Sponsored

The Analysis of Conservest Capital Advisors, Inc.'s Holdings & P&L

Currently, Conservest Capital Advisors, Inc. holds 127 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VCRB (+121.8K shares, valued at $9.4M), IJR (+63.2K shares, valued at $7.9M), DGRO (+110.9K shares, valued at $7.8M); decreased their positions in XLP (-152.2K shares, valued at $12.5M), VNQ (-117.7K shares, valued at $10.4M), VGSH (-109.2K shares, valued at $6.4M); initiated new positions in XLI (+2.3K shares, valued at $366.6K), N/A (+1.1K shares, valued at $344.8K), SPMD (+4.7K shares, valued at $276.4K).

1M P&L

+45.5M+4.04%

3M P&L

+28.5M+2.49%

HY P&L

+95.3M+8.85%

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/A1.0B

97.8%

2Consumer Electronics4.7M

0.4%

3Oil & Gas Integrated3.5M

0.3%

Top Industries by Stock Count

1N/A79 stocks

68.7%

2Drug Manufacturers - General3 stocks

2.6%

3Oil & Gas Midstream3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T239.8K shares-0.57%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 40211.7K shares-1.22%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR906.1K shares-1.67%2026-03-312026-05-04

JIRE J P MORGAN EXCHANGE TRADED F916.8K shares4.55%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR471.5K shares-1.19%2026-03-312026-05-04

DGRO ISHARES TR793.4K shares16.26%2026-03-312026-05-04

IWB ISHARES TR130.2K shares-3.38%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR475.1K shares-24.26%2026-03-312026-05-04

Sponsored

CGW INVESCO EXCH TRADED FD TR II498.2K shares-1.78%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS198.1K shares-13.95%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR48.8K shares2.06%2026-03-312026-05-04

IJR ISHARES TR212.4K shares42.37%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND48.9K shares-3.65%2026-03-312026-05-04

IEFA ISHARES TR222.8K shares-0.71%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS198.1K shares-37.26%2026-03-312026-05-04

SGOV ISHARES TR171.3K shares50.42%2026-03-312026-05-04

Sponsored

VCRB VANGUARD MALVERN FDS209.1K shares139.65%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST186.7K shares16.26%2026-03-312026-05-04

VOX VANGUARD WORLD FD73.2K shares0.49%2026-03-312026-05-04

GLD SPDR GOLD TR30.1K shares1.48%2026-03-312026-05-04

IWV ISHARES TR31.2K shares-9.57%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR93.5K shares1.19%2026-03-312026-05-04

CGSD CAPITAL GRP FIXED INCM ETF T343.8K shares309.43%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS130.0K shares-45.64%2026-03-312026-05-04

Sponsored

AGG ISHARES TR58.9K shares33.99%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS68.1K shares355.80%2026-03-312026-05-04

IWR ISHARES TR51.4K shares-8.26%2026-03-312026-05-04

AAPL APPLE INC18.6K shares1.78%2026-03-312026-05-04

SOXX ISHARES TR14.2K shares454.29%2026-03-312026-05-04

PHO INVESCO EXCHANGE TRADED FD T68.4K shares-1.25%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS70.1K shares0.14%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS19.1K shares-0.65%2026-03-312026-05-04

Sponsored

XBI SPDR SERIES TRUST31.3K shares3.78%2026-03-312026-05-04

VO VANGUARD INDEX FDS13.8K shares-1.20%2026-03-312026-05-04

BBH VANECK ETF TRUST20.3K shares22.93%2026-03-312026-05-04

IYM ISHARES TR19.7K shares751.08%2026-03-312026-05-04

GNR SPDR INDEX SHS FDS45.4K shares2.31%2026-03-312026-05-04

MOO VANECK ETF TRUST37.7K shares-3.80%2026-03-312026-05-04

USFR WISDOMTREE TR63.0K shares562.12%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS54.1K shares54.24%2026-03-312026-05-04

Sponsored

IYK ISHARES TR37.2K shares-16.35%2026-03-312026-05-04

IYH ISHARES TR40.8K shares-3.92%2026-03-312026-05-04

IYW ISHARES TR13.5K shares-0.08%2026-03-312026-05-04

PAVE GLOBAL X FDS40.7K shares230.53%2026-03-312026-05-04

XOM EXXON MOBIL CORP11.8K shares-0.65%2026-03-312026-05-04

EEMV ISHARES INC30.5K shares-1.13%2026-03-312026-05-04

XLB SELECT SECTOR SPDR TR37.3K shares66.41%2026-03-312026-05-04

AMZN AMAZON COM INC8.7K shares34.02%2026-03-312026-05-04

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.1K shares-21.62%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F28.4K shares-0.04%2026-03-312026-05-04

