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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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