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 5 of 14
921946794
Shares:787
Value:$58.0K
ORACLE CORP
Shares:413
Value:$57.7K
464288257
Shares:490
Value:$57.0K
AbbVie Inc.
Shares:272
Value:$57.0K
LINDE PLC
Shares:120
Value:$55.9K
46137V142
Shares:850
Value:$54.8K
00214Q104
Shares:1.1K
Value:$54.2K
Ubiquiti Inc.
Shares:172
Value:$53.3K
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Shares:1.8K
Value:$53.0K
Alibaba Group Holding Ltd
Shares:390
Value:$51.6K
464287465
Shares:625
Value:$51.1K
DEERE & CO
Shares:100
Value:$46.9K
Bank of New York Mellon Corp
Shares:549
Value:$46.0K
ADOBE INC.
Shares:120
Value:$46.0K
ECOLAB INC.
Shares:178
Value:$45.1K
EASTMAN CHEMICAL CO
Shares:500
Value:$44.1K
STARBUCKS CORP
Shares:444
Value:$43.5K
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:239
Value:$43.3K
CHEVRON CORP
Shares:246
Value:$41.2K
33939L407
Shares:1.0K
Value:$38.8K