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 4 of 14
92206C409
Shares:1.1K
Value:$90.8K
464288760
Shares:500
Value:$76.5K
464287788
Shares:615
Value:$69.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip92206C409)✕ | 1.1K | QoQ 0.00% (+0)YoY NEW(+1.1K) | All Managers (Combined) | $90.8K | YoY NEW(+$90.8K) |
MCDONALDS CORP(MCDcusip580135101) | 287 | QoQ 0.00% (+0)YoY NEW(+287) | All Managers (Combined) | $89.6K | YoY NEW(+$89.6K) |
Tesla, Inc.(TSLAcusip88160R101) | 345 | QoQ +15.00% (-45)YoY NEW(+345) | All Managers (Combined) | $89.4K | YoY NEW(+$89.4K) |
1.7K | QoQ 0.00% (+0)YoY NEW(+1.7K) | All Managers (Combined) | $85.6K | YoY NEW(+$85.6K) | |
400 | QoQ NEW(+400) YoY NEW(+400) | All Managers (Combined) | $81.6K | QoQ NEW(+$81.6K) YoY NEW(+$81.6K) | |
NETFLIX INC(NFLXcusip64110L106) | 85 | QoQ 0.00% (+0)YoY NEW(+85) | All Managers (Combined) | $79.3K | YoY NEW(+$79.3K) |
160 | QoQ NEW(+160) YoY NEW(+160) | All Managers (Combined) | $77.9K | QoQ NEW(+$77.9K) YoY NEW(+$77.9K) | |
(cusip464288760)✕ | 500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $76.5K | QoQ NEW(+$76.5K) YoY NEW(+$76.5K) |
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $75.3K | QoQ NEW(+$75.3K) YoY NEW(+$75.3K) | |
896 | YoY NEW(+896) | All Managers (Combined) | $72.3K | YoY NEW(+$72.3K) | |
(cusip464287788)✕ | 615 | QoQ NEW(+615) YoY NEW(+615) | All Managers (Combined) | $69.4K | QoQ NEW(+$69.4K) YoY NEW(+$69.4K) |
950 | QoQ NEW(+950) YoY NEW(+950) | All Managers (Combined) | $69.2K | QoQ NEW(+$69.2K) YoY NEW(+$69.2K) | |
Corteva, Inc.(CTVAcusip22052L104) | 1.1K | QoQ 0.00% (+0)YoY NEW(+1.1K) | All Managers (Combined) | $69.2K | YoY NEW(+$69.2K) |
NUCOR CORP(NUEcusip670346105) | 574 | YoY NEW(+574) | All Managers (Combined) | $69.1K | YoY NEW(+$69.1K) |
NOKIA CORP(NOKcusip654902204) | 13.1K | QoQ NEW(+13.1K) YoY NEW(+13.1K) | All Managers (Combined) | $69.0K | QoQ NEW(+$69.0K) YoY NEW(+$69.0K) |
832 | QoQ 0.00% (+0)YoY NEW(+832) | All Managers (Combined) | $68.0K | YoY NEW(+$68.0K) | |
368 | YoY NEW(+368) | All Managers (Combined) | $67.5K | YoY NEW(+$67.5K) | |
HERSHEY CO(HSYcusip427866108) | 394 | QoQ NEW(+394) YoY NEW(+394) | All Managers (Combined) | $67.4K | QoQ NEW(+$67.4K) YoY NEW(+$67.4K) |
650 | YoY NEW(+650) | All Managers (Combined) | $66.8K | YoY NEW(+$66.8K) | |
130 | QoQ 0.00% (-0)YoY NEW(+130) | All Managers (Combined) | $62.2K | YoY NEW(+$62.2K) |