HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
24,447 | +1,675 | $12,310 |
| SPY | 24,447 | +1,675 | $12,310 |
| SELECT SECTOR SPDR TR (XLK) |
37,541 | +3,511 | $7,574 |
| XLK | 37,541 | +3,511 | $7,574 |
| HOME DEPOT INC |
16,813 | -177 | $6,449 |
| HD | 16,813 | -177 | $6,449 |
| ISHARES TR (IUSB) |
130,393 | -4 | $5,776 |
| IUSB | 130,393 | -4 | $5,776 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
70,068 | +133 | $5,465 |
| VCIT | 70,068 | +133 | $5,465 |
| DELTA AIR LINES INC DEL |
80,285 | +2,537 | $3,737 |
| DAL | 80,285 | +2,537 | $3,737 |
| APPLIED MATLS INC |
17,495 | -21 | $3,664 |
| AMAT | 17,495 | -21 | $3,664 |
| NETFLIX INC |
5,605 | +6 | $3,461 |
| NFLX | 5,605 | +6 | $3,461 |
| AMAZON COM INC |
18,062 | +77 | $3,311 |
| AMZN | 18,062 | +77 | $3,311 |
| EOG RES INC |
24,659 | +929 | $3,278 |
| EOG | 24,659 | +929 | $3,278 |
| AMERICAN EXPRESS CO |
14,935 | +323 | $3,261 |
| AXP | 14,935 | +323 | $3,261 |
| ALPHABET INC |
20,832 | +1,659 | $3,250 |
| GOOG | 20,832 | +1,659 | $3,250 |
| KLA CORP |
4,679 | +6 | $3,243 |
| KLAC | 4,679 | +6 | $3,243 |
| SCHWAB CHARLES CORP |
43,653 | +2,417 | $3,189 |
| SCHW | 43,653 | +2,417 | $3,189 |
| PARKER HANNIFIN CORP |
5,811 | -5 | $3,162 |
| PH | 5,811 | -5 | $3,162 |
| ARCH CAP GROUP LTD |
34,327 | +520 | $3,119 |
| ACGL | 34,327 | +520 | $3,119 |
| COPART INC |
56,747 | +886 | $3,086 |
| CPRT | 56,747 | +886 | $3,086 |
| AUTONATION INC |
19,752 | +796 | $3,053 |
| AN | 19,752 | +796 | $3,053 |
| NEXTERA ENERGY INC |
47,419 | +47,419 | $2,926 |
| NEE | 47,419 | +47,419 | $2,926 |
| MERCK & CO INC |
23,243 | +648 | $2,907 |
| MRK | 23,243 | +648 | $2,907 |
| MICROSOFT CORP |
6,961 | -29 | $2,886 |
| MSFT | 6,961 | -29 | $2,886 |
| BLACKROCK INC |
3,390 | +97 | $2,826 |
| BLK | 3,390 | +97 | $2,826 |
| INGREDION INC |
25,059 | +841 | $2,794 |
| INGR | 25,059 | +841 | $2,794 |
| SALESFORCE INC |
9,911 | +15 | $2,749 |
| CRM | 9,911 | +15 | $2,749 |
| SERVICENOW INC |
3,602 | +3,602 | $2,682 |
| NOW | 3,602 | +3,602 | $2,682 |
| AMERICAN TOWER CORP NEW |
13,556 | +656 | $2,679 |
| AMT | 13,556 | +656 | $2,679 |
| ACCENTURE PLC IRELAND |
7,688 | +109 | $2,665 |
| ACN | 7,688 | +109 | $2,665 |
| T MOBILE US INC |
16,652 | +507 | $2,661 |
| TMUS | 16,652 | +507 | $2,661 |
| ABBOTT LABS |
24,303 | +840 | $2,654 |
| ABT | 24,303 | +840 | $2,654 |
| PFIZER INC |
102,889 | +67,975 | $2,643 |
| PFE | 102,889 | +67,975 | $2,643 |
| BORGWARNER INC |
81,206 | +480 | $2,635 |
| BWA | 81,206 | +480 | $2,635 |
| UNITEDHEALTH GROUP INC |
5,218 | +197 | $2,446 |
| UNH | 5,218 | +197 | $2,446 |
| AIR PRODS & CHEMS INC |
10,621 | +580 | $2,419 |
| APD | 10,621 | +580 | $2,419 |
| PEPSICO INC |
13,731 | +13,731 | $2,300 |
| PEP | 13,731 | +13,731 | $2,300 |
| ADOBE INC |
4,559 | +47 | $2,171 |
| ADBE | 4,559 | +47 | $2,171 |
| ISHARES TR (DSI) |
16,351 | +1,269 | $1,574 |
| DSI | 16,351 | +1,269 | $1,574 |
| VANGUARD MUN BD FDS (VTEB) |
21,139 | -3,652 | $1,055 |
| VTEB | 21,139 | -3,652 | $1,055 |
| ISHARES TR (MUB) |
9,452 | -1,628 | $1,004 |
| MUB | 9,452 | -1,628 | $1,004 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
4,863 | -5,084 | $777 |
| RSP | 4,863 | -5,084 | $777 |
| DISNEY WALT CO |
5,184 | -1,356 | $590 |
| DIS | 5,184 | -1,356 | $590 |
| COCA COLA CO |
9,587 | UNCH | $557 |
| KO | 9,587 | UNCH | $557 |
| MCDONALDS CORP |
2,083 | -75 | $553 |
| MCD | 2,083 | -75 | $553 |
| UNITED PARCEL SERVICE INC |
3,532 | -235 | $505 |
| UPS | 3,532 | -235 | $505 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
4,742 | +213 | $362 |
| VCSH | 4,742 | +213 | $362 |
| APPLE INC |
2,122 | -219 | $359 |
| AAPL | 2,122 | -219 | $359 |
| AMERICAN CENTY ETF TR (AVUV) |
3,216 | +279 | $282 |
| AVUV | 3,216 | +279 | $282 |
See Full List: All Stocks Held By Conscious Wealth Investments LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Conscious Wealth Investments LLC
|
Size ($ in 1000's)
At 03/31/2024: $133,251 At 12/31/2023: $124,990 Conscious Wealth Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Conscious Wealth Investments LLC 13F filings. Link to 13F filings: SEC filings |
