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 42.40% of Consultiva Wealth Management, Corp.'s stock portfolio.
- Added to shares of these 10 stocks: FDEM, OKLO, FLY, CRWV, HPE, GLDM, Q, INFQ, CRSP, UMAC.
- Started 11 new stock positions in VSNT, CRSP, UMAC, INFQ, GLDM, FDEM, ARKG, WAT, FLY, OKLO. AZN.
- Reduced shares in these 10 stocks: VYM, DDM, VXUS, KTOS, AA, , DOW, AstraZeneca, IYF, AQN.
- Sold out of its positions in AA, AQN, MO, AstraZeneca.
- Consultiva Wealth Management, Corp. was a net seller of stock by $-298k.
- Consultiva Wealth Management, Corp. has $35M in assets under management (AUM), dropping by -3.18%.
- Central Index Key (CIK): 0001845849
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Portfolio Holdings for Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. holds 261 positions in its portfolio as reported in the March 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) | 10.1 | $3.5M | 5.8k | 597.55 |
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| NVIDIA Corporation (NVDA) | 10.0 | $3.5M | 20k | 174.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 9.8 | $3.4M | -4% | 23k | 148.10 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.7 | $2.3M | -3% | 30k | 77.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $2.0M | 6.9k | 287.56 |
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| Apple (AAPL) | 3.4 | $1.2M | 4.6k | 253.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $1.1M | 4.4k | 261.92 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 3.3 | $1.1M | 33k | 34.12 |
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| United Rentals (URI) | 2.1 | $729k | 1.0k | 728.56 |
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| American Express Company (AXP) | 2.0 | $684k | 2.3k | 302.48 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $551k | 1.9k | 294.16 |
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| Ge Vernova (GEV) | 1.6 | $541k | 620.00 | 872.90 |
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| Ge Aerospace Com New (GE) | 1.6 | $539k | 1.9k | 283.77 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.1 | $381k | 8.0k | 47.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $366k | 850.00 | 430.29 |
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| Vanguard World Inf Tech Etf (VGT) | 1.0 | $340k | 487.00 | 697.72 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $336k | 2.3k | 146.28 |
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| Amazon (AMZN) | 1.0 | $334k | 1.6k | 208.27 |
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| Boeing Company (BA) | 0.9 | $325k | 1.6k | 199.03 |
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| Meta Platforms Cl A (META) | 0.7 | $252k | 440.00 | 572.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $244k | 850.00 | 286.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $231k | 355.00 | 650.34 |
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| Wal-Mart Stores (WMT) | 0.6 | $218k | 1.8k | 124.28 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $200k | 400.00 | 499.66 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $199k | 1.0k | 192.90 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.6 | $195k | 2.3k | 83.99 |
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| Versabank (VBNK) | 0.5 | $184k | 13k | 14.17 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.5 | $182k | 1.1k | 158.58 |
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| General Motors Company (GM) | 0.5 | $174k | 2.3k | 74.50 |
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| Costco Wholesale Corporation (COST) | 0.5 | $172k | 173.00 | 996.43 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $172k | 4.1k | 41.96 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $162k | 1.5k | 108.99 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $157k | 1.1k | 145.94 |
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| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.5 | $157k | 5.0k | 31.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $156k | 270.00 | 577.18 |
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| Huntington Ingalls Inds (HII) | 0.4 | $152k | 400.00 | 379.90 |
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| Microsoft Corporation (MSFT) | 0.4 | $140k | 377.00 | 370.17 |
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| Bank of America Corporation (BAC) | 0.4 | $139k | 2.9k | 48.75 |
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| Ubiquiti (UI) | 0.4 | $136k | 172.00 | 790.29 |
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| Home Depot (HD) | 0.4 | $135k | 410.00 | 328.89 |
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| Walt Disney Company (DIS) | 0.4 | $134k | 1.4k | 96.38 |
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| Advanced Micro Devices (AMD) | 0.4 | $132k | 650.00 | 203.43 |
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| Tesla Motors (TSLA) | 0.4 | $128k | 345.00 | 371.75 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.4 | $128k | 2.6k | 49.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $120k | 484.00 | 248.00 |
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| Western Digital (WDC) | 0.3 | $119k | 440.00 | 270.49 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $118k | 1.3k | 91.64 |
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| International Business Machines (IBM) | 0.3 | $116k | 480.00 | 242.39 |
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| 3M Company (MMM) | 0.3 | $116k | 800.00 | 145.23 |
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| Dow (DOW) | 0.3 | $115k | -15% | 2.8k | 41.65 |
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| Paypal Holdings (PYPL) | 0.3 | $111k | 2.5k | 45.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $108k | 1.7k | 64.08 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $106k | 4.0k | 26.72 |
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| Nokia Corp Sponsored Adr (NOK) | 0.3 | $105k | 13k | 8.04 |
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| PPG Industries (PPG) | 0.3 | $102k | 950.00 | 106.88 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $97k | 2.2k | 44.80 |
