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Size ($ in 1000's)
At 12/31/2023: $351,145
At 09/30/2023: $314,305
Presilium Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Presilium Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Presilium Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Presilium Private Wealth LLC.
In the Presilium Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Presilium Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Presilium Private Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VUG) |
135,032 |
+2,690 |
$41,979 | | VUG | 135,032 | +2,690 | $41,979 | | VANGUARD INDEX FDS (VTV) |
271,856 |
-6,045 |
$40,642 | | VTV | 271,856 | -6,045 | $40,642 | | VANGUARD INTL EQUITY INDEX F (VGK) |
460,765 |
-56,760 |
$29,710 | | VGK | 460,765 | -56,760 | $29,710 | | VANGUARD SCOTTSDALE FDS (VGSH) |
432,183 |
+37,755 |
$25,209 | | VGSH | 432,183 | +37,755 | $25,209 | | VANGUARD INTL EQUITY INDEX F (VWO) |
516,694 |
-77,482 |
$21,236 | | VWO | 516,694 | -77,482 | $21,236 | | VANGUARD INDEX FDS (BSV) |
264,790 |
-25,306 |
$20,394 | | BSV | 264,790 | -25,306 | $20,394 | | VANGUARD INTL EQUITY INDEX F (VPL) |
263,013 |
-30,280 |
$18,945 | | VPL | 263,013 | -30,280 | $18,945 | | ISHARES TR (IGSB) |
309,956 |
-220,412 |
$15,893 | | IGSB | 309,956 | -220,412 | $15,893 | | VANGUARD INDEX FDS (VOT) |
64,075 |
-1,255 |
$14,069 | | VOT | 64,075 | -1,255 | $14,069 | | VANGUARD INDEX FDS (VOE) |
88,080 |
-8,646 |
$12,772 | | VOE | 88,080 | -8,646 | $12,772 | | VANGUARD INDEX FDS (VNQ) |
135,517 |
-54,147 |
$11,974 | | VNQ | 135,517 | -54,147 | $11,974 | | VANGUARD INDEX FDS (VBR) |
54,203 |
-3,784 |
$9,755 | | VBR | 54,203 | -3,784 | $9,755 | | VANGUARD INDEX FDS (VBK) |
32,708 |
-487 |
$7,908 | | VBK | 32,708 | -487 | $7,908 | | ISHARES TR (SHV) |
60,620 |
+60,620 |
$6,676 | | SHV | 60,620 | +60,620 | $6,676 | | VANGUARD INTL EQUITY INDEX F (VSS) |
49,815 |
-3,929 |
$5,730 | | VSS | 49,815 | -3,929 | $5,730 | | ISHARES TR (MUB) |
43,023 |
-3,666 |
$4,664 | | MUB | 43,023 | -3,666 | $4,664 | | VANGUARD SCOTTSDALE FDS (VCSH) |
54,027 |
+54,027 |
$4,180 | | VCSH | 54,027 | +54,027 | $4,180 | | ISHARES TR (USRT) |
74,972 |
+74,972 |
$4,070 | | USRT | 74,972 | +74,972 | $4,070 | | ISHARES TR (IPAC) |
64,473 |
+56,265 |
$3,837 | | IPAC | 64,473 | +56,265 | $3,837 | | ISHARES INC (IEMG) |
73,225 |
+65,422 |
$3,704 | | IEMG | 73,225 | +65,422 | $3,704 | | ISHARES TR (IEUR) |
65,586 |
+54,538 |
$3,609 | | IEUR | 65,586 | +54,538 | $3,609 | | ISHARES TR (SHY) |
42,323 |
+42,323 |
$3,472 | | SHY | 42,323 | +42,323 | $3,472 | | ISHARES TR (IUSV) |
37,513 |
+22,827 |
$3,163 | | IUSV | 37,513 | +22,827 | $3,163 | | ISHARES TR (SUB) |
29,402 |
-1,497 |
$3,100 | | SUB | 29,402 | -1,497 | $3,100 | | MICROSOFT CORP |
8,107 |
+273 |
$3,049 | | MSFT | 8,107 | +273 | $3,049 | | EXXON MOBIL CORP |
24,622 |
-290 |
$2,462 | | XOM | 24,622 | -290 | $2,462 | | ISHARES TR (IJJ) |
20,038 |
+16,104 |
$2,285 | | IJJ | 20,038 | +16,104 | $2,285 | | VANGUARD INTL EQUITY INDEX F (VT) |
16,122 |
+2,062 |
$1,659 | | VT | 16,122 | +2,062 | $1,659 | | VANGUARD INDEX FDS (VTI) |
6,115 |
+6,115 |
$1,451 | | VTI | 6,115 | +6,115 | $1,451 | | APPLE INC |
6,863 |
UNCH |
$1,321 | | AAPL | 6,863 | UNCH | $1,321 | | VANGUARD STAR FDS (VXUS) |
21,902 |
+21,902 |
$1,269 | | VXUS | 21,902 | +21,902 | $1,269 | | PROCTER AND GAMBLE CO |
7,787 |
+127 |
$1,141 | | PG | 7,787 | +127 | $1,141 | | ISHARES TR (IUSG) |
10,383 |
+34 |
$1,081 | | IUSG | 10,383 | +34 | $1,081 | | NIKE INC |
7,935 |
UNCH |
$862 | | NKE | 7,935 | UNCH | $862 | | ISHARES TR (IJK) |
10,155 |
+10,155 |
$804 | | IJK | 10,155 | +10,155 | $804 | | COLGATE PALMOLIVE CO |
10,023 |
UNCH |
$799 | | CL | 10,023 | UNCH | $799 | | ISHARES TR (SCZ) |
12,866 |
+12,866 |
$796 | | SCZ | 12,866 | +12,866 | $796 | | ISHARES TR (IJS) |
7,661 |
+7,661 |
$790 | | IJS | 7,661 | +7,661 | $790 | | ISHARES TR (IEFA) |
10,658 |
UNCH |
$750 | | IEFA | 10,658 | UNCH | $750 | | ISHARES TR (IWF) |
2,380 |
UNCH |
$722 | | IWF | 2,380 | UNCH | $722 | | RAYTHEON TECHNOLOGIES CORP |
8,552 |
UNCH |
$720 | | RTX | 8,552 | UNCH | $720 | | VANGUARD WORLD FD (ESGV) |
8,244 |
-210 |
$701 | | ESGV | 8,244 | -210 | $701 | | ISHARES TR (ESGU) |
6,667 |
-104 |
$700 | | ESGU | 6,667 | -104 | $700 | | ISHARES TR (ESGD) |
9,128 |
+15 |
$690 | | ESGD | 9,128 | +15 | $690 | | AMAZON COM INC |
4,216 |
-100 |
$641 | | AMZN | 4,216 | -100 | $641 | | ISHARES TR (IJT) |
4,944 |
+4,944 |
$619 | | IJT | 4,944 | +4,944 | $619 | | VANGUARD INDEX FDS (VOO) |
1,382 |
+77 |
$604 | | VOO | 1,382 | +77 | $604 | | LOEWS CORP |
8,483 |
UNCH |
$590 | | L | 8,483 | UNCH | $590 | | VANGUARD MUN BD FDS (VTEB) |
10,365 |
+10,365 |
$529 | | VTEB | 10,365 | +10,365 | $529 | | ALPHABET INC |
3,528 |
UNCH |
$497 | | GOOG | 3,528 | UNCH | $497 |
See Full List: All Stocks Held By Presilium Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Presilium Private Wealth LLC
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