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Asset Manager ← All Institutions

CONSULTIVA WEALTH MANAGEMENT, CORP.

Q2 2025 · Filed 2025-08-13
Market Value
$3.7B
+1.7%
Holdings
268
New Purchases
2
Added To
11
Closed
3
Reduced
10
Top 10 Concentration
68.0%
Turnover
1.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPHD 3.28% 0.00% +3.28% $122M
ACIO 4.14% 3.22% +0.92% $155M
MMLG 4.51% 3.72% +0.79% $168M
KTOS 2.22% 1.45% +0.78% $83M
BEN 0.82% 0.24% +0.58% $31M
KNG 0.53% 0.00% +0.53% $20M
QAI 28.81% 28.39% +0.42% $1.1B
VBNK 3.97% 3.67% +0.30% $148M
PDBC 0.66% 0.41% +0.25% $25M
HPE 0.72% 0.56% +0.17% $27M
ARKX 0.65% 0.48% +0.16% $24M
SHYG 0.49% 0.32% +0.16% $18M
ANGL 0.50% 0.34% +0.16% $19M
GM 3.35% 3.25% +0.09% $125M
PAVE 0.58% 0.51% +0.07% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLF 0.00% 2.58% -2.58% $100K
ARKK 0.00% 1.48% -1.48% $80K
DOW 2.31% 3.25% -0.93% $86M
HOOD 0.00% 0.57% -0.57% $47K
GDX 0.00% 0.50% -0.50% $21K
WDC 0.00% 0.48% -0.48% $28K
BNS 0.00% 0.35% -0.35% $15K
BAC 3.61% 3.92% -0.31% $135M
HGTY 0.00% 0.18% -0.18% $0
KHC 0.83% 1.00% -0.16% $31M
QLTA 10.25% 10.36% -0.11% $383M
HAL 0.38% 0.48% -0.10% $14M
HPQ 0.66% 0.75% -0.10% $24M
OXY 0.41% 0.49% -0.08% $15M
BCE 0.15% 0.23% -0.08% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 51 $170M 4.6%
Large Cap 141 $657M 17.6%
Mid Cap 38 $689M 18.5%
Small Cap 27 $2.0B 52.3%
Micro Cap 11 $266M 7.1%

Portfolio Analytics

Avg Market Cap
$211.9B
Median Market Cap
$39.3B
Avg P/E
30.0
Median P/E
22.1
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
172
# ETFs / Funds
96

