Consultiva Wealth Management, Corp.
Latest statistics and disclosures from Consultiva Wealth Management, Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, VOO, VYM, VXUS, GOOGL, and represent 42.93% of Consultiva Wealth Management, Corp.'s stock portfolio.
- Added to shares of these 10 stocks: META, PLTR, NFLX, DDM, Q, REMX, GII, VXUS, VONV, VONG.
- Started 11 new stock positions in NBCM, REMX, VONV, VONG, CRML, TLRY, Q, SOXL, CRWV, USAR. IYW.
- Reduced shares in these 10 stocks: VOO, GOOGL, VGT, AAPL, MSFT, WMT, ORCL, AMZN, AXP, V.
- Sold out of its positions in BCE, BNS, CNI, DEO, GIS, HPQ, LOW, NVS, PEP, RCI. RY, TJX, Tilray, TD.
- Consultiva Wealth Management, Corp. was a net seller of stock by $-844k.
- Consultiva Wealth Management, Corp. has $36M in assets under management (AUM), dropping by -0.11%.
- Central Index Key (CIK): 0001845849
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Portfolio Holdings for Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. holds 254 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.4 | $3.7M | 20k | 186.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.3 | $3.7M | -4% | 5.8k | 627.13 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 9.6 | $3.4M | 24k | 143.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.6 | $2.4M | 31k | 75.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $2.2M | -7% | 6.9k | 313.00 |
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| Apple (AAPL) | 3.5 | $1.2M | -7% | 4.6k | 271.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.2 | $1.1M | 4.4k | 257.95 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 3.1 | $1.1M | 33k | 33.51 |
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| American Express Company (AXP) | 2.3 | $837k | -5% | 2.3k | 369.95 |
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| United Rentals (URI) | 2.3 | $809k | 1.0k | 809.32 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $604k | -5% | 1.9k | 322.22 |
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| Ge Aerospace Com New (GE) | 1.6 | $586k | -3% | 1.9k | 308.03 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $409k | +27% | 2.3k | 177.75 |
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| Ge Vernova (GEV) | 1.1 | $405k | -2% | 620.00 | 653.57 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.1 | $385k | 8.0k | 48.09 |
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| Amazon (AMZN) | 1.0 | $370k | -11% | 1.6k | 230.82 |
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| Vanguard World Inf Tech Etf (VGT) | 1.0 | $367k | -24% | 487.00 | 753.78 |
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| Boeing Company (BA) | 1.0 | $355k | -5% | 1.6k | 217.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $337k | 850.00 | 396.31 |
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| Meta Platforms Cl A (META) | 0.8 | $290k | +49% | 440.00 | 660.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $267k | -3% | 850.00 | 313.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $242k | 355.00 | 681.92 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $228k | 400.00 | 570.88 |
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| Wal-Mart Stores (WMT) | 0.5 | $195k | -28% | 1.8k | 111.41 |
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| Versabank (VBNK) | 0.5 | $195k | 13k | 14.98 |
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| General Motors Company (GM) | 0.5 | $190k | -7% | 2.3k | 81.32 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $189k | 1.0k | 183.40 |
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| Microsoft Corporation (MSFT) | 0.5 | $182k | -31% | 377.00 | 483.62 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $179k | +2% | 4.1k | 43.70 |
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| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.5 | $177k | 5.0k | 35.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $166k | 270.00 | 614.31 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.5 | $165k | 1.1k | 144.16 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $164k | 1.5k | 110.19 |
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| Walt Disney Company (DIS) | 0.4 | $158k | -6% | 1.4k | 113.77 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.4 | $157k | 2.3k | 67.85 |
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| Bank of America Corporation (BAC) | 0.4 | $157k | 2.9k | 55.00 |
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| Tesla Motors (TSLA) | 0.4 | $155k | 345.00 | 449.72 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $150k | 1.1k | 139.16 |
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| Costco Wholesale Corporation (COST) | 0.4 | $149k | 173.00 | 862.34 |
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| Paypal Holdings (PYPL) | 0.4 | $143k | 2.5k | 58.38 |
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| International Business Machines (IBM) | 0.4 | $142k | -9% | 480.00 | 296.21 |
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| Home Depot (HD) | 0.4 | $141k | -6% | 410.00 | 344.10 |
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| Advanced Micro Devices (AMD) | 0.4 | $139k | 650.00 | 214.16 |
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| Huntington Ingalls Inds (HII) | 0.4 | $136k | 400.00 | 340.07 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $136k | 1.8k | 75.91 |
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| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.4 | $131k | +100% | 2.3k | 56.86 |
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| 3M Company (MMM) | 0.4 | $128k | 800.00 | 160.10 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $124k | 2.6k | 48.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $119k | 484.00 | 246.16 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $118k | 1.3k | 91.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $112k | -20% | 418.00 | 268.30 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $108k | 4.0k | 27.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $105k | 1.7k | 62.47 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $100k | 2.2k | 45.88 |
