Conscious Wealth Investments, Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 7, 2025
Value $
$169M
Signature - Title
Brandon Hatton - Chief Compliance Officer
Location
Coral Gables, GA
Summary
This page shows a list of all the recent 13F filings made by Conscious Wealth Investments, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Conscious Wealth Investments, Llc reported 57 stock holdings with total value $169M as of Q3 2025. Top holdings included SPY, HD, NVDA, IUSB, and ANET.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 57 $169M +$7.67M -$2.59M +$5.09M SPY, HD, NVDA, IUSB, ANET 13F-HR 11/7/2025, 08:47 AM
Q2 2025 55 $157M +$5.14M -$4.39M +$754K SPY, HD, NVDA, VCIT, IUSB 13F-HR 8/1/2025, 03:02 PM
Q1 2025 53 $144M +$29.5M -$26.7M +$2.72M SPY, HD, VCIT, IUSB, NFLX 13F-HR 5/13/2025, 02:13 PM
Q4 2024 49 $147M +$6.44M -$7.87M -$1.43M SPY, XLK, HD, IUSB, VCIT 13F-HR 2/4/2025, 11:06 AM
Q3 2024 49 $145M +$3.07M -$3.6M -$539K SPY, XLK, HD, IUSB, VCIT 13F-HR 10/24/2024, 04:42 PM
Q2 2024 48 $139M +$739K -$1.19M -$451K SPY, XLK, HD, IUSB, VCIT 13F-HR 8/9/2024, 05:28 PM
Q1 2024 47 $132M +$13.2M -$9.38M +$3.82M SPY, XLK, IUSB, HD, VCIT 13F-HR 4/24/2024, 04:54 PM
Q4 2023 51 $125M $0 $0 SPY, XLK, HD, IUSB, VCIT 13F-HR 2/14/2024, 11:19 AM