Conservest Capital Advisors, Inc. - Portfolio overview

Conservest Capital Advisors, Inc. has 138 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.09%
2. MDY - STATE STR SPDR S&P MIDCAP 40, 11.80%
3. XLK - SELECT SECTOR SPDR TR, 10.88%

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

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