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Home > Institutional Investor > Conscious Wealth Investments, Llc > Profile

Instuitional Investor - Conscious Wealth Investments, Llc

Fund Profile
Filing Period:
Fund Name: Conscious Wealth Investments, Llc
Portfolio Value $194,521,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 18,394 $13,762,439 7.08%
2.
Advanced Micro Devices Inc
 AMD 22,615 $12,301,865 6.32%
3.
Palo Alto Networks Inc
 PANW 26,800 $9,171,072 4.71%
4.
Applied Materials Inc
 AMAT 13,929 $7,858,368 4.04%
5.
Nvidia Corp
 NVDA 33,195 $6,880,211 3.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.