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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 $125,408,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,772 $11,113,419 8.86%
2.
Sector Spdr Trust
 XLB 34,030 $6,945,523 5.53%
3.
Home Depot Inc.
 HD 16,990 $5,963,052 4.75%
4.
Ishares Tr
 130,397 $5,952,623 4.74%
5.
Vanguard Scottsdale Funds
 69,935 $5,637,460 4.49%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)