Conscious Wealth Investments, LLC Purchases in Q4 2024

Conscious Wealth Investments, LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
3.4K
New
N/A
3.4K $3.42B
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
+ 7.96%
$385.02 - $431.37 $507K - $569K
17.9K $7.32B
GOOG
Alphabet Inc.

Communication Services
61
+ 0.32%
$163.08 - $198.16 $9.95K - $12.1K
19.3K $3.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
266
+ 1.09%
$567.81 - $607.81 $151K - $162K
24.8K $14.8B
AN
Autonation, Inc.

Consumer Cyclical
189
+ 0.96%
$155.47 - $182.16 $29.4K - $34.4K
20K $3.7B
CRM
Salesforce, Inc.

Technology
62
+ 0.62%
$270.87 - $367.87 $16.8K - $22.8K
10.1K $3.28B
CPRT
Copart Inc

Consumer Cyclical
512
+ 0.9%
$51.36 - $63.8 $26.3K - $32.7K
57.6K $3.28B
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.3K
+ 13.85%
$107.41 - $115.71 $247K - $266K
18.9K $2.13B
XLK
Technology Sector Spdr

ETFs
396
+ 1.04%
$220.26 - $241.44 $87.2K - $95.6K
38.3K $8.96B
XLE
Energy Sector Spdr

ETFs
2.65K
New
$83.32 - $97.27 $221K - $258K
2.65K $249M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.13K
New
$40.06 - $45.21 $206K - $232K
5.13K $211M
AMAT
Applied Materials Inc

Technology
246
+ 1.42%
$161.44 - $213.89 $39.7K - $52.6K
17.6K $3.37B
DIS
Walt Disney CO

Communication Services
1.36K
+ 27.32%
$92.39 - $117.6 $126K - $160K
6.34K $678M
MSFT
Microsoft Corp

Technology
116
+ 1.66%
$406.35 - $454.46 $47.1K - $52.7K
7.11K $3.05B
PVH
Pvh Corp.

Consumer Cyclical
571
+ 2.07%
$92.92 - $112.86 $53.1K - $64.4K
28.1K $2.61B
AVUV
American Centy ETF Tr Avantis

ETFs
338
+ 10.13%
$94.37 - $106.41 $31.9K - $36K
3.68K $365M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 2.62%
$80.13 - $83.77 $142K - $148K
69.1K $5.55B
INGR
Ingredion Inc

Consumer Defensive
164
+ 0.65%
$132.76 - $154.86 $21.8K - $25.4K
25.4K $3.43B
AAPL
Apple Inc.

Technology
8
+ 0.38%
$221.69 - $259.02 $1.77K - $2.07K
2.13K $489M
MRK
Merck & Co., Inc.

Healthcare
1.83K
+ 7.77%
$96.31 - $114.76 $177K - $210K
25.4K $2.49B
ABT
Abbott Laboratories

Healthcare
447
+ 1.8%
$111.93 - $119.39 $50K - $53.4K
25.3K $2.87B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.2K
+ 0.97%
$45.07 - $47.1 $54K - $56.5K
125K $5.66B
APD
Air Products & Chemicals, Inc.

Basic Materials
131
+ 1.23%
$285.5 - $335.62 $37.4K - $44K
10.8K $3.44B
ACN
Accenture PLC

Technology
201
+ 2.6%
$343.9 - $376.86 $69.1K - $75.7K
7.95K $2.8B
ADBE
Adobe Inc.

Technology
416
+ 8.88%
$437.39 - $552.96 $182K - $230K
5.1K $2.19B
UNH
Unitedhealth Group Inc

Healthcare
232
+ 4.4%
$485.52 - $625.25 $113K - $145K
5.51K $2.81B
PFE
Pfizer Inc

Healthcare
2.57K
+ 2.53%
$24.8 - $30.19 $63.8K - $77.7K
104K $2.75B
PEP
Pepsico Inc

Consumer Defensive
340
+ 2.38%
$151.29 - $176.1 $51.4K - $59.9K
14.6K $2.17B
ACGL
Arch Capital Group Ltd.

Financial Services
482
+ 1.41%
$88.71 - $114.86 $42.8K - $55.4K
34.8K $3.32B
NEE
Nextera Energy Inc

Utilities
484
+ 1.02%
$69.77 - $85.43 $33.8K - $41.3K
47.9K $3.39B
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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