CONSULTIVA WEALTH MANAGEMENT, CORP.
Top Portfolio Positions
172 positions ·
$18,279,811 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
19,850 | $3,461,840 | 18.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,900 | $1,984,164 | 10.85% | |
| AAPL |
Apple Inc.
Technology
|
4,574 | $1,160,835 | 6.35% | |
| URI |
United Rentals, Inc.
Industrials
|
1,000 | $728,560 | 3.99% | |
| AXP |
American Express Co
Financial Services
|
2,262 | $684,209 | 3.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,874 | $551,255 | 3.02% | |
| GEV |
GE Vernova Inc.
Industrials
|
620 | $541,198 | 2.96% | |
| GE |
General Electric Co
Industrials
|
1,901 | $539,446 | 2.95% | |
| GLD |
Spdr Gold Trust
|
850 | $365,746 | 2.00% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
2,300 | $336,444 | 1.84% |
Portfolio Trend
20 quarters · across all stocks
Holdings in UUP
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,389 | 266 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,189 | 266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,317 | 266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,150 | 266 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,591 | 266 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||