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| PPG Industries (PPG) | 0.3 | $97k | 950.00 | 102.46 |
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| Ubiquiti (UI) | 0.3 | $95k | 172.00 | 553.35 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $94k | 853.00 | 109.91 |
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| salesforce (CRM) | 0.3 | $93k | 351.00 | 264.91 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $92k | 1.2k | 79.73 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $91k | 425.00 | 214.69 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $91k | 8.1k | 11.24 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $88k | 1.1k | 76.92 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $85k | 13k | 6.47 |
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| McDonald's Corporation (MCD) | 0.2 | $83k | -5% | 272.00 | 305.63 |
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| Martin Marietta Materials (MLM) | 0.2 | $81k | 130.00 | 622.65 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $80k | 565.00 | 141.49 |
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| Netflix (NFLX) | 0.2 | $80k | +900% | 850.00 | 93.76 |
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| UnitedHealth (UNH) | 0.2 | $80k | 241.00 | 330.11 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $79k | 615.00 | 128.93 |
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| Procter & Gamble Company (PG) | 0.2 | $78k | 546.00 | 143.31 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $77k | -26% | 1.4k | 54.77 |
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| Dow (DOW) | 0.2 | $76k | 3.3k | 23.38 |
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| Western Digital (WDC) | 0.2 | $76k | 440.00 | 172.27 |
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| Corteva (CTVA) | 0.2 | $74k | 1.1k | 67.03 |
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| Hershey Company (HSY) | 0.2 | $72k | 394.00 | 181.98 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $71k | 787.00 | 90.00 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $70k | 855.00 | 82.02 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $70k | 832.00 | 83.75 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $64k | 549.00 | 116.09 |
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| Kinsale Cap Group (KNSL) | 0.2 | $63k | 160.00 | 391.12 |
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| Abbvie (ABBV) | 0.2 | $62k | 272.00 | 228.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $60k | 625.00 | 96.03 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $60k | 850.00 | 70.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $60k | -31% | 119.00 | 502.65 |
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| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.2 | $58k | 450.00 | 129.53 |
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| Uber Technologies (UBER) | 0.2 | $57k | -26% | 700.00 | 81.71 |
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| Nucor Corporation (NUE) | 0.2 | $57k | -22% | 349.00 | 163.11 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $57k | 500.00 | 113.10 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $56k | 1.5k | 37.00 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $55k | +172% | 790.00 | 69.77 |
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| Qnity Electronics Common Stock (Q) | 0.2 | $55k | NEW | 675.00 | 81.65 |
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| Dupont De Nemours (DD) | 0.2 | $54k | 1.4k | 40.20 |
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| Alcoa (AA) | 0.1 | $53k | 1.0k | 53.14 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $53k | -7% | 360.00 | 146.58 |
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| Linde SHS (LIN) | 0.1 | $51k | 120.00 | 426.38 |
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| Wabtec Corporation (WAB) | 0.1 | $51k | 239.00 | 213.45 |
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| Constellation Brands Cl A (STZ) | 0.1 | $51k | 368.00 | 137.96 |
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| Ecolab (ECL) | 0.1 | $47k | 178.00 | 262.52 |
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| Deere & Company (DE) | 0.1 | $47k | 100.00 | 465.57 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $46k | 1.0k | 45.85 |
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| Citigroup Com New (C) | 0.1 | $44k | 379.00 | 116.69 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.1 | $44k | 1.5k | 28.98 |
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| Cardinal Health (CAH) | 0.1 | $42k | 203.00 | 205.50 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $41k | -23% | 500.00 | 81.03 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $39k | 420.00 | 92.51 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $38k | 520.00 | 73.63 |
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| Chevron Corporation (CVX) | 0.1 | $38k | 246.00 | 152.41 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $37k | 600.00 | 62.15 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $37k | NEW | 500.00 | 73.92 |
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| Sandisk Corp (SNDK) | 0.1 | $35k | 146.00 | 237.38 |
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| Altria (MO) | 0.1 | $35k | 600.00 | 57.66 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $34k | 400.00 | 85.77 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $34k | 200.00 | 168.77 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $34k | 425.00 | 79.24 |
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| Starbucks Corporation (SBUX) | 0.1 | $33k | -11% | 394.00 | 84.21 |
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| Coca-Cola Company (KO) | 0.1 | $32k | -9% | 464.00 | 69.91 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $32k | 103.00 | 314.80 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $32k | 320.00 | 100.22 |
