Consultiva Wealth Management, Corp. Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Consultiva Wealth Management, Corp.Investment ActivityConsultiva Wealth Management, Corp. has $10.68 million in total holdings as of March 31, 2024.Consultiva Wealth Management, Corp. owns shares of 21 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 81.29% of the portfolio was purchased this quarter.About 19.33% of the portfolio was sold this quarter.This quarter, Consultiva Wealth Management, Corp. has purchased 27 new stocks and bought additional shares in 3 stocks.Consultiva Wealth Management, Corp. sold shares of 1 stock and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $3,076,960Vanguard High Dividend Yield ETF $2,174,069Vanguard Total International Stock ETF $2,009,859Vanguard Small-Cap ETF $1,099,517IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF $937,898 Largest New Holdings this Quarter Vanguard Total International Stock ETF $2,009,859 HoldingETF OPPORTUNITIES TRUST $398,481 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $123,195 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 6,176 shares (about $2.97M)Vanguard High Dividend Yield ETF 17,790 shares (about $2.15M)Vanguard Total International Stock ETF 33,331 shares (about $2.01M)Vanguard Small-Cap ETF 4,484 shares (about $1.02M)ETF OPPORTUNITIES TRUST 13,614 shares (about $398.48K) Largest Sales this Quarter IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 27,804 shares (about $858.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConsultiva Wealth Management, Corp. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$3,076,960$2,968,803 ▲2,744.9%6,40128.8%ETFVYMVanguard High Dividend Yield ETF$2,174,069$2,152,412 ▲9,938.5%17,96920.4%ETFVXUSVanguard Total International Stock ETF$2,009,859$2,009,859 ▲New Holding33,33118.8%ETFVBVanguard Small-Cap ETF$1,099,517$1,024,997 ▲1,375.5%4,81010.3%ETFQAIIndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF$937,898$858,880 ▼-47.8%30,3628.8%ETFETF OPPORTUNITIES TRUST$398,481$398,481 ▲New Holding13,6143.7%IDX DYNAMIC INNOSPHDInvesco S&P 500 High Dividend Low Volatility ETF$235,8970.0%5,3132.2%ETFVYMIVanguard International High Dividend Yield ETF$137,3930.0%1,9971.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$123,195$123,195 ▲New Holding1,3421.2%ETFFALNiShares Fallen Angels USD Bond ETF$106,1230.0%3,9511.0%ManufacturingFTSLFirst Trust Senior Loan ETF$100,4140.0%2,1730.9%ManufacturingPGXInvesco Preferred ETF$96,1440.0%8,0930.9%ETFMRNAModerna$50,6160.0%4750.5%MedicalARKKARK Innovation ETF$42,0660.0%8400.4%ETFXSHDInvesco S&P SmallCap High Dividend Low Volatility ETF$23,8230.0%1,5450.2%ETFABNBAirbnb$22,2690.0%1350.2%Computer and TechnologyDVYEiShares Emerging Markets Dividend ETF$16,4800.0%6300.2%ETFAAPLApple$9,0880.0%530.1%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$7,5740.0%2610.1%ManufacturingMBBiShares MBS ETF$5,6370.0%610.1%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$2,0790.0%770.0%ManufacturingGRESIQ Global Resources ETF$0$740,234 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$210,363 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$68,919 ▼-100.0%00.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$45,808 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$40,050 ▼-100.0%00.0%ETFRWOSPDR Dow Jones Global Real Estate ETF$0$32,046 ▼-100.0%00.0%ETFPICBInvesco International Corporate Bond ETF$0$28,805 ▼-100.0%00.0%ETFBKLNInvesco Senior Loan ETF$0$20,319 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$18,388 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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