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 3 of 14
INVESCO QQQ TRUST, SERIES 1
Shares:270
Value:$126.6K
97717W851
Shares:1.1K
Value:$126.4K
General Motors Co
Shares:2.5K
Value:$119.4K
DOW INC.
Shares:3.4K
Value:$119.1K
26922A222
Shares:3.1K
Value:$118.2K
78468R663
Shares:1.3K
Value:$118.1K
Shares:800
Value:$117.5K
33738D309
Shares:2.6K
Value:$117.5K
46435G474
Shares:4.0K
Value:$105.8K
74347R305
Shares:1.1K
Value:$105.2K
PPG INDUSTRIES INC
Shares:950
Value:$103.9K
DuPont de Nemours, Inc.
Shares:1.4K
Value:$101.0K
UNITEDHEALTH GROUP INC
Shares:191
Value:$100.0K
464287655
Shares:484
Value:$96.5K
464287176
Shares:853
Value:$94.8K
81369Y605
Shares:1.9K
Value:$94.6K
Salesforce, Inc.
Shares:351
Value:$94.2K
PROCTER & GAMBLE Co
Shares:546
Value:$93.0K
BERKSHIRE HATHAWAY INC
Shares:174
Value:$92.7K
46138E511
Shares:8.1K
Value:$90.8K