Conservest Capital Advisors, Inc. Portfolio Holdings

Conservest Capital Advisors, Inc.

$1 Billion
Q2 2025

Conservest Capital Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 122 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 $152M, Spdr S&P Midcap 400 ETF Trust with a value of $124M, Technology Sector Spdr with a value of $120M, Select Sector Spdr Fund Health with a value of $66.1M, and J P Morgan Exchg Traded Fd Tr with a value of $61.4M.

Examining the 13F form we can see an increase of $60.2M in the current position value, from $945M to 1B.

Below you can find more details about Conservest Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1 Billion

ETFs: $982 Million

Technology: $7.28 Million

Communication Services: $4.77 Million

Energy: $3.44 Million

Consumer Cyclical: $2.37 Million

Financial Services: $1.98 Million

Healthcare: $1.17 Million

Industrials: $947,000

Other: $996,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$682,000 0.07% of portfolio	8,235	Q2 2025 Reduced 34.33%
SLV I Shares Silver Trust ETFs	$18B	$721,000 0.07% of portfolio	21,977	Q4 2024 Reduced 0.01%
XSD Spdr Tr Ser Spdr S&P Semicondu ETFs	$0	$623,000 0.06% of portfolio	2,430	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$573,000 0.06% of portfolio	21,660	Q2 2025 New
IVW Ishares S&P 500 Growth ETF ETFs	$0	$615,000 0.06% of portfolio	5,594	Q1 2025 Reduced 7.08%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$534,000 0.05% of portfolio	13,430	Q2 2025 Reduced 92.4%
EEM Ishares Msci Emerging Markets ETFs	$0	$533,000 0.05% of portfolio	11,050	Q1 2025 Reduced 0.9%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$539,000 0.05% of portfolio	6,032	Q2 2025 Added 0.2%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$526,000 0.05% of portfolio	6,620	Q2 2025 Added 52.85%
SOXX Ishares Semiconductor ETF ETFs	$0	$549,000 0.05% of portfolio	2,303	Q2 2025 Reduced 45.81%
VAW Vanguard Materials ETF ETFs	$0	$499,000 0.05% of portfolio	2,563	Q2 2025 New
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$398,000 0.04% of portfolio	9,385	Q2 2025 Added 0.86%
PPH Vaneck ETF Tr Vaneck Pharmaceu ETFs	$0	$444,000 0.04% of portfolio	5,059	Q2 2025 Added 0.16%
VTI Vanguard Total Stock Market Et ETFs	$0	$421,000 0.04% of portfolio	1,387	Q1 2023 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$358,000 0.04% of portfolio	632	Q2 2025 Reduced 13.66%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$445,000 0.04% of portfolio	10,752	Q2 2025 Added 79.65%
IVE Ishares S&P 500 Value ETF ETFs	$0	$406,000 0.04% of portfolio	2,080	Q1 2023 New
IWM Ishares Russell 2000 ETF ETFs	$0	$378,000 0.04% of portfolio	1,756	Q2 2025 Reduced 1.79%
IEV Ishares Tr Europe ETF ETFs	$0	$371,000 0.04% of portfolio	5,871	Q2 2025 Added 0.14%
SRVR Pacer Fds Tr Benchmark Data & ETFs	$0	$451,000 0.04% of portfolio	13,964	Q2 2025 New
IHF Ishares Tr ETFs	$0	$409,000 0.04% of portfolio	8,423	Q2 2025 New
PAVE Global X Fds Us Infrastructure ETFs	$0	$265,000 0.03% of portfolio	6,084	Q2 2025 New
IYM Ishares Tr ETFs	$0	$323,000 0.03% of portfolio	2,310	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$274,000 0.03% of portfolio	3,780	Q2 2025 Added 14.72%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$203,000 0.02% of portfolio	2,087	Q2 2025 New

Summary

Portfolio
No. of Stocks 122
Current Value $1 Billion
Prior Value $945 Million
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 13 stocks
Additional Purchases 45 stocks
Sold out of 0 stocks
Reduced holdings in 49 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Conservest Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Conservest Capital Advisors, Inc. with notifications on news.

Account

Conservest Capital Advisors, Inc. Portfolio Holdings