Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $157 Billion
  • Q2 2025

Conscious Wealth Investments, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 55 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 $14.4B, Home Depot, Inc. with a value of $7.5B, Nvidia Corp with a value of $6.18B, Vanguard Intermediate Term Cor with a value of $5.77B, and Ishares Core Total Usd Bond Ma with a value of $5.05B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $144B to 157B.

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 $157 Billion
Technology: $33.7 Billion
ETFs: $29.9 Billion
Consumer Cyclical: $24.1 Billion
Communication Services: $13.1 Billion
Financial Services: $11.7 Billion
Healthcare: $9.47 Billion
Consumer Defensive: $9.21 Billion
Industrials: $5.99 Billion
Other: $10.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$7.5 Billion 4.79% of portfolio
19,878
Q2 2025 Reduced 1.8%
$456B
$6.18 Billion 3.95% of portfolio
35,192
Q2 2025 Reduced 3.68%
$545B
$5.02 Billion 3.2% of portfolio
4,291
Q2 2025 Reduced 0.37%
$3.95T
$4.77 Billion 3.05% of portfolio
9,305
Q2 2025 Reduced 0.05%
$133B
$4.63 Billion 2.96% of portfolio
5,058
Q2 2025 Reduced 0.39%
$179B
$4.38 Billion 2.8% of portfolio
44,697
Q2 2025 Added 0.1%
$2.26T
$4.3 Billion 2.75% of portfolio
18,624
Q2 2025 Reduced 0.04%
$162B
$4.27 Billion 2.73% of portfolio
22,676
Q2 2025 Added 0.11%
$10.2B
$4.24 Billion 2.71% of portfolio
21,933
Q2 2025 Added 0.26%
$145B
$4.21 Billion 2.69% of portfolio
10,804
Q2 2025 New
$1.24T
$4.05 Billion 2.59% of portfolio
20,618
Q2 2025 Added 0.36%
$172B
$4.01 Billion 2.56% of portfolio
4,036
Q2 2025 Reduced 0.12%
$4.82B
$3.95 Billion 2.53% of portfolio
52,504
Q2 2025 Added 2.7%
$202B
$3.78 Billion 2.42% of portfolio
26,286
Q2 2025 Added 0.41%
$227B
$3.73 Billion 2.38% of portfolio
12,090
Q2 2025 Reduced 0.09%
$32.4B
$3.57 Billion 2.28% of portfolio
41,442
Q2 2025 Added 0.36%
$229B
$3.52 Billion 2.25% of portfolio
27,484
Q2 2025 Added 0.49%
$138B
$3.43 Billion 2.19% of portfolio
140,957
Q2 2025 Added 0.5%
$232B
$3.3 Billion 2.11% of portfolio
12,343
Q2 2025 Added 0.31%
$157B
$3.19 Billion 2.04% of portfolio
8,611
Q2 2025 Added 0.14%
$69.2B
$3.15 Billion 2.01% of portfolio
25,602
Q2 2025 Added 0.55%
$314B
$3.08 Billion 1.97% of portfolio
12,861
Q2 2025 Added 0.39%
$8.3B
$3.07 Billion 1.96% of portfolio
23,226
Q2 2025 Added 0.3%
$150B
$2.87 Billion 1.83% of portfolio
10,276
Q2 2025 Added 0.64%
$141B
$2.59 Billion 1.65% of portfolio
36,000
Q2 2025 Added 0.39%
$95.3B
$2.53 Billion 1.62% of portfolio
11,792
Q2 2025 Added 0.6%
$4.73B
$2.52 Billion 1.61% of portfolio
46,688
Q2 2025 Added 6.69%
$64.2B
$1.9 Billion 1.22% of portfolio
6,446
Q2 2025 Added 0.19%
$40.9B
$785 Million 0.5% of portfolio
10,015
Q1 2025 New
$306B
$651 Million 0.42% of portfolio
9,382
Q1 2025 Reduced 2.14%
$207B
$565 Million 0.36% of portfolio
4,710
Q2 2025 Reduced 4.15%
$306B
$544 Million 0.35% of portfolio
2,011
Q1 2025 New
$222B
$554 Million 0.35% of portfolio
1,829
Q3 2024 Reduced 12.19%
$102B
$555 Million 0.35% of portfolio
1,179
Q1 2025 New
$3.69T
$450 Million 0.29% of portfolio
2,128
Q1 2025 Added 0.09%
$37.5B
$395 Million 0.25% of portfolio
7,253
Q2 2025 Reduced 90.8%
$1.21T
$393 Million 0.25% of portfolio
2,009
Q1 2025 New
$218B
$278 Million 0.18% of portfolio
647
Q1 2025 New
$25.9B
$258 Million 0.17% of portfolio
1,388
Q1 2025 New
$17.7B
$253 Million 0.16% of portfolio
869
Q4 2023 New
$118B
$240 Million 0.15% of portfolio
4,042
Q1 2025 New
$368B
$210 Million 0.13% of portfolio
1,341
Q1 2025 New
$439B
$209 Million 0.13% of portfolio
224
Q3 2024 New
$111B
$202 Million 0.13% of portfolio
612
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $157 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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