The Analysis of CONSCIOUS WEALTH INVESTMENTS, LLC's Holdings
Currently, CONSCIOUS WEALTH INVESTMENTS, LLC holds 57 types of securities in its portfolio with a total value $168.6M. In the most recent quarter, they have increased their positions in XLB (+20.8K shares, valued at $1.8M), VTI (+4.4K shares, valued at $1.5M), IUSB (+26.8K shares, valued at $1.3M); decreased their positions in GOOG (-436 shares, valued at $122.9K), KLAC (-82 shares, valued at $99.1K), NVDA (-400 shares, valued at $81.0K); initiated new positions in XLB (+20.8K shares, valued at $1.8M), VTI (+4.4K shares, valued at $1.5M), QQQ (+1.8K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR22.7K shares-0.12%2025-09-302025-11-07
HD HOME DEPOT INC19.9K shares-0.08%2025-09-302025-11-07 NVDA NVIDIA CORPORATION34.8K shares-1.14%2025-09-302025-11-07 IUSB ISHARES TR136.4K shares24.48%2025-09-302025-11-07 ANET ARISTA NETWORKS INC39.1K shares-1.21%2025-09-302025-11-07 KLAC KLA CORP5.0K shares-1.62%2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS69.9K shares0.28%2025-09-302025-11-07 GOOG ALPHABET INC20.2K shares-2.11%2025-09-302025-11-07 AMAT APPLIED MATLS INC22.5K shares-0.95%2025-09-302025-11-07 NFLX NETFLIX INC4.3K shares-0.51%2025-09-302025-11-07 MSFT MICROSOFT CORP9.2K shares-0.93%2025-09-302025-11-07 AMZN AMAZON COM INC18.5K shares-0.85%2025-09-302025-11-07 AN AUTONATION INC21.9K shares-0.12%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO12.0K shares-1.06%2025-09-302025-11-07 SCHW SCHWAB CHARLES CORP44.2K shares-1.04%2025-09-302025-11-07 ETN EATON CORP PLC10.9K shares0.45%2025-09-302025-11-07 PVH PVH CORPORATION52.5K shares0.02%2025-09-302025-11-07 BLK BLACKROCK INC3.6K shares-0.55%2025-09-302025-11-07 PEP PEPSICO INC26.3K shares-0.02%2025-09-302025-11-07 NOW SERVICENOW INC4.1K shares1.64%2025-09-302025-11-07 ACGL ARCH CAP GROUP LTD41.5K shares0.21%2025-09-302025-11-07 CRM SALESFORCE INC13.6K shares10.30%2025-09-302025-11-07 PFE PFIZER INC141.1K shares0.11%2025-09-302025-11-07 ABT ABBOTT LABS27.6K shares0.46%2025-09-302025-11-07 CPRT COPART INC78.8K shares3.07%2025-09-302025-11-07 ADBE ADOBE INC9.2K shares6.64%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND11.9K shares15.65%2025-09-302025-11-07 GMED GLOBUS MED INC49.1K shares5.06%2025-09-302025-11-07 NEE NEXTERA ENERGY INC36.0K shares-0.07%2025-09-302025-11-07 EOG EOG RES INC25.8K shares0.81%2025-09-302025-11-07 DSI ISHARES TR20.9K shares1.67%2025-09-302025-11-07 TMUS T-MOBILE US INC12.9K shares0.28%2025-09-302025-11-07 INGR INGREDION INC23.3K shares0.20%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW11.9K shares0.51%2025-09-302025-11-07 XLB SELECT SECTOR SPDR TR20.8K sharesnew addition2025-09-302025-11-07 VTI VANGUARD INDEX FDS4.4K sharesnew addition2025-09-302025-11-07 QQQ INVESCO QQQ TR1.8K sharesnew addition2025-09-302025-11-07 DIS DISNEY WALT CO7.7K shares63.65%2025-09-302025-11-07 SYY SYSCO CORP10.0K shares0.00%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS13.4K shares21.18%2025-09-302025-11-07 GE GE AEROSPACE2.1K shares5.57%2025-09-302025-11-07 KO COCA COLA CO9.4K shares0.00%2025-09-302025-11-07 MUB ISHARES TR5.8K shares10.74%2025-09-302025-11-07 AAPL APPLE INC2.2K shares5.69%2025-09-302025-11-07 GOOGL ALPHABET INC2.0K shares0.30%2025-09-302025-11-07 MCD MCDONALDS CORP1.8K shares0.00%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC1.2K shares0.00%2025-09-302025-11-07 AVUV AMERICAN CENTY ETF TR4.8K shares6.10%2025-09-302025-11-07 DAL DELTA AIR LINES INC DEL7.2K shares-0.73%2025-09-302025-11-07 CAT CATERPILLAR INC647 shares0.00%2025-09-302025-11-07 HSY HERSHEY CO1.4K shares0.00%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP612 shares0.00%2025-09-302025-11-07 MO ALTRIA GROUP INC4.0K shares0.00%2025-09-302025-11-07 ESS ESSEX PPTY TR INC869 shares0.00%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW225 shares0.45%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO1.3K shares0.52%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available