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Asset Manager ← All Institutions

CONSULTIVA WEALTH MANAGEMENT, CORP.

Q3 2025 · Filed 2025-11-14
Market Value
$3.4B
-8.9%
Holdings
268
New Purchases
3
Added To
6
Closed
15
Reduced
7
Top 10 Concentration
74.2%
Turnover
6.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QAI 32.90% 28.81% +4.09% $1.1B
CMG 1.73% 0.00% +1.73% $59M
QLTA 11.40% 10.25% +1.15% $388M
ACIO 5.08% 4.14% +0.93% $173M
MMLG 5.33% 4.51% +0.82% $181M
TTD 0.72% 0.00% +0.72% $25M
VBNK 4.67% 3.97% +0.70% $159M
ARKX 1.26% 0.65% +0.61% $43M
SPHD 3.74% 3.28% +0.46% $127M
TNA 0.40% 0.00% +0.40% $14M
FALN 3.23% 2.87% +0.35% $110M
PGX 2.76% 2.41% +0.35% $94M
HPE 0.95% 0.72% +0.23% $32M
GUNR 1.29% 1.07% +0.21% $44M
BRBR 0.20% 0.00% +0.20% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAC 0.00% 3.61% -3.61% $147K
GM 0.00% 3.35% -3.34% $155K
KTOS 0.00% 2.22% -2.22% $163K
BBDC 0.00% 0.73% -0.73% $0
HPI 0.00% 0.64% -0.64% $0
YYY 0.00% 0.63% -0.63% $0
HPS 0.00% 0.57% -0.57% $0
KNG 0.00% 0.53% -0.53% $0
HYIN 0.00% 0.46% -0.46% $0
HPF 0.00% 0.42% -0.42% $0
PBR 0.00% 0.34% -0.34% $0
FLBL 0.00% 0.32% -0.32% $0
AWF 0.00% 0.30% -0.30% $0
MORT 0.00% 0.28% -0.28% $0
FTSL 2.93% 3.16% -0.23% $100M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $36M 1.1%
Large Cap 141 $510M 15.0%
Mid Cap 39 $697M 20.5%
Small Cap 27 $1.9B 55.6%
Micro Cap 11 $267M 7.9%

Portfolio Analytics

Avg Market Cap
$210.8B
Median Market Cap
$38.9B
Avg P/E
30.0
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
171
# ETFs / Funds
97

