Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $139 Billion
  • Q2 2024

Conscious Wealth Investments, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 48 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 $13.5B, Technology Sector Spdr with a value of $8.51B, Home Depot, Inc. with a value of $5.97B, Ishares Core Total Usd Bond Ma with a value of $5.85B, and Vanguard Intermediate Term Cor with a value of $5.53B.

Examining the 13F form we can see an increase of $7.6B in the current position value, from $132B to 139B.

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 $139 Billion
ETFs: $38.3 Billion
Technology: $21.9 Billion
Consumer Cyclical: $18.9 Billion
Financial Services: $12.7 Billion
Healthcare: $11.4 Billion
Communication Services: $10.6 Billion
Industrials: $7.13 Billion
Consumer Defensive: $5.9 Billion
Other: $12.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Billion 9.73% of portfolio
24,460
Q2 2024 Added 0.05%
$0
$8.51 Billion 6.11% of portfolio
37,769
Q2 2024 Added 0.61%
$0
$5.85 Billion 4.2% of portfolio
128,210
Q2 2024 Reduced 1.67%
$0
$5.53 Billion 3.98% of portfolio
68,489
Q2 2024 Reduced 2.25%
$0
$1.78 Billion 1.28% of portfolio
16,812
Q2 2024 Added 2.82%
$0
$827 Million 0.59% of portfolio
4,888
Q2 2024 Added 0.51%
$0
$814 Million 0.59% of portfolio
16,135
Q2 2024 Reduced 23.67%
$0
$769 Million 0.55% of portfolio
7,165
Q2 2024 Reduced 24.2%
$0
$369 Million 0.26% of portfolio
4,742
Q1 2024 Added 4.7%
$0
$326 Million 0.23% of portfolio
3,338
Q2 2024 Added 3.79%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $139 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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