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CIK: 0002011014
Total reported value
$194.5M
$194.5M
53 檔
18.3%
According to the latest 13F quarterly dataset, Conscious Wealth Investments, LLC managed an equity portfolio of $194.5M at the end of Q1 2025, spanning 53 distinct U.S. exchange-listed positions.
During Q1 2025, Conscious Wealth Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.85% | -0.41% | -8.82% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 5.10% | -0.27% | +13.25% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.90% | -0.36% | +0.45% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.44% | -0.34% | -13.12% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.41% | -1.41% | -19.15% | |
| 6 | CPRT | Copart Inc | Stock-Industrials | 3.21% | -1.40% | +30.58% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | -0.20% | +2070.94% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.32% | +31.02% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.75% | — | +13.67% | |
| 10 | AN | Autonation Inc | Stock-Consumer Disc | 2.73% | -0.25% | +9.57% | |
| 11 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.71% | -0.18% | +18.72% | |
| 12 | DAL | Delta Air Lines Inc | Stock-Industrials | 2.65% | -0.15% | -0.41% | |
| 13 | PVH | Pvh CORP | Stock-Consumer Disc | 2.64% | — | +81.80% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.62% | -0.21% | +0.65% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.53% | — | +8.31% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -0.29% | +3.68% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 2.47% | +0.43% | — | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 2.45% | +0.98% | +28.95% | |
| 19 | AXP | American Express Co | Stock-Financials | 2.39% | -0.07% | -16.82% | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 2.37% | +0.14% | — | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.37% | -0.45% | +79.20% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 2.35% | -1.21% | +21.74% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 2.34% | -0.24% | +7.12% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 2.29% | — | +68.57% | |
| 25 | INGR | Ingredion Inc | Stock-Consumer Staples | 2.21% | -0.33% | -8.66% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.20% | -0.15% | +6.70% | |
| 27 | ACN | Accenture plc | Stock-Tech | 2.18% | — | +28.52% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 2.17% | -2.22% | EXIT | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.17% | -0.20% | -23.17% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 1.97% | -0.07% | +9.51% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 1.79% | -0.24% | -12.31% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.75% | -0.19% | -25.18% | |
| 33 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.70% | -0.67% | — | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.48% | +0.11% | NEW | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.21% | — | -40.55% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.49% | — | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | +0.04% | -2.14% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.01% | -8.65% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.02% | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | +0.05% | -11.62% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | +0.04% | -6.53% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | — | -22.47% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.33% | — | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.30% | — | — | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.40% | +0.09% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.26% | — | +19.94% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | — | |
| 48 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.17% | +0.01% | — | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.17% | — | — | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.16% | -0.03% | — |
According to official SEC Form 13F filings, Conscious Wealth Investments, LLC reported a total U.S. public equity portfolio value of $194.5M across 53 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, HD, VCIT) accounted for 18.3% of total reported equity market value during Q1 2025.
During Q1 2025, Conscious Wealth Investments, LLC's top holdings by market value included SPY (8.8%)、HD (5.1%)、VCIT (3.9%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q1 2025, Conscious Wealth Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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