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| Qnity Electronics Common Stock (Q) | 0.3 | $95k | +22% | 825.00 | 115.38 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $94k | 853.00 | 110.36 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $93k | 425.00 | 218.75 |
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| Sandisk Corp (SNDK) | 0.3 | $93k | 146.00 | 635.34 |
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| Corteva (CTVA) | 0.3 | $92k | 1.1k | 83.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $91k | 1.2k | 79.27 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $88k | 8.1k | 10.88 |
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| McDonald's Corporation (MCD) | 0.2 | $85k | 272.00 | 310.79 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $83k | 418.00 | 198.29 |
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| Hershey Company (HSY) | 0.2 | $82k | 394.00 | 207.89 |
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| Netflix (NFLX) | 0.2 | $82k | 850.00 | 96.15 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $80k | +4% | 1.2k | 67.59 |
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| Procter & Gamble Company (PG) | 0.2 | $79k | 546.00 | 144.44 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $78k | 565.00 | 138.37 |
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| Martin Marietta Materials (MLM) | 0.2 | $77k | 130.00 | 588.68 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $74k | 787.00 | 94.24 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $69k | 1.4k | 49.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $69k | 832.00 | 82.75 |
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| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.2 | $66k | 450.00 | 147.47 |
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| salesforce (CRM) | 0.2 | $66k | 351.00 | 186.67 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $65k | +8% | 860.00 | 76.02 |
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| UnitedHealth (UNH) | 0.2 | $65k | 241.00 | 270.59 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $65k | 549.00 | 118.63 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $65k | -10% | 550.00 | 117.66 |
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| Dupont De Nemours (DD) | 0.2 | $62k | 1.4k | 45.80 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $61k | 855.00 | 71.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $61k | 625.00 | 97.13 |
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| Wabtec Corporation (WAB) | 0.2 | $60k | 239.00 | 249.91 |
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| Linde SHS (LIN) | 0.2 | $60k | 120.00 | 495.76 |
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| Abbvie (ABBV) | 0.2 | $59k | 272.00 | 217.49 |
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| Nucor Corporation (NUE) | 0.2 | $59k | 349.00 | 169.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $57k | 119.00 | 479.20 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $57k | 850.00 | 66.86 |
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| Deere & Company (DE) | 0.2 | $56k | 100.00 | 563.30 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $55k | -55% | 786.00 | 70.51 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $55k | +75% | 2.3k | 23.81 |
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| Constellation Brands Cl A (STZ) | 0.2 | $55k | 368.00 | 150.00 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.2 | $55k | 1.0k | 55.16 |
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| Kinsale Cap Group (KNSL) | 0.2 | $55k | 160.00 | 341.66 |
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| Chevron Corporation (CVX) | 0.1 | $51k | 246.00 | 206.90 |
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| Uber Technologies (UBER) | 0.1 | $50k | 700.00 | 71.93 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $48k | 1.5k | 32.01 |
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| Ecolab (ECL) | 0.1 | $47k | 178.00 | 266.02 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $47k | +6% | 530.00 | 88.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $45k | 360.00 | 125.46 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.1 | $44k | 1.5k | 29.35 |
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| Citigroup Com New (C) | 0.1 | $43k | 379.00 | 113.41 |
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| Cardinal Health (CAH) | 0.1 | $43k | 203.00 | 211.31 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $41k | 520.00 | 78.66 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $41k | +162% | 525.00 | 77.47 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $39k | 420.00 | 92.76 |
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| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.1 | $39k | NEW | 1.2k | 31.58 |
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| Eastman Chemical Company (EMN) | 0.1 | $38k | 500.00 | 76.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $38k | 150.00 | 250.58 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $37k | 400.00 | 91.77 |
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| Starbucks Corporation (SBUX) | 0.1 | $35k | 394.00 | 89.59 |
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| Coca-Cola Company (KO) | 0.1 | $35k | 464.00 | 76.05 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $35k | 500.00 | 69.30 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $34k | 200.00 | 169.66 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $34k | 200.00 | 168.85 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $33k | 1.9k | 17.32 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $32k | 600.00 | 53.35 |
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| Franklin Resources (BEN) | 0.1 | $32k | 1.3k | 23.62 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $32k | 317.00 | 99.27 |
