CONSULTIVA WEALTH MANAGEMENT, CORP.
Top Portfolio Positions
171 positions ·
$18,222,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
19,850 | $3,461,840 | 19.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,900 | $1,984,164 | 10.89% | |
| AAPL |
Apple Inc.
Technology
|
4,574 | $1,160,835 | 6.37% | |
| URI |
United Rentals, Inc.
Industrials
|
1,000 | $728,560 | 4.00% | |
| AXP |
American Express Co
Financial Services
|
2,262 | $684,209 | 3.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,874 | $551,255 | 3.03% | |
| GEV |
GE Vernova Inc.
Industrials
|
620 | $541,198 | 2.97% | |
| GE |
General Electric Co
Industrials
|
1,901 | $539,446 | 2.96% | |
| GLD |
Spdr Gold Trust
|
850 | $365,746 | 2.01% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
2,300 | $336,444 | 1.85% |
Portfolio Trend
Holdings in INFQ
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,715 | 1,500 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||