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, VXUS, VYM, GOOGL, and represent 43.00% of Consultiva Wealth Management, Corp.'s stock portfolio.
- Added to shares of these 10 stocks: VXUS, VOO, VGT, RAAX, VB, VYMI, SCHD, AGG, DD, UMAC.
- Started 24 new stock positions in VST, HON, DFEN, FPE, VOYG, FDXF, QBTS, GLW, DD, CRCL. UEC, SATL, NASA, RAAX, ARM, Calamos Autocallable Growth Etf, AA, OPPE, HONA, SCHD, TXG, RKLB, BKSY, AQN.
- Reduced shares in these 10 stocks: NANR, QAI, Dupont De Nemours, AMD, GOOGL, SOXL, JPM, SOLV, CAH, DOW.
- Sold out of its positions in Dupont De Nemours, MBB, NANR.
- Consultiva Wealth Management, Corp. was a net buyer of stock by $5.3M.
- Consultiva Wealth Management, Corp. has $44M in assets under management (AUM), dropping by 28.70%.
- Central Index Key (CIK): 0001845849
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Portfolio Holdings for Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. holds 282 positions in its portfolio as reported in the June 2026 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) | 11.8 | $5.2M | +30% | 7.6k | 686.81 |
|
| NVIDIA Corporation (NVDA) | 9.0 | $4.0M | 20k | 200.09 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.7 | $3.9M | +50% | 45k | 85.49 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 8.1 | $3.6M | 23k | 158.03 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $2.4M | -2% | 6.8k | 357.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.1 | $1.8M | +36% | 5.9k | 303.12 |
|
| Apple (AAPL) | 3.0 | $1.3M | 4.6k | 289.36 |
|
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| United Rentals (URI) | 2.6 | $1.1M | 1.0k | 1132.89 |
|
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 2.3 | $1.0M | -14% | 29k | 36.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.1 | $942k | +1518% | 7.9k | 119.52 |
|
| American Express Company (AXP) | 1.7 | $765k | 2.3k | 338.25 |
|
|
| Ge Vernova (GEV) | 1.6 | $727k | 619.00 | 1174.86 |
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| Ge Aerospace Com New (GE) | 1.6 | $708k | 1.9k | 373.73 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $590k | -3% | 1.8k | 327.33 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.2 | $530k | +585% | 5.4k | 98.20 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 1.1 | $490k | NEW | 12k | 39.67 |
|
| Amazon (AMZN) | 0.9 | $382k | 1.6k | 238.34 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.9 | $380k | 8.0k | 47.52 |
|
|
| Boeing Company (BA) | 0.8 | $354k | 1.6k | 216.47 |
|
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| Sandisk Corp (SNDK) | 0.7 | $332k | 146.00 | 2273.73 |
|
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| Advanced Micro Devices (AMD) | 0.7 | $320k | -15% | 550.00 | 580.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $313k | 850.00 | 368.38 |
|
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| Versabank (VBNK) | 0.7 | $302k | 13k | 23.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $300k | 850.00 | 353.33 |
|
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| Western Digital (WDC) | 0.6 | $281k | 440.00 | 638.72 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $268k | 2.3k | 116.67 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $265k | 355.00 | 746.77 |
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| Meta Platforms Cl A (META) | 0.6 | $248k | 440.00 | 563.29 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $205k | 400.00 | 513.60 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $199k | 1.1k | 173.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $199k | 270.00 | 736.40 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $199k | 1.8k | 113.26 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $197k | NEW | 6.2k | 31.71 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $196k | 1.0k | 189.73 |
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|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.4 | $190k | 4.1k | 46.14 |
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|
| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (AFGR) | 0.4 | $183k | 5.0k | 36.54 |
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| General Motors Company (GM) | 0.4 | $180k | 2.3k | 77.08 |
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| Nokia Corp Sponsored Adr (NOK) | 0.4 | $174k | 13k | 13.28 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $164k | 1.1k | 152.18 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $162k | 2.9k | 56.98 |
|
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $162k | 1.5k | 109.07 |
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|
| Costco Wholesale Corporation (COST) | 0.4 | $162k | 173.00 | 935.47 |
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|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $145k | 484.00 | 300.45 |
|
|
| Tesla Motors (TSLA) | 0.3 | $145k | 345.00 | 420.60 |
|
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| Home Depot (HD) | 0.3 | $145k | 410.00 | 352.68 |
|
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| Microsoft Corporation (MSFT) | 0.3 | $141k | 377.00 | 373.02 |
|
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| International Business Machines (IBM) | 0.3 | $135k | 480.00 | 281.21 |
|
|
| Qnity Electronics Common Stock (Q) | 0.3 | $135k | 825.00 | 163.31 |
