The Analysis of Conservest Capital Advisors, Inc.'s Holdings
Currently, Conservest Capital Advisors, Inc. holds 126 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SGOV (+45.2K shares, valued at $4.6M), SPY (+1.2K shares, valued at $771.5K), VCRB (+8.2K shares, valued at $645.3K); decreased their positions in DIA (-2.1K shares, valued at $996.1K), XLV (-6.9K shares, valued at $961.1K), XLK (-1.2K shares, valued at $339.1K); initiated new positions in SGOV (+45.2K shares, valued at $4.6M), BITQ (+21.3K shares, valued at $533.9K), AIQ (+5.2K shares, valued at $256.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR246.5K shares0.47%2025-09-302025-11-17
XLK SELECT SECTOR SPDR TR471.7K shares-0.25%2025-09-302025-11-17 MDY SPDR S&P MIDCAP 400 ETF TR217.7K shares-0.23%2025-09-302025-11-17 XLV SELECT SECTOR SPDR TR483.8K shares-1.41%2025-09-302025-11-17 JIRE J P MORGAN EXCHANGE TRADED F876.8K shares1.00%2025-09-302025-11-17 IWB ISHARES TR138.7K shares0.21%2025-09-302025-11-17 XLP SELECT SECTOR SPDR TR639.6K shares0.30%2025-09-302025-11-17 DGRO ISHARES TR676.8K shares1.22%2025-09-302025-11-17 CGW INVESCO EXCH TRADED FD TR II506.1K shares0.35%2025-09-302025-11-17 VYM VANGUARD WHITEHALL FDS229.1K shares0.39%2025-09-302025-11-17 VNQ VANGUARD INDEX FDS322.3K shares-1.09%2025-09-302025-11-17 QQQ INVESCO QQQ TR48.3K shares1.01%2025-09-302025-11-17 DIA SPDR DOW JONES INDL AVERAGE52.0K shares-3.96%2025-09-302025-11-17 IEFA ISHARES TR223.4K shares-0.45%2025-09-302025-11-17 IJR ISHARES TR152.8K shares-0.33%2025-09-302025-11-17 IWV ISHARES TR37.1K shares0.18%2025-09-302025-11-17 VGSH VANGUARD SCOTTSDALE FDS234.9K shares-0.87%2025-09-302025-11-17 VOX VANGUARD WORLD FD72.7K shares1.24%2025-09-302025-11-17 DFAS DIMENSIONAL ETF TRUST162.8K shares0.05%2025-09-302025-11-17 XLC SELECT SECTOR SPDR TR91.1K shares2.27%2025-09-302025-11-17 GLD SPDR GOLD TR29.6K shares0.49%2025-09-302025-11-17 IWR ISHARES TR56.2K shares0.36%2025-09-302025-11-17 PHO INVESCO EXCHANGE TRADED FD T70.5K shares0.09%2025-09-302025-11-17 AAPL APPLE INC18.0K shares-0.18%2025-09-302025-11-17 SGOV ISHARES TR45.2K sharesnew addition2025-09-302025-11-17 AGG ISHARES TR43.7K shares-3.80%2025-09-302025-11-17 VO VANGUARD INDEX FDS14.3K shares0.25%2025-09-302025-11-17 VEA VANGUARD TAX-MANAGED FDS69.1K shares0.38%2025-09-302025-11-17 VIG VANGUARD SPECIALIZED FUNDS19.0K shares0.07%2025-09-302025-11-17 IYK ISHARES TR44.6K shares0.48%2025-09-302025-11-17 XBI SPDR SERIES TRUST29.1K shares1.67%2025-09-302025-11-17 IYW ISHARES TR14.7K shares-1.20%2025-09-302025-11-17 MOO VANECK ETF TRUST38.5K shares-1.09%2025-09-302025-11-17 GNR SPDR INDEX SHS FDS45.5K shares-0.56%2025-09-302025-11-17 VDC VANGUARD