Presilium Private Wealth, LLC Top Holdings and 13F Report (2024) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $434.16 million in total holdings as of September 30, 2024.Presilium Private Wealth, LLC owns shares of 76 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 73 new stocks and bought additional shares in 25 stocks.Presilium Private Wealth, LLC sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Value ETF $51,402,935Vanguard Growth ETF $50,329,232Vanguard Short-Term Treasury Index ETF $39,410,336Vanguard FTSE Europe ETF $38,000,829Vanguard FTSE Emerging Markets ETF $30,827,983 Largest New Holdings this Quarter The Cigna Group $306,599 HoldingFiserv $215,580 HoldingPhilip Morris International $214,744 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 46,750 shares (about $2.76M)Vanguard Growth ETF 6,115 shares (about $2.35M)Vanguard FTSE Emerging Markets ETF 43,267 shares (about $2.07M)Vanguard FTSE Europe ETF 27,523 shares (about $1.96M)Vanguard Short-Term Bond ETF 17,333 shares (about $1.36M) Largest Sales this Quarter Vanguard Real Estate ETF 11,034 shares (about $1.07M)Alphabet 715 shares (about $118.58K)iShares National Muni Bond ETF 929 shares (about $100.92K)Vanguard Short-Term Corporate Bond ETF 1,265 shares (about $100.47K)Merck & Co., Inc. 782 shares (about $88.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPresilium Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$51,402,935$696,184 ▲1.4%294,45511.8%ETFVUGVanguard Growth ETF$50,329,232$2,347,725 ▲4.9%131,09011.6%ETFVGSHVanguard Short-Term Treasury Index ETF$39,410,336$2,759,187 ▲7.5%667,7459.1%ETFVGKVanguard FTSE Europe ETF$38,000,829$1,956,886 ▲5.4%534,4708.8%ETFVWOVanguard FTSE Emerging Markets ETF$30,827,983$2,070,326 ▲7.2%644,2637.1%ETFBSVVanguard Short-Term Bond ETF$26,417,058$1,363,936 ▲5.4%335,7106.1%ETFVPLVanguard FTSE Pacific ETF$24,944,831$1,099,735 ▲4.6%318,2145.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$18,933,040$1,144,617 ▲6.4%359,5344.4%ManufacturingVNQVanguard Real Estate ETF$17,045,904$1,074,934 ▼-5.9%174,9733.9%ETFVOTVanguard Mid-Cap Growth ETF$17,030,943$876,491 ▲5.4%69,9513.9%ETFVOEVanguard Mid-Cap Value ETF$16,257,786$24,815 ▼-0.2%96,9633.7%ETFVBRVanguard Small-Cap Value ETF$12,282,184$10,842 ▼-0.1%61,1722.8%ETFVBKVanguard Small-Cap Growth ETF$9,443,777$225,126 ▲2.4%35,3212.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$7,244,761$279,003 ▲4.0%57,5161.7%ETFMUBiShares National Muni Bond ETF$4,988,181$100,917 ▼-2.0%45,9191.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,114,342$100,466 ▼-2.4%51,8050.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,014,336$60,338 ▼-1.5%69,9240.9%ETFIPACiShares Core MSCI Pacific ETF$3,919,178$32,563 ▼-0.8%58,8550.9%ETFUSRTiShares Core U.S. REIT ETF$3,911,308$69,390 ▼-1.7%63,5260.9%ETFSUBiShares Short-Term National Muni Bond ETF$3,850,025$303,279 ▲8.6%36,2560.9%ETFIEURiShares Core MSCI Europe ETF$3,744,689$30,038 ▼-0.8%61,4590.9%ETFIUSViShares Core S&P U.S. Value ETF$3,394,526$88,329 ▼-2.5%35,5480.8%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$3,356,897$58,703 ▼-1.7%40,3720.8%ManufacturingXOMExxon Mobil$2,890,385$50,521 ▼-1.7%24,6580.7%Oils/EnergyIJJiShares S&P Mid-Cap 400 Value ETF$2,346,117$20,027 ▼-0.8%18,9780.5%ETFVTVanguard Total World Stock ETF$1,952,977$10,414 ▼-0.5%16,3160.4%ETFVTIVanguard Total Stock Market ETF$1,740,1010.0%6,1450.4%ETFMSFTMicrosoft$1,515,5700.0%3,5220.3%Computer and TechnologyAAPLApple$1,439,7940.0%6,1790.