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| Oklo Com Cl A (OKLO) | 0.1 | $31k | NEW | 625.00 | 49.59 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $31k | 40.00 | 772.65 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $31k | 103.00 | 298.85 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $31k | 650.00 | 47.03 |
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| Carrier Global Corporation (CARR) | 0.1 | $30k | 523.00 | 56.31 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $29k | 320.00 | 91.12 |
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| Firefly Aerospace (FLY) | 0.1 | $29k | NEW | 1.0k | 28.47 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $28k | 500.00 | 56.56 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $28k | 425.00 | 65.30 |
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| Gilead Sciences (GILD) | 0.1 | $28k | 198.00 | 139.37 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $28k | 650.00 | 42.31 |
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| American Tower Reit (AMT) | 0.1 | $27k | 159.00 | 172.58 |
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| Dick's Sporting Goods (DKS) | 0.1 | $27k | 137.00 | 198.29 |
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| Halliburton Company (HAL) | 0.1 | $27k | 695.00 | 38.99 |
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| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $27k | 83.00 | 326.12 |
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| Kraft Heinz (KHC) | 0.1 | $27k | 1.2k | 22.49 |
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| Caterpillar (CAT) | 0.1 | $26k | 37.00 | 708.46 |
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| Intercontinental Exchange (ICE) | 0.1 | $26k | 164.00 | 157.28 |
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| Colgate-Palmolive Company (CL) | 0.1 | $26k | 301.00 | 85.23 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $26k | 200.00 | 127.73 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $25k | 500.00 | 50.81 |
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| Moderna (MRNA) | 0.1 | $25k | 500.00 | 50.80 |
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| General Dynamics Corporation (GD) | 0.1 | $25k | 73.00 | 343.22 |
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| Dell Technologies CL C (DELL) | 0.1 | $25k | 150.00 | 164.13 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $25k | 400.00 | 61.26 |
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| Cigna Corp (CI) | 0.1 | $24k | 90.00 | 266.76 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $24k | 366.00 | 65.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $24k | 200.00 | 118.21 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $24k | 265.00 | 88.70 |
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| Cisco Systems (CSCO) | 0.1 | $23k | 299.00 | 77.59 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $23k | 287.00 | 79.56 |
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| Intel Corporation (INTC) | 0.1 | $22k | 500.00 | 44.13 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $22k | 90.00 | 243.08 |
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| Ishares Tr Em Mkts Div Etf (DVYE) | 0.1 | $22k | 630.00 | 34.38 |
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| American Airls (AAL) | 0.1 | $22k | 2.0k | 10.74 |
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| United Parcel Service CL B (UPS) | 0.1 | $21k | 215.00 | 98.38 |
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| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.1 | $21k | 4.2k | 4.99 |
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| Evergy (EVRG) | 0.1 | $21k | 250.00 | 81.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $21k | 48.00 | 426.40 |
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| Invesco Van Kampen Senior Income Trust (VVR) | 0.1 | $20k | 6.3k | 3.22 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD) | 0.1 | $20k | 1.5k | 13.12 |
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| Paychex (PAYX) | 0.1 | $20k | 219.00 | 92.12 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $20k | 206.00 | 97.23 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $20k | NEW | 215.00 | 92.69 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $20k | 40.00 | 491.52 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $19k | 127.00 | 151.41 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $19k | 245.00 | 77.08 |
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| Oracle Corporation (ORCL) | 0.1 | $19k | 128.00 | 147.11 |
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| Post Holdings Inc Common (POST) | 0.1 | $19k | 190.00 | 98.86 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $18k | 297.00 | 62.08 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $18k | 634.00 | 28.72 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $17k | 172.00 | 100.97 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $17k | 28.00 | 616.75 |
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| Nabors Industries SHS (NBR) | 0.0 | $17k | 200.00 | 86.06 |
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| Wells Fargo & Company (WFC) | 0.0 | $17k | 207.00 | 79.61 |
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| Allstate Corporation (ALL) | 0.0 | $16k | 79.00 | 207.34 |
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| CVS Caremark Corporation (CVS) | 0.0 | $16k | 222.00 | 71.82 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $16k | 170.00 | 93.74 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $16k | 310.00 | 50.84 |
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| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.0 | $16k | -86% | 300.00 | 52.05 |
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| USA Rare Earth Inc A (USAR) | 0.0 | $15k | 1.0k | 15.13 |
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| Eaton Corp SHS (ETN) | 0.0 | $15k | 42.00 | 357.67 |
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| Nike CL B (NKE) | 0.0 | $15k | 281.00 | 52.82 |
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| Infleqtion Com Shs (INFQ) | 0.0 | $15k | NEW | 1.5k | 9.81 |
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| FedEx Corporation (FDX) | 0.0 | $15k | 41.00 | 356.17 |
