CONSCIOUS WEALTH INVESTMENTS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CONSCIOUS WEALTH INVESTMENTS, LLC | Institutional Filer | ▲ 7.74% | $179.5M | 58 |
Current Portfolio Holdings
Showing all 58 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 19K | $13.4M | 7.49% |
| 2 | HD | The Home Depot, Inc. | Consumer Cyclical | 20K | $6.7M | 3.75% |
| 3 | NVDA | NVIDIA Corporation | Technology | 34K | $6.7M | 3.74% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 76K | $6.3M | 3.52% |
| 5 | IUSB | ISHARES TR | — | 136K | $6.3M | 3.51% |
| 6 | NFLX | Netflix, Inc. | Communication Services | 56K | $6.1M | 3.37% |
| 7 | AMD | Advanced Micro Devices, Inc. | Technology | 23K | $5.9M | 3.26% |
| 8 | AMAT | Applied Materials, Inc. | Technology | 14K | $5.5M | 3.06% |
| 9 | KLAC | KLA Corporation | Technology | 3K | $5.4M | 3.01% |
| 10 | ETN | Eaton Corporation plc | Industrials | 13K | $5.2M | 2.90% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 21K | $5.1M | 2.86% |
| 12 | ANET | Arista Networks, Inc. | Technology | 33K | $5.0M | 2.81% |
| 13 | AAPL | Apple Inc. | Technology | 18K | $4.7M | 2.62% |
| 14 | GOOG | Alphabet Inc. | Technology | 14K | $4.5M | 2.52% |
| 15 | YUM | Yum! Brands, Inc. | Consumer Cyclical | 28K | $4.5M | 2.49% |
Showing 1 to 15 of 58 holdings