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 8 of 14
032108847
Shares:2.0K
Value:$22.8K
464288513
Shares:287
Value:$22.6K
46138E131
Shares:1.5K
Value:$21.4K
33739Q705
Shares:400
Value:$20.2K
46641Q332
Shares:350
Value:$20.0K
37954Y673
Shares:500
Value:$18.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
EXXON MOBIL CORP(XOMcusip30231G102) | 200 | QoQ 0.00% (+0)YoY NEW(+200) | All Managers (Combined) | $23.8K | YoY NEW(+$23.8K) |
6.3K | QoQ NEW(+6.3K) YoY NEW(+6.3K) | All Managers (Combined) | $23.8K | QoQ NEW(+$23.8K) YoY NEW(+$23.8K) | |
215 | QoQ 0.00% (-0)YoY NEW(+215) | All Managers (Combined) | $23.6K | YoY NEW(+$23.6K) | |
(cusip032108847)✕ | 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $22.8K | QoQ NEW(+$22.8K) YoY NEW(+$22.8K) |
(cusip464288513)✕ | 287 | QoQ 0.00% (+0)YoY NEW(+287) | All Managers (Combined) | $22.6K | QoQ +0.30% (+$69)YoY NEW(+$22.6K) |
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $22.5K | QoQ NEW(+$22.5K) YoY NEW(+$22.5K) | |
250 | QoQ NEW(+250) YoY NEW(+250) | All Managers (Combined) | $22.4K | QoQ NEW(+$22.4K) YoY NEW(+$22.4K) | |
198 | QoQ 0.00% (+0)YoY NEW(+198) | All Managers (Combined) | $22.2K | YoY NEW(+$22.2K) | |
190 | QoQ 0.00% (+0)YoY NEW(+190) | All Managers (Combined) | $22.1K | YoY NEW(+$22.1K) | |
114 | QoQ 0.00% (-0)YoY NEW(+114) | All Managers (Combined) | $21.7K | YoY NEW(+$21.7K) | |
(cusip46138E131)✕ | 1.5K | All Managers (Combined) | $21.4K | ||
2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $21.1K | QoQ NEW(+$21.1K) YoY NEW(+$21.1K) | |
500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $20.8K | QoQ NEW(+$20.8K) YoY NEW(+$20.8K) | |
1.3K | QoQ 0.00% (-0)YoY NEW(+1.3K) | All Managers (Combined) | $20.4K | YoY NEW(+$20.4K) | |
(cusip33739Q705)✕ | 400 | QoQ NEW(+400) YoY NEW(+400) | All Managers (Combined) | $20.2K | QoQ NEW(+$20.2K) YoY NEW(+$20.2K) |
NOVARTIS AG(NVScusip66987V109) | 180 | QoQ 0.00% (+0)YoY NEW(+180) | All Managers (Combined) | $20.1K | YoY NEW(+$20.1K) |
(cusip46641Q332)✕ | 350 | QoQ NEW(+350) YoY NEW(+350) | All Managers (Combined) | $20.0K | QoQ NEW(+$20.0K) YoY NEW(+$20.0K) |
73 | QoQ 0.00% (+0)YoY NEW(+73) | All Managers (Combined) | $19.9K | YoY NEW(+$19.9K) | |
(cusip37954Y673)✕ | 500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $18.9K | QoQ NEW(+$18.9K) YoY NEW(+$18.9K) |
299 | QoQ 0.00% (+0)YoY NEW(+299) | All Managers (Combined) | $18.4K | YoY NEW(+$18.4K) |