Consultiva Wealth Management, Corp. Portfolio Holdings by Sector
Consultiva Wealth Management, Corp.
- $12.6 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VYM VXUS VB QAI SGOV QLTA NANR 21 stocks |
$12.1 Million
99.39% of portfolio
|
  3  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MRNA 1 stocks |
$31,744
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$17,119
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16,310
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BEN 1 stocks |
$9,045
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|