The Analysis of CONSULTIVA WEALTH MANAGEMENT, CORP.'s Holdings


Currently, CONSULTIVA WEALTH MANAGEMENT, CORP. holds 257 types of securities in its portfolio with a total value $35.7M. In the most recent quarter, they have increased their positions in VYM (+7.2K shares, valued at $1.0M), EVRG (+250 shares, valued at $19.0K), ARKX (+500 shares, valued at $14.3K); decreased their positions in JPST (-14.1K shares, valued at $712.8K), PLTR (-200 shares, valued at $36.5K), VXUS (-411 shares, valued at $30.2K); initiated new positions in EVRG (+250 shares, valued at $19.0K), TNA (+300 shares, valued at $13.6K), NLR (+42 shares, valued at $5.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS6.1K shares-0.71%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION19.9K shares0.00%2025-09-302025-11-14history
VYM VANGUARD WHITEHALL FDS23.7K shares43.16%2025-09-302025-11-14history
VXUS VANGUARD STAR FDS30.8K shares-1.32%2025-09-302025-11-14history
GOOGL ALPHABET INC7.4K shares0.00%2025-09-302025-11-14history
AAPL APPLE INC4.9K shares-0.40%2025-09-302025-11-14history
QAI NEW YORK LIFE INVESTMENTS ET33.3K shares0.00%2025-09-302025-11-14history
VB VANGUARD INDEX FDS4.4K shares-2.33%2025-09-302025-11-14history
Sponsored
URI UNITED RENTALS INC1.0K shares0.00%2025-09-302025-11-14history
AXP AMERICAN EXPRESS CO2.4K shares0.00%2025-09-302025-11-14history
JPM JPMORGAN CHASE & CO2.0K shares0.00%2025-09-302025-11-14history
GE GE AEROSPACE2.0K shares0.00%2025-09-302025-11-14history
VGT VANGUARD WORLD FD643 shares0.00%2025-09-302025-11-14history
AMZN AMAZON COM INC1.8K shares0.00%2025-09-302025-11-14history
GEV GE VERNOVA INC635 shares0.00%2025-09-302025-11-14history
QLTA ISHARES TR8.0K shares0.00%2025-09-302025-11-14history
Sponsored
BA BOEING CO1.7K shares0.00%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC1.8K shares-10.00%2025-09-302025-11-14history
GLD SPDR GOLD TR850 shares0.00%2025-09-302025-11-14history
MSFT MICROSOFT CORP552 shares0.00%2025-09-302025-11-14history
WMT WALMART INC2.4K shares0.00%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR355 shares0.00%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED400 shares0.00%2025-09-302025-11-14history
META META PLATFORMS INC295 shares0.00%2025-09-302025-11-14history
Sponsored
GOOG ALPHABET INC880 shares0.00%2025-09-302025-11-14history
MMLG FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2025-09-302025-11-14history
HD HOME DEPOT INC440 shares0.00%2025-09-302025-11-14history
RTX RTX CORPORATION1.0K shares0.00%2025-09-302025-11-14history
ACIO ETF SER SOLUTIONS4.0K shares6.43%2025-09-302025-11-14history
DIS DISNEY WALT CO1.5K shares0.00%2025-09-302025-11-14history
LQD ISHARES TR1.5K shares0.00%2025-09-302025-11-14history
PYPL PAYPAL HLDGS INC2.5K shares0.00%2025-09-302025-11-14history
Sponsored
KTOS KRATOS DEFENSE & SEC SOLUTIO1.8K shares0.00%2025-09-302025-11-14history
QQQ INVESCO QQQ TR270 shares0.00%2025-09-302025-11-14history
