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The Analysis of CONSCIOUS WEALTH INVESTMENTS, LLC's Holdings & P&L

Currently, CONSCIOUS WEALTH INVESTMENTS, LLC holds 58 types of securities in its portfolio with a total value $179.5M. In the most recent quarter, they have increased their positions in AMD (+22.7K shares, valued at $5.9M), YUM (+27.6K shares, valued at $4.5M), PANW (+26.7K shares, valued at $4.4M); decreased their positions in AMAT (-2.5K shares, valued at $1.0M), KLAC (-530 shares, valued at $926.6K), SPY (-1.2K shares, valued at $824.5K); initiated new positions in AMD (+22.7K shares, valued at $5.9M), YUM (+27.6K shares, valued at $4.5M), PANW (+26.7K shares, valued at $4.4M).

1M P&L

+9.4M+4.52%

3M P&L

+20.4M+10.37%

HY P&L

+33.5M+18.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A35.0M

22.4%

2Semiconductors12.6M

8.1%

3Semiconductor Equipment & Materials10.9M

7.0%

Top Industries by Stock Count

1N/A9 stocks

18.4%

2Semiconductor Equipment & Materials2 stocks

4.1%

3Entertainment2 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T19.2K shares-5.78%2026-03-312026-04-23

HD HOME DEPOT INC19.9K shares-0.12%2026-03-312026-04-23

NVDA NVIDIA CORPORATION33.8K shares19.19%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS75.8K shares7.65%2026-03-312026-04-23

IUSB ISHARES TR135.8K shares-0.04%2026-03-312026-04-23

NFLX NETFLIX INC.56.3K shares9.14%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC22.7K sharesnew addition2026-03-312026-04-23

AMAT APPLIED MATLS INC13.9K shares-15.46%2026-03-312026-04-23

Sponsored

KLAC KLA CORP3.1K shares-14.64%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC13.2K shares5.67%2026-03-312026-04-23

AMZN AMAZON COM INC20.7K shares7.28%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC32.7K shares-4.38%2026-03-312026-04-23

AAPL APPLE INC17.7K shares763.18%2026-03-312026-04-23

ALPHABET INC ALPHABET INC13.6K shares-10.53%2026-03-312026-04-23

YUM YUM BRANDS INC27.6K sharesnew addition2026-03-312026-04-23

MSFT MICROSOFT CORP10.8K shares5.88%2026-03-312026-04-23

Sponsored

PANW PALO ALTO NETWORKS INC26.7K sharesnew addition2026-03-312026-04-23

GMED GLOBUS MED INC44.8K shares-2.08%2026-03-312026-04-23

AN AUTONATION INC21.4K shares0.07%2026-03-312026-04-23

PEP PEPSICO INC26.1K shares2.92%2026-03-312026-04-23

CPRT COPART INC120.0K shares11.82%2026-03-312026-04-23

EOG EOG RES INC30.2K shares87.75%2026-03-312026-04-23

CRM SALESFORCE INC22.5K shares12.17%2026-03-312026-04-23

PFE PFIZER INC146.7K shares2.29%2026-03-312026-04-23

Sponsored

SCHW SCHWAB CHARLES CORP38.8K shares-2.45%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC3.7K shares3.01%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD39.1K shares-0.10%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO11.2K shares-0.34%2026-03-312026-04-23

LLY ELI LILLY & CO4.0K sharesnew addition2026-03-312026-04-23

TMUS T-MOBILE US INC18.2K shares10.51%2026-03-312026-04-23

EQWL INVESCO EXCHANGE TRADED FD T28.2K sharesnew addition2026-03-312026-04-23

INGR INGREDION INC27.0K shares5.54%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC30.6K shares-3.64%2026-03-312026-04-23

AMT AMERICAN TOWER CORP14.1K shares6.65%2026-03-312026-04-23

XLB SELECT SECTOR SPDR TR43.1K shares2.30%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR3.4K shares70.06%2026-03-312026-04-23

