Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $147 Billion
  • Q4 2024

Conscious Wealth Investments, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8B, Technology Sector Spdr with a value of $8.96B, Home Depot, Inc. with a value of $7.32B, Ishares Core Total Usd Bond Ma with a value of $5.66B, and Vanguard Intermediate Term Cor with a value of $5.55B.

Examining the 13F form we can see an increase of $2.12B in the current position value, from $145B to 147B.

Conscious Wealth Investments, LLC is based out at Miami Beach, FL

Below you can find more details about Conscious Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $39.9 Billion
Consumer Cyclical: $21.5 Billion
Technology: $19.2 Billion
Communication Services: $12.7 Billion
Financial Services: $11.3 Billion
Healthcare: $10.9 Billion
Industrials: $9.39 Billion
Consumer Defensive: $6.4 Billion
Other: $12.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 10.04% of portfolio
24,770
Q4 2024 Added 1.09%
$0
$8.96 Billion 6.08% of portfolio
38,294
Q4 2024 Added 1.04%
$424B
$7.32 Billion 4.96% of portfolio
17,875
Q4 2024 Added 7.96%
$0
$5.66 Billion 3.84% of portfolio
125,145
Q4 2024 Added 0.97%
$0
$5.55 Billion 3.76% of portfolio
69,148
Q4 2024 Added 2.62%
$43.5B
$5.21 Billion 3.53% of portfolio
79,144
Q4 2024 Reduced 1.46%
$452B
$4.57 Billion 3.1% of portfolio
5,327
Q4 2024 Reduced 3.58%
$239B
$4.55 Billion 3.08% of portfolio
14,548
Q4 2024 Reduced 1.51%
$2.43T
$4.06 Billion 2.75% of portfolio
17,970
Q4 2024 Reduced 0.34%
$88.8B
$3.85 Billion 2.61% of portfolio
5,758
Q4 2024 Reduced 0.64%
$207B
$3.81 Billion 2.58% of portfolio
3,555
Q4 2024 Reduced 1.22%
$1.18T
$3.8 Billion 2.58% of portfolio
19,255
Q4 2024 Added 0.32%
$9.6B
$3.7 Billion 2.51% of portfolio
19,966
Q4 2024 Added 0.96%
$308B
$3.65 Billion 2.48% of portfolio
16,674
Q4 2024 Reduced 0.1%
$72.8B
$3.44 Billion 2.33% of portfolio
10,822
Q4 2024 Added 1.23%
Blackrock Inc
-
$3.42 Billion 2.32% of portfolio
-
Q4 2024 New
$136B
$3.39 Billion 2.3% of portfolio
47,931
Q4 2024 Added 1.02%
$152B
$3.39 Billion 2.3% of portfolio
44,363
Q4 2024 Added 0.89%
$157B
$3.37 Billion 2.29% of portfolio
17,567
Q4 2024 Added 1.42%
$34.7B
$3.32 Billion 2.25% of portfolio
34,780
Q4 2024 Added 1.41%
$14.1B
$3.28 Billion 2.22% of portfolio
57,577
Q4 2024 Added 0.9%
$331B
$3.28 Billion 2.22% of portfolio
10,108
Q4 2024 Added 0.62%
$74.2B
$3.18 Billion 2.15% of portfolio
23,250
Q4 2024 Reduced 6.28%
$3.1T
$3.05 Billion 2.07% of portfolio
7,106
Q4 2024 Added 1.66%
$225B
$2.87 Billion 1.94% of portfolio
25,250
Q4 2024 Added 1.8%
$496B
$2.81 Billion 1.9% of portfolio
5,507
Q4 2024 Added 4.4%
$244B
$2.8 Billion 1.9% of portfolio
7,945
Q4 2024 Added 2.6%
$145B
$2.75 Billion 1.86% of portfolio
104,444
Q4 2024 Added 2.53%
$5.16B
$2.61 Billion 1.77% of portfolio
28,121
Q4 2024 Added 2.07%
$88.3B
$2.54 Billion 1.73% of portfolio
13,367
Q4 2024 Reduced 3.08%
$223B
$2.49 Billion 1.69% of portfolio
25,439
Q4 2024 Added 7.77%
$202B
$2.19 Billion 1.49% of portfolio
5,101
Q4 2024 Added 8.88%
$200B
$2.17 Billion 1.47% of portfolio
14,609
Q4 2024 Added 2.38%
$0
$2.13 Billion 1.44% of portfolio
18,875
Q4 2024 Added 13.85%
$0
$731 Million 0.5% of portfolio
4,058
Q4 2024 Reduced 8.85%
$204B
$678 Million 0.46% of portfolio
6,338
Q4 2024 Added 27.32%
$0
$641 Million 0.43% of portfolio
12,835
Q4 2024 Reduced 20.13%
$0
$598 Million 0.41% of portfolio
5,633
Q4 2024 Reduced 21.12%
$274B
$601 Million 0.41% of portfolio
9,587
Q4 2023 New
$217B
$514 Million 0.35% of portfolio
1,829
Q3 2024 Reduced 12.19%
$3.75T
$489 Million 0.33% of portfolio
2,126
Q4 2024 Added 0.38%
$0
$365 Million 0.25% of portfolio
3,676
Q4 2024 Added 10.13%
$82.8B
$326 Million 0.22% of portfolio
2,516
Q4 2024 Reduced 15.34%
$17.7B
$246 Million 0.17% of portfolio
869
Q4 2023 New
$0
$249 Million 0.17% of portfolio
2,649
Q4 2024 New
$321B
$232 Million 0.16% of portfolio
1,683
Q4 2024 Reduced 10.14%
$0
$211 Million 0.14% of portfolio
5,132
Q4 2024 New
$465B
$211 Million 0.14% of portfolio
224
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $147 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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