WORLD FD12.3K shares0.44%2025-09-302025-11-17 BBH VANECK ETF TRUST15.3K shares-2.94%2025-09-302025-11-17 IYH ISHARES TR42.3K shares1.43%2025-09-302025-11-17 RSP INVESCO EXCHANGE TRADED FD T12.4K shares-0.87%2025-09-302025-11-17 VCRB VANGUARD MALVERN FDS25.1K shares48.79%2025-09-302025-11-17 EEMV ISHARES INC30.7K shares-2.75%2025-09-302025-11-17 EZU ISHARES INC27.6K shares-0.00%2025-09-302025-11-17 VSDM VANGUARD MUN BD FDS21.3K shares0.00%2025-09-302025-11-17 VTIP VANGUARD MALVERN FDS30.7K shares60.50%2025-09-302025-11-17 VWO VANGUARD INTL EQUITY INDEX F28.1K shares3.09%2025-09-302025-11-17 AMZN AMAZON COM INC6.4K shares0.60%2025-09-302025-11-17 MSFT MICROSOFT CORP2.7K shares0.72%2025-09-302025-11-17 XOM EXXON MOBIL CORP11.9K shares64.02%2025-09-302025-11-17 SDY SPDR SERIES TRUST9.2K shares-2.00%2025-09-302025-11-17 VGT VANGUARD WORLD FD1.7K shares-0.86%2025-09-302025-11-17 CMCSA COMCAST CORP NEW38.5K shares-0.06%2025-09-302025-11-17 VUG VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-11-17 XLB SELECT SECTOR SPDR TR12.6K shares0.18%2025-09-302025-11-17 META META PLATFORMS INC1.5K shares0.07%2025-09-302025-11-17 CVX CHEVRON CORP NEW7.2K shares1.93%2025-09-302025-11-17 GOOG ALPHABET INC4.5K shares-11.41%2025-09-302025-11-17 GOOGL ALPHABET INC4.3K shares0.16%2025-09-302025-11-17 IEMG ISHARES INC15.5K shares-1.26%2025-09-302025-11-17 VB VANGUARD INDEX FDS3.8K shares-1.41%2025-09-302025-11-17 NVDA NVIDIA CORPORATION5.0K shares0.00%2025-09-302025-11-17 SLV ISHARES SILVER TR22.0K shares0.00%2025-09-302025-11-17 IVV ISHARES TR1.3K shares0.00%2025-09-302025-11-17 VTV VANGUARD INDEX FDS4.6K shares0.00%2025-09-302025-11-17 IJH ISHARES TR12.8K shares-5.13%2025-09-302025-11-17 XSD SPDR SERIES TRUST2.6K shares6.75%2025-09-302025-11-17 VHT VANGUARD WORLD FD2.8K shares-5.34%2025-09-302025-11-17 LRCX LAM RESEARCH CORP5.1K shares0.21%2025-09-302025-11-17 IVW ISHARES TR5.6K shares0.00%2025-09-302025-11-17 SOXX ISHARES TR2.5K shares7.29%2025-09-302025-11-17 BITB BITWISE BITCOIN ETF TR10.5K shares0.00%2025-09-302025-11-17 SCHD SCHWAB STRATEGIC TR22.8K shares5.18%2025-09-302025-11-17 SHOP SHOPIFY INC4.0K shares0.00%2025-09-302025-11-17 EEM ISHARES TR11.1K shares0.00%2025-09-302025-11-17 EFA ISHARES TR6.0K shares0.00%2025-09-302025-11-17 VCSH VANGUARD SCOTTSDALE FDS6.7K shares1.90%2025-09-302025-11-17 BITQ EXCHANGE TRADED CONCEPTS TRU21.3K sharesnew addition2025-09-302025-11-17 HD HOME DEPOT INC1.3K shares0.46%2025-09-302025-11-17 VAW VANGUARD WORLD FD2.6K shares0.00%2025-09-302025-11-17 AON AON PLC1.4K shares-4.06%2025-09-302025-11-17 XLRE SELECT SECTOR SPDR TR12.0K shares11.70%2025-09-302025-11-17 ET ENERGY TRANSFER L P27.2K shares0.11%2025-09-302025-11-17 