Conscious Wealth Investments, LLC Portfolio Holdings by Sector
Conscious Wealth Investments, LLC
- $147 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY XLK IUSB VCIT DSI RSP VTEB MUB 11 stocks |
$39.9 Million
27.69% of portfolio
|
8
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$7.32 Million
5.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM 2 stocks |
$7.09 Million
4.92% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN CPRT 2 stocks |
$6.97 Million
4.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$5.25 Million
3.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$5.24 Million
3.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE MRK 2 stocks |
$5.24 Million
3.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$5.21 Million
3.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$4.55 Million
3.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.06 Million
2.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH 1 stocks |
$3.85 Million
2.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$3.8 Million
2.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$3.65 Million
2.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$3.44 Million
2.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR 1 stocks |
$3.43 Million
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$3.39 Million
2.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$3.39 Million
2.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3.37 Million
2.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ACGL 1 stocks |
$3.32 Million
2.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$3.18 Million
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$2.87 Million
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2.81 Million
1.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$2.8 Million
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2.77 Million
1.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
PVH 1 stocks |
$2.61 Million
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$2.54 Million
1.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$513,858
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$488,937
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$326,401
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS 1 stocks |
$246,283
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$231,766
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$211,275
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|