Conservest Capital Advisors, Inc. Portfolio Holdings

Conservest Capital Advisors, Inc.

  • $945 Million
  • Q1 2025

Conservest Capital Advisors, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $945 Million distributed in 110 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 $139M, Spdr S&P Midcap 400 ETF Trust with a value of $119M, Technology Sector Spdr with a value of $99.9M, Select Sector Spdr Fund Health with a value of $73.6M, and J P Morgan Exchg Traded Fd Tr with a value of $55.8M.

Examining the 13F form we can see an decrease of $21M in the current position value, from $966M to 945M.

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

Portfolio value $945 Million
ETFs: $923 Million
Technology: $6.22 Million
Energy: $3.98 Million
Communication Services: $3.97 Million
Consumer Cyclical: $2.31 Million
Financial Services: $2 Million
Healthcare: $1.28 Million
Industrials: $770,000
Other: $953,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.7M
$27,000 0.0% of portfolio
23,346
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $945 Million
  • Prior Value $966 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Conservest Capital Advisors, Inc. Portfolio

Follow Conservest Capital Advisors, Inc. 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 Conservest Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email