Consultiva Wealth Management, Corp. Purchases in Q1 2025

Consultiva Wealth Management, Corp.

  • $29.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
600
New
$50.81 - $60.02 $30.5K - $36K
600 $36M
STZ
Constellation Brands, Inc.

Consumer Defensive
215
+ 140.52%
$161.05 - $222.93 $34.6K - $47.9K
368 $67.5M
ZTS
Zoetis Inc.

Healthcare
200
New
$156.48 - $175.67 $31.3K - $35.1K
200 $32.9M
Solventum Corp
425
New
N/A
425 $32.3M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1K
+ 127.23%
$24.39 - $35.22 $24.4K - $35.2K
1.79K $53M
CVX
Chevron Corp

Energy
179
+ 267.16%
$146.71 - $167.97 $26.3K - $30.1K
246 $41.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
150
+ 62.5%
$80.53 - $147.57 $12.1K - $22.1K
390 $51.6M
AA
Alcoa Corp

Basic Materials
1K
New
$30.5 - $39.53 $30.5K - $39.5K
1K $30.5M
FTXL
First Tr ETF Vi Nasdaq Semicon
400
New
N/A
400 $30.2M
FVD
First Tr Value Line Divid Inde

ETFs
650
New
$42.61 - $45.51 $27.7K - $29.6K
650 $29M
CL
Colgate Palmolive CO

Consumer Defensive
301
New
$85.68 - $97.5 $25.8K - $29.3K
301 $28.2M
XLE
Energy Sector Spdr

ETFs
300
New
$85.7 - $93.96 $25.7K - $28.2K
300 $28M
HPQ
Hp Inc

Technology
1K
New
$27.69 - $34.72 $27.7K - $34.7K
1K $27.7M
TD
Toronto Dominion Bank

Financial Services
320
New
$53.12 - $61.15 $17K - $19.6K
320 $27.6M
TTD
Trade Desk, Inc.

Technology
500
New
$53.59 - $126.58 $26.8K - $63.3K
500 $27.4M
CNI
Canadian National Railway CO

Industrials
195
New
$95.46 - $106.79 $18.6K - $20.8K
195 $27.3M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 37.88%
$158.56 - $176.26 $23.8K - $26.4K
546 $93M
RY
Royal Bank Of Canada

Financial Services
160
New
$108.81 - $123.4 $17.4K - $19.7K
160 $25.9M
HPI
John Hancock Preferred Income Fund

Financial Services
1.5K
New
$16.4 - $17.73 $24.6K - $26.6K
1.5K $24.9M
EVF
Eaton Vance Senior Income Trust

Financial Services
4.24K
New
$5.84 - $6.28 $24.7K - $26.6K
4.24K $24.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
+ 35.0%
$468.34 - $539.52 $32.8K - $37.8K
270 $127M
VVR
Invesco Senior Income Trust

Financial Services
6.34K
New
$3.55 - $4.15 $22.5K - $26.3K
6.34K $23.8M
YYY
Amplify ETF Tr High Income ETF

ETFs
2K
New
$11.38 - $12.01 $22.8K - $24K
2K $22.8M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
1.5K
New
$14.1 - $15.53 $21.2K - $23.3K
1.5K $22.5M
MRK
Merck & Co., Inc.

Healthcare
250
New
$83.01 - $101.02 $20.8K - $25.3K
250 $22.4M
AAL
American Airlines Group Inc.

Industrials
2K
New
N/A
2K $21.1M
HOOD
Robinhood Markets, Inc.

Technology
500
New
$35.63 - $65.28 $17.8K - $32.6K
500 $20.8M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
400
New
$49.22 - $51.73 $19.7K - $20.7K
400 $20.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
350
New
$56.17 - $59.71 $19.7K - $20.9K
350 $20M
EFA
Ishares Tr Msci Eafe ETF

ETFs
199
+ 46.71%
$74.85 - $84.89 $14.9K - $16.9K
625 $51.1M
PAVE
Global X Fds Us Infrastructure

ETFs
500
New
$37.31 - $43.82 $18.7K - $21.9K
500 $18.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
400
New
$34.58 - $45.97 $13.8K - $18.4K
400 $18.4M
OXY
Occidental Petroleum Corp

Energy
366
New
$45.45 - $52.7 $16.6K - $19.3K
366 $18.1M
HYIN
Wisdomtree Tr Alternative Inco

ETFs
1K
New
$17.62 - $18.73 $17.6K - $18.7K
1K $17.8M
WDC
Western Digital Corp

Technology
440
New
$40.43 - $72.03 $17.8K - $31.7K
440 $17.8M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1K
New
$17.74 - $21.48 $17.7K - $21.5K
1K $17.7M
FTSL
First Trust Senior Ln Fund

ETFs
400
+ 18.41%
$45.65 - $46.48 $18.3K - $18.6K
2.57K $117M
HAL
Halliburton CO

Energy
695
New
$24.15 - $29.9 $16.8K - $20.8K
695 $17.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
48
New
$360.07 - $417.26 $17.3K - $20K
48 $17.3M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
83
New
$200.77 - $270.08 $16.7K - $22.4K
83 $16.7M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1K
New
$16.06 - $17.52 $16.1K - $17.5K
1K $16.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
200
New
$81.1 - $94.7 $16.2K - $18.9K
200 $16.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
297
New
$47.66 - $57.45 $14.2K - $17.1K
297 $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
100
New
$117.15 - $158.79 $11.7K - $15.9K
100 $15.9M
VNQ
Vanguard Specialized Funds Van

ETFs
175
New
$85.55 - $94.34 $15K - $16.5K
175 $15.8M
NKE
Nike, Inc.

Consumer Cyclical
251
+ 836.67%
$63.29 - $81.72 $15.9K - $20.5K
281 $17.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.11K
New
$13.05 - $13.97 $14.4K - $15.4K
1.11K $15.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
New
$522.96 - $601.18 $14.6K - $16.8K
28 $14.9M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1K
New
$12.61 - $14.92 $12.6K - $14.9K
1K $14.3M
Activity Summary
Buys All Purchases 152 New Holdings 107 Increased Positions 45 Sells All Sells 4 Reductions 2 Sold out 2 Options Calls 0 Puts 0
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