Consultiva Wealth Management, Corp. Incresed Positions in Q1 2025

Consultiva Wealth Management, Corp.

  • $29.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
18.2K
+ 1067.65%
$106.98 - $149.43 $1.94M - $2.71M
19.9K $2.15B
AXP
American Express CO

Financial Services
2.26K
+ 1885.0%
$255.39 - $325.87 $578K - $737K
2.38K $641M
GOOGL
Alphabet Inc.

Communication Services
3.89K
+ 110.2%
$154.33 - $206.19 $600K - $802K
7.42K $1.15B
AAPL
Apple Inc.

Technology
2.33K
+ 88.65%
$209.68 - $247.1 $488K - $575K
4.95K $1.1B
GE
General Electric CO

Industrials
1.42K
+ 260.85%
$168.59 - $212.13 $239K - $301K
1.96K $393M
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
+ 155.04%
$225.19 - $279.95 $270K - $336K
1.97K $484M
BA
Boeing CO

Industrials
1.25K
+ 254.08%
$148.15 - $186.25 $184K - $232K
1.74K $296M
Ge Vernova Inc
503
+ 381.06%
N/A
635 $194M
META
Meta Platforms, Inc.

Communication Services
255
+ 637.5%
$576.36 - $736.67 $147K - $188K
295 $170M
BAC
Bank Of America Corp

Financial Services
3.35K
+ 3350.0%
$39.61 - $47.74 $133K - $160K
3.45K $144M
IBM
International Business Machines Corp

Technology
460
+ 657.14%
$217.4 - $264.74 $100K - $122K
530 $132M
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 144.83%
$551.42 - $612.93 $116K - $129K
355 $199M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119
+ 216.36%
$442.66 - $534.52 $52.7K - $63.6K
174 $92.7M
GOOG
Alphabet Inc.

Communication Services
480
+ 120.0%
$156.06 - $207.71 $74.9K - $99.7K
880 $137M
Ge Healthcare Technologies I
755
+ 535.46%
N/A
896 $72.3M
DOW
Dow Inc.

Basic Materials
1.93K
+ 130.78%
$34.36 - $41.92 $66.4K - $81K
3.41K $119M
NUE
Nucor Corp

Basic Materials
425
+ 285.23%
$114.48 - $142.52 $48.7K - $60.6K
574 $69.1M
AMD
Advanced Micro Devices Inc

Technology
500
+ 333.33%
$96.63 - $129.55 $48.3K - $64.8K
650 $66.8M
IWM
Ishares Russell 2000 ETF

ETFs
229
+ 89.8%
$198.1 - $229.79 $45.4K - $52.6K
484 $96.5M
MSFT
Microsoft Corp

Technology
150
+ 37.31%
$375.39 - $447.2 $56.3K - $67.1K
552 $207M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.02K
+ 49.75%
$38.36 - $41.43 $38.9K - $42.1K
3.06K $118M
STZ
Constellation Brands, Inc.

Consumer Defensive
215
+ 140.52%
$161.05 - $222.93 $34.6K - $47.9K
368 $67.5M
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
PG
Procter & Gamble CO

Consumer Defensive
150
+ 37.88%
$158.56 - $176.26 $23.8K - $26.4K
546 $93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
+ 35.0%
$468.34 - $539.52 $32.8K - $37.8K
270 $127M
EFA
Ishares Tr Msci Eafe ETF

ETFs
199
+ 46.71%
$74.85 - $84.89 $14.9K - $16.9K
625 $51.1M
FTSL
First Trust Senior Ln Fund

ETFs
400
+ 18.41%
$45.65 - $46.48 $18.3K - $18.6K
2.57K $117M
NKE
Nike, Inc.

Consumer Cyclical
251
+ 836.67%
$63.29 - $81.72 $15.9K - $20.5K
281 $17.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
300
+ 35.71%
$47.25 - $67.02 $14.2K - $20.1K
1.14K $54.2M
CARR
Carrier Global Corp

Industrials
243
+ 86.79%
$62.07 - $70.55 $15.1K - $17.1K
523 $33.2M
OTIS
Otis Worldwide Corp

Industrials
121
+ 97.58%
$90.77 - $104.01 $11K - $12.6K
245 $25.3M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
173
+ 66.28%
$28.55 - $29.09 $4.94K - $5.03K
434 $12.5M
PFE
Pfizer Inc

Healthcare
100
+ 99.01%
$25.01 - $27.13 $2.5K - $2.71K
201 $5.09M
BEN
Franklin Resources Inc

Financial Services
8
+ 1.76%
$18.92 - $22.24 $151 - $178
463 $8.92M
QAI
Iq Hedge Multi Strategy Compos

ETFs
28
+ 0.08%
$31.16 - $32.27 $872 - $904
33.3K $1.04B
ADBE
Adobe Inc.

Technology
10
+ 9.09%
$377.84 - $464.11 $3.78K - $4.64K
120 $46M
GM
General Motors CO

Consumer Cyclical
50
+ 2.01%
$45.22 - $54.92 $2.26K - $2.75K
2.54K $119M
DIS
Walt Disney CO

Communication Services
20
+ 1.36%
$96.87 - $114.0 $1.94K - $2.28K
1.49K $147M
MRNA
Moderna, Inc.

Healthcare
25
+ 5.26%
$28.35 - $47.53 $709 - $1.19K
500 $14.2M
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 9.07%
$190.26 - $242.06 $28.5K - $36.3K
1.8K $343M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 15.0%
$222.15 - $428.22 $10K - $19.3K
345 $89.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 3.2%
$507.05 - $563.67 $98.9K - $110K
6.29K $3.23B
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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