Conservest Capital Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$974M
Signature - Title
Patrick Chism - Chief Compliance Officer
Location
Wynnewood, PA
Summary
This page shows a list of all the recent 13F filings made by Conservest Capital Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Conservest Capital Advisors, Inc. reported 109 stock holdings with total value $974M as of Q3 2024. Top holdings included SPY, MDY, XLK, XLV, and XLP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $974M +$48.4M -$12.5K +$48.4M SPY, MDY, XLK, XLV, XLP 13F-HR 10/29/2024, 04:53 PM
Q2 2024 110 $925M $0 -$53.1M -$53.1M MDY, SPY, XLK, XLV, XLP 13F-HR 8/8/2024, 11:53 AM
Q1 2024 111 $980M +$25.7M -$49M -$23.4M SPY, MDY, XLK, XLV, XLP 13F-HR 5/2/2024, 02:13 PM
Q4 2023 110 $940M +$34.5M -$12.5M +$22M MDY, SPY, XLK, XLV, XLP 13F-HR 2/5/2024, 12:57 PM
Q3 2023 103 $829M +$7.64M -$3.19M +$4.46M MDY, SPY, XLK, XLV, XLP 13F-HR 11/7/2023, 11:48 AM
Q2 2023 102 $864M +$24.6M -$42.3M -$17.7M MDY, SPY, XLK, XLV, XLP 13F-HR 7/27/2023, 08:48 AM
Q1 2023 101 $839M +$23.6M -$13.1M +$10.6M MDY, SPY, XLK, XLV, XLP 13F-HR 5/15/2023, 10:00 AM
Q4 2022 91 $788M +$788M -$710M +$77.4M MDY, SPY, XLV, XLK, XLP 13F-HR 1/19/2023, 04:21 PM
Q3 2022 89 $711M +$711M -$803M -$92.5M MDY, SPY, XLK, XLV, XLP 13F-HR 10/13/2022, 03:48 PM
Q2 2022 91 $803M +$48.6M -$27.5M +$21.1M MDY, SPY, XLK, XLV, VCSH 13F-HR 7/13/2022, 10:10 AM
Q1 2022 88 $903M +$35.8M -$12.9M +$22.9M MDY, SPY, XLK, XLV, VCSH 13F-HR 4/12/2022, 04:34 PM
Q4 2021 91 $933M +$21.3M -$36.1M -$14.9M MDY, SPY, XLK, XLV, CWB 13F-HR 1/18/2022, 12:45 PM
Q3 2021 81 $887M +$29.8M -$22.7M +$7.09M MDY, SPY, XLK, XLV, CWB 13F-HR 10/13/2021, 01:58 PM
Q2 2021 81 $886M +$63M -$96.5M -$33.5M MDY, SPY, XLK, XLV, CWB 13F-HR 7/29/2021, 03:39 PM
Q1 2021 77 $871M +$35.6M -$36.1M -$494K MDY, SPY, XLK, CWB, AGG 13F-HR 4/22/2021, 10:36 AM
Q4 2020 76 $834M +$24.2M -$24.4M -$210K MDY, SPY, XLK, CWB, AGG 13F-HR 1/13/2021, 11:24 AM
Q3 2020 75 $743M +$13.5M -$14.1M -$602K SPY, MDY, XLK, CWB, AGG 13F-HR 10/9/2020, 10:12 AM
Q2 2020 70 $699M +$4.69M -$13.4M -$8.73M SPY, MDY, AGG, XLK, CWB 13F-HR 7/14/2020, 11:44 AM
Q1 2020 69 $604M +$75.2M -$105M -$29.5M SPY, MDY, AGG, XLK, CWB 13F-HR 4/13/2020, 11:10 AM
Q4 2019 78 $766M +$51.6M -$15.9M +$35.7M MDY, CWB, XLV, XLK, NEAR 13F-HR 1/27/2020, 04:21 PM
Q3 2019 78 $690M +$47.7M -$42.3M +$5.39M MDY, CWB, XLV, XLK, IEFA 13F-HR 10/21/2019, 10:39 AM
Q2 2019 79 $682M +$7.09M -$7.05M +$45.4K MDY, XLK, CWB, XLV, IEFA 13F-HR 7/10/2019, 04:50 PM
Q1 2019 81 $667M +$24.2M -$31.5M -$7.34M MDY, XLK, XLV, CWB, IEFA 13F-HR 4/8/2019, 03:20 PM
Q4 2018 80 $607M +$42.5M -$31M +$11.5M MDY, CWB, XLV, XLK, IEFA 13F-HR 1/10/2019, 05:02 PM
Q3 2018 84 $682M +$17.2M -$4.3M +$12.9M MDY, XLK, XLV, IEFA, CWB 13F-HR 10/5/2018, 12:33 PM
Q2 2018 83 $645M +$214M -$40.7M +$174M MDY, XLK, IEFA, CWB, XLV 13F-HR 7/9/2018, 05:28 PM
Q1 2018 76 $459M +$2.66M -$36.3M -$33.6M MDY, XLK, XLV, XLP, SPY 13F-HR 4/9/2018, 04:53 PM
Q4 2017 82 $503M +$11.5M -$165M -$154M MDY, XLV, XLK, XLP, SPY 13F-HR 1/10/2018, 01:57 PM
Q3 2017 103 $631M +$162M -$21M +$141M MDY, XLV, XLK, CWB, XLP 13F-HR 10/12/2017, 04:19 PM
Q2 2017 82 $471M +$4.47M -$14.8M -$10.3M MDY, XLV, XLK, XLB, XLP 13F-HR 7/6/2017, 04:59 PM
Q1 2017 84 $471M $0 $0 MDY, XLK, XLV, XLP, XLB 13F-HR 5/9/2017, 10:38 AM