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Home > Institutional Investor > Conscious Wealth Investments, Llc > Profile

Instuitional Investor - Conscious Wealth Investments, Llc

Fund Profile
Filing Period:
Fund Name: Conscious Wealth Investments, Llc
Portfolio Value $147,470,195
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 24,770 $14,800,613 10.03%
2.
Sector Spdr Trust
 XLB 38,294 $8,963,713 6.07%
3.
Home Depot Inc.
 HD 17,875 $7,317,751 4.96%
4.
Ishares Tr
 125,145 $5,656,554 3.83%
5.
Vanguard Scottsdale Funds
 69,148 $5,547,744 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)