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 7 of 14
81369Y506
Shares:300
Value:$28.0K
464287556
Shares:200
Value:$25.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
164 | QoQ 0.00% (+0)YoY NEW(+164) | All Managers (Combined) | $28.3K | YoY NEW(+$28.3K) | |
301 | QoQ NEW(+301) YoY NEW(+301) | All Managers (Combined) | $28.2K | QoQ NEW(+$28.2K) YoY NEW(+$28.2K) | |
(cusip81369Y506)✕ | 300 | QoQ NEW(+300) YoY NEW(+300) | All Managers (Combined) | $28.0K | QoQ NEW(+$28.0K) YoY NEW(+$28.0K) |
203 | QoQ 0.00% (+0)YoY NEW(+203) | All Managers (Combined) | $28.0K | YoY NEW(+$28.0K) | |
1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $27.7K | QoQ NEW(+$27.7K) YoY NEW(+$27.7K) | |
137 | QoQ 0.00% (-0)YoY NEW(+137) | All Managers (Combined) | $27.6K | YoY NEW(+$27.6K) | |
320 | QoQ NEW(+320) YoY NEW(+320) | All Managers (Combined) | $27.6K | QoQ NEW(+$27.6K) YoY NEW(+$27.6K) | |
Trade Desk, Inc.(TTDcusip88339J105) | 500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $27.4K | QoQ NEW(+$27.4K) YoY NEW(+$27.4K) |
195 | QoQ NEW(+195) YoY NEW(+195) | All Managers (Combined) | $27.3K | QoQ NEW(+$27.3K) YoY NEW(+$27.3K) | |
320 | QoQ 0.00% (+0)YoY NEW(+320) | All Managers (Combined) | $27.0K | YoY NEW(+$27.0K) | |
CITIGROUP INC(Ccusip172967424) | 379 | QoQ 0.00% (+0)YoY NEW(+379) | All Managers (Combined) | $26.9K | YoY NEW(+$26.9K) |
103 | QoQ 0.00% (-0)YoY NEW(+103) | All Managers (Combined) | $26.5K | YoY NEW(+$26.5K) | |
160 | QoQ NEW(+160) YoY NEW(+160) | All Managers (Combined) | $25.9K | QoQ NEW(+$25.9K) YoY NEW(+$25.9K) | |
(cusip464287556)✕ | 200 | QoQ 0.00% (-0)YoY NEW(+200) | All Managers (Combined) | $25.6K | YoY NEW(+$25.6K) |
COMCAST CORP(CMCSAcusip20030N101) | 688 | QoQ 0.00% (-0)YoY NEW(+688) | All Managers (Combined) | $25.4K | YoY NEW(+$25.4K) |
40 | QoQ 0.00% (-0)YoY NEW(+40) | All Managers (Combined) | $25.4K | YoY NEW(+$25.4K) | |
245 | YoY NEW(+245) | All Managers (Combined) | $25.3K | YoY NEW(+$25.3K) | |
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $24.9K | QoQ NEW(+$24.9K) YoY NEW(+$24.9K) | |
50 | QoQ 0.00% (-0)YoY NEW(+50) | All Managers (Combined) | $24.9K | YoY NEW(+$24.9K) | |
4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $24.7K | QoQ NEW(+$24.7K) YoY NEW(+$24.7K) |