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 4 of 14
92206C409
Shares:1.1K
Value:$90.8K
MCDONALDS CORP
Shares:287
Value:$89.6K
Tesla, Inc.
Shares:345
Value:$89.4K
921943858
Shares:1.7K
Value:$85.6K
HUNTINGTON INGALLS INDUSTRIES, INC.
Shares:400
Value:$81.6K
NETFLIX INC
Shares:85
Value:$79.3K
Kinsale Capital Group, Inc.
Shares:160
Value:$77.9K
464288760
Shares:500
Value:$76.5K
CHIPOTLE MEXICAN GRILL INC
Shares:1.5K
Value:$75.3K
GE HealthCare Technologies Inc.
Shares:896
Value:$72.3K
464287788
Shares:615
Value:$69.4K
Uber Technologies, Inc
Shares:950
Value:$69.2K
Corteva, Inc.
Shares:1.1K
Value:$69.2K
NUCOR CORP
Shares:574
Value:$69.1K
NOKIA CORP
Shares:13.1K
Value:$69.0K
92206C870
Shares:832
Value:$68.0K
CONSTELLATION BRANDS, INC.
Shares:368
Value:$67.5K
HERSHEY CO
Shares:394
Value:$67.4K
ADVANCED MICRO DEVICES INC
Shares:650
Value:$66.8K
MARTIN MARIETTA MATERIALS INC
Shares:130
Value:$62.2K