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| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.0 | $14k | 300.00 | 47.91 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $14k | NEW | 300.00 | 47.57 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $14k | 125.00 | 109.69 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.0 | $13k | 300.00 | 44.13 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $13k | 300.00 | 41.68 |
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| Unusual Machs Com Shs (UMAC) | 0.0 | $12k | NEW | 1.0k | 12.40 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $12k | 286.00 | 42.50 |
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| Norfolk Southern (NSC) | 0.0 | $12k | 42.00 | 287.00 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $12k | 110.00 | 108.98 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $12k | 450.00 | 26.62 |
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| Neuberger Berman Etf Trust Commodity Strate (NBCM) | 0.0 | $12k | 425.00 | 28.03 |
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| Critical Metals Corp Pubco Ord Shs (CRML) | 0.0 | $12k | 1.5k | 7.94 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $12k | 138.00 | 84.44 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 121.00 | 93.98 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $11k | 500.00 | 22.69 |
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| Astrazeneca Ord (AZN) | 0.0 | $11k | NEW | 57.00 | 197.23 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $11k | 54.00 | 196.85 |
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| Danaher Corporation (DHR) | 0.0 | $10k | 55.00 | 189.60 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $9.7k | 168.00 | 57.64 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $9.6k | 101.00 | 94.56 |
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| Hldgs (UAL) | 0.0 | $9.2k | 100.00 | 92.07 |
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| Medtronic SHS (MDT) | 0.0 | $9.2k | 106.00 | 86.65 |
|
|
| Masco Corporation (MAS) | 0.0 | $9.2k | 152.00 | 60.37 |
|
|
| Saba Capital Income & Oprnt Shs New (BRW) | 0.0 | $9.1k | 1.4k | 6.74 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.8k | 163.00 | 54.05 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $8.8k | 60.00 | 146.62 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $8.7k | 50.00 | 174.62 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $8.7k | 124.00 | 70.27 |
|
|
| EOG Resources (EOG) | 0.0 | $8.2k | 57.00 | 144.56 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $8.2k | 100.00 | 81.98 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $7.9k | 27.00 | 291.00 |
|
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.0 | $7.4k | 266.00 | 27.78 |
|
|
| Wisdomtree Tr Europe Smcp Dv (DFE) | 0.0 | $7.0k | 97.00 | 71.73 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $6.4k | 108.00 | 59.55 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $6.1k | 120.00 | 50.61 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $6.0k | 10.00 | 604.40 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $6.0k | 208.00 | 28.71 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.8k | 61.00 | 94.95 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $5.8k | 123.00 | 47.00 |
|
|
| Pfizer (PFE) | 0.0 | $5.6k | 201.00 | 28.08 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $5.6k | 42.00 | 133.19 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $5.5k | 61.00 | 90.43 |
|
|
| Southwest Airlines (LUV) | 0.0 | $5.3k | 140.00 | 37.57 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $4.9k | 84.00 | 58.40 |
|
|
| Chemours (CC) | 0.0 | $4.8k | 218.00 | 22.03 |
|
|
| Biogen Idec (BIIB) | 0.0 | $4.6k | 25.00 | 183.32 |
|
|
| Visa Com Cl A (V) | 0.0 | $4.5k | 15.00 | 302.27 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $4.5k | 34.00 | 130.94 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $4.0k | 400.00 | 10.02 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $3.4k | 150.00 | 22.72 |
|
|
| Tilray Brands (TLRY) | 0.0 | $3.2k | 500.00 | 6.47 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $3.0k | 189.00 | 16.09 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.9k | 16.00 | 181.50 |
|
|
| Fiserv (FISV) | 0.0 | $2.8k | 51.00 | 55.80 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $2.6k | NEW | 100.00 | 26.42 |
|
| Ishares Tr Gsci Cmdty Stgy (COMT) | 0.0 | $2.6k | 77.00 | 33.81 |
|
|
| Invesco India Exchange-trade India Etf (IMVP) | 0.0 | $2.4k | 115.00 | 20.53 |
|
|
| Wix SHS (WIX) | 0.0 | $2.3k | 25.00 | 90.08 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.2k | 30.00 | 71.77 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.0k | 13.00 | 157.23 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $2.0k | 27.00 | 74.89 |
|
|
| Baxter International (BAX) | 0.0 | $1.9k | 116.00 | 16.80 |
|
|
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 0.0 | $1.9k | 45.00 | 42.91 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $1.6k | 175.00 | 9.31 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.6k | 18.00 | 88.44 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.5k | 54.00 | 27.46 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.3k | 20.00 | 66.50 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.3k | 6.00 | 210.00 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.2k | 90.00 | 13.12 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $567.000000 | 6.00 | 94.50 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $533.999800 | 31.00 | 17.23 |
|
|
| Viatris (VTRS) | 0.0 | $324.000000 | 24.00 | 13.50 |
|
|
| Waters Corporation (WAT) | 0.0 | $298.000000 | NEW | 1.00 | 298.00 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $296.000000 | NEW | 8.00 | 37.00 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $150.000000 | 25.00 | 6.00 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $73.000500 | 15.00 | 4.87 |
|
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 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
- Consultiva Wealth Management, Corp. 2022 Q1 filed May 17, 2022