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 11 of 14
81369Y407
Shares:55
Value:$10.9K
Vertiv Holdings Co
Shares:150
Value:$10.8K
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC
Shares:1.0K
Value:$10.7K
MASCO CORP /DE/
Shares:152
Value:$10.6K
Saba Capital Income & Opportunities Fund
Shares:1.4K
Value:$10.5K
46434V803
Shares:286
Value:$10.4K
46654Q203
Shares:200
Value:$10.4K
TJX COMPANIES INC /DE/
Shares:84
Value:$10.2K
FEDEX CORP
Shares:41
Value:$10.0K
NORFOLK SOUTHERN CORP
Shares:42
Value:$9.9K
775109200
Shares:255
Value:$9.8K
LOWES COMPANIES INC
Shares:42
Value:$9.8K
464287739
Shares:101
Value:$9.7K
Medtronic plc
Shares:106
Value:$9.5K
Fiverr International Ltd.
Shares:400
Value:$9.5K
SCHWAB CHARLES CORP
Shares:121
Value:$9.5K
46434G822
Shares:138
Value:$9.5K
DIAGEO PLC
Shares:90
Value:$9.4K
CORPAY, INC.
Shares:27
Value:$9.4K
FRANKLIN RESOURCES INC
Shares:463
Value:$8.9K