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:
Search and click to pin securities to the top
Page 9 of 14
92189F106
Shares:400
Value:$18.4K
OCCIDENTAL PETROLEUM CORP /DE/
Shares:366
Value:$18.1K
PEPSICO INC
Shares:120
Value:$18.0K
NIKE, Inc.
Shares:281
Value:$17.8K
97717Y626
Shares:1.0K
Value:$17.8K
WESTERN DIGITAL CORP
Shares:440
Value:$17.8K
00214Q807
Shares:1.0K
Value:$17.7K
HALLIBURTON CO
Shares:695
Value:$17.6K
464287499
Shares:206
Value:$17.5K
464287614
Shares:48
Value:$17.3K
464286319
Shares:630
Value:$17.2K
464287168
Shares:127
Value:$17.1K
78464A607
Shares:172
Value:$17.0K
78464A862
Shares:83
Value:$16.7K
JOHN HANCOCK PREFERRED INCOME FUND II
Shares:1.0K
Value:$16.6K
ALLSTATE CORP
Shares:79
Value:$16.4K
78464A870
Shares:200
Value:$16.2K
78463X202
Shares:297
Value:$16.2K
Philip Morris International Inc.
Shares:100
Value:$15.9K
922908553
Shares:175
Value:$15.8K