COST COSTCO WHSL CORP NEW173 shares0.00%2025-09-302025-11-14history
VBNK VERSABANK NEW13.0K shares0.00%2025-09-302025-11-14history
GM GENERAL MTRS CO2.5K shares0.00%2025-09-302025-11-14history
TSLA TESLA INC345 shares0.00%2025-09-302025-11-14history
SDY SPDR SER TR1.1K shares0.00%2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS530 shares0.00%2025-09-302025-11-14history
Sponsored
NANR SPDR INDEX SHS FDS2.3K shares0.00%2025-09-302025-11-14history
BAC BANK AMERICA CORP2.9K shares0.00%2025-09-302025-11-14history
DXJ WISDOMTREE TR1.1K shares0.00%2025-09-302025-11-14history
ACN ACCENTURE PLC IRELAND523 shares0.00%2025-09-302025-11-14history
SPHD INVESCO EXCH TRADED FD TR II2.6K shares0.00%2025-09-302025-11-14history
MMM 3M CO800 shares0.00%2025-09-302025-11-14history
DDM PROSHARES TR1.1K shares0.00%2025-09-302025-11-14history
BIL SPDR SER TR1.3K shares0.00%2025-09-302025-11-14history
Sponsored
IWM ISHARES TR484 shares0.00%2025-09-302025-11-14history
ORCL ORACLE CORP413 shares0.00%2025-09-302025-11-14history
HII HUNTINGTON INGALLS INDS INC400 shares0.00%2025-09-302025-11-14history
UI UBIQUITI INC172 shares0.00%2025-09-302025-11-14history
FALN ISHARES TR4.0K shares0.00%2025-09-302025-11-14history
DD DUPONT DE NEMOURS INC1.4K shares0.00%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC650 shares0.00%2025-09-302025-11-14history
XLF SELECT SECTOR SPDR TR1.9K shares0.00%2025-09-302025-11-14history
Sponsored
NFLX NETFLIX INC85 shares0.00%2025-09-302025-11-14history
VEA VANGUARD TAX-MANAGED FDS1.7K shares0.00%2025-09-302025-11-14history
PPG PPG INDS INC950 shares0.00%2025-09-302025-11-14history
FTSL FIRST TR EXCHANGE-TRADED FD2.2K shares-15.55%2025-09-302025-11-14history
ARKK ARK ETF TR1.1K shares0.00%2025-09-302025-11-14history
TIP ISHARES TR853 shares0.00%2025-09-302025-11-14history
PGX INVESCO EXCH TRADED FD TR II8.1K shares0.00%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC950 shares0.00%2025-09-302025-11-14history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS1.1K shares0.00%2025-09-302025-11-14history
RBLX ROBLOX CORP650 shares0.00%2025-09-302025-11-14history
ITA ISHARES TR425 shares6.25%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL174 shares0.00%2025-09-302025-11-14history
MCD MCDONALDS CORP287 shares0.00%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO546 shares0.00%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC241 shares0.00%2025-09-302025-11-14history
CRM SALESFORCE INC351 shares0.00%2025-09-302025-11-14history
Sponsored
MLM MARTIN MARIETTA MATLS INC130 shares0.00%2025-09-302025-11-14history
ACWI ISHARES TR565 shares0.00%2025-09-302025-11-14history
IYF ISHARES TR615 shares0.00%2025-09-302025-11-14history
DOW DOW INC3.3K shares0.00%2025-09-302025-11-14history
CTVA CORTEVA INC1.1K shares0.00%2025-09-302025-11-14history
HSY HERSHEY CO394 shares0.00%2025-09-302025-11-14history
HOOD ROBINHOOD MKTS INC500 shares0.00%2025-09-302025-11-14history