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,414,9570.0%21,8560.3%ETFIUSGiShares Core S&P U.S. Growth ETF$1,319,755$156,709 ▲13.5%10,0050.3%ManufacturingPGProcter & Gamble$1,305,319$21,478 ▼-1.6%7,5360.3%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,066,036$99,580 ▲10.3%20,8540.2%ETFCLColgate-Palmolive$1,040,4880.0%10,0230.2%Consumer StaplesVRTXVertex Pharmaceuticals$990,6200.0%2,1300.2%MedicalVOOVanguard S&P 500 ETF$961,978$9,498 ▲1.0%1,8230.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$907,165$26,108 ▼-2.8%9,8680.2%ETFIWFiShares Russell 1000 Growth ETF$893,4040.0%2,3800.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$844,409$17,873 ▼-2.1%12,4730.2%ETFIEFAiShares Core MSCI EAFE ETF$831,8920.0%10,6580.2%ETFAMZNAmazon.com$808,019$22,362 ▲2.8%4,3360.2%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$790,089$22,285 ▼-2.7%7,3390.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$776,721$1,599 ▲0.2%9,2280.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$776,638$8,706 ▲1.1%6,1550.2%ManufacturingESGVVanguard ESG US Stock ETF$773,963$15,654 ▲2.1%7,6140.2%ETFNKENIKE$742,560$11,934 ▲1.6%8,4000.2%Consumer DiscretionaryLLoews$670,5810.0%8,4830.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$664,712$15,205 ▼-2.2%4,7650.2%ETFVYMVanguard High Dividend Yield ETF$594,7200.0%4,6390.1%ETFGOOGAlphabet$564,768$6,688 ▲1.2%3,3780.1%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$511,880$5,309 ▲1.0%20,3450.1%ManufacturingMETAMeta Platforms$496,1540.0%8670.1%Computer and TechnologyDISWalt Disney$485,713$96 ▲0.0%5,0500.1%Consumer DiscretionaryEAGGiShares ESG Aware U.S. Aggregate Bond ETF$452,130$3,061 ▼-0.7%9,3050.1%ETFGOOGLAlphabet$433,698$118,583 ▼-21.5%2,6150.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$420,8780.0%2,1250.1%ETFIBMInternational Business Machines$411,9430.0%1,8630.1%Computer and TechnologyMRKMerck & Co., Inc.$405,396$88,801 ▼-18.0%3,5700.1%MedicalSPYSPDR S&P 500 ETF Trust$404,5010.0%7050.1%FinanceVVisa$404,1770.0%1,4700.1%Business ServicesESGEiShares ESG Aware MSCI EM ETF$379,938$10,268 ▲2.8%10,4350.1%ManufacturingHDHome Depot$372,379$46,598 ▼-11.1%9190.1%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$360,488$9,619 ▼-2.6%8,6200.1%ETFORCLOracle$326,3160.0%1,9150.1%Computer and TechnologyCIThe Cigna Group$306,599$306,599 ▲New Holding8850.1%MedicalJNJJohnson & Johnson$298,401$13,777 ▼-4.4%1,8410.1%MedicalNVDANVIDIA$276,4960.0%2,2770.1%Computer and TechnologyIYWiShares U.S. Technology ETF$271,855$15,162 ▼-5.3%1,7930.1%ManufacturingVOVanguard Mid-Cap ETF$267,5240.0%1,0140.1%ETFTROWT. Rowe Price Group$262,7390.0%2,4120.1%FinanceIJHiShares Core S&P Mid-Cap ETF$238,748$19,693 ▲9.0%3,8310.1%ETFIVWiShares S&P 500 Growth ETF$224,4380.0%2,3440.1%ETFFIFiserv$215,580$215,580 ▲New Holding1,2000.0%Business ServicesPMPhilip Morris International$214,744$214,744 ▲New Holding1,7690.0%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$211,2150.0%1,1780.0%ETFCHPTChargePoint$21,9200.0%16,0000.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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