Consultiva Wealth Management, Corp.
Latest statistics and disclosures from Consultiva Wealth Management, Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, NVDA, VYM, VXUS, GOOGL, and represent 41.70% of Consultiva Wealth Management, Corp.'s stock portfolio.
- Added to shares of these 10 stocks: VYM, EVRG, ARKX, TNA, ACIO, NLR, FTXL, ITA, BEN, CHPT.
- Started 4 new stock positions in EVRG, TNA, NLR, CHPT.
- Reduced shares in these 10 stocks: JPST, PLTR, VXUS, BBDC, VOO, VB, , YYY, , JEPI.
- Sold out of its positions in AWF, YYY, BBDC, Chargepoint Holdings Inc Com Cl A, KNG, FLBL, HPI, HPF, HPS, JEPI. MRK, PBR, MORT, Walgreen Boots Alliance, HYIN.
- Consultiva Wealth Management, Corp. was a net seller of stock by $-11k.
- Consultiva Wealth Management, Corp. has $36M in assets under management (AUM), dropping by 9.98%.
- Central Index Key (CIK): 0001845849
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Portfolio Holdings for Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. holds 257 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.5 | $3.8M | 6.1k | 612.38 |
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| NVIDIA Corporation (NVDA) | 10.4 | $3.7M | 20k | 186.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 9.4 | $3.3M | +43% | 24k | 140.95 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.3 | $2.3M | 31k | 73.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $1.8M | 7.4k | 243.10 |
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| Apple (AAPL) | 3.5 | $1.3M | 4.9k | 254.63 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 3.1 | $1.1M | 33k | 33.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $1.1M | -2% | 4.4k | 254.28 |
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| United Rentals (URI) | 2.7 | $955k | 1.0k | 954.66 |
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| American Express Company (AXP) | 2.2 | $791k | 2.4k | 332.16 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $623k | 2.0k | 315.43 |
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| Ge Aerospace Com New (GE) | 1.7 | $591k | 2.0k | 300.82 |
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| Vanguard World Inf Tech Etf (VGT) | 1.3 | $480k | 643.00 | 746.63 |
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| Amazon (AMZN) | 1.1 | $396k | 1.8k | 219.57 |
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| Ge Vernova (GEV) | 1.1 | $391k | 635.00 | 614.90 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.1 | $388k | 8.0k | 48.47 |
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| Boeing Company (BA) | 1.1 | $375k | 1.7k | 215.83 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $328k | -10% | 1.8k | 182.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $302k | 850.00 | 355.47 |
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| Microsoft Corporation (MSFT) | 0.8 | $286k | 552.00 | 517.95 |
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| Wal-Mart Stores (WMT) | 0.7 | $252k | 2.4k | 103.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $237k | 355.00 | 666.18 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $228k | 400.00 | 568.81 |
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| Meta Platforms Cl A (META) | 0.6 | $217k | 295.00 | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $214k | 880.00 | 243.55 |
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| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.5 | $181k | 5.0k | 36.24 |
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| Home Depot (HD) | 0.5 | $178k | 440.00 | 405.19 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $173k | 1.0k | 167.33 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $173k | +6% | 4.0k | 43.43 |
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| Walt Disney Company (DIS) | 0.5 | $170k | 1.5k | 114.50 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $166k | 1.5k | 111.47 |
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| Paypal Holdings (PYPL) | 0.5 | $165k | 2.5k | 67.06 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $163k | 1.8k | 91.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $162k | 270.00 | 600.37 |
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| Costco Wholesale Corporation (COST) | 0.4 | $160k | 173.00 | 925.63 |
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| Versabank (VBNK) | 0.4 | $159k | 13k | 12.21 |
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| General Motors Company (GM) | 0.4 | $155k | 2.5k | 60.97 |
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| Tesla Motors (TSLA) | 0.4 | $153k | 345.00 | 444.72 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $151k | 1.1k | 140.05 |
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| International Business Machines (IBM) | 0.4 | $150k | 530.00 | 282.16 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.4 | $149k | 2.3k | 64.59 |