VCIT VANGUARD SCOTTSDALE FDS832 shares0.00%2025-09-302025-11-14history
Sponsored
BABA ALIBABA GROUP HLDG LTD390 shares0.00%2025-09-302025-11-14history
KNSL KINSALE CAP GROUP INC160 shares0.00%2025-09-302025-11-14history
VYMI VANGUARD WHITEHALL FDS787 shares0.00%2025-09-302025-11-14history
GEHC GE HEALTHCARE TECHNOLOGIES I855 shares0.00%2025-09-302025-11-14history
ABBV ABBVIE INC272 shares0.00%2025-09-302025-11-14history
NOK NOKIA CORP13.1K shares0.00%2025-09-302025-11-14history
PHO INVESCO EXCHANGE TRADED FD T850 shares0.00%2025-09-302025-11-14history
NUE NUCOR CORP449 shares0.00%2025-09-302025-11-14history
Sponsored
BK BANK NEW YORK MELLON CORP549 shares0.00%2025-09-302025-11-14history
CMG CHIPOTLE MEXICAN GRILL INC1.5K shares0.00%2025-09-302025-11-14history
EFA ISHARES TR625 shares0.00%2025-09-302025-11-14history
LIN LINDE PLC120 shares0.00%2025-09-302025-11-14history
WDC WESTERN DIGITAL CORP440 shares0.00%2025-09-302025-11-14history
FTXL FIRST TR EXCHANGE-TRADED FD450 shares12.50%2025-09-302025-11-14history
STZ CONSTELLATION BRANDS INC368 shares0.00%2025-09-302025-11-14history
ECL ECOLAB INC178 shares0.00%2025-09-302025-11-14history
Sponsored
WAB WABTEC239 shares0.00%2025-09-302025-11-14history
DE DEERE & CO100 shares0.00%2025-09-302025-11-14history
GUNR FLEXSHARES TR1.0K shares0.00%2025-09-302025-11-14history
ARKX ARK ETF TR1.5K shares50.00%2025-09-302025-11-14history
ADBE ADOBE INC120 shares0.00%2025-09-302025-11-14history
MO ALTRIA GROUP INC600 shares0.00%2025-09-302025-11-14history
FTCS FIRST TR EXCHANGE-TRADED FD420 shares0.00%2025-09-302025-11-14history
CP CANADIAN PACIFIC KANSAS520 shares0.00%2025-09-302025-11-14history
Sponsored
C CITIGROUP INC379 shares0.00%2025-09-302025-11-14history
CVX CHEVRON CORP NEW246 shares0.00%2025-09-302025-11-14history
SBUX STARBUCKS CORP444 shares0.00%2025-09-302025-11-14history
V VISA INC110 shares0.00%2025-09-302025-11-14history
IHI ISHARES TR600 shares0.00%2025-09-302025-11-14history
LOGI LOGITECH INTL S A320 shares0.00%2025-09-302025-11-14history
KO COCA COLA CO514 shares0.00%2025-09-302025-11-14history
AA ALCOA CORP1.0K shares0.00%2025-09-302025-11-14history
Sponsored
HPE HEWLETT PACKARD ENTERPRISE C1.3K shares0.00%2025-09-302025-11-14history
CAH CARDINAL HEALTH INC203 shares0.00%2025-09-302025-11-14history
AGG ISHARES TR317 shares0.00%2025-09-302025-11-14history
VV VANGUARD INDEX FDS103 shares0.00%2025-09-302025-11-14history
EMN EASTMAN CHEM CO500 shares0.00%2025-09-302025-11-14history
KHC KRAFT HEINZ CO1.2K shares0.00%2025-09-302025-11-14history
CARR CARRIER GLOBAL CORPORATION523 shares0.00%2025-09-302025-11-14history
SOLV SOLVENTUM CORP425 shares0.00%2025-09-302025-11-14history
Sponsored
AMT AMERICAN TOWER CORP NEW159 shares0.00%2025-09-302025-11-14history
GDX VANECK ETF TRUST400 shares0.00%2025-09-302025-11-14history
DKS DICKS SPORTING GOODS INC137 shares0.00%2025-09-302025-11-14history
FVD FIRST TR VALUE LINE DIVID IN650 shares0.00%2025-09-302025-11-14history
