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Conscious Wealth Investments, Llc

Portfolio Manager
Conscious Wealth Investments, Llc
Performance
-1.42% (2026 Q1)
AUM (13F)
$179.52M
# of Holdings
58
Performance Rank
Allocation (Top 20)
62.78%

Conscious Wealth Investments, Llc Holdings Map

Top 50 Conscious Wealth Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
7.49%19.2K$13.4M
-5.78%(-1.18K)
2025-Q1: 22.6K shares2025-Q2: 22.7K shares2025-Q3: 22.7K shares2025-Q4: 20.4K shares2026-Q1: 19.2K shares
$457.01(+62.43%)
2026-03-31
HD
HOME DEPOT INC
3.75%19.9K$6.7M
-0.12%(-23)
2025-Q1: 20.2K shares2025-Q2: 19.9K shares2025-Q3: 19.9K shares2025-Q4: 19.9K shares2026-Q1: 19.9K shares
$335.38(-9.79%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.74%33.8K$6.7M
+19.19%(+5.44K)
2025-Q1: 36.5K shares2025-Q2: 35.2K shares2025-Q3: 34.8K shares2025-Q4: 28.3K shares2026-Q1: 33.8K shares
$130.30(+73.32%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.52%75.8K$6.3M
+7.65%(+5.39K)
2025-Q1: 69.5K shares2025-Q2: 69.7K shares2025-Q3: 69.9K shares2025-Q4: 70.4K shares2026-Q1: 75.8K shares
$79.04(+4.46%)
2026-03-31
IUSB
ISHARES TR
3.51%135.8K$6.3M
-0.04%(-50)
2025-Q1: 108.7K shares2025-Q2: 109.6K shares2025-Q3: 136.4K shares2025-Q4: 135.8K shares2026-Q1: 135.8K shares
$45.22(+1.70%)
2026-03-31
NFLX
NETFLIX INC.
3.37%56.3K$6.1M
+9.14%(+4.71K)
2025-Q1: 4.3K shares2025-Q2: 4.3K shares2025-Q3: 4.3K shares2025-Q4: 51.5K shares2026-Q1: 56.3K shares
$57.57(+52.08%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
3.26%22.7K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 22.7K shares
$208.79(+113.37%)
2026-03-31
AMAT
APPLIED MATLS INC
3.06%13.9K$5.5M
-15.46%(-2.54K)
2025-Q1: 22.7K shares2025-Q2: 22.7K shares2025-Q3: 22.5K shares2025-Q4: 16.5K shares2026-Q1: 13.9K shares
$151.43(+188.32%)
2026-03-31
KLAC
KLA CORP
3.01%3.1K$5.4M
-14.64%(-530)
2025-Q1: 5.1K shares2025-Q2: 5.1K shares2025-Q3: 5.0K shares2025-Q4: 3.6K shares2026-Q1: 3.1K shares
$531.66(+247.91%)
2026-03-31
ETN
EATON CORP PLC
2.9%13.2K$5.2M
+5.67%(+708)
2025-Q1: 0 shares2025-Q2: 10.8K shares2025-Q3: 10.9K shares2025-Q4: 12.5K shares2026-Q1: 13.2K shares
$320.78(+26.86%)
2026-03-31

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