Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $144 Billion
  • Q1 2025

Conscious Wealth Investments, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 53 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 $12.7B, Home Depot, Inc. with a value of $7.34B, Vanguard Intermediate Term Cor with a value of $5.62B, Ishares Core Total Usd Bond Ma with a value of $4.95B, and Netflix Inc with a value of $4.91B.

Examining the 13F form we can see an decrease of $3.51B in the current position value, from $147B to 144B.

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 $144 Billion
Technology: $29.6 Billion
ETFs: $27.6 Billion
Consumer Cyclical: $23.9 Billion
Communication Services: $12 Billion
Financial Services: $11.1 Billion
Healthcare: $9.22 Billion
Consumer Defensive: $8.88 Billion
Industrials: $4.93 Billion
Other: $9.92 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$7.34 Billion 5.1% of portfolio
20,243
Q1 2025 Added 13.25%
$528B
$4.91 Billion 3.41% of portfolio
4,307
Q1 2025 Reduced 19.15%
$327B
$4.26 Billion 2.96% of portfolio
36,537
Q1 2025 Added 2,070.94%
$3.36T
$4.08 Billion 2.84% of portfolio
9,310
Q1 2025 Added 31.02%
$203B
$3.96 Billion 2.75% of portfolio
4,041
Q1 2025 Added 13.67%
$230B
$3.64 Billion 2.53% of portfolio
27,349
Q1 2025 Added 8.31%
$2.05T
$3.6 Billion 2.5% of portfolio
18,632
Q1 2025 Added 3.68%
$213B
$3.44 Billion 2.39% of portfolio
12,101
Q1 2025 Reduced 16.82%
$273B
$3.39 Billion 2.35% of portfolio
12,305
Q1 2025 Added 21.74%
$1.03T
$3.17 Billion 2.2% of portfolio
20,545
Q1 2025 Added 6.7%
$302B
$3.12 Billion 2.17% of portfolio
12,811
Q1 2025 Reduced 23.17%
$310B
$662 Million 0.46% of portfolio
9,382
Q1 2025 Reduced 2.14%
$231B
$574 Million 0.4% of portfolio
1,829
Q3 2024 Reduced 12.19%
$200B
$521 Million 0.36% of portfolio
4,914
Q1 2025 Reduced 22.47%
$254B
$432 Million 0.3% of portfolio
2,011
Q1 2025 New
$3.14T
$422 Million 0.29% of portfolio
2,128
Q1 2025 Added 0.09%
$446B
$226 Million 0.16% of portfolio
224
Q3 2024 New
$393B
$211 Million 0.15% of portfolio
1,341
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $144 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 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