CVX CHEVRON CORPORATION7.3K shares0.52%2026-03-312026-05-04

SLV ISHARES SILVER TR21.3K shares-0.56%2026-03-312026-05-04

EZU ISHARES INC21.1K shares-22.39%2026-03-312026-05-04

ALPHABET INC ALPHABET INC4.6K shares3.37%2026-03-312026-05-04

VGT VANGUARD WORLD FD1.8K shares1.09%2026-03-312026-05-04

ALPHABET INC ALPHABET INC4.4K shares4.52%2026-03-312026-05-04

Sponsored

NVDA NVIDIA CORPORATION7.1K shares31.89%2026-03-312026-05-04

IEMG ISHARES INC15.8K shares0.31%2026-03-312026-05-04

VUG VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-05-04

CMCSA COMCAST CORP NEW37.2K shares-3.47%2026-03-312026-05-04

MSFT MICROSOFT CORP2.8K shares-0.18%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP4.9K shares-4.86%2026-03-312026-05-04

VDC VANGUARD WORLD FD4.1K shares-66.27%2026-03-312026-05-04

XSD SPDR SERIES TRUST2.8K shares7.36%2026-03-312026-05-04

Sponsored

VTV VANGUARD INDEX FDS4.6K shares0.00%2026-03-312026-05-04

META META PLATFORMS INC1.6K shares8.32%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.2K shares-15.61%2026-03-312026-05-04

VHT VANGUARD WORLD FD3.1K shares8.22%2026-03-312026-05-04

SDY SPDR SERIES TRUST5.6K shares-38.58%2026-03-312026-05-04

IVV ISHARES TR1.2K shares-5.00%2026-03-312026-05-04

IJH ISHARES TR11.7K shares0.09%2026-03-312026-05-04

EEM ISHARES TR12.5K shares14.70%2026-03-312026-05-04

Sponsored

GMED GLOBUS MED INC7.7K shares-1.22%2026-03-312026-05-04

IVW ISHARES TR5.6K shares0.00%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST18.1K shares131.30%2026-03-312026-05-04

XLRE SELECT SECTOR SPDR TR14.2K shares-46.93%2026-03-312026-05-04

WMT WALMART INC4.5K shares3.31%2026-03-312026-05-04

ET ENERGY TRANSFER L P27.2K shares0.11%2026-03-312026-05-04

EFA ISHARES TR5.3K shares-11.71%2026-03-312026-05-04

COP CONOCOPHILLIPS3.9K shares1.34%2026-03-312026-05-04

Sponsored

XLY SELECT SECTOR SPDR TR4.4K shares-29.57%2026-03-312026-05-04

SHOP SHOPIFY INC4.0K shares0.00%2026-03-312026-05-04

AON PLC AON PLC1.4K shares0.63%2026-03-312026-05-04

VTI VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-04

IVE ISHARES TR2.1K shares0.00%2026-03-312026-05-04

IWM ISHARES TR1.8K shares0.17%2026-03-312026-05-04

HD HOME DEPOT INC1.3K shares2.33%2026-03-312026-05-04

SPYM SPDR SERIES TRUST5.4K shares8.36%2026-03-312026-05-04

Sponsored

SPYD SPDR SERIES TRUST8.6K shares-8.74%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS4.5K shares87.66%2026-03-312026-05-04

AMGN AMGEN INC1.1K shares1.74%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR2.3K sharesnew addition2026-03-312026-05-04

PPH VANECK ETF TRUST3.4K shares-33.00%2026-03-312026-05-04

AIQ GLOBAL X FDS7.4K shares19.76%2026-03-312026-05-04

BROADCOM INC BROADCOM INC1.1K sharesnew addition2026-03-312026-05-04

KMI KINDER MORGAN INC DEL10.2K shares-4.31%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS566 shares0.00%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC1.6K shares0.84%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.1K shares7.02%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS1.3K shares40.30%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL665 shares11.76%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR10.2K shares-63.88%2026-03-312026-05-04

DE DEERE & CO548 shares-0.72%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION299 shares0.34%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON1.2K shares3.67%2026-03-312026-05-04

GDX VANECK ETF TRUST3.1K shares4.10%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS5.7K shares42.37%2026-03-312026-05-04

ABBV ABBVIE INC1.3K shares4.10%2026-03-312026-05-04

EOG EOG RES INC1.9K shares0.88%2026-03-312026-05-04

VSDM VANGUARD MUN BD FDS3.7K shares-82.88%2026-03-312026-05-04

SPMD SPDR SERIES TRUST4.7K sharesnew addition2026-03-312026-05-04

Sponsored

LOW LOWES COS INC1.1K shares-1.64%2026-03-312026-05-04

MCD MCDONALDS CORP836 shares3.59%2026-03-312026-05-04

CAT CATERPILLAR INC362 sharesnew addition2026-03-312026-05-04

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR6.9K shares0.00%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC1.5K shares0.99%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC2.2K shares-5.28%2026-03-312026-05-04