Top Holdings (268 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QAI 28.81% 33,271 $1.1B $32,319.80 $34M
2 QLTA 10.25% 7,997 $383M $47,839.94 $2M
3 MMLG 4.51% 5,000 $168M $33,640.00 $32M
4 ACIO 4.14% 3,735 $155M $41,400.00 $36M +680 +22.3%
5 VBNK 3.97% 13,000 $148M $11,400.00 $14M
6 BAC 3.61% 2,850 $135M $47,320.00 -$9M -600 -17.4%
7 GM 3.35% 2,538 $125M $49,210.01 $6M
8 SPHD 3.28% 2,573 $122M $47,560.05 $122M
9 FTSL 3.16% 2,573 $118M $45,890.01 $618K
10 FALN 2.87% 3,951 $107M $27,139.96 $1M
11 PGX 2.41% 8,093 $90M $11,129.99 -$728K
12 DOW 2.31% 3,261 $86M $26,479.91 -$33M -150 -4.4%
13 KTOS 2.22% 1,786 $83M $46,450.17 $30M
14 NOK 1.82% 13,089 $68M $5,180.00 -$1M
15 GUNR 1.07% 1,000 $40M $40,110.00 $1M
16 KHC 0.83% 1,200 $31M $25,820.00 -$6M
17 BEN 0.82% 1,283 $31M $23,844.89 $22M +820 +177.1%
18 AA 0.79% 1,000 $30M $29,510.00 -$990K
19 FVD 0.78% 650 $29M $44,700.00 $72K
20 BBDC 0.73% 3,000 $27M $9,140.00 -$1M
21 HPE 0.72% 1,321 $27M $20,449.66 $7M
22 CMCSA 0.66% 688 $25M $35,690.41 -$832K
23 PDBC 0.66% 1,880 $25M $13,039.89 $9M +775 +70.1%
24 HPQ 0.66% 1,000 $24M $24,460.00 -$3M
25 ARKX 0.65% 1,000 $24M $24,160.00 $6M
26 EVF 0.65% 4,238 $24M $5,689.95 -$635K
27 VVR 0.65% 6,338 $24M $3,799.94 $317K
28 HPI 0.64% 1,500 $24M $15,990.00 -$900K
29 YYY 0.63% 2,000 $23M $11,710.00 $600K
30 AAL 0.60% 2,003 $22M $11,220.17 $1M
31 PAVE 0.58% 500 $22M $43,580.00 $3M
32 HPS 0.57% 1,500 $21M $14,260.00 -$1M
33 XSHD 0.56% 1,545 $21M $13,464.08 -$642K
34 KNG 0.53% 400 $20M $49,100.00 $20M
35 ANGL 0.50% 634 $19M $29,280.76 $6M +200 +46.1%
36 SHYG 0.49% 420 $18M $43,140.48 $6M +140 +50.0%
37 DVYE 0.48% 630 $18M $28,650.79 $858K
38 HYIN 0.46% 1,000 $17M $17,220.00 -$580K
39 HPF 0.42% 1,000 $16M $15,810.00 -$810K
40 OXY 0.41% 366 $15M $42,010.93 -$3M
41 HAL 0.38% 695 $14M $20,379.86 -$3M
42 MRNA 0.37% 500 $14M $27,590.00 -$380K
43 PBR 0.34% 1,000 $13M $12,510.00 -$2M
44 RWX 0.33% 450 $12M $27,400.00 $1M
45 FLBL 0.32% 500 $12M $24,230.00 $80K
46 FVRR 0.31% 400 $12M $29,330.00 $2M
47 INTC 0.30% 500 $11M $22,400.00 -$155K
48 AWF 0.30% 1,000 $11M $11,030.00 $300K
49 BRW 0.29% 1,350 $11M $8,060.00 $405K
50 HEFA 0.29% 286 $11M $37,961.54 $479K
51 MORT 0.28% 1,000 $11M $10,560.00 -$610K
52 VWO 0.22% 163 $8M $49,460.12 $685K
53 RCI 0.20% 255 $8M $29,600.00 -$2M
54 UUP 0.19% 266 $7M $26,879.70 -$441K
55 SNDK 0.18% 146 $7M $45,349.32 -$329K
56 BCE 0.15% 260 $6M $22,107.69 -$3M
57 AQN 0.15% 1,000 $6M $5,709.00 -$2M
58 NBR 0.15% 200 $6M $28,020.00 -$3M
59 PFE 0.13% 201 $5M $24,238.81 -$221K
60 LUV 0.12% 140 $5M $32,442.86 -$159K
61 DBX 0.11% 150 $4M $28,600.00 $284K
62 KD 0.10% 90 $4M $41,955.56 $950K
63 BITO 0.10% 175 $4M $21,508.57 $558K
64 BP 0.10% 123 $4M $29,926.83 -$475K
65 BAX 0.09% 116 $4M $30,275.86 -$458K
66 VOO 0.09% 6,172 $4M $568.03 $272K -120 -1.9%
67 NVDA 0.08% 19,850 $3M $157.99 $985K
68 PIN 0.08% 115 $3M $26,947.83 $223K
69 CC 0.07% 218 $2M $11,449.54 -$453K
70 WBA 0.07% 212 $2M $11,481.13 $66K
71 VYM 0.06% 16,572 $2M $133.31 -$43K -896 -5.1%
72 VXUS 0.06% 31,205 $2M $69.09 $154K -1,033 -3.2%
73 2HQ.DE 0.06% 5,000 $2M $414.40 -$2M -1,000 -16.7%
74 COMT 0.05% 77 $2M $25,844.16 -$48K
75 GOOGL 0.04% 7,420 $1M $176.23 $160K
76 FMC 0.03% 31 $1M $41,741.94 -$13K
77 VB 0.03% 4,459 $1M $236.98 $68K
78 AAPL 0.03% 4,952 $1M $205.17 -$84K
79 DAL 0.03% 20 $984K $49,200.00 $112K
80 OXY-WT 0.02% 45 $932K $20,711.11 -$313K
81 AXP 0.02% 2,382 $760K $318.98 $119K
82 URI 0.02% 1,000 $753K $753.40 $127K
83 JPST 0.02% 14,170 $718K $50.68 $157K +3,090 +27.9%
84 WBD 0.02% 54 $619K $11,462.96 $41K
85 JPM 0.02% 1,974 $572K $289.91 $88K
86 GE 0.01% 1,963 $505K $257.39 $112K
87 VGT 0.01% 643 $426K $663.28 $78K
88 AMZN 0.01% 1,803 $396K $219.39 $53K
89 BA 0.01% 1,735 $364K $209.53 $68K
90 GEV 0.01% 635 $336K $529.15 $142K
91 MSFT 0.01% 552 $275K $497.41 $67K
92 PLTR 0.01% 2,000 $273K $136.32 $104K
93 GLD 0.01% 850 $259K $304.83 $14K
94 OGN 0.01% 25 $242K $9,680.00 -$130K
95 WMT 0.01% 2,444 $239K $97.78 $24K
96 MA 0.01% 400 $225K $561.94 $6K
97 SPY 0.01% 355 $219K $617.85 $21K
98 META 0.01% 295 $218K $738.09 $48K
99 VTRS 0.01% 24 $214K $8,916.67 $5K
100 CHPT 0.01% 300 $211K $703.33 $30K

New Positions

SymbolValue% Port
GII $20K —%
TQQQ $12K —%

Sold Out Positions

SymbolValue% Port
PM —%
HGTY —%
JEPQ —%
View SEC EDGAR Filings for CONSULTIVA WEALTH MANAGEMENT, CORP. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms