CONSCIOUS WEALTH INVESTMENTS, LLC - Portfolio overview

CONSCIOUS WEALTH INVESTMENTS, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 6.70%
2. HD - HOME DEPOT INC, 3.36%
3. NVDA - NVIDIA CORPORATION, 3.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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