Consultiva-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
204 identified65 unidentified

Holdings

269 positions
Manager:
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Page 10 of 14
46090F100
Shares:1.1K
Value:$15.1K
CVS HEALTH Corp
Shares:222
Value:$15.0K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:28
Value:$14.9K
WELLS FARGO & COMPANY/MN
Shares:207
Value:$14.9K
PETROBRAS - PETROLEO BRASILEIRO SA
Shares:1.0K
Value:$14.3K
Moderna, Inc.
Shares:500
Value:$14.2K
BELLRING BRANDS, INC.
Shares:189
Value:$14.1K
Dell Technologies Inc.
Shares:150
Value:$13.7K
BANK OF NOVA SCOTIA
Shares:270
Value:$12.8K
92189F437
Shares:434
Value:$12.5K
CATERPILLAR INC
Shares:37
Value:$12.2K
35473P595
Shares:500
Value:$12.0K
46434V407
Shares:280
Value:$11.9K
Eaton Corp plc
Shares:42
Value:$11.4K
Mondelez International, Inc.
Shares:168
Value:$11.4K
INTEL CORP
Shares:500
Value:$11.4K
DANAHER CORP /DE/
Shares:55
Value:$11.3K
FISERV INC
Shares:51
Value:$11.3K
92189F452
Shares:1.0K
Value:$11.2K
78463X863
Shares:450
Value:$11.0K