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| Bank of America Corporation (BAC) | 0.4 | $147k | 2.9k | 51.59 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $147k | 1.1k | 128.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $129k | 523.00 | 246.60 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.4 | $127k | 2.6k | 49.45 |
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| 3M Company (MMM) | 0.3 | $124k | 800.00 | 155.18 |
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| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.3 | $123k | 1.2k | 107.28 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $118k | 1.3k | 91.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $117k | 484.00 | 241.96 |
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| Oracle Corporation (ORCL) | 0.3 | $116k | 413.00 | 281.24 |
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| Huntington Ingalls Inds (HII) | 0.3 | $115k | 400.00 | 287.91 |
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| Ubiquiti (UI) | 0.3 | $114k | 172.00 | 660.58 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $110k | 4.0k | 27.78 |
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| Dupont De Nemours (DD) | 0.3 | $105k | 1.4k | 77.90 |
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| Advanced Micro Devices (AMD) | 0.3 | $105k | 650.00 | 161.79 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $102k | 1.9k | 53.87 |
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| Netflix (NFLX) | 0.3 | $102k | 85.00 | 1198.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $101k | 1.7k | 59.92 |
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| PPG Industries (PPG) | 0.3 | $100k | 950.00 | 105.11 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $100k | -15% | 2.2k | 45.84 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $98k | 1.1k | 86.30 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $95k | 853.00 | 111.22 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $94k | 8.1k | 11.60 |
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| Uber Technologies (UBER) | 0.3 | $93k | 950.00 | 97.97 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $92k | 1.2k | 79.93 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $90k | 650.00 | 138.52 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $89k | +6% | 425.00 | 209.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $88k | 174.00 | 502.74 |
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| McDonald's Corporation (MCD) | 0.2 | $87k | 287.00 | 303.89 |
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| Procter & Gamble Company (PG) | 0.2 | $84k | 546.00 | 153.65 |
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| UnitedHealth (UNH) | 0.2 | $83k | 241.00 | 345.30 |
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| salesforce (CRM) | 0.2 | $83k | 351.00 | 237.00 |
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| Martin Marietta Materials (MLM) | 0.2 | $82k | 130.00 | 630.28 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $78k | 565.00 | 138.24 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $78k | 615.00 | 126.64 |
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| Dow (DOW) | 0.2 | $75k | 3.3k | 22.93 |
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| Corteva (CTVA) | 0.2 | $74k | 1.1k | 67.63 |
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| Hershey Company (HSY) | 0.2 | $74k | 394.00 | 187.05 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $72k | 500.00 | 143.18 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $70k | 832.00 | 84.11 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $70k | 390.00 | 178.73 |
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| Kinsale Cap Group (KNSL) | 0.2 | $68k | 160.00 | 425.26 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $67k | 787.00 | 84.68 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $64k | 855.00 | 75.10 |
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| Abbvie (ABBV) | 0.2 | $63k | 272.00 | 231.54 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $63k | 13k | 4.81 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $61k | 850.00 | 72.11 |
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| Nucor Corporation (NUE) | 0.2 | $61k | 449.00 | 135.43 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $60k | 549.00 | 108.96 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $59k | 1.5k | 39.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $58k | 625.00 | 93.37 |
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| Linde SHS (LIN) | 0.2 | $57k | 120.00 | 475.00 |
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| Western Digital (WDC) | 0.1 | $53k | 440.00 | 120.06 |
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| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.1 | $50k | +12% | 450.00 | 111.83 |
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| Constellation Brands Cl A (STZ) | 0.1 | $50k | 368.00 | 134.67 |
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| Ecolab (ECL) | 0.1 | $49k | 178.00 | 273.86 |
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| Wabtec Corporation (WAB) | 0.1 | $48k | 239.00 | 200.47 |
