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CIK: 0001939831
Total reported value
$651.4M
$651.4M
77 檔
32.3%
The Q4 2024 SEC filing reveals that Presilium Private Wealth, LLC held a total portfolio value of $651.4M, covering 77 public equity positions.
In Q4 2024, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 1 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.30% | +0.06% | -0.62% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.74% | +0.15% | +2.45% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.38% | -0.39% | +4.98% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.36% | -0.56% | +7.13% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.66% | -0.34% | +2.05% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.41% | -0.24% | +7.38% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.42% | -0.01% | +4.32% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.55% | -0.17% | +6.50% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.03% | +0.18% | -1.26% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.85% | -0.06% | +7.38% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.70% | -0.11% | +2.65% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.81% | -0.02% | +0.88% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.26% | +0.14% | -0.67% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.61% | -0.16% | +6.02% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.10% | -0.08% | -1.88% | |
| 16 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.93% | -0.04% | +12.84% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.93% | -0.03% | -0.05% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.91% | -0.02% | +19.79% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.87% | -0.08% | -1.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.02% | -0.13% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.84% | -0.01% | -0.08% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.76% | -0.01% | +0.69% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.03% | -0.59% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.01% | -0.18% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.62% | EXIT | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | -0.02% | -1.45% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.02% | +0.40% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.02% | +1.45% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.33% | +0.02% | +1.95% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | — | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | +0.53% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | -0.38% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.01% | +0.48% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | — | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.21% | — | — | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.21% | — | -0.14% | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.20% | -0.01% | -0.28% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | +6.08% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | +6.51% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | +15.67% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | -0.29% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.17% | — | -0.52% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | -0.01% | — | |
| 46 | L | Loews CORP | Stock-Financials | 0.17% | -0.01% | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.15% | -0.03% | +3.57% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | — | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.15% | — | -0.44% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | -0.01% | -0.15% |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 77 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VGSH) accounted for 32.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVGO
市值: $281.5K
Top Position Liquidated / Trimmed
VUG
前期市值: $50.3M
During Q4 2024, Presilium Private Wealth, LLC's top holdings by market value included VUG (12.3%)、VTV (11.7%)、VGSH (9.4%). The largest single position, VUG, represented 12.3% of total portfolio value.
In Q4 2024, Presilium Private Wealth, LLC made 42 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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