Conservest Capital Advisors, Inc. Portfolio Holdings

Conservest Capital Advisors, Inc.

  • $966 Million
  • Q4 2024

Conservest Capital Advisors, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $966 Million distributed in 109 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 $145M, Spdr S&P Midcap 400 ETF Trust with a value of $128M, Technology Sector Spdr with a value of $114M, Select Sector Spdr Fund Health with a value of $70.5M, and Consumer Staples Sector Spdr with a value of $49M.

Examining the 13F form we can see an decrease of $70.9M in the current position value, from $1.04B to 966M.

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

Portfolio value $966 Million
ETFs: $944 Million
Technology: $6.94 Million
Communication Services: $4.02 Million
Energy: $3.22 Million
Consumer Cyclical: $2.5 Million
Financial Services: $1.71 Million
Healthcare: $1.27 Million
Consumer Defensive: $656,000
Other: $809,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4M
$31,000 0.0% of portfolio
23,346
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $966 Million
  • Prior Value $1.04 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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