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| Deere & Company (DE) | 0.1 | $46k | 100.00 | 457.26 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $44k | 1.0k | 43.78 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.1 | $43k | +50% | 1.5k | 28.55 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $42k | 120.00 | 352.75 |
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| Altria (MO) | 0.1 | $40k | 600.00 | 66.06 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $39k | 420.00 | 93.64 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $39k | 520.00 | 74.49 |
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| Citigroup Com New (C) | 0.1 | $39k | 379.00 | 101.50 |
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| Chevron Corporation (CVX) | 0.1 | $38k | 246.00 | 155.29 |
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| Starbucks Corporation (SBUX) | 0.1 | $38k | 444.00 | 84.60 |
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| Visa Com Cl A (V) | 0.1 | $38k | 110.00 | 341.38 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $36k | 600.00 | 60.08 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $35k | 320.00 | 109.68 |
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| Coca-Cola Company (KO) | 0.1 | $34k | 514.00 | 66.32 |
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| Alcoa (AA) | 0.1 | $33k | 1.0k | 32.89 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $32k | 1.3k | 24.56 |
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| Cardinal Health (CAH) | 0.1 | $32k | 203.00 | 156.96 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $32k | 317.00 | 100.25 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $32k | 103.00 | 307.86 |
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| Eastman Chemical Company (EMN) | 0.1 | $32k | 500.00 | 63.05 |
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| Kraft Heinz (KHC) | 0.1 | $31k | 1.2k | 26.04 |
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| Carrier Global Corporation (CARR) | 0.1 | $31k | 523.00 | 59.70 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $31k | 425.00 | 73.00 |
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| American Tower Reit (AMT) | 0.1 | $31k | 159.00 | 192.32 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $31k | 400.00 | 76.40 |
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| Dick's Sporting Goods (DKS) | 0.1 | $30k | 137.00 | 222.22 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $30k | 650.00 | 46.24 |
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| Franklin Resources (BEN) | 0.1 | $30k | 1.3k | 23.13 |
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| Zoetis Cl A (ZTS) | 0.1 | $29k | 200.00 | 146.32 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $29k | 200.00 | 144.37 |
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| Paychex (PAYX) | 0.1 | $28k | 219.00 | 126.76 |
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| Intercontinental Exchange (ICE) | 0.1 | $28k | 164.00 | 168.48 |
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| Hp (HPQ) | 0.1 | $27k | 1.0k | 27.23 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $27k | 300.00 | 89.34 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $27k | 83.00 | 319.12 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $26k | 114.00 | 227.73 |
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| Cigna Corp (CI) | 0.1 | $26k | 90.00 | 288.26 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $26k | 320.00 | 79.98 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $25k | 1.9k | 13.43 |
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| Becton, Dickinson and (BDX) | 0.1 | $25k | 133.00 | 187.17 |
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| General Dynamics Corporation (GD) | 0.1 | $25k | 73.00 | 341.00 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $25k | 500.00 | 49.01 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $24k | 50.00 | 485.02 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $24k | 265.00 | 91.42 |
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| Colgate-Palmolive Company (CL) | 0.1 | $24k | 301.00 | 79.94 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $24k | 500.00 | 47.63 |
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| Rbc Cad (RY) | 0.1 | $24k | 160.00 | 147.42 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $23k | 287.00 | 81.19 |
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| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.1 | $23k | 4.2k | 5.48 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $23k | 180.00 | 128.24 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $23k | 150.00 | 150.86 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $23k | 200.00 | 112.75 |
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| American Airls (AAL) | 0.1 | $23k | 2.0k | 11.24 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $23k | 40.00 | 562.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $23k | 48.00 | 468.42 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $22k | 245.00 | 91.43 |