BEN FRANKLIN RESOURCES INC1.3K shares1.25%2025-09-302025-11-14history
ZTS ZOETIS INC200 shares0.00%2025-09-302025-11-14history
IBB ISHARES TR200 shares0.00%2025-09-302025-11-14history
PAYX PAYCHEX INC219 shares0.00%2025-09-302025-11-14history
Sponsored
ICE INTERCONTINENTAL EXCHANGE IN164 shares0.00%2025-09-302025-11-14history
HPQ HP INC1.0K shares0.00%2025-09-302025-11-14history
XLE SELECT SECTOR SPDR TR300 shares0.00%2025-09-302025-11-14history
XSD SPDR SER TR83 shares0.00%2025-09-302025-11-14history
NXPI NXP SEMICONDUCTORS N V114 shares0.00%2025-09-302025-11-14history
CI THE CIGNA GROUP90 shares0.00%2025-09-302025-11-14history
TD TORONTO DOMINION BK ONT320 shares0.00%2025-09-302025-11-14history
PDBC INVESCO ACTVELY MNGD ETC FD1.9K shares0.00%2025-09-302025-11-14history
Sponsored
BDX BECTON DICKINSON & CO133 shares0.00%2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP73 shares0.00%2025-09-302025-11-14history
TTD THE TRADE DESK INC500 shares0.00%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC50 shares0.00%2025-09-302025-11-14history
VNQ VANGUARD INDEX FDS265 shares0.00%2025-09-302025-11-14history
CL COLGATE PALMOLIVE CO301 shares0.00%2025-09-302025-11-14history
PAVE GLOBAL X FDS500 shares0.00%2025-09-302025-11-14history
RY ROYAL BK CDA160 shares0.00%2025-09-302025-11-14history
Sponsored
HYG ISHARES TR287 shares0.00%2025-09-302025-11-14history
EVF EATON VANCE SR INCOME TR4.2K shares0.00%2025-09-302025-11-14history
NVS NOVARTIS AG180 shares0.00%2025-09-302025-11-14history
VRT VERTIV HOLDINGS CO150 shares0.00%2025-09-302025-11-14history
XOM EXXON MOBIL CORP200 shares0.00%2025-09-302025-11-14history
AAL AMERICAN AIRLS GROUP INC2.0K shares0.00%2025-09-302025-11-14history
REGN REGENERON PHARMACEUTICALS40 shares0.00%2025-09-302025-11-14history
IWF ISHARES TR48 shares0.00%2025-09-302025-11-14history
Sponsored
OTIS OTIS WORLDWIDE CORP245 shares0.00%2025-09-302025-11-14history
GILD GILEAD SCIENCES INC198 shares0.00%2025-09-302025-11-14history
VVR INVESCO SR INCOME TR6.3K shares0.00%2025-09-302025-11-14history
CMCSA COMCAST CORP NEW688 shares0.00%2025-09-302025-11-14history
DELL DELL TECHNOLOGIES INC150 shares0.00%2025-09-302025-11-14history
XSHD INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-09-302025-11-14history
CSCO CISCO SYS INC299 shares0.00%2025-09-302025-11-14history
POST POST HLDGS INC190 shares0.00%2025-09-302025-11-14history
Sponsored
GII SPDR INDEX SHS FDS290 shares0.00%2025-09-302025-11-14history
XBI SPDR SER TR200 shares0.00%2025-09-302025-11-14history
IWR ISHARES TR206 shares0.00%2025-09-302025-11-14history
NKE NIKE INC281 shares0.00%2025-09-302025-11-14history
EVRG EVERGY INC250 sharesnew addition2025-09-302025-11-14history
ANGL VANECK ETF TRUST634 shares0.00%2025-09-302025-11-14history
DVYE ISHARES TR630 shares0.00%2025-09-302025-11-14history
FEZ SPDR INDEX SHS FDS297 shares0.00%2025-09-302025-11-14history
Sponsored
