.001 |
Personal Products |
|
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IWF |
iShares Russell 1000 Growth |
37 |
- |
$342.95 |
$802,000 |
2,380 |
0.21% |
80,000 |
0 |
0.001 |
Closed - End Fund - E... |
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NKE |
Nike Inc B |
41 |
- |
$91.77 |
$746,000 |
7,935 |
0.2% |
-116,000 |
0 |
0.001 |
Textile - Apparel Foo... |
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L |
Loews Corp |
47 |
- |
$77.20 |
$664,000 |
8,483 |
0.18% |
74,000 |
0 |
0.003 |
Property & Casualty I... |
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DIS |
Walt Disney Co |
49 |
- |
$103.37 |
$618,000 |
5,049 |
0.16% |
162,000 |
0 |
0 |
Entertainment - Diver... |
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VYM |
Vanguard High Dividend Yiel... |
53 |
- |
$121.20 |
$500,000 |
4,133 |
0.13% |
39,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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SPY |
Standard & Poors Depository... |
58 |
- |
$528.69 |
$369,000 |
705 |
0.1% |
34,000 |
0 |
0 |
Closed - End Fund - E... |
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TROW |
T Rowe Price Group Inc |
63 |
- |
$116.05 |
$294,000 |
2,412 |
0.08% |
34,000 |
0 |
0.001 |
Asset Management |
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ORCL |
Oracle Corp |
64 |
- |
$122.16 |
$276,000 |
2,197 |
0.07% |
44,000 |
0 |
0 |
Application Software |
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VIG |
Vanguard Dividend Appreciat... |
65 |
- |
$183.63 |
$260,000 |
1,425 |
0.07% |
17,000 |
0 |
0 |
Closed - End Fund - Debt |
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