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| Gilead Sciences (GILD) | 0.1 | $22k | 198.00 | 111.00 |
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| Invesco Van Kampen Senior Income Trust (VVR) | 0.1 | $22k | 6.3k | 3.46 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $22k | 688.00 | 31.42 |
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| Dell Technologies CL C (DELL) | 0.1 | $21k | 150.00 | 141.77 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD) | 0.1 | $21k | 1.5k | 13.42 |
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| Cisco Systems (CSCO) | 0.1 | $21k | 299.00 | 68.42 |
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| Post Holdings Inc Common (POST) | 0.1 | $20k | 190.00 | 107.48 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $20k | 290.00 | 69.59 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $20k | 200.00 | 100.20 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $20k | 206.00 | 96.55 |
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| Nike CL B (NKE) | 0.1 | $20k | 281.00 | 69.73 |
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| Evergy (EVRG) | 0.1 | $19k | NEW | 250.00 | 76.02 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $19k | 634.00 | 29.73 |
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| Ishares Tr Em Mkts Div Etf (DVYE) | 0.1 | $19k | 630.00 | 29.69 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $18k | 297.00 | 62.12 |
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| Canadian Natl Ry (CNI) | 0.1 | $18k | 195.00 | 94.32 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $18k | 420.00 | 43.30 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $18k | 127.00 | 142.10 |
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| United Parcel Service CL B (UPS) | 0.1 | $18k | 215.00 | 83.53 |
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| Caterpillar (CAT) | 0.0 | $18k | 37.00 | 477.16 |
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| Bk Nova Cad (BNS) | 0.0 | $18k | 270.00 | 64.65 |
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| Wells Fargo & Company (WFC) | 0.0 | $17k | 207.00 | 83.82 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $17k | 366.00 | 47.25 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $17k | 172.00 | 100.29 |
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| Halliburton Company (HAL) | 0.0 | $17k | 695.00 | 24.60 |
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| Allstate Corporation (ALL) | 0.0 | $17k | 79.00 | 214.65 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $17k | 50.00 | 337.50 |
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| Pepsi (PEP) | 0.0 | $17k | 120.00 | 140.44 |
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| Intel Corporation (INTC) | 0.0 | $17k | 500.00 | 33.55 |
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| CVS Caremark Corporation (CVS) | 0.0 | $17k | 222.00 | 75.39 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $17k | 28.00 | 596.04 |
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| Sandisk Corp (SNDK) | 0.0 | $16k | 146.00 | 112.20 |
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| Eaton Corp SHS (ETN) | 0.0 | $16k | 42.00 | 374.26 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $16k | 150.00 | 103.40 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $14k | NEW | 300.00 | 45.24 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $13k | 55.00 | 239.64 |
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| Moderna (MRNA) | 0.0 | $13k | 500.00 | 25.83 |
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| Norfolk Southern (NSC) | 0.0 | $13k | 42.00 | 300.40 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $13k | 450.00 | 27.81 |
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| TJX Companies (TJX) | 0.0 | $12k | 84.00 | 144.54 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $12k | 121.00 | 95.47 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $11k | 286.00 | 39.61 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $11k | 138.00 | 80.21 |
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| Danaher Corporation (DHR) | 0.0 | $11k | 55.00 | 198.25 |
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| Masco Corporation (MAS) | 0.0 | $11k | 152.00 | 70.39 |
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| Lowe's Companies (LOW) | 0.0 | $11k | 42.00 | 251.31 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $11k | 168.00 | 62.47 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.0 | $11k | 1.4k | 7.77 |
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| Medtronic SHS (MDT) | 0.0 | $10k | 106.00 | 95.24 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $9.8k | 101.00 | 97.08 |
|
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| Fiverr Intl Ord Shs (FVRR) | 0.0 | $9.8k | 400.00 | 24.41 |