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| Eastman Chemical Company (EMN) | 0.1 | $32k | 500.00 | 63.83 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $32k | 1.3k | 24.02 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $32k | 317.00 | 99.88 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $32k | -25% | 90.00 | 349.99 |
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| Franklin Resources (BEN) | 0.1 | $32k | 1.3k | 23.90 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $31k | 40.00 | 771.85 |
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| American Airls (AAL) | 0.1 | $31k | 2.0k | 15.33 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $30k | 650.00 | 46.08 |
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| Kraft Heinz (KHC) | 0.1 | $29k | 1.2k | 24.25 |
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| American Tower Reit (AMT) | 0.1 | $28k | 159.00 | 175.57 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $28k | +54% | 650.00 | 42.87 |
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| Carrier Global Corporation (CARR) | 0.1 | $28k | 523.00 | 52.84 |
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| Dick's Sporting Goods (DKS) | 0.1 | $27k | 137.00 | 197.96 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $27k | 83.00 | 321.59 |
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| Intercontinental Exchange (ICE) | 0.1 | $27k | 164.00 | 161.96 |
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| Zoetis Cl A (ZTS) | 0.1 | $25k | 200.00 | 125.82 |
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| Oracle Corporation (ORCL) | 0.1 | $25k | -69% | 128.00 | 194.91 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $25k | 1.9k | 13.25 |
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| Cigna Corp (CI) | 0.1 | $25k | 90.00 | 275.22 |
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| General Dynamics Corporation (GD) | 0.1 | $25k | 73.00 | 336.66 |
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| Paychex (PAYX) | 0.1 | $25k | 219.00 | 112.18 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $24k | 200.00 | 121.93 |
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| Gilead Sciences (GILD) | 0.1 | $24k | 198.00 | 122.74 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $24k | 150.00 | 162.01 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $24k | 200.00 | 120.34 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $24k | 500.00 | 47.79 |
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| Colgate-Palmolive Company (CL) | 0.1 | $24k | 301.00 | 79.02 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $23k | 265.00 | 88.49 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $23k | -20% | 40.00 | 579.45 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $23k | 287.00 | 80.63 |
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| Cisco Systems (CSCO) | 0.1 | $23k | 299.00 | 77.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $23k | 48.00 | 473.29 |
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| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.1 | $22k | 4.2k | 5.27 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $21k | 245.00 | 87.35 |
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| United Parcel Service CL B (UPS) | 0.1 | $21k | 215.00 | 99.19 |
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| Caterpillar (CAT) | 0.1 | $21k | 37.00 | 572.86 |
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| Invesco Van Kampen Senior Income Trust (VVR) | 0.1 | $21k | 6.3k | 3.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $20k | 206.00 | 96.27 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD) | 0.1 | $20k | 1.5k | 12.81 |
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| Halliburton Company (HAL) | 0.1 | $20k | 695.00 | 28.26 |
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| Ishares Tr Em Mkts Div Etf (DVYE) | 0.1 | $20k | 630.00 | 31.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $19k | 207.00 | 93.20 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $19k | 297.00 | 64.39 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $19k | 500.00 | 37.96 |
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| Dell Technologies CL C (DELL) | 0.1 | $19k | 150.00 | 125.88 |
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| Post Holdings Inc Common (POST) | 0.1 | $19k | 190.00 | 99.05 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $19k | 634.00 | 29.36 |
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| Intel Corporation (INTC) | 0.1 | $19k | 500.00 | 36.90 |
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| Evergy (EVRG) | 0.1 | $18k | 250.00 | 72.49 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $18k | 127.00 | 141.13 |
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| Nike CL B (NKE) | 0.1 | $18k | 281.00 | 63.71 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $18k | +33% | 400.00 | 44.71 |
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| CVS Caremark Corporation (CVS) | 0.0 | $18k | 222.00 | 79.36 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $17k | 172.00 | 98.23 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $17k | 28.00 | 603.25 |
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| Allstate Corporation (ALL) | 0.0 | $16k | 79.00 | 208.15 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $16k | +169% | 310.00 | 51.10 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $16k | +100% | 300.00 | 52.72 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $16k | NEW | 170.00 | 92.30 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $15k | NEW | 125.00 | 121.74 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $15k | 366.00 | 41.12 |
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| Moderna (MRNA) | 0.0 | $15k | 500.00 | 29.49 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $14k | NEW | 200.00 | 71.61 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $14k | 300.00 | 45.54 |