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| Walt Disney Company (DIS) | 0.3 | $134k | 1.4k | 96.25 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $133k | +23% | 4.9k | 27.24 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $131k | 2.6k | 50.84 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $131k | +34% | 2.9k | 44.75 |
|
| 3M Company (MMM) | 0.3 | $130k | 800.00 | 161.91 |
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| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.3 | $128k | 450.00 | 284.95 |
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|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $120k | 1.7k | 71.25 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $118k | 1.3k | 91.64 |
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| PPG Industries (PPG) | 0.3 | $115k | 950.00 | 121.29 |
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| Huntington Ingalls Inds (HII) | 0.3 | $112k | 400.00 | 279.89 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $107k | +242% | 1.1k | 98.98 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $107k | +21% | 684.00 | 156.97 |
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| Paypal Holdings (PYPL) | 0.2 | $106k | 2.5k | 43.18 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $103k | 425.00 | 242.42 |
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| UnitedHealth (UNH) | 0.2 | $100k | 241.00 | 415.63 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $100k | -4% | 2.2k | 45.11 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $93k | 853.00 | 109.43 |
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| Corteva (CTVA) | 0.2 | $93k | 1.1k | 84.69 |
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| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.2 | $92k | +106% | 2.5k | 36.33 |
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| Ubiquiti (UI) | 0.2 | $92k | 172.00 | 534.03 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $91k | 1.2k | 79.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $90k | +50% | 179.00 | 500.39 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $88k | -8% | 1.1k | 80.82 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $88k | 8.1k | 10.84 |
|
|
| Franklin Resources (BEN) | 0.2 | $85k | +91% | 2.6k | 33.27 |
|
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $81k | +25% | 1.1k | 75.71 |
|
| Procter & Gamble Company (PG) | 0.2 | $80k | 546.00 | 146.64 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $79k | 549.00 | 144.61 |
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| Unusual Machs Com Shs (UMAC) | 0.2 | $78k | +250% | 3.5k | 22.30 |
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| Nucor Corporation (NUE) | 0.2 | $78k | 349.00 | 222.75 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $75k | 1.4k | 53.61 |
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| Martin Marietta Materials (MLM) | 0.2 | $75k | 130.00 | 576.70 |
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| McDonald's Corporation (MCD) | 0.2 | $74k | 272.00 | 270.31 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $70k | 550.00 | 127.51 |
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| Intel Corporation (INTC) | 0.2 | $70k | 500.00 | 139.63 |
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| Hershey Company (HSY) | 0.2 | $69k | 394.00 | 175.45 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $69k | 832.00 | 82.65 |
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| Abbvie (ABBV) | 0.2 | $68k | 272.00 | 251.64 |
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| Dow (DOW) | 0.2 | $67k | -10% | 2.5k | 27.36 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $65k | 625.00 | 103.88 |
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| Dell Technologies CL C (DELL) | 0.1 | $65k | 150.00 | 431.46 |
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| Wabtec Corporation (WAB) | 0.1 | $64k | 239.00 | 269.60 |
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| Deere & Company (DE) | 0.1 | $63k | 100.00 | 634.33 |
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| Linde SHS (LIN) | 0.1 | $62k | 120.00 | 518.94 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.1 | $61k | +20% | 1.8k | 34.12 |
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| Dupont De Nemours Common Stock (DD) | 0.1 | $61k | NEW | 448.00 | 135.64 |
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| Netflix (NFLX) | 0.1 | $61k | 850.00 | 71.40 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $60k | +14% | 600.00 | 99.54 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $59k | 850.00 | 69.08 |
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| Vistra Energy (VST) | 0.1 | $56k | NEW | 350.00 | 158.63 |
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| salesforce (CRM) | 0.1 | $55k | 351.00 | 156.66 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $55k | 853.00 | 64.01 |
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| Citigroup Com New (C) | 0.1 | $53k | 379.00 | 139.96 |
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| Kinsale Cap Group (KNSL) | 0.1 | $53k | 160.00 | 329.81 |
