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Conservest Capital Advisors, Inc.

Portfolio Manager
Conservest Capital Advisors, Inc.
Performance
-1.86% (2026 Q1)
AUM (13F)
$1.10B
# of Holdings
127
Performance Rank
Allocation (Top 20)
84.82%

Conservest Capital Advisors, Inc. Holdings Map

Top 50 Conservest Capital Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
14.14%239.8K$156.0M
-0.57%(-1.38K)
2025-Q1: 248.6K shares2025-Q2: 245.4K shares2025-Q3: 246.5K shares2025-Q4: 241.2K shares2026-Q1: 239.8K shares
$308.00(+141.01%)
2026-03-31
MDY
STATE STR SPDR S&P MIDCAP 40
11.84%211.7K$130.6M
-1.22%(-2.61K)
2025-Q1: 222.9K shares2025-Q2: 218.2K shares2025-Q3: 217.7K shares2025-Q4: 214.3K shares2026-Q1: 211.7K shares
$224.96(+196.68%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
10.92%906.1K$120.4M
-1.67%(-15.35K)
2025-Q1: 484.0K shares2025-Q2: 472.9K shares2025-Q3: 471.7K shares2025-Q4: 921.5K shares2026-Q1: 906.1K shares
$33.85(+422.38%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F
6.29%916.8K$69.4M
+4.55%(+39.94K)
2025-Q1: 875.4K shares2025-Q2: 868.2K shares2025-Q3: 876.8K shares2025-Q4: 876.9K shares2026-Q1: 916.8K shares
$61.85(+30.17%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
6.27%471.5K$69.1M
-1.19%(-5.68K)
2025-Q1: 504.2K shares2025-Q2: 490.7K shares2025-Q3: 483.8K shares2025-Q4: 477.2K shares2026-Q1: 471.5K shares
$78.46(+86.98%)
2026-03-31
DGRO
ISHARES TR
5.05%793.4K$55.7M
+16.26%(+110.94K)
2025-Q1: 691.5K shares2025-Q2: 668.6K shares2025-Q3: 676.8K shares2025-Q4: 682.5K shares2026-Q1: 793.4K shares
$53.76(+36.10%)
2026-03-31
IWB
ISHARES TR
4.21%130.2K$46.4M
-3.38%(-4.56K)
2025-Q1: 141.5K shares2025-Q2: 138.4K shares2025-Q3: 138.7K shares2025-Q4: 134.7K shares2026-Q1: 130.2K shares
$142.82(+183.11%)
2026-03-31
XLP
SELECT SECTOR SPDR TR
3.53%475.1K$38.9M
-24.26%(-152.18K)
2025-Q1: 646.1K shares2025-Q2: 637.6K shares2025-Q3: 639.6K shares2025-Q4: 627.3K shares2026-Q1: 475.1K shares
$57.88(+46.38%)
2026-03-31
CGW
INVESCO EXCH TRADED FD TR II
2.89%498.2K$31.9M
-1.78%(-9.01K)
2025-Q1: 517.3K shares2025-Q2: 504.3K shares2025-Q3: 506.1K shares2025-Q4: 507.2K shares2026-Q1: 498.2K shares
$38.76(+62.71%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
2.66%198.1K$29.3M
-13.95%(-32.10K)
2025-Q1: 231.4K shares2025-Q2: 228.2K shares2025-Q3: 229.1K shares2025-Q4: 230.2K shares2026-Q1: 198.1K shares
$84.72(+83.71%)
2026-03-31

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