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| FedEx Corporation (FDX) | 0.0 | $9.7k | 41.00 | 235.80 |
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| Hldgs (UAL) | 0.0 | $9.7k | 100.00 | 96.50 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $8.9k | 116.00 | 76.72 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.8k | 163.00 | 54.18 |
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| Rogers Communications CL B (RCI) | 0.0 | $8.8k | 255.00 | 34.43 |
|
|
| Tilray (TLRY) | 0.0 | $8.7k | 5.0k | 1.73 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $8.6k | 90.00 | 95.43 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $8.4k | 124.00 | 68.12 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $8.4k | 60.00 | 139.17 |
|
|
| Nabors Industries SHS (NBR) | 0.0 | $8.2k | 200.00 | 40.87 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $7.8k | 100.00 | 78.37 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $7.8k | 27.00 | 288.07 |
|
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.0 | $7.3k | 266.00 | 27.51 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $6.9k | 189.00 | 36.35 |
|
|
| Wisdomtree Tr Europe Smcp Dv (DFE) | 0.0 | $6.8k | 97.00 | 70.42 |
|
|
| Fiserv (FI) | 0.0 | $6.6k | 51.00 | 128.92 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $6.4k | 108.00 | 59.42 |
|
|
| EOG Resources (EOG) | 0.0 | $6.4k | 57.00 | 112.12 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $6.1k | -99% | 120.00 | 50.73 |
|
| Bce Com New (BCE) | 0.0 | $6.1k | 260.00 | 23.40 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $6.0k | 61.00 | 98.51 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $5.9k | 115.00 | 51.28 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.8k | 61.00 | 95.15 |
|
|
| Vaneck Etf Trust Uranium & Nucl (NLR) | 0.0 | $5.7k | NEW | 42.00 | 135.64 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $5.4k | 1.0k | 5.38 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $5.3k | 84.00 | 63.06 |
|
|
| Pfizer (PFE) | 0.0 | $5.1k | 201.00 | 25.48 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $5.0k | 10.00 | 499.20 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $4.5k | 150.00 | 30.21 |
|
|
| Southwest Airlines (LUV) | 0.0 | $4.5k | 140.00 | 31.91 |
|
|
| Wix SHS (WIX) | 0.0 | $4.4k | 25.00 | 177.64 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $4.2k | 123.00 | 34.46 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $4.2k | 34.00 | 123.76 |
|
|
| General Mills (GIS) | 0.0 | $4.0k | 80.00 | 50.42 |
|
|
| Biogen Idec (BIIB) | 0.0 | $3.5k | 25.00 | 140.08 |
|
|
| Chemours (CC) | 0.0 | $3.5k | 218.00 | 15.84 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $3.4k | 175.00 | 19.68 |
|
|
| Invesco India Exchange-trade India Etf (PIN) | 0.0 | $2.9k | 115.00 | 25.07 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.7k | 90.00 | 30.03 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.6k | 30.00 | 88.13 |
|
|
| Baxter International (BAX) | 0.0 | $2.6k | 116.00 | 22.77 |
|
|
| Ishares Tr Gsci Cmdty Stgy (COMT) | 0.0 | $2.1k | 77.00 | 26.84 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.9k | 18.00 | 106.61 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $1.5k | 27.00 | 55.78 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.4k | 6.00 | 239.33 |
|
|
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 0.0 | $1.1k | 45.00 | 25.51 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.1k | 20.00 | 56.75 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.1k | 54.00 | 19.54 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $1.0k | 31.00 | 33.65 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $411.000000 | 6.00 | 68.50 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $267.000000 | 25.00 | 10.68 |
|
|
| Viatris (VTRS) | 0.0 | $238.000800 | 24.00 | 9.92 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $163.999500 | NEW | 15.00 | 10.93 |
|
Past Filings by Consultiva Wealth Management, Corp.
SEC 13F filings are viewable for Consultiva Wealth Management, Corp. going back to 2020
- Consultiva Wealth Management, Corp. 2025 Q3 filed Nov. 14, 2025
- Consultiva Wealth Management, Corp. 2025 Q2 filed Aug. 13, 2025
- Consultiva Wealth Management, Corp. 2025 Q1 filed May 14, 2025
- Consultiva Wealth Management, Corp. 2024 Q4 filed May 14, 2025
- Consultiva Wealth Management, Corp. 2024 Q3 filed Nov. 14, 2024
- Consultiva Wealth Management, Corp. 2024 Q2 filed Aug. 14, 2024
- Consultiva Wealth Management, Corp. 2024 Q1 filed May 16, 2024
- Consultiva Wealth Management, Corp. 2023 Q3 filed Nov. 15, 2023
- Consultiva Wealth Management, Corp. 2023 Q2 filed Aug. 15, 2023
- Consultiva Wealth Management, Corp. 2023 Q1 filed May 16, 2023
- Consultiva Wealth Management, Corp. 2022 Q4 filed Feb. 13, 2023
- Consultiva Wealth Management, Corp. 2022 Q3 filed Nov. 15, 2022
- Consultiva Wealth Management, Corp. 2022 Q2 filed Aug. 15, 2022
- Consultiva Wealth Management, Corp. 2022 Q1 filed May 17, 2022
- Consultiva Wealth Management, Corp. 2021 Q4 filed Feb. 14, 2022
- Consultiva Wealth Management, Corp. 2021 Q3 filed Nov. 16, 2021