CNI CANADIAN NATL RY CO195 shares0.00%2025-09-302025-11-14history
SHYG ISHARES TR420 shares0.00%2025-09-302025-11-14history
DVY ISHARES TR127 shares0.00%2025-09-302025-11-14history
UPS UNITED PARCEL SERVICE INC215 shares0.00%2025-09-302025-11-14history
CAT CATERPILLAR INC37 shares0.00%2025-09-302025-11-14history
BNS BANK NOVA SCOTIA270 shares0.00%2025-09-302025-11-14history
WFC WELLS FARGO CO NEW207 shares0.00%2025-09-302025-11-14history
OXY OCCIDENTAL PETE CORP366 shares0.00%2025-09-302025-11-14history
Sponsored
RWR SPDR SER TR172 shares0.00%2025-09-302025-11-14history
HAL HALLIBURTON CO695 shares0.00%2025-09-302025-11-14history
ALL ALLSTATE CORP79 shares0.00%2025-09-302025-11-14history
COIN COINBASE GLOBAL INC50 shares0.00%2025-09-302025-11-14history
PEP PEPSICO INC120 shares0.00%2025-09-302025-11-14history
INTC INTEL CORP500 shares0.00%2025-09-302025-11-14history
CVS CVS HEALTH CORP222 shares0.00%2025-09-302025-11-14history
MDY SPDR S&P MIDCAP 400 ETF TR28 shares0.00%2025-09-302025-11-14history
Sponsored
SNDK SANDISK CORP146 shares0.00%2025-09-302025-11-14history
ETN EATON CORP PLC42 shares0.00%2025-09-302025-11-14history
TQQQ PROSHARES TR150 shares0.00%2025-09-302025-11-14history
TNA DIREXION SHS ETF TR300 sharesnew addition2025-09-302025-11-14history
XLY SELECT SECTOR SPDR TR55 shares0.00%2025-09-302025-11-14history
MRNA MODERNA INC500 shares0.00%2025-09-302025-11-14history
NSC NORFOLK SOUTHN CORP42 shares0.00%2025-09-302025-11-14history
RWX SPDR INDEX SHS FDS450 shares0.00%2025-09-302025-11-14history
Sponsored
TJX TJX COS INC NEW84 shares0.00%2025-09-302025-11-14history
SCHW SCHWAB CHARLES CORP121 shares0.00%2025-09-302025-11-14history
HEFA ISHARES TR286 shares0.00%2025-09-302025-11-14history
EWJ ISHARES INC138 shares0.00%2025-09-302025-11-14history
DHR DANAHER CORPORATION55 shares0.00%2025-09-302025-11-14history
MAS MASCO CORP152 shares0.00%2025-09-302025-11-14history
LOW LOWES COS INC42 shares0.00%2025-09-302025-11-14history
MDLZ MONDELEZ INTL INC168 shares0.00%2025-09-302025-11-14history
Sponsored
BRW SABA CAPITAL INCOME & OPRNT1.4K shares0.00%2025-09-302025-11-14history
MDT MEDTRONIC PLC106 shares0.00%2025-09-302025-11-14history
IYR ISHARES TR101 shares0.00%2025-09-302025-11-14history
FVRR FIVERR INTL LTD400 shares0.00%2025-09-302025-11-14history
FDX FEDEX CORP41 shares0.00%2025-09-302025-11-14history
UAL UNITED AIRLS HLDGS INC100 shares0.00%2025-09-302025-11-14history
AZN ASTRAZENECA PLC116 shares0.00%2025-09-302025-11-14history
VWO VANGUARD INTL EQUITY INDEX F163 shares0.00%2025-09-302025-11-14history
Sponsored
RCI ROGERS COMMUNICATIONS INC255 shares0.00%2025-09-302025-11-14history
TLRY TILRAY BRANDS INC5.0K shares0.00%2025-09-302025-11-14history
DEO DIAGEO PLC90 shares0.00%2025-09-302025-11-14history
IEUR ISHARES TR124 shares0.00%2025-09-302025-11-14history
XLV SELECT SECTOR SPDR TR60 shares0.00%2025-09-302025-11-14history
NBR NABORS INDUSTRIES LTD200 shares0.00%2025-09-302025-11-14history
