Conservest-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HLNE",
  null,
  null,
  "ABBV",
  "GOOGL",
  null,
  "LOW",
  "EOG",
  null,
  null,
  "BITB",
  "HD",
  "MCD",
  "GUTS",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  "LRCX",
  "MSFT",
  "IJR",
  "KKR",
  "ORCL",
  "VHT",
  null,
  "EEM",
  null,
  "PANW",
  "PNC",
  "VGSH",
  "IEMG",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "AMGN",
  null,
  "IEFA",
  null,
  "SHOP",
  "GLD",
  null,
  "SPLG",
  "VNQ",
  "VO",
  "SACH",
  null,
  "VWO",
  "IWV",
  "VIG",
  null,
  "XLB",
  "GMED",
  "GPN",
  null,
  null,
  "VYM",
  "AON",
  "SDY",
  "IWR",
  "CMPS",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "VGT",
  null,
  "VUG",
  "VEA",
  null,
  null,
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  "ET",
  "DIA",
  null,
  null,
  "DGRO",
  null,
  "ADP",
  "BRK-B",
  "CVX",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "DE",
  "RSP",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 110
Total Value: 952038052
Accession Number: 0001376474-25-000427
Form Type: 13F-HR
CIK: conservest-capital-advisors
Manager Name: Conservest-Capital-Advisors

Data Enrichment

74% identified

81 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $952.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:675

Value:$359.5K

% of Portfolio:0.0% ($359.5K/$952.0M)

464287655

IWM|464287655

Shares:1.8K

Value:$356.6K

% of Portfolio:0.0% ($356.6K/$952.0M)

92206C409

Shares:4.3K

Value:$341.9K

% of Portfolio:0.0% ($341.9K/$952.0M)

464287861

Shares:5.9K

Value:$341.2K

% of Portfolio:0.0% ($341.2K/$952.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$320.8K

% of Portfolio:0.0% ($320.8K/$952.0M)

AMGEN INC

AMGN|031162100

Shares:1.0K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$952.0M)

Hamilton Lane INC

HLNE|407497106

Shares:2.1K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$952.0M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:7.0K

Value:$313.5K

% of Portfolio:0.0% ($313.5K/$952.0M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.6K

Value:$302.2K

% of Portfolio:0.0% ($302.2K/$952.0M)

MCDONALDS CORP

MCD|580135101

Shares:959

Value:$299.7K

% of Portfolio:0.0% ($299.7K/$952.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:316

Value:$299.1K

% of Portfolio:0.0% ($299.1K/$952.0M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:2.9K

Value:$285.9K

% of Portfolio:0.0% ($285.9K/$952.0M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.1K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$952.0M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.6K

Value:$276.1K

% of Portfolio:0.0% ($276.1K/$952.0M)

DEERE & CO

DE|244199105

Shares:569

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$952.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.1K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$952.0M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.4K

Value:$261.8K

% of Portfolio:0.0% ($261.8K/$952.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$251.5K

% of Portfolio:0.0% ($251.5K/$952.0M)

81369Y860

Shares:6.0K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$952.0M)

EOG RESOURCES INC

EOG|26875P101

Shares:1.9K

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$952.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	675	QoQ 0.00% (+0) YoY -0.29% (-2)	All Managers (Combined)	$359.5K	0.0% ($359.5K/$952.0M)	QoQ +17.49% (+$53.5K) YoY +26.27% (-$74.8K)
(IWMcusip464287655)	1.8K	QoQ +0.22% (-4) YoY -20.81% (-470)	All Managers (Combined)	$356.6K	0.0% ($356.6K/$952.0M)	QoQ -9.55% (-$37.7K) YoY -24.90% (-$118.3K)
(cusip92206C409)✕	4.3K	QoQ +56.41% (+1.6K) YoY +57.20% (+1.6K)	All Managers (Combined)	$341.9K	0.0% ($341.9K/$952.0M)	QoQ +58.25% (+$125.8K) YoY +60.48% (+$128.8K)
(cusip464287861)✕	5.9K	QoQ -67.81% (-12.4K) YoY -67.97% (-12.4K)	All Managers (Combined)	$341.2K	0.0% ($341.2K/$952.0M)	QoQ -64.02% (-$607.2K) YoY -66.52% (-$678.0K)
Palo Alto Networks Inc(PANWcusip697435105)	1.9K	QoQ -1.05% (-20) YoY +80.94% (+841)	All Managers (Combined)	$320.8K	0.0% ($320.8K/$952.0M)	QoQ -7.20% (-$24.9K) YoY +8.66% (+$25.6K)
AMGEN INC(AMGNcusip031162100)	1.0K	QoQ 0.00% (+0) YoY +20.56% (+175)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$952.0M)	QoQ +19.53% (+$52.2K) YoY +32.11% (+$77.7K)
Hamilton Lane INC(HLNEcusip407497106)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$952.0M)	QoQ +0.41% (+$1.3K) YoY +31.84% (+$77.2K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$313.5K	0.0% ($313.5K/$952.0M)	QoQ NEW(+$313.5K) YoY NEW(+$313.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.6K	QoQ -8.31% (-961) YoY -8.31% (-961)	All Managers (Combined)	$302.2K	0.0% ($302.2K/$952.0M)	QoQ -4.53% (-$14.4K) YoY +42.62% (-$90.3K)
MCDONALDS CORP(MCDcusip580135101)	959	QoQ +0.20% (+2) YoY -10.87% (-117)	All Managers (Combined)	$299.7K	0.0% ($299.7K/$952.0M)	QoQ +7.98% (+$22.2K) YoY -1.21% (-$3.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	316	QoQ +3.94% (+12) YoY NEW(+316)	All Managers (Combined)	$299.1K	0.0% ($299.1K/$952.0M)	QoQ +7.29% (+$20.3K) YoY NEW(+$299.1K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$285.9K	0.0% ($285.9K/$952.0M)	QoQ -12.61% (-$41.3K) YoY -26.73% (-$104.4K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$952.0M)	QoQ NEW(+$276.6K) YoY NEW(+$276.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.6K	QoQ +2.67% (-41) YoY -8.07% (-138)	All Managers (Combined)	$276.1K	0.0% ($276.1K/$952.0M)	QoQ -6.41% (-$18.9K) YoY -0.01% (-$40)
DEERE & CO(DEcusip244199105)	569	QoQ +0.17% (+1) YoY NEW(+569)	All Managers (Combined)	$267.1K	0.0% ($267.1K/$952.0M)	QoQ +10.91% (+$26.3K) YoY NEW(+$267.1K)
LOWES COMPANIES INC(LOWcusip548661107)	1.1K	QoQ +0.35% (-4) YoY +28.71% (+255)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$952.0M)	QoQ -5.16% (-$14.5K) YoY +17.89% (+$40.5K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.4K	QoQ +0.04% (+1) YoY -3.38% (-83)	All Managers (Combined)	$261.8K	0.0% ($261.8K/$952.0M)	QoQ +24.02% (+$50.7K) YoY +17.66% (-$39.3K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ +0.16% (+2) YoY +0.50% (+6)	All Managers (Combined)	$251.5K	0.0% ($251.5K/$952.0M)	QoQ +18.03% (+$38.4K) YoY +15.55% (+$33.9K)
(cusip81369Y860)✕	6.0K	QoQ +0.41% (+25) YoY -44.79% (-4.9K)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$952.0M)	QoQ +3.33% (+$8.1K) YoY -41.55% (-$178.1K)
EOG RESOURCES INC(EOGcusip26875P101)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$952.0M)	QoQ +4.61% (+$10.9K) YoY +0.31% (+$769)