0001904906-23-000003.txt : 20230713 0001904906-23-000003.hdr.sgml : 20230713 20230713154352 ACCESSION NUMBER: 0001904906-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Consilium Wealth Advisory, LLC CENTRAL INDEX KEY: 0001904906 IRS NUMBER: 455507144 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21496 FILM NUMBER: 231086729 BUSINESS ADDRESS: STREET 1: 3400 N. CENTRAL EXPRESSWAY STREET 2: SUITE 110-202 CITY: RICHARDSON STATE: TX ZIP: 75080 BUSINESS PHONE: 2142995114 MAIL ADDRESS: STREET 1: 3400 N. CENTRAL EXPRESSWAY STREET 2: SUITE 110-202 CITY: RICHARDSON STATE: TX ZIP: 75080 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904906 XXXXXXXX 06-30-2023 06-30-2023 false Consilium Wealth Advisory, LLC

3400 N. Central Expressway Suite 110-202 Richardson TX 75080

13F HOLDINGS REPORT 028-21496 000164993 801-120593 N Cliff A. Demarest 214-299-5114 /s/ Cliff A. Demarest Richardson TX 07-13-2023 0 81 144289785 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 694675 6372 SH SOLE 6372 0 0 ABBVIE INC COM 00287Y109 621921 4616 SH SOLE 4616 0 0 ALPHABET INC CAP STK CL A 02079K305 2621071 21897 SH SOLE 21897 0 0 ALPHABET INC CAP STK CL C 02079K107 569164 4705 SH SOLE 4705 0 0 AMAZON COM INC COM 023135106 2444250 18750 SH SOLE 18750 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 841925 14632 SH SOLE 14632 0 0 AMGEN INC COM 031162100 424502 1912 SH SOLE 1912 0 0 APA CORPORATION COM 03743Q108 741738 21707 SH SOLE 21707 0 0 APPLE INC COM 037833100 12987833 66958 SH SOLE 66958 0 0 APPLIED MATLS INC COM 038222105 638301 4416 SH SOLE 4416 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 265144 3509 SH SOLE 3509 0 0 BANK AMERICA CORP COM 060505104 276371 9633 SH SOLE 9633 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 751905 2205 SH SOLE 2205 0 0 BOEING CO COM 097023105 1159057 5489 SH SOLE 5489 0 0 BROADCOM INC COM 11135F101 364321 420 SH SOLE 420 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