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 6 of 14
VISA INC.
Shares:110
Value:$38.5K
Roblox Corp
Shares:650
Value:$37.9K
33733E104
Shares:420
Value:$37.6K
COCA COLA CO
Shares:514
Value:$36.8K
Kraft Heinz Co
Shares:1.2K
Value:$36.5K
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:520
Value:$36.5K
464288810
Shares:600
Value:$36.1K
ALTRIA GROUP, INC.
Shares:600
Value:$36.0K
AMERICAN TOWER CORP /MA/
Shares:159
Value:$34.6K
PAYCHEX INC
Shares:219
Value:$33.8K
CARRIER GLOBAL Corp
Shares:523
Value:$33.2K
Zoetis Inc.
Shares:200
Value:$32.9K
Solventum Corp
Shares:425
Value:$32.3K
464287226
Shares:317
Value:$31.4K
Alcoa Corp
Shares:1.0K
Value:$30.5K
BECTON DICKINSON & CO
Shares:133
Value:$30.5K
33738R811
Shares:400
Value:$30.2K
Cigna Group
Shares:90
Value:$29.6K
33734H106
Shares:650
Value:$29.0K
Barings BDC, Inc.
Shares:3.0K
Value:$28.6K