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| Eaton Corp SHS (ETN) | 0.0 | $13k | 42.00 | 318.50 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $13k | +100% | 110.00 | 119.41 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $13k | NEW | 300.00 | 42.03 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $13k | 450.00 | 28.00 |
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| Danaher Corporation (DHR) | 0.0 | $13k | 55.00 | 228.91 |
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| Norfolk Southern (NSC) | 0.0 | $12k | 42.00 | 288.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $12k | 121.00 | 99.91 |
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| USA Rare Earth Inc A (USAR) | 0.0 | $12k | NEW | 1.0k | 11.90 |
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| FedEx Corporation (FDX) | 0.0 | $12k | 41.00 | 288.85 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $12k | 286.00 | 41.36 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $12k | -52% | 54.00 | 217.06 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $11k | 50.00 | 226.14 |
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| Hldgs (UAL) | 0.0 | $11k | 100.00 | 111.82 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $11k | 138.00 | 80.74 |
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| Nabors Industries SHS (NBR) | 0.0 | $11k | 200.00 | 54.30 |
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| Astrazeneca Sponsored Adr | 0.0 | $11k | 116.00 | 91.93 |
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| Critical Metals Corp Pubco Ord Shs (CRML) | 0.0 | $10k | NEW | 1.5k | 6.94 |
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| Medtronic SHS (MDT) | 0.0 | $10k | 106.00 | 96.06 |
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| Masco Corporation (MAS) | 0.0 | $9.6k | 152.00 | 63.45 |
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| Neuberger Berman Etf Trust Commodity Strate (NBCM) | 0.0 | $9.6k | NEW | 425.00 | 22.62 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $9.5k | 101.00 | 93.88 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.0 | $9.5k | 1.4k | 7.01 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $9.3k | 60.00 | 154.80 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $9.0k | 168.00 | 53.83 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $8.8k | 124.00 | 70.98 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.8k | 163.00 | 53.75 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $8.1k | 27.00 | 300.93 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $7.9k | 400.00 | 19.76 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $7.8k | 100.00 | 77.68 |
|
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.0 | $7.2k | 266.00 | 27.03 |
|
|
| Wisdomtree Tr Europe Smcp Dv (DFE) | 0.0 | $7.0k | 97.00 | 71.84 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $6.6k | 108.00 | 60.69 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $6.2k | -69% | 208.00 | 29.89 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $6.2k | 1.0k | 6.16 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $6.1k | 84.00 | 73.06 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $6.1k | 120.00 | 50.58 |
|
|
| EOG Resources (EOG) | 0.0 | $6.0k | 57.00 | 105.00 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.8k | 61.00 | 95.21 |
|
|
| Southwest Airlines (LUV) | 0.0 | $5.8k | 140.00 | 41.33 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $5.5k | 61.00 | 89.92 |
|
|
| Visa Com Cl A (V) | 0.0 | $5.3k | -86% | 15.00 | 350.67 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $5.2k | 42.00 | 124.19 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $5.1k | 189.00 | 26.72 |
|
|
| Pfizer (PFE) | 0.0 | $5.0k | 201.00 | 24.90 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $4.8k | 10.00 | 483.60 |
|
|
| Tilray Brands (TLRY) | 0.0 | $4.5k | NEW | 500.00 | 9.03 |
|
| Biogen Idec (BIIB) | 0.0 | $4.4k | 25.00 | 175.96 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $4.3k | 123.00 | 34.73 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $4.2k | 150.00 | 27.80 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $4.0k | 34.00 | 117.21 |
|
|
| Fiserv (FI) | 0.0 | $3.4k | 51.00 | 67.16 |
|
|
| Ishares Tr U.s.tech Etf (IYW) | 0.0 | $3.2k | NEW | 16.00 | 199.62 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $3.1k | 30.00 | 104.70 |
|
|
| Invesco India Exchange-trade India Etf (PIN) | 0.0 | $2.8k | 115.00 | 24.30 |
|
|
| Wix SHS (WIX) | 0.0 | $2.6k | 25.00 | 103.88 |
|
|
| Chemours (CC) | 0.0 | $2.6k | 218.00 | 11.79 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.5k | -90% | 13.00 | 194.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.4k | 90.00 | 26.56 |
|
|
| Baxter International (BAX) | 0.0 | $2.2k | 116.00 | 19.10 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $2.1k | 175.00 | 12.16 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $2.0k | 27.00 | 74.04 |
|
|
| Ishares Tr Gsci Cmdty Stgy (COMT) | 0.0 | $1.9k | 77.00 | 24.88 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.8k | 18.00 | 99.78 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.6k | 54.00 | 28.81 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.4k | 20.00 | 69.40 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.2k | 6.00 | 203.00 |
|
|
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 0.0 | $867.001500 | 45.00 | 19.27 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $469.000200 | 6.00 | 78.17 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $428.999700 | 31.00 | 13.84 |
|
|
| Viatris (VTRS) | 0.0 | $298.000800 | 24.00 | 12.42 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $179.000000 | 25.00 | 7.16 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $99.000000 | 15.00 | 6.60 |
|
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 Q4 filed Feb. 17, 2026
- 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