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 3 of 14
97717W851
Shares:1.1K
Value:$126.4K
26922A222
Shares:3.1K
Value:$118.2K
78468R663
Shares:1.3K
Value:$118.1K
33738D309
Shares:2.6K
Value:$117.5K
46435G474
Shares:4.0K
Value:$105.8K
74347R305
Shares:1.1K
Value:$105.2K
464287176
Shares:853
Value:$94.8K
81369Y605
Shares:1.9K
Value:$94.6K
46138E511
Shares:8.1K
Value:$90.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
270 | QoQ +35.00% (+70)YoY NEW(+270) | All Managers (Combined) | $126.6K | YoY NEW(+$126.6K) | |
(cusip97717W851)✕ | 1.1K | QoQ 0.00% (-0)YoY NEW(+1.1K) | All Managers (Combined) | $126.4K | YoY NEW(+$126.4K) |
General Motors Co(GMcusip37045V100) | 2.5K | QoQ +2.00% (-50)YoY NEW(+2.5K) | All Managers (Combined) | $119.4K | YoY NEW(+$119.4K) |
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $119.1K | YoY NEW(+$119.1K) | |
(cusip26922A222)✕ | 3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $118.2K | YoY NEW(+$118.2K) |
(cusip78468R663)✕ | 1.3K | QoQ 0.00% (+0)YoY -4.09% (-55) | All Managers (Combined) | $118.1K | |
800 | QoQ NEW(+800) YoY NEW(+800) | All Managers (Combined) | $117.5K | QoQ NEW(+$117.5K) YoY NEW(+$117.5K) | |
(cusip33738D309)✕ | 2.6K | All Managers (Combined) | $117.5K | ||
(cusip46435G474)✕ | 4.0K | All Managers (Combined) | $105.8K | ||
(cusip74347R305)✕ | 1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $105.2K | QoQ NEW(+$105.2K) YoY NEW(+$105.2K) |
950 | QoQ NEW(+950) YoY NEW(+950) | All Managers (Combined) | $103.9K | QoQ NEW(+$103.9K) YoY NEW(+$103.9K) | |
1.4K | QoQ -1.02% (-14)YoY NEW(+1.4K) | All Managers (Combined) | $101.0K | YoY NEW(+$101.0K) | |
191 | QoQ 0.00% (+0)YoY NEW(+191) | All Managers (Combined) | $100.0K | YoY NEW(+$100.0K) | |
484 | YoY NEW(+484) | All Managers (Combined) | $96.5K | YoY NEW(+$96.5K) | |
(cusip464287176)✕ | 853 | QoQ 0.00% (+0)YoY NEW(+853) | All Managers (Combined) | $94.8K | YoY NEW(+$94.8K) |
(cusip81369Y605)✕ | 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $94.6K | QoQ NEW(+$94.6K) YoY NEW(+$94.6K) |
Salesforce, Inc.(CRMcusip79466L302) | 351 | QoQ 0.00% (-0)YoY NEW(+351) | All Managers (Combined) | $94.2K | YoY NEW(+$94.2K) |
546 | YoY NEW(+546) | All Managers (Combined) | $93.0K | YoY NEW(+$93.0K) | |
174 | YoY NEW(+174) | All Managers (Combined) | $92.7K | YoY NEW(+$92.7K) | |
(cusip46138E511)✕ | 8.1K | All Managers (Combined) | $90.8K |