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CONSULTIVA WEALTH MANAGEMENT, CORP.

13F
CONSULTIVA WEALTH MANAGEMENT, CORP.
Last update 2025-05-14 269 Stocks (108 new)
Value $29.00 Mil Turnover 38 %
Countries:
Top Holdings: VOO(11.12%)VYM(7.75%)NVDA(7.40%)VXUS(6.88%)GOOGL(3.95%)
Summary Stock Picks Current Portfolio
CONSULTIVA WEALTH MANAGEMENT, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
6,292
3,233.5
+3.20%
11.120
+0.34%
0.000
+16.09%
+8.25%
664,077.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
17,468
2,252.7
0%
7.750
0%
0.000
+10.26%
+6.65%
59,515.8
 
NVDA
NVIDIA Corp
19,850
2,151.3
+1,067.65%
7.400
+6.77%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
VXUS
Vanguard Total International Stock
32,238
2,002.0
0%
6.880
0%
0.000
+11.50%
+19.79%
93,859.7
 
GOOGL
Alphabet Inc
7,420
1,147.4
+110.20%
3.950
+2.07%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
AAPL
Apple Inc
4,952
1,100.0
+88.65%
3.780
+1.78%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
QAI
NYLI Hedge Multi-Strategy Tracker ETF
NYLI Hedge Multi-Strategy Tracker ETF
33,271
1,041.7
+0.08%
3.580
0%
0.150
+4.95%
+3.95%
703.6
 
VB
Vanguard Small Cap ETF
4,459
988.8
0%
3.400
0%
0.000
+13.88%
+2.04%
61,621.0
 
AXP
American Express Co
2,382
640.9
+1,885.00%
2.200
+2.09%
0.000
+15.60%
+4.71%
214,505.7
Credit Services
URI
United Rentals Inc
1,000
626.7
New Holding
2.150
+2.15%
0.000
+35.54%
+24.85%
56,314.7
Business Services

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Historical Top Holdings Breakdowns

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+6.77%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 1067.65%
19,850
18,150
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-5.15%
●
100.34 ($100.51) 100.68
$100.64
0.13%
Sold Out
0
-10,232
URI
United Rentals Inc
2025-03-31
New Buy
New Buy
+2.15%
●
594.17 ($687.44) 789.56
$875.25
27.32%
New holding
1,000
1,000
AXP
American Express Co
2025-03-31
Add
Add
+2.09%
●
255.39 ($295.58) 325.87
$308.25
4.29%
Add 1885%
2,382
2,262
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+2.07%
●
154.33 ($181.36) 206.38
$192.17
5.96%
Add 110.2%
7,420
3,890
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
New Buy
New Buy
+1.93%
●
50.39 ($50.51) 50.66
$50.61
0.20%
New holding
11,080
11,080
DYNI
IDX Dynamic Innovation ETF
2025-03-31
Sold Out
Sold Out
-1.91%
●
25.34 ($27.86) 29.95
$26.28
-5.67%
Sold Out
0
-13,614
AAPL
Apple Inc
2025-03-31
Add
Add
+1.78%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 88.65%
4,952
2,327
VGT
Vanguard Information Technology ETF
2025-03-31
New Buy
New Buy
+1.20%
●
542.38 ($602.71) 646.34
$687.13
14.01%
New holding
643
643
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+1.01%
●
225.19 ($254.94) 279.95
$296.55
16.32%
Add 155.04%
1,974
1,200

CONSULTIVA WEALTH MANAGEMENT, CORP. Total Holding History ($B)

To

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Asset Allocation

To

CONSULTIVA WEALTH MANAGEMENT, CORP. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CONSULTIVA WEALTH MANAGEMENT, CORP.'s Hypothetical Growth since 2025-03-31

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Yearly Returns

Year Portfolio % % Excess Gain %

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Holdings Heat Map

Size field:

CONSULTIVA WEALTH MANAGEMENT, CORP.'s Holdings Bubble Chart

CONSULTIVA WEALTH MANAGEMENT, CORP. News

  • 1

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