Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $145 Billion
  • Q3 2024

Conscious Wealth Investments, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.2B, Technology Sector Spdr with a value of $8.66B, Home Depot, Inc. with a value of $6.62B, Ishares Core Total Usd Bond Ma with a value of $5.69B, and Vanguard Intermediate Term Cor with a value of $5.51B.

Examining the 13F form we can see an increase of $6.19B in the current position value, from $139B to 145B.

Conscious Wealth Investments, LLC is based out at Miami Beach, FL

Below you can find more details about Conscious Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $38.8 Billion
Technology: $21.2 Billion
Consumer Cyclical: $19.2 Billion
Financial Services: $14.2 Billion
Communication Services: $11.5 Billion
Healthcare: $11.3 Billion
Industrials: $8.43 Billion
Consumer Defensive: $6.75 Billion
Other: $14 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Billion 9.74% of portfolio
24,504
Q3 2024 Added 0.18%
$0
$8.66 Billion 5.96% of portfolio
37,898
Q3 2024 Added 0.34%
$0
$5.69 Billion 3.92% of portfolio
123,946
Q3 2024 Reduced 3.33%
$0
$5.51 Billion 3.79% of portfolio
67,382
Q3 2024 Reduced 1.62%
$0
$1.81 Billion 1.25% of portfolio
16,579
Q3 2024 Reduced 1.39%
$0
$806 Million 0.55% of portfolio
16,070
Q3 2024 Reduced 0.4%
$0
$797 Million 0.55% of portfolio
4,452
Q3 2024 Reduced 8.92%
$0
$762 Million 0.52% of portfolio
7,141
Q3 2024 Reduced 0.33%
$0
$317 Million 0.22% of portfolio
3,338
Q2 2024 Added 3.79%
$0
$255 Million 0.18% of portfolio
3,251
Q3 2024 Reduced 31.44%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $145 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Conscious Wealth Investments, LLC Portfolio

Follow Conscious Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Conscious Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Conscious Wealth Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email