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 5 of 14
464288257
Shares:490
Value:$57.0K
46137V142
Shares:850
Value:$54.8K
00214Q104
Shares:1.1K
Value:$54.2K
33939L407
Shares:1.0K
Value:$38.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
787 | QoQ 0.00% (+0) | All Managers (Combined) | $58.0K | ||
ORACLE CORP(ORCLcusip68389X105) | 413 | QoQ 0.00% (-0)YoY NEW(+413) | All Managers (Combined) | $57.7K | YoY NEW(+$57.7K) |
(cusip464288257)✕ | 490 | QoQ NEW(+490) YoY NEW(+490) | All Managers (Combined) | $57.0K | QoQ NEW(+$57.0K) YoY NEW(+$57.0K) |
AbbVie Inc.(ABBVcusip00287Y109) | 272 | QoQ 0.00% (+0)YoY NEW(+272) | All Managers (Combined) | $57.0K | YoY NEW(+$57.0K) |
120 | QoQ 0.00% (+0)YoY NEW(+120) | All Managers (Combined) | $55.9K | YoY NEW(+$55.9K) | |
(cusip46137V142)✕ | 850 | QoQ NEW(+850) YoY NEW(+850) | All Managers (Combined) | $54.8K | QoQ NEW(+$54.8K) YoY NEW(+$54.8K) |
(cusip00214Q104)✕ | 1.1K | All Managers (Combined) | $54.2K | ||
Ubiquiti Inc.(UIcusip90353W103) | 172 | QoQ 0.00% (-0)YoY NEW(+172) | All Managers (Combined) | $53.3K | YoY NEW(+$53.3K) |
1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $53.0K | YoY NEW(+$53.0K) | |
390 | YoY NEW(+390) | All Managers (Combined) | $51.6K | YoY NEW(+$51.6K) | |
625 | YoY NEW(+625) | All Managers (Combined) | $51.1K | YoY NEW(+$51.1K) | |
DEERE & CO(DEcusip244199105) | 100 | QoQ NEW(+100) YoY NEW(+100) | All Managers (Combined) | $46.9K | QoQ NEW(+$46.9K) YoY NEW(+$46.9K) |
549 | QoQ 0.00% (+0)YoY NEW(+549) | All Managers (Combined) | $46.0K | YoY NEW(+$46.0K) | |
ADOBE INC.(ADBEcusip00724F101) | 120 | QoQ +9.09% (-10)YoY NEW(+120) | All Managers (Combined) | $46.0K | YoY NEW(+$46.0K) |
ECOLAB INC.(ECLcusip278865100) | 178 | QoQ 0.00% (+0)YoY NEW(+178) | All Managers (Combined) | $45.1K | YoY NEW(+$45.1K) |
500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $44.1K | QoQ NEW(+$44.1K) YoY NEW(+$44.1K) | |
STARBUCKS CORP(SBUXcusip855244109) | 444 | QoQ 0.00% (+0)YoY NEW(+444) | All Managers (Combined) | $43.5K | YoY NEW(+$43.5K) |
239 | QoQ NEW(+239) YoY NEW(+239) | All Managers (Combined) | $43.3K | QoQ NEW(+$43.3K) YoY NEW(+$43.3K) | |
CHEVRON CORP(CVXcusip166764100) | 246 | YoY NEW(+246) | All Managers (Combined) | $41.2K | YoY NEW(+$41.2K) |
(cusip33939L407)✕ | 1.0K | QoQ 0.00% (+0)YoY NEW(+1.0K) | All Managers (Combined) | $38.8K | YoY NEW(+$38.8K) |