XLP SELECT SECTOR SPDR TR100 shares0.00%2025-09-302025-11-14history
CPAY CORPAY INC27 shares0.00%2025-09-302025-11-14history
Sponsored
UUP INVESCO DB US DLR INDEX TR266 shares0.00%2025-09-302025-11-14history
BRBR BELLRING BRANDS INC189 shares0.00%2025-09-302025-11-14history
DFE WISDOMTREE TR97 shares0.00%2025-09-302025-11-14history
FI FISERV INC51 shares0.00%2025-09-302025-11-14history
KBE SPDR SER TR108 shares0.00%2025-09-302025-11-14history
EOG EOG RES INC57 shares0.00%2025-09-302025-11-14history
JPST J P MORGAN EXCHANGE TRADED F120 shares-99.15%2025-09-302025-11-14history
BCE BCE INC260 shares0.00%2025-09-302025-11-14history
Sponsored
ZBH ZIMMER BIOMET HOLDINGS INC61 shares0.00%2025-09-302025-11-14history
NEAR ISHARES U S ETF TR115 shares0.00%2025-09-302025-11-14history
MBB ISHARES TR61 shares0.00%2025-09-302025-11-14history
NLR VANECK ETF TRUST42 sharesnew addition2025-09-302025-11-14history
AQN ALGONQUIN PWR UTILS CORP1.0K shares0.00%2025-09-302025-11-14history
FOXA FOX CORP84 shares0.00%2025-09-302025-11-14history
PFE PFIZER INC201 shares0.00%2025-09-302025-11-14history
LMT LOCKHEED MARTIN CORP10 shares0.00%2025-09-302025-11-14history
Sponsored
DBX DROPBOX INC150 shares0.00%2025-09-302025-11-14history
LUV SOUTHWEST AIRLS CO140 shares0.00%2025-09-302025-11-14history
WIX WIX COM LTD25 shares0.00%2025-09-302025-11-14history
BP BP PLC123 shares0.00%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW34 shares0.00%2025-09-302025-11-14history
GIS GENERAL MLS INC80 shares0.00%2025-09-302025-11-14history
BIIB BIOGEN INC25 shares0.00%2025-09-302025-11-14history
CC CHEMOURS CO218 shares0.00%2025-09-302025-11-14history
Sponsored
BITO PROSHARES TR175 shares0.00%2025-09-302025-11-14history
PIN INVESCO INDIA EXCHANGE-TRADE115 shares0.00%2025-09-302025-11-14history
KD KYNDRYL HLDGS INC90 shares0.00%2025-09-302025-11-14history
EL LAUDER ESTEE COS INC30 shares0.00%2025-09-302025-11-14history
BAX BAXTER INTL INC116 shares0.00%2025-09-302025-11-14history
COMT ISHARES TR77 shares0.00%2025-09-302025-11-14history
VLTO VERALTO CORP18 shares0.00%2025-09-302025-11-14history
BFH BREAD FINANCIAL HOLDINGS INC27 shares0.00%2025-09-302025-11-14history
Sponsored
TMUS T-MOBILE US INC6 shares0.00%2025-09-302025-11-14history
OXY.WS OCCIDENTAL PETE CORP45 shares0.00%2025-09-302025-11-14history
DAL DELTA AIR LINES INC DEL20 shares0.00%2025-09-302025-11-14history
WBD WARNER BROS DISCOVERY INC54 shares0.00%2025-09-302025-11-14history
FMC FMC CORP31 shares0.00%2025-09-302025-11-14history
WFRD WEATHERFORD INTL PLC6 shares0.00%2025-09-302025-11-14history
OGN ORGANON & CO25 shares0.00%2025-09-302025-11-14history
VTRS VIATRIS INC24 shares0.00%2025-09-302025-11-14history
Sponsored
CHPT CHARGEPOINT HOLDINGS INC15 sharesnew addition2025-09-302025-11-14history

Call Option Holdings
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Put Option Holdings
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