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
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
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
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
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
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
DELL
Dell Technologies Inc.

Technology
150
New
$90.34 - $124.66 $13.6K - $18.7K
150 $13.7M
CAT
Caterpillar Inc

Industrials
37
New
$326.75 - $407.63 $12.1K - $15.1K
37 $12.2M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
500
New
$23.9 - $24.43 $12K - $12.2K
500 $12M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
280
New
$42.38 - $43.28 $11.9K - $12.1K
280 $11.9M
INTC
Intel Corp

Technology
500
New
$19.1 - $27.39 $9.55K - $13.7K
500 $11.4M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1K
New
$10.35 - $11.79 $10.4K - $11.8K
1K $11.2M
XLY
Select Sector Spdr Consumer Di

ETFs
55
New
$192.6 - $233.2 $10.6K - $12.8K
55 $10.9M
VRT
Vertiv Holdings CO

Industrials
150
New
N/A
150 $10.8M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1K
New
$10.53 - $11.08 $10.5K - $11.1K
1K $10.7M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
1.35K
New
$7.6 - $7.96 $10.3K - $10.7K
1.35K $10.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
286
New
$34.83 - $37.52 $9.96K - $10.7K
286 $10.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
New
$51.45 - $58.51 $10.3K - $11.7K
200 $10.4M
RCI
Rogers Communications Inc

Communication Services
255
New
$26.73 - $31.05 $6.82K - $7.92K
255 $9.8M
IYR
Ishares Tr

ETFs
101
New
$89.49 - $98.98 $9.04K - $10K
101 $9.67M
FVRR
Fiverr International Ltd.

Communication Services
400
New
$23.68 - $34.44 $9.47K - $13.8K
400 $9.47M
EWJ
Ishares Msci Japan ETF

ETFs
138
New
$65.24 - $71.7 $9K - $9.89K
138 $9.46M
XLV
Select Sector Spdr Fund Health

ETFs
60
New
$137.61 - $149.68 $8.26K - $8.98K
60 $8.76M
COIN
Coinbase Global, Inc.

Technology
50
New
$172.23 - $301.3 $8.61K - $15.1K
50 $8.61M
AZN
Astrazeneca PLC

Healthcare
116
New
$65.37 - $77.96 $7.58K - $9.04K
116 $8.53M
NBR
Nabors Industries LTD

Energy
200
New
$37.04 - $68.1 $7.41K - $13.6K
200 $8.34M
XLP
Consumer Staples Sector Spdr

ETFs
100
New
N/A
100 $8.17M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
266
New
$28.25 - $29.85 $7.51K - $7.94K
266 $7.59M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
124
New
$53.69 - $62.68 $6.66K - $7.77K
124 $7.46M
AQN
Algonquin Power & Utilities Corp.

Utilities
1K
New
$4.27 - $5.19 $4.27K - $5.19K
1K $7.39M
Sandisk Corp
146
New
N/A
146 $6.95M
UAL
United Airlines Holdings, Inc.

Industrials
100
New
$69.05 - $110.52 $6.91K - $11.1K
100 $6.91M
HGTY
Hagerty, Inc.

Financial Services
750
New
$9.0 - $10.33 $6.75K - $7.75K
750 $6.78M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
97
New
$54.53 - $63.21 $5.29K - $6.13K
97 $5.91M
KBE
Spdr S&P Bank ETF

ETFs
108
New
$51.28 - $59.92 $5.54K - $6.47K
108 $5.72M
LMT
Lockheed Martin Corp

Industrials
10
New
$423.19 - $506.29 $4.23K - $5.06K
10 $4.47M
TLRY
Tilray Brands, Inc.

Healthcare
6K
New
$0.59 - $1.46 $3.54K - $8.76K
6K $3.94M
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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