Conservest Capital Advisors, Inc. Top Holdings and 13F Report (2025) About Conservest Capital Advisors, Inc.Investment ActivityConservest Capital Advisors, Inc. has $952.04 million in total holdings as of March 31, 2025.Conservest Capital Advisors, Inc. owns shares of 110 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.59% of the portfolio was purchased this quarter.About 6.67% of the portfolio was sold this quarter.This quarter, Conservest Capital Advisors, Inc. has purchased 109 new stocks and bought additional shares in 44 stocks.Conservest Capital Advisors, Inc. sold shares of 39 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $139,055,125SPDR S&P MidCap 400 ETF Trust $118,919,824Technology Select Sector SPDR Fund $99,936,097Health Care Select Sector SPDR Fund $73,615,024JPMorgan International Research Enhanced Equity ETF $55,777,446 Largest New Holdings this Quarter 922907696 - VANGUARD MUN BD FDS $2,803,517 Holding81369Y100 - Materials Select Sector SPDR Fund $1,053,544 Holding922907746 - Vanguard Tax-Exempt Bond ETF $511,086 Holding09174C104 - BITWISE BITCOIN ETF TR $313,487 Holding293792107 - Enterprise Products Partners $276,603 Holding Largest Purchases this Quarter JPMorgan International Research Enhanced Equity ETF 865,440 shares (about $55.15M)iShares Core S&P Small-Cap ETF 63,526 shares (about $6.64M)VANGUARD MUN BD FDS 37,214 shares (about $2.80M)Materials Select Sector SPDR Fund 12,253 shares (about $1.05M)Communication Services Select Sector SPDR Fund 8,464 shares (about $816.36K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 414,712 shares (about $31.37M)Pacer US Small Cap Cash Cows ETF 199,199 shares (about $7.47M)iShares Core U.S. Aggregate Bond ETF 54,166 shares (about $5.36M)Vanguard FTSE Developed Markets ETF 79,241 shares (about $4.03M)iShares MSCI Eurozone ETF 63,832 shares (about $3.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConservest Capital Advisors, Inc. 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$139,055,125$381,511 ▲0.3%248,57914.6%FinanceMDYSPDR S&P MidCap 400 ETF Trust$118,919,824$559,629 ▼-0.5%222,91012.5%ETFXLKTechnology Select Sector SPDR Fund$99,936,097$1,346,456 ▼-1.3%483,99910.5%ETFXLVHealth Care Select Sector SPDR Fund$73,615,024$1,226,922 ▼-1.6%504,1787.7%ETFJIREJPMorgan International Research Enhanced Equity ETF$55,777,446$55,145,853 ▲8,731.2%875,3525.9%ETFXLPConsumer Staples Select Sector SPDR Fund$52,764,575$141,616 ▲0.3%646,0705.5%ETFIWBiShares Russell 1000 ETF$43,418,824$57,974 ▼-0.1%141,5494.6%ETFDGROiShares Core Dividend Growth ETF$42,720,121$438,576 ▲1.0%691,4884.5%ETFVYMVanguard High Dividend Yield ETF$29,844,703$69,509 ▼-0.2%231,4263.1%ETFCGWInvesco S&P Global Water Index ETF$28,806,870$297,830 ▼-1.0%517,2723.0%ETFIJRiShares Core S&P Small-Cap ETF$25,805,155$6,642,913 ▲34.7%246,7742.7%ETFVNQVanguard Real Estate ETF$23,792,482$203,353 ▲0.9%262,7842.