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| Alcoa (AA) | 0.1 | $52k | NEW | 1.0k | 52.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $52k | 418.00 | 124.44 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $52k | 83.00 | 623.70 |
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| Constellation Brands Cl A (STZ) | 0.1 | $51k | 368.00 | 139.09 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $51k | 1.5k | 34.00 |
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| Uber Technologies (UBER) | 0.1 | $51k | 700.00 | 72.16 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $50k | 150.00 | 334.82 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $50k | 500.00 | 100.28 |
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| Ecolab (ECL) | 0.1 | $50k | 178.00 | 278.61 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $49k | 1.0k | 49.28 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $47k | 530.00 | 88.50 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $45k | 520.00 | 86.65 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $44k | NEW | 125.00 | 354.57 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $44k | +60% | 800.00 | 54.38 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $41k | +126% | 385.00 | 106.31 |
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| Chevron Corporation (CVX) | 0.1 | $41k | 246.00 | 165.76 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $40k | +45% | 945.00 | 42.41 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $39k | 420.00 | 93.92 |
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| Caterpillar (CAT) | 0.1 | $39k | 37.00 | 1064.89 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $39k | 786.00 | 49.86 |
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| Carrier Global Corporation (CARR) | 0.1 | $38k | 523.00 | 73.35 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $38k | +140% | 300.00 | 127.81 |
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| 10x Genomics Cl A Com (TXG) | 0.1 | $38k | NEW | 1.0k | 38.34 |
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| Corning Incorporated (GLW) | 0.1 | $38k | NEW | 150.00 | 255.43 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $38k | 200.00 | 190.19 |
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| Cardinal Health (CAH) | 0.1 | $38k | -21% | 160.00 | 237.56 |
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| Oklo Com Cl A (OKLO) | 0.1 | $38k | +16% | 725.00 | 52.33 |
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| Starbucks Corporation (SBUX) | 0.1 | $38k | -6% | 369.00 | 102.19 |
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| American Airls (AAL) | 0.1 | $36k | 2.0k | 18.07 |
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| Coca-Cola Company (KO) | 0.1 | $36k | -5% | 438.00 | 81.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $35k | 103.00 | 343.91 |
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| Cisco Systems (CSCO) | 0.1 | $35k | 299.00 | 117.46 |
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| Moderna (MRNA) | 0.1 | $35k | 500.00 | 70.03 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $35k | 360.00 | 95.98 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $34k | NEW | 1.9k | 17.88 |
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| Eastman Chemical Company (EMN) | 0.1 | $34k | 500.00 | 66.98 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $33k | +100% | 600.00 | 54.54 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $32k | 200.00 | 158.25 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $31k | 650.00 | 48.18 |
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| Dick's Sporting Goods (DKS) | 0.1 | $31k | 137.00 | 226.81 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $30k | 400.00 | 75.45 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $30k | +76% | 380.00 | 79.42 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $30k | 320.00 | 94.04 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $30k | 1.9k | 15.88 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $30k | 600.00 | 49.41 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $30k | 500.00 | 58.92 |
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| Firefly Aerospace (FLY) | 0.1 | $29k | 1.0k | 29.40 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $29k | +82% | 565.00 | 50.66 |
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| Kraft Heinz (KHC) | 0.1 | $28k | 1.2k | 23.62 |
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| Colgate-Palmolive Company (CL) | 0.1 | $28k | 301.00 | 91.68 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $27k | 200.00 | 136.72 |
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| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.1 | $27k | -66% | 100.00 | 266.71 |
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| American Tower Reit (AMT) | 0.1 | $26k | 159.00 | 163.57 |
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| General Dynamics Corporation (GD) | 0.1 | $26k | 73.00 | 354.25 |
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| Gilead Sciences (GILD) | 0.1 | $25k | 198.00 | 126.34 |
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| Wisdomtree Tr Europ Oppor Fd (OPPE) | 0.1 | $25k | NEW | 447.00 | 55.81 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $25k | 40.00 | 623.55 |
