CONSILIUM WEALTH ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 167K | $14.00M |
 | AAPL | 69K | $17.63M |
 | NVDA | 68K | $12.76M |
 | TT | 46K | $19.24M |
 | AMZN | 23K | $5.13M |
 | WMT | 22K | $2.25M |
 | GOOGL | 21K | $5.02M |
 | BMY | 21K | $927.03K |
 | IR | 17K | $1.38M |
 | ET | 16K | $274.56K |
 | MSFT | 16K | $8.16M |
 | C | 15K | $1.52M |
 | AVGO | 12K | $4.09M |
 | JPM | 12K | $3.84M |
 | BSX | 11K | $1.10M |
 | APA | 11K | $271.08K |
 | UBER | 11K | $1.09M |
 | EPD | 11K | $335.53K |
 | BAC | 10K | $512.58K |
 | GE | 10K | $2.95M |
Wells Fargo & Company
WFC
Shares Held
167K
Value
$14.00M
Apple Inc.
AAPL
Shares Held
69K
Value
$17.63M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.76M
Trane Technologies plc
TT
Shares Held
46K
Value
$19.24M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$5.13M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.25M
Alphabet Inc.
GOOGL
Shares Held
21K
Value
$5.02M
Bristol-Myers Squibb Company
BMY
Shares Held
21K
Value
$927.03K
Ingersoll Rand Inc.
IR
Shares Held
17K
Value
$1.38M
Energy Transfer LP
ET
Shares Held
16K
Value
$274.56K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$8.16M
Citigroup Inc.
C
Shares Held
15K
Value
$1.52M
Broadcom Inc.
AVGO
Shares Held
12K
Value
$4.09M
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.84M
Boston Scientific Corporation
BSX
Shares Held
11K
Value
$1.10M
APA Corporation
APA
Shares Held
11K
Value
$271.08K
Uber Technologies, Inc.
UBER
Shares Held
11K
Value
$1.09M
Enterprise Products Partners L.P.
EPD
Shares Held
11K
Value
$335.53K
Bank of America Corporation
BAC
Shares Held
10K
Value
$512.58K
GE Aerospace
GE
Shares Held
10K
Value
$2.95M