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 12 of 14
81369Y209
Shares:60
Value:$8.8K
Coinbase Global, Inc.
Shares:50
Value:$8.6K
BCE INC
Shares:260
Value:$8.6K
ASTRAZENECA PLC
Shares:116
Value:$8.5K
NABORS INDUSTRIES LTD
Shares:200
Value:$8.3K
81369Y308
Shares:100
Value:$8.2K
46141D203
Shares:266
Value:$7.6K
46434V738
Shares:124
Value:$7.5K
ALGONQUIN POWER & UTILITIES CORP.
Shares:1.0K
Value:$7.4K
922042858
Shares:163
Value:$7.4K
EOG RESOURCES INC
Shares:57
Value:$7.3K
80004C200
Shares:146
Value:$7.0K
United Airlines Holdings, Inc.
Shares:100
Value:$6.9K
ZIMMER BIOMET HOLDINGS, INC.
Shares:61
Value:$6.9K
Hagerty, Inc.
Shares:750
Value:$6.8K
97717W869
Shares:97
Value:$5.9K
464288588
Shares:61
Value:$5.7K
78464A797
Shares:108
Value:$5.7K
PFIZER INC
Shares:201
Value:$5.1K
GENERAL MILLS INC
Shares:80
Value:$4.8K