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$23,613,748$594,553 ▼-2.5%56,2392.5%FinanceQQQInvesco QQQ$23,037,176$55,333 ▼-0.2%49,1282.4%FinanceIEFAiShares Core MSCI EAFE ETF$16,386,274$31,373,020 ▼-65.7%216,6061.7%ETFVGSHVanguard Short-Term Treasury Index ETF$12,656,764$509,369 ▲4.2%215,6551.3%ETFIWViShares Russell 3000 ETF$11,754,657$10,800 ▼-0.1%37,0061.2%ETFVOXVanguard Communication Services ETF$10,407,593$181,035 ▲1.8%70,1371.1%ETFGLDSPDR Gold Shares$8,650,540$352,972 ▲4.3%30,0220.9%FinanceXLCCommunication Services Select Sector SPDR Fund$8,066,522$816,355 ▲11.3%83,6340.8%ETFCALFPacer US Small Cap Cash Cows ETF$6,626,344$7,469,984 ▼-53.0%176,7020.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,225,426$5,358,096 ▼-46.3%62,9340.7%FinanceIWRiShares Russell Mid-Cap ETF$4,796,445$4,168 ▲0.1%56,3820.5%ETFPHOInvesco Water Resources ETF$4,653,836$33,421 ▼-0.7%72,1300.5%ETFAAPLApple$3,915,905$4,887 ▲0.1%17,6290.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,707,702$45,199 ▼-1.2%19,1130.4%ETFVOVanguard Mid-Cap ETF$3,705,882$28,449 ▼-0.8%14,3290.4%ETFVEAVanguard FTSE Developed Markets ETF$3,478,028$4,027,803 ▼-53.7%68,4250.4%ETFIYKiShares U.S. Consumer Staples ETF$3,159,833$274,687 ▼-8.0%44,1500.3%ETFVANGUARD MUN BD FDS$2,803,517$2,803,517 ▲New Holding37,2140.3%SHORT TAX EXEMPTMOOVanEck Agribusiness ETF$2,748,589$58,453 ▼-2.1%40,4860.3%ETFBBHVanEck Biotech ETF$2,742,069$39,961 ▼-1.4%17,4290.3%FinanceXBISPDR S&P Biotech ETF$2,560,641$47,768 ▼-1.8%31,5740.3%ETFVDCVanguard Consumer Staples ETF$2,502,841$69,365 ▲2.9%11,4380.3%ETFIYHiShares U.S. Healthcare ETF$2,458,214$14,127 ▼-0.6%40,3710.3%ETFRSPInvesco S&P 500 Equal Weight ETF$2,255,084$17,842 ▼-0.8%13,0180.2%ETFIYWiShares U.S. Technology ETF$2,161,754$58,843 ▼-2.6%15,3930.2%ManufacturingGNRSPDR S&P Global Natural Resources ETF$2,122,655$593,472 ▼-21.8%39,8620.2%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,870,537$1,984 ▼-0.1%32,0630.2%ETFCMCSAComcast$1,449,128$78,154 ▼-5.1%39,2720.2%Consumer DiscretionaryEZUiShares MSCI Eurozone ETF$1,443,908$3,399,009 ▼-70.2%27,1160.2%ETFSDYSPDR S&P Dividend ETF$1,298,797$5,291 ▼-0.4%9,5730.1%ETFAMZNAmazon.com$1,279,499$14,079 ▲1.1%6,7250.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,250,007$6,653 ▲0.5%27,6180.1%ETFCVXChevron$1,222,295$27,103 ▲2.3%7,3060.1%EnergyIJHiShares Core S&P Mid-Cap ETF$1,092,756$254,517 ▲30.4%18,7280.1%ETFXLBMaterials Select Sector SPDR Fund$1,053,544$1,053,544 ▲New Holding12,2530.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,037,406$982,227 ▼-48.6%12,5400.1%ManufacturingVUGVanguard Growth ETF$939,6580.0%2,5340.1%ETFMSFTMicrosoft$902,410$76,202 ▲9.2%2,4040.