Top Holdings (268 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QAI 32.90% 33,271 $1.1B $33,629.80 $44M
2 QLTA 11.40% 7,997 $388M $48,470.05 $5M
3 MMLG 5.33% 5,000 $181M $36,240.00 $13M
4 ACIO 5.08% 3,975 $173M $43,429.94 $18M +240 +6.4%
5 VBNK 4.67% 13,000 $159M $12,210.00 $11M
6 SPHD 3.74% 2,573 $127M $49,450.06 $5M
7 FALN 3.23% 3,951 $110M $27,780.06 $3M
8 FTSL 2.93% 2,173 $100M $45,839.85 -$18M -400 -15.6%
9 PGX 2.76% 8,093 $94M $11,600.02 $4M
10 DOW 2.20% 3,261 $75M $22,930.08 -$12M
11 NOK 1.85% 13,089 $63M $4,809.99 -$5M
12 CMG 1.73% 1,500 $59M $39,190.00 $59M
13 GUNR 1.29% 1,000 $44M $43,780.00 $4M
14 ARKX 1.26% 1,500 $43M $28,550.00 $19M +500 +50.0%
15 AA 0.97% 1,000 $33M $32,890.00 $3M
16 HPE 0.95% 1,321 $32M $24,560.18 $5M
17 KHC 0.92% 1,200 $31M $26,040.00 $264K
18 FVD 0.88% 650 $30M $46,240.00 $1M
19 BEN 0.88% 1,299 $30M $23,133.18 -$543K +16 +1.2%
20 HPQ 0.80% 1,000 $27M $27,230.00 $3M
21 PDBC 0.74% 1,880 $25M $13,429.79 $733K
22 TTD 0.72% 500 $25M $49,010.00 $24M
23 PAVE 0.70% 500 $24M $47,630.00 $2M
24 EVF 0.68% 4,238 $23M $5,479.94 -$890K
25 AAL 0.66% 2,003 $23M $11,240.14 $40K
26 VVR 0.64% 6,338 $22M $3,459.92 -$2M
27 CMCSA 0.64% 688 $22M $31,420.06 -$3M
28 XSHD 0.61% 1,545 $21M $13,420.06 -$68K
29 ANGL 0.55% 634 $19M $29,730.28 $285K
30 DVYE 0.55% 630 $19M $29,690.48 $655K
31 SHYG 0.53% 420 $18M $43,300.00 $67K
32 OXY 0.51% 366 $17M $47,251.37 $2M
33 HAL 0.50% 695 $17M $24,600.00 $3M
34 INTC 0.49% 500 $17M $33,550.00 $6M
35 TNA 0.40% 300 $14M $45,240.00 +300 NEW
36 MRNA 0.38% 500 $13M $25,830.00 -$880K
37 RWX 0.37% 450 $13M $27,811.11 $185K
38 HEFA 0.33% 286 $11M $39,608.39 $471K
39 BRW 0.31% 1,350 $10M $7,770.37 -$391K
40 FVRR 0.29% 400 $10M $24,410.00 -$2M
41 RCI 0.26% 255 $9M $34,431.37 $1M
42 2HQ.DE 0.25% 5,000 $9M $1,730.00 $7M
43 NBR 0.24% 200 $8M $40,870.00 $3M
44 UUP 0.22% 266 $7M $27,511.28 $168K
45 BRBR 0.20% 189 $7M $36,349.21 $7M
46 BCE 0.18% 260 $6M $23,400.00 $336K
47 AQN 0.16% 1,000 $5M $5,376.00 -$333K
48 PFE 0.15% 201 $5M $25,477.61 $249K
49 DBX 0.13% 150 $5M $30,213.33 $242K
50 LUV 0.13% 140 $4M $31,907.14 -$75K
51 BP 0.12% 123 $4M $34,463.41 $558K
52 VOO 0.11% 6,128 $4M $612.38 $247K -44 -0.7%
53 NVDA 0.11% 19,850 $4M $186.58 $568K
54 CC 0.10% 218 $3M $15,839.45 $957K
55 BITO 0.10% 175 $3M $19,680.00 -$320K
56 VYM 0.10% 23,725 $3M $140.95 $1M +7,153 +43.2%
57 PIN 0.08% 115 $3M $25,069.57 -$216K
58 KD 0.08% 90 $3M $30,033.33 -$1M
59 BAX 0.08% 116 $3M $22,767.24 -$871K
60 VXUS 0.07% 30,794 $2M $73.46 $106K -411 -1.3%
61 COMT 0.06% 77 $2M $26,844.16 $77K
62 GOOGL 0.05% 7,420 $2M $243.10 $496K
63 AAPL 0.04% 4,932 $1M $254.63 $240K -20 -0.4%
64 OXY-WT 0.03% 45 $1M $25,511.11 $216K
65 VB 0.03% 4,355 $1M $254.28 $51K -104 -2.3%
66 WBD 0.03% 54 $1M $19,537.04 $436K
67 FMC 0.03% 31 $1M $33,645.16 -$251K
68 URI 0.03% 1,000 $955K $954.66 $201K
69 AXP 0.02% 2,382 $791K $332.16 $31K
70 JPM 0.02% 1,974 $623K $315.43 $50K
71 GE 0.02% 1,963 $591K $300.82 $85K
72 VGT 0.01% 643 $480K $746.63 $54K
73 AMZN 0.01% 1,803 $396K $219.57 $325
74 GEV 0.01% 635 $390K $614.90 $54K
75 BA 0.01% 1,735 $374K $215.83 $11K
76 PLTR 0.01% 1,800 $328K $182.42 $56K -200 -10.0%
77 GLD 0.01% 850 $302K $355.47 $43K
78 MSFT 0.01% 552 $286K $517.95 $11K
79 OGN 0.01% 25 $267K $10,680.00 $25K
80 WMT 0.01% 2,444 $252K $103.06 $13K
81 VTRS 0.01% 24 $238K $9,916.67 $24K
82 SPY 0.01% 355 $236K $666.18 $17K
83 MA 0.01% 400 $228K $568.81 $3K
84 META 0.01% 295 $217K $734.38 -$1K
85 GOOG 0.01% 880 $214K $243.55 $58K
86 HD 0.01% 440 $178K $405.19 $17K
87 RTX 0.01% 1,032 $173K $167.33 $22K
88 DIS 0.01% 1,487 $170K $114.50 -$14K
89 LQD —% 1,488 $166K $111.47 $3K
90 PYPL —% 2,456 $165K $67.06 -$18K
91 KTOS —% 1,786 $163K $91.37 -$83M
92 QQQ —% 270 $162K $600.37 $13K
93 COST —% 173 $160K $925.63 -$11K
94 GM —% 2,538 $155K $60.97 -$125M
95 TSLA —% 345 $153K $444.72 $44K
96 SDY —% 1,078 $151K $140.05 $5K
97 IBM —% 530 $150K $282.16 -$7K
98 NANR —% 2,313 $149K $64.59 $18K
99 BAC —% 2,850 $147K $51.59 -$135M
100 DXJ —% 1,147 $147K $128.03 $16K

New Positions

SymbolValue% Port
TNA $14M 0.40%
EVRG $19K —%
NLR $6K —%

Sold Out Positions

SymbolValue% Port
HPI —%
AWF —%
CHPT —%
MRK —%
BBDC —%
PBR —%
KNG —%
FLBL —%
MORT —%
JEPI —%
YYY —%
HPF —%
HYIN —%
HPS —%
WBA —%
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