Consultiva Wealth Management, Corp. Portfolio Holdings

Consultiva Wealth Management, Corp. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $12.6 Billion distributed in 26 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 $3.27B, Vanguard Whitehall Fds (Vangua with a value of $2.24B, Vanguard Star Fd Vanguard Tota with a value of $2.09B, Vanguard Small Cap ETF with a value of $1.1B, and Iq Hedge Multi Strategy Compos with a value of $1.07B.

Examining the 13F form we can see an increase of $1.59B in the current position value, from $11B to 12.6B.

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.