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| Cigna Corp (CI) | 0.1 | $25k | 90.00 | 275.68 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $24k | 300.00 | 81.00 |
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| D-wave Quantum (QBTS) | 0.1 | $24k | NEW | 1.0k | 23.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $24k | +300% | 192.00 | 124.17 |
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| Halliburton Company (HAL) | 0.1 | $24k | 695.00 | 33.95 |
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| United Parcel Service CL B (UPS) | 0.1 | $23k | 215.00 | 107.50 |
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| CVS Caremark Corporation (CVS) | 0.1 | $23k | 222.00 | 103.45 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $23k | 287.00 | 79.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $23k | 206.00 | 110.32 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.1 | $23k | 300.00 | 75.11 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD) | 0.0 | $22k | 1.5k | 14.12 |
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| Evergy (EVRG) | 0.0 | $22k | 250.00 | 86.43 |
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| USA Rare Earth Inc A (USAR) | 0.0 | $22k | 1.0k | 21.58 |
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| Paychex (PAYX) | 0.0 | $22k | 219.00 | 98.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $21k | 400.00 | 53.11 |
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| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $21k | 4.2k | 4.98 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $21k | -18% | 215.00 | 96.43 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $20k | 297.00 | 68.68 |
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| Ishares Tr Em Mkts Div Etf (DVYE) | 0.0 | $20k | 630.00 | 32.23 |
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| Intercontinental Exchange (ICE) | 0.0 | $20k | 164.00 | 123.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $20k | 40.00 | 501.35 |
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| Infleqtion Com Shs (INFQ) | 0.0 | $20k | 1.5k | 13.32 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $20k | 127.00 | 156.30 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $20k | 28.00 | 703.36 |
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| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.0 | $20k | 300.00 | 65.53 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $19k | 172.00 | 112.97 |
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| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $19k | 6.3k | 3.00 |
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| Allstate Corporation (ALL) | 0.0 | $19k | 79.00 | 237.94 |
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| Oracle Corporation (ORCL) | 0.0 | $19k | 128.00 | 146.55 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $19k | 634.00 | 29.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $18k | 42.00 | 426.12 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $18k | 366.00 | 48.57 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $18k | 245.00 | 71.60 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $17k | -5% | 85.00 | 205.02 |
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| Wells Fargo & Company (WFC) | 0.0 | $17k | 207.00 | 82.64 |
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| Nabors Industries SHS (NBR) | 0.0 | $17k | 200.00 | 84.01 |
|
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| Voyager Technologies Com Cl A (VOYG) | 0.0 | $16k | NEW | 500.00 | 32.25 |
|
| Uranium Energy (UEC) | 0.0 | $16k | NEW | 1.5k | 10.66 |
|
| Critical Metals Corp Pubco Ord Shs (CRML) | 0.0 | $15k | 1.5k | 10.25 |
|
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| Nxp Semiconductors N V (NXPI) | 0.0 | $15k | 54.00 | 281.04 |
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| Zoetis Cl A (ZTS) | 0.0 | $14k | 200.00 | 71.86 |
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| Post Holdings Inc Common (POST) | 0.0 | $14k | -15% | 160.00 | 88.26 |
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| Hldgs (UAL) | 0.0 | $14k | 100.00 | 135.99 |
|
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $13k | 286.00 | 46.93 |
|
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| Norfolk Southern (NSC) | 0.0 | $13k | 42.00 | 314.60 |
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| Neuberger Berman Etf Trust Commodity Strate (NBCM) | 0.0 | $13k | +15% | 490.00 | 26.53 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $13k | 110.00 | 117.28 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $13k | 138.00 | 93.27 |
|
|
| FedEx Corporation (FDX) | 0.0 | $13k | 41.00 | 313.12 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $13k | NEW | 200.00 | 62.63 |
|
| Masco Corporation (MAS) | 0.0 | $12k | 152.00 | 81.37 |
|
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $12k | 450.00 | 27.01 |
|
|
| Direxion Shares Etf Trust Daily Aerospace (DFEN) | 0.0 | $12k | NEW | 150.00 | 79.90 |
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| Nike CL B (NKE) | 0.0 | $12k | 281.00 | 41.05 |
|
|
| Honeywell International (HON) | 0.0 | $11k | NEW | 50.00 | 223.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 121.00 | 92.27 |
|
|
| Calamos Etf Tr Autoc Growt Etf | 0.0 | $11k | NEW | 400.00 | 27.71 |
