Conscious Wealth Investments as of March 31, 2025
Portfolio Holdings for Conscious Wealth Investments
Conscious Wealth Investments holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.9 | $13M | 23k | 564.35 | |
| Home Depot (HD) | 5.1 | $7.3M | 20k | 362.71 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.9 | $5.6M | 70k | 80.87 | |
| Ishares Tr Core Total Usd (IUSB) | 3.4 | $4.9M | 109k | 45.52 | |
| Netflix (NFLX) | 3.4 | $4.9M | 4.3k | 1140.25 | |
| Copart (CPRT) | 3.2 | $4.6M | 75k | 61.52 | |
| NVIDIA Corporation (NVDA) | 3.0 | $4.3M | 37k | 116.66 | |
| Microsoft Corporation (MSFT) | 2.8 | $4.1M | 9.3k | 438.72 | |
| Servicenow (NOW) | 2.8 | $4.0M | 4.0k | 980.00 | |
| AutoNation (AN) | 2.7 | $3.9M | 22k | 179.69 | |
| Arch Cap Group Ord (ACGL) | 2.7 | $3.9M | 41k | 94.54 | |
| Delta Air Lines Inc Del Com New (DAL) | 2.6 | $3.8M | 79k | 48.34 | |
| Pvh Corporation (PVH) | 2.6 | $3.8M | 51k | 74.46 | |
| Charles Schwab Corporation (SCHW) | 2.6 | $3.8M | 45k | 84.47 | |
| Abbott Laboratories (ABT) | 2.5 | $3.6M | 27k | 133.25 | |
| Amazon (AMZN) | 2.5 | $3.6M | 19k | 193.05 | |
| Kla Corp Com New (KLAC) | 2.5 | $3.6M | 5.1k | 701.26 | |
| Applied Materials (AMAT) | 2.4 | $3.5M | 23k | 155.61 | |
| American Express Company (AXP) | 2.4 | $3.4M | 12k | 284.50 | |
| Arista Networks Com Shs (ANET) | 2.4 | $3.4M | 40k | 86.53 | |
| Pepsi (PEP) | 2.4 | $3.4M | 26k | 130.45 | |
| salesforce (CRM) | 2.4 | $3.4M | 12k | 275.47 | |
| Blackrock (BLK) | 2.3 | $3.4M | 3.6k | 923.48 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $3.3M | 8.6k | 383.29 | |
| Ingredion Incorporated (INGR) | 2.2 | $3.2M | 23k | 137.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $3.2M | 21k | 154.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $3.1M | 10k | 307.90 | |
| Pfizer (PFE) | 2.2 | $3.1M | 140k | 22.29 | |
| Metropcs Communications (TMUS) | 2.2 | $3.1M | 13k | 243.85 | |
| EOG Resources (EOG) | 2.0 | $2.8M | 26k | 111.10 | |
| American Tower Reit (AMT) | 1.8 | $2.6M | 12k | 219.96 | |
| Nextera Energy (NEE) | 1.8 | $2.5M | 36k | 70.29 | |
| Globus Med Cl A (GMED) | 1.7 | $2.5M | 44k | 55.99 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 1.5 | $2.1M | 20k | 105.01 | |
| Air Products & Chemicals (APD) | 1.2 | $1.7M | 6.4k | 271.10 | |
| SYSCO Corporation (SYY) | 0.5 | $709k | 10k | 70.75 | |
| Coca-Cola Company (KO) | 0.5 | $662k | 9.4k | 70.52 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $640k | 3.7k | 172.57 | |
| McDonald's Corporation (MCD) | 0.4 | $574k | 1.8k | 313.68 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $555k | 11k | 48.92 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $549k | 5.3k | 104.28 | |
| Walt Disney Company (DIS) | 0.4 | $521k | 4.9k | 105.94 | |
| Trane Technologies SHS (TT) | 0.3 | $477k | 1.2k | 404.73 | |
| Ge Aerospace Com New (GE) | 0.3 | $432k | 2.0k | 214.96 | |
| Apple (AAPL) | 0.3 | $423k | 2.1k | 198.53 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $381k | 4.4k | 86.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $307k | 2.0k | 152.75 | |
| Essex Property Trust (ESS) | 0.2 | $246k | 869.00 | 282.69 | |
| Altria (MO) | 0.2 | $240k | 4.0k | 59.43 | |
| Hershey Company (HSY) | 0.2 | $237k | 1.4k | 170.90 | |
| Costco Wholesale Corporation (COST) | 0.2 | $226k | 224.00 | 1008.09 | |
| Procter & Gamble Company (PG) | 0.1 | $211k | 1.3k | 157.66 | |
| Caterpillar (CAT) | 0.1 | $211k | 647.00 | 325.62 |
