Conscious Wealth Investments, LLC Top Holdings and 13F Report (2025) About Conscious Wealth Investments, LLCInvestment ActivityConscious Wealth Investments, LLC has $156.54 million in total holdings as of June 30, 2025.Conscious Wealth Investments, LLC owns shares of 55 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Conscious Wealth Investments, LLC has purchased 53 new stocks and bought additional shares in 26 stocks.Conscious Wealth Investments, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,432,944Home Depot $7,500,842NVIDIA $6,176,985Vanguard Intermediate-Term Corporate Bond ETF $5,774,297iShares Core Total USD Bond Market ETF $5,052,539 Largest New Holdings this Quarter G29183103 - Eaton $4,214,059 Holding21037T109 - Constellation Energy $202,278 Holding Largest Purchases this Quarter Eaton 10,804 shares (about $4.21M)Constellation Energy 612 shares (about $202.28K)Globus Medical 2,928 shares (about $158.24K)PVH 1,379 shares (about $103.83K)SPDR S&P 500 ETF Trust 133 shares (about $84.49K) Largest Sales this Quarter Delta Air Lines 71,566 shares (about $3.90M)NVIDIA 1,345 shares (about $236.08K)Home Depot 365 shares (about $137.73K)Walt Disney 204 shares (about $24.46K)Netflix 16 shares (about $18.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConscious Wealth Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$14,432,944$84,492 ▲0.6%22,7199.2%FinanceHDHome Depot$7,500,842$137,731 ▼-1.8%19,8784.8%Retail/WholesaleNVDANVIDIA$6,176,985$236,078 ▼-3.7%35,1923.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$5,774,297$22,524 ▲0.4%69,7313.7%ETFIUSBiShares Core Total USD Bond Market ETF$5,052,539$40,428 ▲0.8%109,6033.2%ManufacturingNFLXNetflix$5,015,251$18,701 ▼-0.4%4,2913.2%Consumer DiscretionaryMSFTMicrosoft$4,769,613$2,563 ▼-0.1%9,3053.0%Computer and TechnologyARISTA NETWORKS INC$4,694,685$9,370 ▲0.2%39,5823.0%COM SHSKLACKLA$4,634,350$18,325 ▼-0.4%5,0583.0%Computer and TechnologySCHWCharles Schwab$4,376,283$4,504 ▲0.1%44,6972.8%FinanceAMZNAmazon.com$4,302,693$1,848 ▼0.0%18,6242.7%Retail/WholesaleAMATApplied Materials$4,272,867$4,522 ▲0.1%22,6762.7%Computer and TechnologyANAutoNation$4,238,750$10,823 ▲0.3%21,9332.7%Retail/WholesaleETNEaton$4,214,059$4,214,059 ▲New Holding10,8042.7%IndustrialsBLACKROCK INC$4,065,606$17,945 ▼-0.4%3,6252.6%COMGOOGAlphabet$4,049,400$14,337 ▲0.4%20,6182.6%Computer and TechnologyNOWServiceNow$4,008,227$4,966 ▼-0.1%4,0362.6%Computer and TechnologyPVHPVH$3,953,320$103,833 ▲2.7%52,5042.5%Consumer DiscretionaryPEPPepsiCo$3,781,936$15,395 ▲0.4%26,2862.4%Consumer StaplesAXPAmerican Express$3,730,541$3,394 ▼-0.1%12,0902.4%FinanceACGLArch Capital Group$3,569,118$12,918 ▲0.4%41,4422.3%FinanceCPRTCopart$3,550,882$58,848 ▲1.7%76,4512.3%Business ServicesABTAbbott Laboratories$3,517,831$17,279 ▲0.5%27,4842.2%MedicalPFEPfizer$3,425,269$17,156 ▲0.5%140,9572.2%MedicalCRMSalesforce$3,300,823$10,162 ▲0.3%12,3432.1%Computer and TechnologyADBEAdobe$3,191,977$4,448 ▲0.1%8,6112.0%Computer and TechnologyEOGEOG Resources$3,152,452$17,239 ▲0.5%25,6022.0%EnergyTMUST-Mobile US$3,076,776$11,962 ▲0.4%12,8612.0%Computer and TechnologyINGRIngredion$3,072,876$9,261 ▲0.3%23,2262.0%Consumer StaplesACNAccenture$2,865,814$18,127 ▲0.6%10,2761.8%Computer and TechnologyNEENextEra Energy$2,590,008$10,000 ▲0.4%36,0001.7%UtilitiesAMTAmerican Tower$2,532,940$15,036 ▲0.6%11,7921.6%FinanceGMEDGlobus Medical$2,523,137$158,236 ▲6.7%46,6881.6%MedicalDSIiShares ESG MSCI KLD 400 ETF$2,484,113$38,011 ▲1.6%20,5861.6%ETFAPDAir Products and Chemicals$1,902,815$3,542 ▲0.2%6,4461.2%Basic MaterialsSYYSysco$784,9760.0%10,0150.5%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$691,4670.0%3,7070.4%ETFKOCocaCola$650,9230.0%9,3820.4%Consumer StaplesDISWalt Disney$564,776$24,462 ▼-4.2%4,7100.4%Consumer DiscretionaryTTTrane Technologies$555,2850.0%1,1790.4%ConstructionMCDMcDonald's$553,5830.0%1,8290.4%Retail/WholesaleGEGE Aerospace$543,5930.0%2,0110.3%AerospaceVTEBVanguard Tax-Exempt Bond ETF$540,299$11,878 ▼-2.2%11,0990.3%ETFMUBiShares National Muni Bond ETF$539,760$7,062 ▼-1.3%5,1970.3%ETFAAPLApple$449,5830.0%2,1280.3%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$428,192$10,792 ▲2.6%4,5230.3%ETFDALDelta Air Lines$395,288$3,900,342 ▼-90.8%7,2530.3%TransportationGOOGLAlphabet$393,2620.0%2,0090.3%Computer and TechnologyCATCaterpillar$278,2420.0%6470.2%IndustrialsHSYHershey$258,4870.0%1,3880.2%Consumer StaplesESSEssex Property Trust$252,5920.0%8690.2%FinanceMOAltria Group$239,9330.0%4,0420.2%Consumer StaplesPGProcter & Gamble$210,0140.0%1,3410.1%Consumer StaplesCOSTCostco Wholesale$209,3440.0%2240.1%Retail/WholesaleCEGConstellation Energy$202,278$202,278 ▲New Holding6120.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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