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$899,9940.0%16,6760.1%ETFXOMExxon Mobil$890,377$2,735 ▲0.3%7,4870.1%EnergyVHTVanguard Health Care ETF$881,378$6,884 ▲0.8%3,3290.1%ETFVBVanguard Small-Cap ETF$879,199$1,996 ▲0.2%3,9650.1%ETFMETAMeta Platforms$860,926$63,964 ▲8.0%1,4940.1%Computer and TechnologySOXXiShares Semiconductor ETF$799,810$543,118 ▲211.6%4,2500.1%ETFVTVVanguard Value ETF$789,2500.0%4,5690.1%ETFGOOGAlphabet$781,667$156 ▲0.0%5,0030.1%Computer and TechnologyVGTVanguard Information Technology ETF$738,486$5,422 ▼-0.7%1,3620.1%ETFIVViShares Core S&P 500 ETF$718,732$13,487 ▼-1.8%1,2790.1%ETFSLViShares Silver Trust$681,0680.0%21,9770.1%ETFGOOGLAlphabet$668,739$98,981 ▲17.4%4,3240.1%Computer and TechnologyAONAON$598,236$25,143 ▲4.4%1,4990.1%FinanceGMEDGlobus Medical$576,377$19,691 ▼-3.3%7,8740.1%MedicalCOPConocoPhillips$550,718$2,100 ▲0.4%5,2440.1%EnergyIVWiShares S&P 500 Growth ETF$519,292$39,546 ▼-7.1%5,5940.1%ETFVTEBVanguard Tax-Exempt Bond ETF$511,086$511,086 ▲New Holding10,3000.1%ETFETEnergy Transfer$498,945$201,798 ▲67.9%26,8390.1%EnergyEFAiShares MSCI EAFE ETF$492,034$267,922 ▼-35.3%6,0200.1%FinanceNVDANVIDIA$489,100$26,010 ▲5.6%4,5130.1%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$482,885$4,370 ▼-0.9%11,0500.1%FinanceHDHome Depot$461,569$2,200 ▲0.5%1,2590.0%Retail/WholesalePPHVanEck Pharmaceutical ETF$460,3410.0%5,0510.0%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$411,858$17,351 ▼-4.0%9,3050.0%ETFIVEiShares S&P 500 Value ETF$396,4070.0%2,0800.0%ETFSHOPShopify$383,8300.0%4,0200.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$381,2040.0%1,3870.0%ETFVOOVanguard S&P 500 ETF$376,4310.0%7320.0%ETFLAM RESEARCH CORP$372,2240.0%5,1200.0%COM NEWWMTWalmart$367,918$263 ▲0.1%4,1910.0%Retail/WholesaleBRK.BBerkshire Hathaway$359,4920.0%6750.0%FinanceIWMiShares Russell 2000 ETF$356,624$798 ▲0.2%1,7880.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$341,869$123,297 ▲56.4%4,3310.0%ETFIEViShares Europe ETF$341,223$719,112 ▼-67.8%5,8630.0%ETFPANWPalo Alto Networks$320,804$3,413 ▼-1.1%1,8800.0%Computer and TechnologyAMGNAmgen$319,6510.0%1,0260.0%MedicalHLNEHamilton Lane$319,6410.0%2,1500.0%FinanceBITWISE BITCOIN ETF TR$313,487$313,487 ▲New Holding6,9850.0%SHS BEN INTKMIKinder Morgan$302,190$27,417 ▼-8.3%10,5920.0%EnergyMCDMcDonald's$299,676$625 ▲0.2%9590.0%Retail/WholesaleCOSTCostco Wholesale$299,112$11,359 ▲3.9%3160.0%Retail/WholesaleGPNGlobal Payments$285,9270.0%2,9200.0%Business ServicesEPDEnterprise Products Partners$276,603$276,603 ▲New Holding8,1020.0%EnergyPNCThe PNC Financial Services Group$276,135$7,207 ▲2.7%1,5710.0%FinanceDEDeere & Company$267,070$469 ▲0.2%5690.0%IndustrialsLOWLowe's Companies$266,602$933 ▲0.4%1,1430.0%Retail/WholesaleEDConsolidated Edison$261,821$111 ▲0.0%2,3670.0%UtilitiesABBVAbbVie$251,537$419 ▲0.2%1,2010.0%MedicalXLREReal Estate Select Sector SPDR Fund$250,481$1,046 ▲0.4%5,9850.0%ETFEOGEOG Resources$246,3500.0%1,9210.0%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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