Conscious Wealth Investments, LLC Sells in Q3 2024

Conscious Wealth Investments, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-18
- 0.39%
$696.17 - $892.35 $12.5K - $16.1K
4.64K $3.09B
AMAT
Applied Materials Inc

Technology
-131
- 0.75%
$174.88 - $254.97 $22.9K - $33.4K
17.3K $3.16B
GOOG
Alphabet Inc.

Communication Services
-90
- 0.47%
$149.54 - $192.66 $13.5K - $17.3K
19.2K $3.16B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.26K
- 3.33%
$44.83 - $47.42 $191K - $202K
124K $5.69B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.49K
- 31.44%
$76.94 - $79.54 $115K - $119K
3.25K $255M
AMZN
Amazon Com Inc

Consumer Cyclical
-44
- 0.24%
$161.02 - $200.0 $7.08K - $8.8K
18K $3.33B
UPS
United Parcel Service Inc

Industrials
-350
- 10.54%
$123.32 - $147.38 $43.2K - $51.6K
2.97K $391M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-436
- 8.92%
$162.83 - $179.16 $71K - $78.1K
4.45K $797M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.11K
- 1.62%
$79.29 - $84.02 $87.8K - $93K
67.4K $5.51B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-65
- 0.4%
$49.93 - $51.15 $3.25K - $3.32K
16.1K $806M
MUB
Ishares National Muni Bond ETF

ETFs
-24
- 0.33%
$106.13 - $108.7 $2.55K - $2.61K
7.14K $762M
NVDA
Nvidia Corp

Technology
-307
- 14.08%
$98.91 - $134.91 $30.4K - $41.4K
1.87K $261M
DIS
Walt Disney CO

Communication Services
-181
- 3.51%
$85.6 - $98.61 $15.5K - $17.8K
4.98K $479M
MCD
Mcdonalds Corp

Consumer Cyclical
-254
- 12.19%
$245.82 - $304.51 $62.4K - $77.3K
1.83K $546M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-233
- 1.39%
$97.81 - $108.79 $22.8K - $25.3K
16.6K $1.81B
AMT
American Tower Corp

Real Estate
-7
- 0.05%
$192.27 - $242.73 $1.35K - $1.7K
13.8K $3.12B
AXP
American Express CO

Financial Services
-155
- 1.04%
$225.92 - $271.17 $35K - $42K
14.8K $4.01B
ACGL
Arch Capital Group Ltd.

Financial Services
-59
- 0.17%
$94.47 - $114.25 $5.57K - $6.74K
34.3K $3.67B
PH
Parker Hannifin Corp

Industrials
-19
- 0.33%
$501.01 - $635.92 $9.52K - $12.1K
5.8K $3.65B
BLK
Black Rock Inc.

Financial Services
-9
- 0.26%
$782.27 - $949.51 $7.04K - $8.55K
3.39K $3.35B
NOW
Service Now, Inc.

Technology
-24
- 0.66%
$730.87 - $937.36 $17.5K - $22.5K
3.6K $3.27B
NFLX
Netflix Inc

Communication Services
-72
- 1.29%
$598.55 - $722.26 $43.1K - $52K
5.53K $4.14B
NEE
Nextera Energy Inc

Utilities
-32
- 0.07%
$69.9 - $84.97 $2.24K - $2.72K
47.4K $4.03B
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.25%
$333.64 - $405.2 $13.7K - $16.6K
16.6K $6.62B
TMUS
T Mobile Us, Inc.

Communication Services
-28
- 0.17%
$175.14 - $206.36 $4.9K - $5.78K
16.7K $3.69B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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