|
| Honeywell Aerospace (HONA) | 0.0 | $11k | NEW | 50.00 | 221.08 |
|
| Astrazeneca Ord (AZN) | 0.0 | $11k | 57.00 | 189.61 |
|
|
| Danaher Corporation (DHR) | 0.0 | $11k | 55.00 | 190.47 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $10k | 101.00 | 102.25 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $10k | NEW | 100.00 | 101.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $9.7k | 163.00 | 59.69 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $9.7k | 168.00 | 57.84 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $9.6k | -70% | 125.00 | 77.15 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $9.5k | 60.00 | 158.67 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $9.3k | 124.00 | 75.17 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $9.0k | 500.00 | 18.08 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $9.0k | 27.00 | 333.26 |
|
|
| Saba Capital Income & Oprnt Shs New (BRW) | 0.0 | $8.9k | 1.4k | 6.57 |
|
|
| Satellogic Com Cl A (SATL) | 0.0 | $8.6k | NEW | 1.5k | 5.72 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $8.4k | +100% | 200.00 | 42.06 |
|
| Blacksky Technology Cl A New (BKSY) | 0.0 | $8.4k | NEW | 300.00 | 27.92 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $8.3k | 100.00 | 83.07 |
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| Medtronic SHS (MDT) | 0.0 | $8.3k | 106.00 | 78.23 |
|
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.0 | $7.6k | 266.00 | 28.41 |
|
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| EOG Resources (EOG) | 0.0 | $7.4k | 57.00 | 129.74 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $7.4k | 108.00 | 68.22 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $7.3k | 50.00 | 146.20 |
|
|
| Southwest Airlines (LUV) | 0.0 | $7.2k | 140.00 | 51.42 |
|
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| Wisdomtree Tr Europe Smcp Dv (DFE) | 0.0 | $7.0k | 97.00 | 71.97 |
|
|
| Tema Etf Trust Space Innov Etf (NASA) | 0.0 | $6.1k | NEW | 200.00 | 30.38 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $6.1k | 120.00 | 50.57 |
|
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $5.9k | NEW | 1.0k | 5.88 |
|
| Biogen Idec (BIIB) | 0.0 | $5.4k | 25.00 | 216.08 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $5.3k | 61.00 | 86.08 |
|
|
| Visa Com Cl A (V) | 0.0 | $5.1k | 15.00 | 343.07 |
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|
| Comcast Corp Cl A (CMCSA) | 0.0 | $5.1k | 208.00 | 24.55 |
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|
| Lockheed Martin Corporation (LMT) | 0.0 | $5.1k | 10.00 | 509.50 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $4.9k | 42.00 | 115.98 |
|
|
| Pfizer (PFE) | 0.0 | $4.8k | 201.00 | 24.08 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $4.5k | 123.00 | 36.95 |
|
|
| Chemours (CC) | 0.0 | $4.5k | 218.00 | 20.52 |
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|
| Fox Corp Cl A Com (FOXA) | 0.0 | $4.4k | 84.00 | 52.15 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $4.3k | 34.00 | 126.59 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $4.1k | 400.00 | 10.32 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $4.1k | 150.00 | 27.47 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $4.0k | 16.00 | 252.38 |
|
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $3.0k | NEW | 20.00 | 151.00 |
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $2.9k | 27.00 | 108.33 |
|
|
| Fiserv (FISV) | 0.0 | $2.5k | 51.00 | 49.06 |
|
|
| Baxter International (BAX) | 0.0 | $2.5k | 116.00 | 21.32 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.4k | 30.00 | 78.97 |
|
|
| Ishares Tr Gsci Cmdty Stgy (COMT) | 0.0 | $2.3k | 77.00 | 30.36 |
|
|
| Invesco India Exchange-trade India Etf (IMVP) | 0.0 | $2.3k | 115.00 | 20.07 |
|
|
| Tilray Brands (TLRY) | 0.0 | $2.2k | 500.00 | 4.49 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.0k | 13.00 | 151.31 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $2.0k | -20% | 151.00 | 12.94 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.9k | 20.00 | 93.65 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.6k | 18.00 | 88.67 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.4k | 54.00 | 26.67 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $1.4k | 175.00 | 7.98 |
|
|
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 0.0 | $1.2k | 45.00 | 26.62 |
|
|
| Wix SHS (WIX) | 0.0 | $1.1k | 25.00 | 45.36 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.0k | 90.00 | 11.31 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.0k | 6.00 | 167.67 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $489.000000 | 6.00 | 81.50 |
|
|
| Viatris (VTRS) | 0.0 | $381.000000 | 24.00 | 15.88 |
|
|
| Waters Corporation (WAT) | 0.0 | $375.000000 | 1.00 | 375.00 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $356.999100 | 31.00 | 11.52 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $339.000000 | 25.00 | 13.56 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $288.000000 | 8.00 | 36.00 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $88.999500 | 15.00 | 5.93 |
|
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. 2026 Q2 filed Aug. 13, 2026
- Consultiva Wealth Management, Corp. 2026 Q1 filed May 13, 2026
- 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