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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 :
5 |
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Closed 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 |
|
RTX |
RTX Corp |
72 |
Closed |
$101.02 |
$0 |
0 |
0% |
-720,000 |
-8,552 |
0 |
Conglomerates |
|
|
NEE |
NextEra Energy |
71 |
Closed |
$76.41 |
$0 |
0 |
0% |
-209,000 |
-3,448 |
0 |
Electric Utilities |
|
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SHV |
iShares Barclays Short Trea... |
70 |
Closed |
$110.30 |
$0 |
0 |
0% |
-6,676,000 |
-60,620 |
0 |
Closed - End Fund - E... |
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SBUX |
Starbucks Corp |
69 |
Closed |
$75.28 |
$0 |
0 |
0% |
-201,000 |
-2,093 |
0 |
Specialty Eateries |
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CHPT |
ChargePoint Holdings, Inc |
73 |
Closed |
$0.00 |
$0 |
0 |
0% |
-37,000 |
-16,000 |
0 |
N/A |
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