Conscious Wealth Investments, LLC Incresed Positions in Q3 2025

Conscious Wealth Investments, LLC

  • $169 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
26.8K
+ 24.48%
$45.6 - $46.92 $1.22M - $1.26M
136K $6.39B
GMED
Globus Medical Inc

Healthcare
2.36K
+ 5.06%
$51.89 - $62.79 $123K - $148K
49.1K $2.96B
DIS
Walt Disney CO

Communication Services
3K
+ 63.65%
$112.25 - $124.0 $337K - $372K
7.71K $868M
CRM
Salesforce, Inc.

Technology
1.27K
+ 10.3%
$231.66 - $273.65 $294K - $348K
13.6K $3.54B
DSI
Ishares Msci Kld 400 Social Et

ETFs
344
+ 1.67%
$115.96 - $125.95 $39.9K - $43.3K
20.9K $2.72B
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.3%
$174.36 - $254.72 $1.05K - $1.53K
2.02K $567M
PVH
Pvh Corp.

Consumer Cyclical
9
+ 0.02%
$70.6 - $89.52 $635 - $806
52.5K $4.11B
AAPL
Apple Inc.

Technology
121
+ 5.69%
$202.38 - $256.87 $24.5K - $31.1K
2.25K $608M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.35K
+ 21.18%
$48.5 - $50.19 $114K - $118K
13.5K $679M
GE
General Electric CO

Industrials
112
+ 5.57%
$244.75 - $305.63 $27.4K - $34.2K
2.12K $656M
VCIT
Vanguard Intermediate Term Cor

ETFs
195
+ 0.28%
$81.75 - $84.54 $15.9K - $16.5K
69.9K $5.88B
MUB
Ishares National Muni Bond ETF

ETFs
558
+ 10.74%
$103.24 - $106.68 $57.6K - $59.5K
5.76K $619M
PFE
Pfizer Inc

Healthcare
157
+ 0.11%
$23.29 - $25.88 $3.66K - $4.06K
141K $3.48B
AVUV
American Centy ETF Tr Avantis

ETFs
276
+ 6.1%
$90.37 - $102.12 $24.9K - $28.2K
4.8K $469M
ACGL
Arch Capital Group Ltd.

Financial Services
85
+ 0.21%
$85.61 - $93.54 $7.28K - $7.95K
41.5K $3.58B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.45%
$915.95 - $994.57 $916 - $995
225 $205M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.52%
$150.47 - $161.22 $1.05K - $1.13K
1.35K $203M
ADBE
Adobe Inc.

Technology
572
+ 6.64%
$333.65 - $392.1 $191K - $224K
9.18K $3.12B
ETN
Eaton Corp PLC

Industrials
49
+ 0.45%
$342.99 - $392.76 $16.8K - $19.2K
10.9K $4.14B
ABT
Abbott Laboratories

Healthcare
126
+ 0.46%
$120.51 - $136.62 $15.2K - $17.2K
27.6K $3.41B
CPRT
Copart Inc

Consumer Cyclical
2.35K
+ 3.07%
$44.6 - $49.97 $105K - $117K
78.8K $3.39B
NOW
Service Now, Inc.

Technology
66
+ 1.64%
$850.86 - $1044.69 $56.2K - $68.9K
4.1K $3.77B
TMUS
T Mobile Us, Inc.

Communication Services
36
+ 0.28%
$226.02 - $259.01 $8.14K - $9.32K
12.9K $2.71B
INGR
Ingredion Inc

Consumer Defensive
47
+ 0.2%
$121.01 - $138.21 $5.69K - $6.5K
23.3K $2.69B
AMT
American Tower Corp

Real Estate
60
+ 0.51%
$192.32 - $232.35 $11.5K - $13.9K
11.9K $2.12B
EOG
Eog Resources Inc

Energy
208
+ 0.81%
$112.12 - $126.1 $23.3K - $26.2K
25.8K $2.73B
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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