Consultiva Wealth Management, Corp. New Holdings in Q1 2025

Consultiva Wealth Management, Corp.

  • $29.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
1K
New
$594.17 - $789.56 $594K - $790K
1K $627M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.1K
New
$50.39 - $50.66 $558K - $561K
11.1K $561M
VGT
Vanguard Information Technolog

ETFs
643
New
$542.38 - $646.34 $349K - $416K
643 $349M
MA
Mastercard Inc

Financial Services
400
New
$504.67 - $576.31 $202K - $231K
400 $219M
PLTR
Palantir Technologies Inc.

Technology
2K
New
$64.98 - $124.62 $130K - $249K
2K $169M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.46K
New
$65.15 - $91.81 $160K - $225K
2.46K $160M
MMLG
First Tr Exc Viii First Multi

Technology
5K
New
$27.1 - $33.12 $136K - $166K
5K $137M
MMM
3 M CO

Industrials
800
New
$129.7 - $155.12 $104K - $124K
800 $117M
DDM
Proshares Ultra Dow30

ETFs
1.15K
New
$86.94 - $105.52 $100K - $121K
1.15K $105M
PPG
Ppg Industries Inc

Basic Materials
950
New
$107.44 - $124.29 $102K - $118K
950 $104M
HII
Huntington Ingalls Industries, Inc.

Industrials
400
New
$159.75 - $208.61 $63.9K - $83.4K
400 $81.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
160
New
$416.48 - $494.72 $66.6K - $79.2K
160 $77.9M
ITA
Ishares Tr

ETFs
500
New
$144.84 - $159.5 $72.4K - $79.8K
500 $76.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.5K
New
$47.79 - $59.89 $71.7K - $89.8K
1.5K $75.3M
IYF
Ishares Tr

ETFs
615
New
$107.69 - $119.37 $66.2K - $73.4K
615 $69.4M
UBER
Uber Technologies, Inc

Technology
950
New
$63.17 - $81.49 $60K - $77.4K
950 $69.2M
NOK
Nokia Corp

Technology
13.1K
New
$4.43 - $5.42 $58K - $70.9K
13.1K $69M
HSY
Hershey CO

Consumer Defensive
394
New
$144.74 - $186.36 $57K - $73.4K
394 $67.4M
ACWI
Ishares Msci Acwi ETF

ETFs
490
New
$115.16 - $124.13 $56.4K - $60.8K
490 $57M
PHO
Invesco Exchange Traded Fd Tr

ETFs
850
New
$63.77 - $68.75 $54.2K - $58.4K
850 $54.8M
DE
Deere & CO

Industrials
100
New
$408.57 - $509.27 $40.9K - $50.9K
100 $46.9M
EMN
Eastman Chemical CO

Basic Materials
500
New
$87.05 - $103.47 $43.5K - $51.7K
500 $44.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
239
New
$175.5 - $209.86 $41.9K - $50.2K
239 $43.3M
RBLX
Roblox Corp

Communication Services
650
New
$53.77 - $75.47 $35K - $49.1K
650 $37.9M
FTCS
First Trust Capital Strength E

ETFs
420
New
$86.39 - $91.35 $36.3K - $38.4K
420 $37.6M
KHC
Kraft Heinz CO

Consumer Defensive
1.2K
New
$28.51 - $32.22 $34.2K - $38.7K
1.2K $36.5M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
600
New
$58.32 - $65.09 $35K - $39.1K
600 $36.1M
MO
Altria Group, Inc.

Consumer Defensive
600
New
$50.81 - $60.02 $30.5K - $36K
600 $36M
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
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
BBDC
Barings Bdc, Inc.

Financial Services
3K
New
$9.36 - $10.78 $28.1K - $32.3K
3K $28.6M
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
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
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
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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