Conscious Wealth Investments

Conscious Wealth Investments as of Dec. 31, 2025

Portfolio Holdings for Conscious Wealth Investments

Conscious Wealth Investments holds 60 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.3 $14M 20k 677.74
Home Depot (HD) 4.6 $7.6M 20k 382.37
Ishares Tr Core Univrsl Usd (IUSB) 3.8 $6.3M 136k 46.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $5.9M 70k 83.84
Select Sector Spdr Tr State Street Tec (XLK) 3.3 $5.5M 41k 135.63
Alphabet Cap Stk Cl C (GOOG) 3.0 $5.0M 15k 331.35
Applied Materials (AMAT) 3.0 $5.0M 17k 303.90
NVIDIA Corporation (NVDA) 2.9 $4.9M 28k 171.91
Kla Corp Com New (KLAC) 2.9 $4.8M 3.6k 1330.54
Eaton Corp SHS (ETN) 2.7 $4.4M 13k 354.78
Arista Networks Com Shs (ANET) 2.6 $4.4M 34k 128.69
AutoNation (AN) 2.6 $4.4M 21k 204.13
Amazon (AMZN) 2.6 $4.3M 19k 222.80
Copart (CPRT) 2.6 $4.3M 107k 39.88
Pepsi (PEP) 2.6 $4.3M 25k 167.52
Netflix (NFLX) 2.5 $4.2M 52k 80.87
Charles Schwab Corporation (SCHW) 2.4 $4.1M 40k 102.02
Microsoft Corporation (MSFT) 2.4 $4.0M 10k 393.87
Globus Med Cl A (GMED) 2.4 $4.0M 46k 87.50
Arch Cap Group Ord (ACGL) 2.4 $4.0M 39k 101.96
American Express Company (AXP) 2.4 $4.0M 11k 354.60
salesforce (CRM) 2.3 $3.8M 20k 190.03
Pfizer (PFE) 2.3 $3.8M 143k 26.49
Blackrock (BLK) 2.3 $3.8M 3.6k 1054.89
Abbott Laboratories (ABT) 2.2 $3.6M 33k 109.07
Metropcs Communications (TMUS) 2.0 $3.3M 16k 201.86
Ingredion Incorporated (INGR) 1.8 $3.0M 26k 118.90
Nextera Energy (NEE) 1.7 $2.8M 32k 89.22
Ishares Tr Esg Msci Kld 400 (DSI) 1.6 $2.7M 21k 126.86
American Tower Reit (AMT) 1.4 $2.3M 13k 171.53
Pvh Corporation (PVH) 1.3 $2.1M 33k 64.63
Select Sector Spdr Tr State Street Mat (XLB) 1.3 $2.1M 42k 50.51
Accenture Plc Ireland Shs Class A (ACN) 1.3 $2.1M 9.0k 233.68
Select Sector Spdr Tr State Street Con (XLY) 1.1 $1.9M 16k 117.51
Adobe Systems Incorporated (ADBE) 1.1 $1.9M 7.0k 269.53
EOG Resources (EOG) 1.1 $1.8M 16k 112.53
Servicenow (NOW) 1.0 $1.7M 17k 102.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.7M 5.0k 333.90
Select Sector Spdr Tr State Street Ene (XLE) 1.0 $1.6M 31k 52.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 2.0k 597.03
SYSCO Corporation (SYY) 0.5 $849k 10k 84.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $759k 3.8k 198.56
Coca-Cola Company (KO) 0.4 $745k 9.5k 78.51
Alphabet Cap Stk Cl A (GOOGL) 0.4 $686k 2.1k 331.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $675k 13k 50.62
Ge Aerospace Com New (GE) 0.4 $654k 2.1k 306.37
Ishares Tr National Mun Etf (MUB) 0.4 $614k 5.7k 107.81
McDonald's Corporation (MCD) 0.4 $599k 1.9k 323.48
Walt Disney Company (DIS) 0.4 $591k 5.6k 104.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $578k 5.2k 111.96
Apple (AAPL) 0.3 $565k 2.0k 275.91
Trane Technologies SHS (TT) 0.3 $514k 1.2k 436.15
Delta Air Lines Inc Del Com New (DAL) 0.3 $502k 7.2k 69.78
Caterpillar (CAT) 0.3 $445k 656.00 678.31
Hershey Company (HSY) 0.2 $311k 1.4k 224.38
Altria (MO) 0.2 $271k 4.1k 65.39
Costco Wholesale Corporation (COST) 0.1 $228k 230.00 989.29
Procter & Gamble Company (PG) 0.1 $221k 1.4k 158.61
Essex Property Trust (ESS) 0.1 $219k 869.00 251.49
Fifth Third Ban (FITB) 0.1 $215k 4.0k 53.79