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Consultiva Wealth Management, Corp.

Latest statistics and disclosures from Consultiva Wealth Management, Corp.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VYM, VXUS, VB, QAI, and represent 87.10% of Consultiva Wealth Management, Corp.'s stock portfolio.
Added to shares of these 6 stocks: VOO, VYM, VXUS, VB, DYNI, BIL.
Started 3 new stock positions in DYNI, BIL, VXUS.
Reduced shares in these 10 stocks: QAI, , VIG, EFA, , EMB, , PICB, BKLN, EEM.
Sold out of its positions in IQ ARB Global Resources ETF, PICB, BKLN, EEM, EFA, EMB, MINT, RWO, VIG.
Consultiva Wealth Management, Corp. was a net buyer of stock by $6.6M.
Consultiva Wealth Management, Corp. has $11M in assets under management (AUM), dropping by 173.67%.
Central Index Key (CIK): 0001845849

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Positions held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Consultiva Wealth Management, Corp.

Consultiva Wealth Management, Corp. holds 21 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	28.8	$3.1M	+2744%	6.4k	480.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	20.4	$2.2M	+9938%	18k	120.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	18.8	$2.0M	NEW	33k	60.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	10.3	$1.1M	+1375%	4.8k	228.59	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	8.8	$938k	-47%	30k	30.89	View chart
Etf Opportunities Trust Idx Dynamic Inno (DYNI)	3.7	$399k	NEW	14k	29.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	2.2	$236k		5.3k	44.40	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$137k		2.0k	68.80	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$123k	NEW	1.3k	91.80	View chart
Ishares Tr Faln Angls Usd (FALN)	1.0	$106k		4.0k	26.86	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$100k		2.2k	46.21	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.9	$96k		8.1k	11.88	View chart
Moderna (MRNA)	0.5	$51k		475.00	106.56	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$42k		840.00	50.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.2	$24k		1.5k	15.42	View chart
Airbnb Com Cl A (ABNB)	0.2	$22k		135.00	164.96	View chart
Ishares Em Mkts Div Etf (DVYE)	0.2	$17k		630.00	26.16	View chart
Apple (AAPL)	0.1	$9.1k		53.00	171.47	View chart
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL)	0.1	$7.6k		261.00	29.02	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$5.6k		61.00	92.41	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$2.1k		77.00	27.00	View chart

Past Filings by Consultiva Wealth Management, Corp.

SEC 13F filings are viewable for Consultiva Wealth Management, Corp. going back to 2020

Consultiva Wealth Management, Corp. 2024 Q1 filed May 16, 2024
Consultiva Wealth Management, Corp. 2023 Q3 filed Nov. 15, 2023
Consultiva Wealth Management, Corp. 2023 Q2 filed Aug. 15, 2023
Consultiva Wealth Management, Corp. 2023 Q1 filed May 16, 2023
Consultiva Wealth Management, Corp. 2022 Q4 filed Feb. 13, 2023
Consultiva Wealth Management, Corp. 2022 Q3 filed Nov. 15, 2022
Consultiva Wealth Management, Corp. 2022 Q2 filed Aug. 15, 2022
Consultiva Wealth Management, Corp. 2022 Q1 filed May 17, 2022
Consultiva Wealth Management, Corp. 2021 Q4 filed Feb. 14, 2022
Consultiva Wealth Management, Corp. 2021 Q3 filed Nov. 16, 2021
Consultiva Wealth Management, Corp. 2019 Q2 filed Aug. 16, 2021
Consultiva Wealth Management, Corp. 2021 Q1 filed May 17, 2021
Consultiva Wealth Management, Corp. 2020 Q4 filed Feb. 16, 2021

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