The Analysis of CONSCIOUS WEALTH INVESTMENTS, LLC's Holdings
Currently, CONSCIOUS WEALTH INVESTMENTS, LLC holds 60 types of securities in its portfolio with a total value $166.6M. In the most recent quarter, they have increased their positions in XLK (+40.5K shares, valued at $5.5M), NFLX (+47.3K shares, valued at $3.8M), XLY (+16.2K shares, valued at $1.9M); decreased their positions in AMAT (-6.0K shares, valued at $1.8M), KLAC (-1.4K shares, valued at $1.8M), N/A (-5.0K shares, valued at $1.7M); initiated new positions in XLK (+40.5K shares, valued at $5.5M), XLY (+16.2K shares, valued at $1.9M), XLE (+30.9K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR20.4K shares-10.19%2025-12-312026-02-13
HD HOME DEPOT INC19.9K shares0.11%2025-12-312026-02-13 IUSB ISHARES TR135.8K shares-0.46%2025-12-312026-02-13 VCIT VANGUARD SCOTTSDALE FDS70.4K shares0.70%2025-12-312026-02-13 XLK SELECT SECTOR SPDR TR40.5K sharesnew addition2025-12-312026-02-13 ALPHABET INC ALPHABET INC15.1K shares-24.95%2025-12-312026-02-13 AMAT APPLIED MATLS INC16.5K shares-26.74%2025-12-312026-02-13 NVDA NVIDIA CORPORATION28.3K shares-18.58%2025-12-312026-02-13 KLAC KLA CORP3.6K shares-27.23%2025-12-312026-02-13 AN AUTONATION INC21.4K shares-2.35%2025-12-312026-02-13 AMZN AMAZON COM INC19.3K shares4.35%2025-12-312026-02-13 CPRT COPART INC107.4K shares36.24%2025-12-312026-02-13 PEP PEPSICO INC25.4K shares-3.43%2025-12-312026-02-13 NFLX NETFLIX INC51.5K shares1107.38%2025-12-312026-02-13 SCHW SCHWAB CHARLES CORP39.8K shares-9.99%2025-12-312026-02-13 MSFT MICROSOFT CORP10.2K shares10.95%2025-12-312026-02-13 GMED GLOBUS MED INC45.8K shares-6.71%2025-12-312026-02-13 ACGL ARCH CAP GROUP LTD39.2K shares-5.65%2025-12-312026-02-13 AXP AMERICAN EXPRESS CO11.2K shares-6.21%2025-12-312026-02-13 CRM SALESFORCE INC20.0K shares47.16%2025-12-312026-02-13 PFE PFIZER INC143.4K shares1.60%2025-12-312026-02-13 ABT ABBOTT LABS33.2K shares20.12%2025-12-312026-02-13 TMUS T-MOBILE US INC16.4K shares27.37%2025-12-312026-02-13 INGR INGREDION INC25.6K shares9.90%2025-12-312026-02-13 NEE NEXTERA ENERGY INC31.8K shares-11.70%2025-12-312026-02-13 DSI ISHARES TR21.2K shares1.30%2025-12-312026-02-13 AMT AMERICAN TOWER CORP NEW13.2K shares11.59%2025-12-312026-02-13 PVH PVH CORPORATION33.1K shares-37.06%2025-12-312026-02-13 XLB SELECT SECTOR SPDR TR42.1K shares102.88%2025-12-312026-02-13 XLY SELECT SECTOR SPDR TR16.2K sharesnew addition2025-12-312026-02-13 ADBE ADOBE INC7.0K shares-23.96%2025-12-312026-02-13 EOG EOG RES INC16.1K shares-37.68%2025-12-312026-02-13 NOW SERVICENOW INC16.7K shares306.90%2025-12-312026-02-13 VTI VANGUARD INDEX FDS5.0K shares12.39%2025-12-312026-02-13 XLE SELECT SECTOR SPDR TR30.9K sharesnew addition2025-12-312026-02-13 SYY SYSCO CORP10.0K shares0.12%2025-12-312026-02-13 KO COCA COLA CO9.5K shares1.12%2025-12-312026-02-13 ALPHABET INC ALPHABET INC2.1K shares2.83%2025-12-312026-02-13 VTEB VANGUARD MUN BD FDS13.3K shares-0.88%2025-12-312026-02-13 GE AEROSPACE GE AEROSPACE2.1K shares0.57%2025-12-312026-02-13 MUB ISHARES TR5.7K shares-1.09%2025-12-312026-02-13 MCD MCDONALDS CORP1.9K shares1.31%2025-12-312026-02-13 DIS DISNEY WALT CO5.6K shares-26.95%2025-12-312026-02-13 AVUV AMERICAN CENTY ETF TR5.2K shares7.65%2025-12-312026-02-13 AAPL APPLE INC2.0K shares-8.94%2025-12-312026-02-13 TT TRANE TECHNOLOGIES PLC1.2K shares0.00%2025-12-312026-02-13 DAL DELTA AIR LINES INC DEL7.2K shares0.00%2025-12-312026-02-13 CAT CATERPILLAR INC656 shares1.39%2025-12-312026-02-13 HSY HERSHEY CO1.4K shares0.00%2025-12-312026-02-13 MO ALTRIA GROUP INC4.1K shares2.45%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW230 shares2.22%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO1.4K shares3.19%2025-12-312026-02-13 ESS ESSEX PPTY TR INC869 shares0.00%2025-12-312026-02-13 FITB FIFTH THIRD BANCORP4.0K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available