Conscious Wealth Investments

Conscious Wealth Investments as of June 30, 2026

Portfolio Holdings for Conscious Wealth Investments

Conscious Wealth Investments holds 67 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.1 $14M 18k 748.20
Advanced Micro Devices (AMD) 6.3 $12M 23k 543.97
Palo Alto Networks (PANW) 4.7 $9.2M 27k 342.20
Applied Materials (AMAT) 4.0 $7.9M 14k 564.17
NVIDIA Corporation (NVDA) 3.5 $6.9M 33k 207.27
Home Depot (HD) 3.5 $6.8M 20k 331.60
Kla Corp Com New (KLAC) 3.4 $6.7M 31k 217.47
Ishares Tr Core Univrsl Usd (IUSB) 3.2 $6.2M 135k 45.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.2 $6.2M 76k 81.53
Apple (AAPL) 3.0 $5.9M 18k 327.74
Arista Networks Com Shs (ANET) 3.0 $5.7M 33k 174.53
Eaton Corp SHS (ETN) 2.7 $5.2M 13k 402.95
Amazon (AMZN) 2.6 $5.0M 20k 247.58
Alphabet Cap Stk Cl C (GOOG) 2.4 $4.6M 13k 346.23
Eli Lilly & Co. (LLY) 2.3 $4.5M 3.9k 1175.14
EOG Resources (EOG) 2.2 $4.2M 29k 143.44
Microsoft Corporation (MSFT) 2.2 $4.2M 11k 397.79
AutoNation (AN) 2.1 $4.1M 21k 198.47
Yum! Brands (YUM) 2.1 $4.1M 28k 147.17
Merck & Co (MRK) 2.0 $3.9M 31k 126.24
American Express Company (AXP) 2.0 $3.8M 11k 350.79
Charles Schwab Corporation (SCHW) 2.0 $3.8M 38k 99.98
Netflix (NFLX) 2.0 $3.8M 55k 68.66
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 1.9 $3.8M 29k 129.23
Arch Cap Group Ord (ACGL) 1.9 $3.8M 38k 100.56
Blackrock (BLK) 1.9 $3.7M 3.6k 1038.39
Pepsi (PEP) 1.8 $3.5M 26k 135.00
Metropcs Communications (TMUS) 1.7 $3.3M 18k 190.82
Globus Med Cl A (GMED) 1.7 $3.3M 43k 76.09
Nextera Energy (NEE) 1.4 $2.7M 30k 87.93
Ingredion Incorporated (INGR) 1.4 $2.6M 26k 101.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $2.4M 3.4k 708.97
American Tower Reit (AMT) 1.2 $2.2M 14k 163.43
Select Sector Spdr Tr St Str Mater Etf (XLB) 1.1 $2.1M 42k 50.10
salesforce (CRM) 1.0 $2.0M 12k 170.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.8M 4.9k 369.45
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $1.6M 9.0k 180.78
Copart (CPRT) 0.8 $1.6M 60k 27.18
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.8 $1.5M 8.5k 178.66
Trane Technologies SHS (TT) 0.5 $897k 1.9k 469.89
Coca-Cola Company (KO) 0.4 $851k 10k 81.97
SYSCO Corporation (SYY) 0.4 $840k 10k 81.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $813k 16k 49.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $811k 3.8k 212.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $806k 1.6k 489.65
Alphabet Cap Stk Cl A (GOOGL) 0.4 $797k 2.3k 347.15
Ishares Tr National Mun Etf (MUB) 0.4 $762k 7.2k 106.17
Ge Aerospace Com New (GE) 0.4 $724k 2.1k 340.70
Caterpillar (CAT) 0.3 $652k 732.00 889.97
McDonald's Corporation (MCD) 0.3 $556k 2.1k 263.91
Walt Disney Company (DIS) 0.3 $489k 5.1k 96.14
Altria (MO) 0.2 $455k 6.2k 72.99
Meta Platforms Cl A (META) 0.2 $437k 679.00 643.81
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.2 $435k 4.8k 91.56
Vanguard World Inf Tech Etf (VGT) 0.2 $385k 3.3k 116.01
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $374k 2.3k 164.12
Ge Vernova (GEV) 0.2 $312k 289.00 1078.81
Costco Wholesale Corporation (COST) 0.1 $290k 312.00 929.22
Procter & Gamble Company (PG) 0.1 $282k 1.9k 148.10
Delta Air Lines Com New (DAL) 0.1 $271k 3.2k 84.63
Abbvie (ABBV) 0.1 $257k 1.0k 256.10
Essex Property Trust (ESS) 0.1 $256k 869.00 294.01
Hershey Company (HSY) 0.1 $237k 1.4k 170.63
Fifth Third Ban (FITB) 0.1 $232k 4.0k 57.66
Amgen (AMGN) 0.1 $222k 607.00 366.24
Intel Corporation (INTC) 0.1 $215k 2.0k 105.45
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $211k 1.5k 140.59