ORCL ORACLE CORP1.6K shares1.52%2026-03-312026-05-04

NFLX NETFLIX INC.2.4K shares5.66%2026-03-312026-05-04

Sponsored

IGV ISHARES TR2.8K sharesnew addition2026-03-312026-05-04

HLNE HAMILTON LANE INC2.1K shares0.00%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC580 sharesnew addition2026-03-312026-05-04

BITWISE FUNDS TRUST BITWISE FUNDS TRUST11.0K shares3.00%2026-03-312026-05-04

CMPS COMPASS PATHWAYS PLC25.4K shares0.00%2026-03-312026-05-04

GUTS FRACTYL HEALTH INC64.1K shares0.00%2026-03-312026-05-04

SACH SACHEM CAP CORP23.3K shares0.00%2026-03-312026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-0.57%

Shares239.8K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

-1.22%

Shares211.7K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-1.67%

Shares906.1K

Event2026-03-31

Filed2026-05-04

JIRE

J P MORGAN EXCHANGE TRADED F

4.55%

Shares916.8K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-1.19%

Shares471.5K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

16.26%

Shares793.4K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-3.38%

Shares130.2K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

-24.26%

Shares475.1K

Event2026-03-31

Filed2026-05-04

CGW

INVESCO EXCH TRADED FD TR II

-1.78%

Shares498.2K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-13.95%

Shares198.1K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

2.06%

Shares48.8K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

42.37%

Shares212.4K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

-3.65%

Shares48.9K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-0.71%

Shares222.8K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-37.26%

Shares198.1K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

50.42%

Shares171.3K

Event2026-03-31

Filed2026-05-04

VCRB

VANGUARD MALVERN FDS

139.65%

Shares209.1K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

16.26%

Shares186.7K

Event2026-03-31

Filed2026-05-04

VOX

VANGUARD WORLD FD

0.49%

Shares73.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

1.48%

Shares30.1K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

-9.57%

Shares31.2K

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

1.19%

Shares93.5K

Event2026-03-31

Filed2026-05-04

CGSD

CAPITAL GRP FIXED INCM ETF T

309.43%

Shares343.8K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-45.64%

Shares130.0K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

33.99%

Shares58.9K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

355.80%

Shares68.1K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-8.26%

Shares51.4K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.78%

Shares18.6K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

454.29%

Shares14.2K

Event2026-03-31

Filed2026-05-04

PHO

INVESCO EXCHANGE TRADED FD T

-1.25%

Shares68.4K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.14%

Shares70.1K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-0.65%

Shares19.1K

Event2026-03-31

Filed2026-05-04

XBI

SPDR SERIES TRUST

3.78%

Shares31.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-1.20%

Shares13.8K

Event2026-03-31

Filed2026-05-04

BBH

VANECK ETF TRUST

22.93%

Shares20.3K

Event2026-03-31

Filed2026-05-04

IYM

ISHARES TR

751.08%

Shares19.7K

Event2026-03-31

Filed2026-05-04

GNR

SPDR INDEX SHS FDS

2.31%

Shares45.4K

Event2026-03-31

Filed2026-05-04

MOO

VANECK ETF TRUST

-3.80%

Shares37.7K

Event2026-03-31

Filed2026-05-04

USFR

WISDOMTREE TR

562.12%

Shares63.0K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

54.24%

Shares54.1K

Event2026-03-31

Filed2026-05-04

IYK

ISHARES TR

-16.35%

Shares37.2K

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

-3.92%

Shares40.8K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

-0.08%

Shares13.5K

Event2026-03-31

Filed2026-05-04

PAVE

GLOBAL X FDS

230.53%

Shares40.7K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-0.65%

Shares11.8K

Event2026-03-31

Filed2026-05-04

EEMV

ISHARES INC

-1.13%

Shares30.5K

Event2026-03-31

Filed2026-05-04

XLB

SELECT SECTOR SPDR TR

66.41%

Shares37.3K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

34.02%

Shares8.7K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-21.62%

Shares9.1K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares28.4K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.52%

Shares7.3K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-0.56%

Shares21.3K

Event2026-03-31

Filed2026-05-04

EZU

ISHARES INC

-22.39%

Shares21.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

3.37%

Shares4.6K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

1.09%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.52%

Shares4.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

31.89%

Shares7.1K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

0.31%

Shares15.8K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

-3.47%

Shares37.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-0.18%

Shares2.8K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-4.86%

Shares4.9K

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

-66.27%

Shares4.1K

Event2026-03-31

Filed2026-05-04

XSD

SPDR SERIES TRUST

7.36%

Shares2.8K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-04