Consultiva-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "HOOD", "KTOS", "GDX", "NBR", "AAL", "AQN", null, null, "BCE", null, "ACN", "MMM", "ABBV", "ADBE", "BABA", null, null, null, null, "ALL", "GOOGL", null, null, "AXP", null, null, "AWF", "CAT", "LOW", "CP.TO", "BBDC", null, "DUK", null, "EOG", "LOGI", "EVF", "GD", "GILD", "GIS", "HD", "HPQ", null, null, "AZN", null, null, "MCD", "BEN", "HGTY", "HPI", "ICE", "META", null, null, "VVR", null, "HEFA", null, "BRW", null, null, null, null, null, "HPF", "KNSL", null, "LIN", null, null, null, "TLRY", "MA", "UI", "MDT", "MSFT", "MDLZ", "TMUS", "DBX", "GE", "NVS", "FMC", "OXY", null, "EMN", "HSY", "ORCL", "KHC", "PAYX", null, "IWF", null, "PYPL", "PEP", null, "PBR", "IYR", "DOW", "UNH", "AAPL", "SPY", null, "ECL", "NVDA", "HPE", "INTC", "OGN", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", null, null, "MAS", "PPG", "REGN", "RY", null, null, "RTX", "GLD", null, null, "BP", "AMT", "IBM", "SBUX", "CI", "TD", "TMO", "TJX", "UBER", "UAL", "UPS", "VNQ", "AA", "VV", "MRNA", "SCHW", null, null, "VWO", null, "HPS", "VCIT", null, null, null, "CHPT", null, "VYM", "DD", "VRT", "GM", "HAL", "AMD", "EL", "SDY", "FI", "CPAY", "WAB", "DEO", "IWR", "CAH", "FVRR", "AMZN", "LUV", null, "DKS", "HII", "KD", null, null, "VGT", "VEA", "VYMI", null, "VXUS", "VB", "VOO", "VLTO", "VBNK", "VTRS", "V", "WFRD", "WBD", "WMT", "WBA", "WDC", "WFC", null, "WIX", null, "SOLV", null, "POST", "FOXA", "BIIB", "DVY", "NSC", "NOK", "NXPI", "TTD", "OTIS", "CRM", "RBLX", null, null, null, null, null, null, "GEV", "ZBH", "NUE", "FDX", null, null, null, "BAC", "BNS", "BK", "BRK-B", "BAX", "BDX", "BRBR", "BA", "BFH", "CNI", "CARR", "CC", "CVX", "CMG", "CSCO", "C", "KO", "COIN", "CMCSA", "CL", "STZ", "COST", "CTVA", "CVS", "DHR", "DELL", "DE", "DAL", "EWJ", "EFA", "NKE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "TSLA", "NFLX", "PM", null, "MO", "MLM", "URI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 269
- Total Value
- 29082354
- Accession Number
- 0001845849-25-000001
- Form Type
- 13F-HR
- Manager Name
- Consultiva-Wealth-Management
Data Enrichment
76% identified204 identified65 unidentified
Holdings
269 positions
Manager:
Search and click to pin securities to the top
Page 1 of 14
45409B107
Shares:33.3K
Value:$1.0M
46641Q837
Shares:11.1K
Value:$561.0K
46429B291
Shares:8.0K
Value:$380.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.3K | QoQ +3.19% (-195)YoY -1.70% (-109) | All Managers (Combined) | $3.2M | ||
17.5K | QoQ 0.00% (+0)YoY -2.78% (-501) | All Managers (Combined) | $2.3M | ||
NVIDIA CORP(NVDAcusip67066G104) | 19.9K | YoY NEW(+19.9K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
32.2K | QoQ 0.00% (+0) | All Managers (Combined) | $2.0M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Apple Inc.(AAPLcusip037833100) | 5.0K | All Managers (Combined) | $1.1M | ||
(cusip45409B107)✕ | 33.3K | QoQ +0.08% (-28) | All Managers (Combined) | $1.0M | |
4.5K | QoQ 0.00% (-0)YoY -7.29% (-351) | All Managers (Combined) | $988.8K | ||
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $640.9K | YoY NEW(+$640.9K) | |
1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $626.7K | QoQ NEW(+$626.7K) YoY NEW(+$626.7K) | |
(cusip46641Q837)✕ | 11.1K | QoQ NEW(+11.1K) YoY NEW(+11.1K) | All Managers (Combined) | $561.0K | QoQ NEW(+$561.0K) YoY NEW(+$561.0K) |
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $484.2K | YoY NEW(+$484.2K) | |
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $392.9K | YoY NEW(+$392.9K) | |
(cusip46429B291)✕ | 8.0K | QoQ 0.00% (+0)YoY NEW(+8.0K) | All Managers (Combined) | $380.1K | YoY NEW(+$380.1K) |
643 | QoQ NEW(+643) YoY NEW(+643) | All Managers (Combined) | $348.8K | QoQ NEW(+$348.8K) YoY NEW(+$348.8K) | |
AMAZON COM INC(AMZNcusip023135106) | 1.8K | QoQ +9.07% (-150)YoY NEW(+1.8K) | All Managers (Combined) | $343.0K | YoY NEW(+$343.0K) |
1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $295.9K | YoY NEW(+$295.9K) | |
SPDR GOLD TRUST(GLDcusip78463V107) | 850 | QoQ 0.00% (+0)YoY NEW(+850) | All Managers (Combined) | $244.9K | YoY NEW(+$244.9K) |
Mastercard Inc(MAcusip57636Q104) | 400 | QoQ NEW(+400) YoY NEW(+400) | All Managers (Combined) | $219.2K | QoQ NEW(+$219.2K) YoY NEW(+$219.2K) |
Walmart Inc.(WMTcusip931142103) | 2.4K | QoQ -4.26% (-109)YoY NEW(+2.4K) | All Managers (Combined) | $214.6K | YoY NEW(+$214.6K) |