Filer Name: CONSCIOUS WEALTH INVESTMENTS, LLC
CIK: 2011014
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 49
Portfolio Value: $0.15B

Conscious Wealth Investments, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 24,770 $15M 10.04% 1.1% -
XLK US TECHNOLOGY SELECT SECT SPDR 38,294 $9M 6.08% 1.0% -
HD US HOME DEPOT INC 17,875 $7M 4.96% 8.0% -
IUSB US ISHARES CORE TOTAL BOND ETF 125,145 $6M 3.84% 1.0% -
VCIT US VANGUARD INT-TERM CORPORATE 69,148 $6M 3.76% 2.6% -
DAL US DELTA AIR LINES INC 79,144 $5M 3.53% -1.5% -
NFLX US NETFLIX INC 5,327 $5M 3.10% -3.6% -
AXP US AMERICAN EXPRESS CO 14,548 $5M 3.08% -1.5% -
AMZN US AMAZON.COM INC 17,970 $4M 2.75% -0.3% -
PH US PARKER HANNIFIN CORP 5,758 $4M 2.61% -0.6% -
NOW US SERVICENOW INC 3,555 $4M 2.58% -1.2% -
GOOG US ALPHABET INC-CL C 19,255 $4M 2.58% 0.3% -
AN US AUTONATION INC 19,966 $4M 2.51% 1.0% -
TMUS US T-MOBILE US INC 16,674 $4M 2.48% -0.1% -
APD US AIR PRODUCTS & CHEMICALS INC 10,822 $3M 2.33% 1.2% -
BLK US BLACKROCK INC 3,399 $3M 2.32% 100.0% -
INGR US INGREDION INC 25,351 $3M 2.32% 0.7% -
SCHW US SCHWAB (CHARLES) CORP 44,363 $3M 2.30% 0.9% -
NEE US NEXTERA ENERGY INC 47,931 $3M 2.30% 1.0% -
AMAT US APPLIED MATERIALS INC 17,567 $3M 2.29% 1.4% -
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