Conservest Capital Advisors, Inc. Purchases in Q1 2025

Conservest Capital Advisors, Inc.

  • $945 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
865K
+ 8731.23%
$58.04 - $65.84 $50.2M - $57M
875K $55.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
63.5K
+ 34.67%
$102.49 - $119.96 $6.51M - $7.62M
247K $25.8M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 4.25%
$243.19 - $288.14 $298K - $353K
30K $8.65M
XLB
Select Sector Spdr Fd Material

ETFs
12.3K
New
$83.19 - $90.99 $1.02M - $1.11M
12.3K $1.05M
XLC
Select Sector Spdr Tr Communic

ETFs
8.46K
+ 11.26%
$94.84 - $105.31 $803K - $891K
83.6K $8.07M
DGRO
Ishares Core Dividend Growth E

ETFs
7.1K
+ 1.04%
$60.46 - $64.42 $429K - $457K
691K $42.7M
VGSH
Vanguard

ETFs
8.68K
+ 4.19%
$58.07 - $58.69 $504K - $509K
216K $12.7M
VNQ
Vanguard Specialized Funds Van

ETFs
2.25K
+ 0.86%
$85.55 - $94.34 $192K - $212K
263K $23.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.3K
New
$49.25 - $50.66 $507K - $522K
10.3K $511K
SOXX
Ishares Semiconductor ETF

ETFs
2.89K
+ 211.58%
$188.17 - $235.81 $543K - $681K
4.25K $799K
JPM
Jpmorgan Chase & CO

Financial Services
933
New
$225.19 - $279.95 $210K - $261K
933 $228K
ADP
Automatic Data Processing Inc

Industrials
714
New
$286.85 - $318.64 $205K - $228K
714 $218K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.32K
New
$48.43 - $49.9 $209K - $215K
4.32K $215K
NFLX
Netflix Inc

Communication Services
224
New
$828.4 - $1058.6 $186K - $237K
224 $208K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.36K
+ 30.36%
$57.21 - $65.8 $250K - $287K
18.7K $1.09M
CVX
Chevron Corp

Energy
162
+ 2.27%
$146.71 - $167.97 $23.8K - $27.2K
7.31K $1.22M
ET
Energy Transfer LP

Energy
10.9K
+ 67.91%
$17.26 - $21.08 $187K - $229K
26.8K $498K
VDC
Vanguard Consumer Staples ETF

ETFs
317
+ 2.85%
$206.54 - $226.16 $65.5K - $71.7K
11.4K $2.5M
XLP
Consumer Staples Sector Spdr

ETFs
1.73K
+ 0.27%
N/A
646K $49.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.56K
+ 56.41%
$77.7 - $78.94 $121K - $123K
4.33K $341K
XOM
Exxon Mobil Corp

Energy
23
+ 0.31%
$105.44 - $118.93 $2.43K - $2.74K
7.49K $890K
AON
Aon PLC

Financial Services
63
+ 4.39%
$348.44 - $409.32 $22K - $25.8K
1.5K $598K
ED
Consolidated Edison Inc

Utilities
1
+ 0.04%
$88.0 - $110.59 $88 - $111
2.37K $261K
META
Meta Platforms, Inc.

Communication Services
111
+ 8.03%
$576.36 - $736.67 $64K - $81.8K
1.49K $861K
VHT
Vanguard Health Care ETF

ETFs
26
+ 0.79%
$254.06 - $273.83 $6.61K - $7.12K
3.33K $881K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
147
+ 0.54%
$42.5 - $46.71 $6.25K - $6.87K
27.6K $1.25M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.17%
$169.2 - $216.66 $338 - $433
1.2K $251K
COP
Conocophillips

Energy
20
+ 0.38%
$88.6 - $105.85 $1.77K - $2.12K
5.24K $550K
DE
Deere & CO

Industrials
1
+ 0.18%
$408.57 - $509.27 $409 - $509
569 $267K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.21%
$279.74 - $321.29 $559 - $643
959 $299K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 3.95%
$890.62 - $1076.86 $10.7K - $12.9K
316 $298K
CMPS
Compass Pathways PLC

Healthcare
2K
+ 14.97%
N/A
15.4K $131K
XLRE
Select Sector Spdr Tr Real Est

ETFs
25
+ 0.42%
$39.18 - $43.52 $980 - $1.09K
5.99K $250K
Bitwise Bitcoin ETF Tr
6.99K
New
N/A
6.99K $0
Vanguard Mun Bd Fds
37.2K
New
N/A
37.2K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
102
+ 3.19%
$64.88 - $72.1 $6.62K - $7.35K
3.3K $216K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.07%
$84.5 - $105.05 $254 - $315
4.19K $367K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.35%
$222.66 - $268.42 $891 - $1.07K
1.14K $266K
PNC
Pnc Financial Services Group, Inc.

Financial Services
41
+ 2.68%
$168.84 - $202.89 $6.92K - $8.32K
1.57K $276K
MSFT
Microsoft Corp

Technology
203
+ 9.22%
$375.39 - $447.2 $76.2K - $90.8K
2.4K $902K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.48%
$347.25 - $424.87 $2.08K - $2.55K
1.26K $461K
GOOGL
Alphabet Inc.

Communication Services
640
+ 17.37%
$154.33 - $206.19 $98.8K - $132K
4.32K $668K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.22%
$198.1 - $229.79 $792 - $919
1.79K $356K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.05%
$108.17 - $167.07 $108 - $167
1.89K $218K
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.23%
$217.89 - $252.64 $1.96K - $2.27K
3.97K $879K
NVDA
Nvidia Corp

Technology
240
+ 5.62%
$106.98 - $149.43 $25.7K - $35.9K
4.51K $489K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$156.06 - $207.71 $156 - $208
5K $781K
AMZN
Amazon Com Inc

Consumer Cyclical
74
+ 1.11%
$190.26 - $242.06 $14.1K - $17.9K
6.73K $1.28M
IWR
Ishares Russell Mid Cap ETF

ETFs
49
+ 0.09%
$82.81 - $92.93 $4.06K - $4.55K
56.4K $4.8M
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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