Consultiva Wealth Management, Corp. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.1 Billion distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $3.23B, Vanguard Whitehall Fds (Vangua with a value of $2.25B, Nvidia Corp with a value of $2.15B, Vanguard Star Fd Vanguard Tota with a value of $2B, and Alphabet Inc. with a value of $1.15B.
Examining the 13F form we can see an increase of $9.15B in the current position value, from $19.9B to 29.1B.
Also it can be appreciated an additional of 107 stocks purchases and 2 closed positions.
Consultiva Wealth Management, Corp. is based out at San Juan, PR
Below you can find more details about Consultiva Wealth Management, Corp. portfolio as well as his latest detailed transactions.
Portfolio value
$29.1 Billion
ETFs: $14.5 Billion
Technology: $4.62 Billion
Financial Services: $2.38 Billion
Industrials: $2.07 Billion
Communication Services: $1.78 Billion
Consumer Cyclical: $1.04 Billion
Consumer Defensive: $841 Million
Basic Materials: $648 Million
Other: $659 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