GMED GLOBUS MED INC8.0K shares0.00%2025-09-302025-11-17 PPH VANECK ETF TRUST5.1K shares0.16%2025-09-302025-11-17 VTI VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-17 WMT WALMART INC4.3K shares0.07%2025-09-302025-11-17 ORCL ORACLE CORP1.6K shares0.70%2025-09-302025-11-17 IVE ISHARES TR2.1K shares0.00%2025-09-302025-11-17 SHY ISHARES TR5.1K shares-37.63%2025-09-302025-11-17 IWM ISHARES TR1.8K shares0.23%2025-09-302025-11-17 SPYD SPDR SERIES TRUST9.4K shares0.00%2025-09-302025-11-17 IEV ISHARES TR5.9K shares0.00%2025-09-302025-11-17 COP CONOCOPHILLIPS4.0K shares0.33%2025-09-302025-11-17 VOO VANGUARD INDEX FDS566 shares-10.44%2025-09-302025-11-17 IYM ISHARES TR2.3K shares0.00%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL650 shares5.35%2025-09-302025-11-17 DASH DOORDASH INC1.2K shares0.00%2025-09-302025-11-17 PANW PALO ALTO NETWORKS INC1.5K shares-18.72%2025-09-302025-11-17 PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2025-09-302025-11-17 SPYM SPDR SERIES TRUST3.9K shares2.46%2025-09-302025-11-17 KMI KINDER MORGAN INC DEL10.6K shares-0.28%2025-09-302025-11-17 AMGN AMGEN INC1.0K shares-0.38%2025-09-302025-11-17 ABBV ABBVIE INC1.3K shares0.32%2025-09-302025-11-17 PAVE GLOBAL X FDS6.1K shares0.03%2025-09-302025-11-17 LOW LOWES COS INC1.2K shares-1.71%2025-09-302025-11-17 HLNE HAMILTON LANE INC2.1K shares0.00%2025-09-302025-11-17 NFLX NETFLIX INC239 shares0.00%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW309 shares0.00%2025-09-302025-11-17 IBM INTERNATIONAL BUSINESS MACHS942 shares0.11%2025-09-302025-11-17 AIQ GLOBAL X FDS5.2K sharesnew addition2025-09-302025-11-17 EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2025-09-302025-11-17 DE DEERE & CO550 shares-1.08%2025-09-302025-11-17 MCD MCDONALDS CORP826 shares0.12%2025-09-302025-11-17 KKR KKR & CO INC1.9K shares0.05%2025-09-302025-11-17 GPN GLOBAL PMTS INC2.9K shares0.00%2025-09-302025-11-17 DFAE DIMENSIONAL ETF TRUST7.5K sharesnew addition2025-09-302025-11-17 ED CONSOLIDATED EDISON INC2.3K shares-2.76%2025-09-302025-11-17 GDX VANECK ETF TRUST3.0K sharesnew addition2025-09-302025-11-17 FBTC FIDELITY WISE ORIGIN BITCOIN2.3K sharesnew addition2025-09-302025-11-17 IJS ISHARES TR2.0K sharesnew addition2025-09-302025-11-17 ETN EATON CORP PLC580 shares0.00%2025-09-302025-11-17 EOG EOG RES INC1.9K shares0.00%2025-09-302025-11-17 ADP AUTOMATIC DATA PROCESSING IN723 shares-0.96%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-11-17 CMPS COMPASS PATHWAYS PLC20.4K shares0.00%2025-09-302025-11-17 GUTS FRACTYL HEALTH INC64.1K shares0.00%2025-09-302025-11-17 SACH SACHEM CAP CORP23.3K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available