CONSILIUM WEALTH ADVISORY, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 166K | $15.51M |
 | AAPL | 69K | $18.86M |
 | NVDA | 68K | $12.71M |
 | TT | 45K | $17.63M |
 | AMZN | 24K | $5.50M |
 | GOOGL | 23K | $7.28M |
 | WMT | 22K | $2.49M |
 | ET | 16K | $263.84K |
 | MSFT | 16K | $7.66M |
 | C | 15K | $1.76M |
 | AVGO | 12K | $4.27M |
 | JPM | 12K | $3.95M |
 | BSX | 12K | $1.11M |
 | UBER | 11K | $937.38K |
 | APA | 11K | $273.09K |
 | EPD | 11K | $344.00K |
 | GE | 10K | $3.05M |
 | BAC | 10K | $536.37K |
 | KKR | 10K | $1.23M |
 | RTX | 9K | $1.70M |
Wells Fargo & Company
WFC
Shares Held
166K
Value
$15.51M
Apple Inc.
AAPL
Shares Held
69K
Value
$18.86M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.71M
Trane Technologies plc
TT
Shares Held
45K
Value
$17.63M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.50M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$7.28M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.49M
Energy Transfer LP
ET
Shares Held
16K
Value
$263.84K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.66M
Citigroup Inc.
C
Shares Held
15K
Value
$1.76M
Broadcom Inc.
AVGO
Shares Held
12K
Value
$4.27M
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.95M
Boston Scientific Corporation
BSX
Shares Held
12K
Value
$1.11M
Uber Technologies, Inc.
UBER
Shares Held
11K
Value
$937.38K
APA Corporation
APA
Shares Held
11K
Value
$273.09K
Enterprise Products Partners L.P.
EPD
Shares Held
11K
Value
$344.00K
GE Aerospace
GE
Shares Held
10K
Value
$3.05M
Bank of America Corporation
BAC
Shares Held
10K
Value
$536.37K
KKR & Co. Inc.
KKR
Shares Held
10K
Value
$1.23M
RTX Corporation
RTX
Shares Held
9K
Value
$1.70M