VTI VANGUARD INDEX FDS4.9K shares-1.16%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC1.8K shares51.15%2026-03-312026-04-23

SYY SYSCO CORP10.3K shares3.08%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-03-312026-04-23

Sponsored

KO COCA COLA CO9.5K shares0.06%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K sharesnew addition2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.1K shares0.68%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS13.3K shares0.05%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.1K shares0.00%2026-03-312026-04-23

MUB ISHARES TR5.8K shares1.86%2026-03-312026-04-23

MCD MCDONALDS CORP1.8K shares-0.65%2026-03-312026-04-23

DAL DELTA AIR LINES INC7.2K shares0.00%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC658 shares0.30%2026-03-312026-04-23

DIS DISNEY WALT CO4.3K shares-23.81%2026-03-312026-04-23

MO ALTRIA GROUP INC6.3K shares51.65%2026-03-312026-04-23

META META PLATFORMS INC563 sharesnew addition2026-03-312026-04-23

VGT VANGUARD WORLD FD415 sharesnew addition2026-03-312026-04-23

HSY HERSHEY CO1.4K shares0.00%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION234 shares1.74%2026-03-312026-04-23

ESS ESSEX PPTY TR INC869 shares0.00%2026-03-312026-04-23

Sponsored

GEV GE VERNOVA INC221 sharesnew addition2026-03-312026-04-23

FITB FIFTH THIRD BANCORP4.0K shares0.50%2026-03-312026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-5.78%

Shares19.2K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-0.12%

Shares19.9K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

19.19%

Shares33.8K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

7.65%

Shares75.8K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TR

-0.04%

Shares135.8K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

9.14%

Shares56.3K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares22.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

-15.46%

Shares13.9K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP

-14.64%

Shares3.1K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

5.67%

Shares13.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

7.28%

Shares20.7K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

-4.38%

Shares32.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

763.18%

Shares17.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-10.53%

Shares13.6K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC

New

Shares27.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

5.88%

Shares10.8K

Event2026-03-31

Filed2026-04-23

PANW

PALO ALTO NETWORKS INC

New

Shares26.7K

Event2026-03-31

Filed2026-04-23

GMED

GLOBUS MED INC

-2.08%

Shares44.8K

Event2026-03-31

Filed2026-04-23

AUTONATION INC

0.07%

Shares21.4K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

2.92%

Shares26.1K

Event2026-03-31

Filed2026-04-23

CPRT

COPART INC

11.82%

Shares120.0K

Event2026-03-31

Filed2026-04-23

EOG

EOG RES INC

87.75%

Shares30.2K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

12.17%

Shares22.5K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

2.29%

Shares146.7K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

-2.45%

Shares38.8K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

3.01%

Shares3.7K

Event2026-03-31

Filed2026-04-23

ACGL

ARCH CAP GROUP LTD

-0.10%

Shares39.1K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-0.34%

Shares11.2K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

TMUS

T-MOBILE US INC

10.51%

Shares18.2K

Event2026-03-31

Filed2026-04-23

EQWL

INVESCO EXCHANGE TRADED FD T

New

Shares28.2K

Event2026-03-31

Filed2026-04-23

INGR

INGREDION INC

5.54%

Shares27.0K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

-3.64%

Shares30.6K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP

6.65%

Shares14.1K

Event2026-03-31

Filed2026-04-23

XLB

SELECT SECTOR SPDR TR

2.30%

Shares43.1K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

70.06%

Shares3.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-1.16%

Shares4.9K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

51.15%

Shares1.8K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

3.08%

Shares10.3K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

0.06%

Shares9.5K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.68%

Shares2.1K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

0.05%

Shares13.3K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

1.86%

Shares5.8K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-0.65%

Shares1.8K

Event2026-03-31

Filed2026-04-23

DAL

DELTA AIR LINES INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.30%

Shares658

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-23.81%

Shares4.3K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

51.65%

Shares6.3K

Event2026-03-31

Filed2026-04-23