Holdings Channel
EntityShares/Amount
Change
Position Value
Change
CALF +329,060+$16,177
LOW +888+$226
KKR +2,204+$222
ABBV +1,195+$218
EntityShares/Amount
Change
Position Value
Change
VV -2,261-$493
NOBL -4,902-$467
IWF -1,134-$344
EntityShares/Amount
Change
Position Value
Change
IYH +33,222+$205
IYK +32,105+$140
DGRO +26,815+$4,835
IJH +11,355+$62
AGG +4,746+$310
EZU +4,545+$640
IEV +3,073+$214
WMT +2,948+$34
VGSH +2,037+$70
RSP +1,909+$452
EntityShares/Amount
Change
Position Value
Change
IJR -133,942-$14,026
MUB -69,847-$7,574
IEMG -20,754-$1,026
URBN -18,750-$621
VYM -16,406+$622
IEFA -15,068+$1,529
XLK -14,930+$5,435
MDY -13,126+$5,207
EEM -11,033-$435
Size ($ in 1000's)
At 03/31/2024: $980,240
At 12/31/2023: $940,471

Conservest Capital Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Conservest Capital Advisors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Conservest Capital Advisors Inc.
As of  03/31/2024, we find all stocks held by Conservest Capital Advisors Inc. to be as follows, presented in the table below with each row detailing each Conservest Capital Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Conservest Capital Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Conservest Capital Advisors Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 261,607 -4,203 $136,841
     SPY261,607-4,203$136,841
SPDR S&P MIDCAP 400 ETF TR (MDY) 242,106 -13,126 $134,709
     MDY242,106-13,126$134,709
SELECT SECTOR SPDR TR (XLK) 526,222 -14,930 $109,596
     XLK526,222-14,930$109,596
SELECT SECTOR SPDR TR (XLV) 549,076 -4,588 $81,115
     XLV549,076-4,588$81,115
SELECT SECTOR SPDR TR (XLP) 663,048 -5,740 $50,630
     XLP663,048-5,740$50,630
ISHARES TR (IEFA) 668,990 -15,068 $49,652
     IEFA668,990-15,068$49,652
ISHARES TR (DGRO) 800,016 +26,815 $46,449
     DGRO800,016+26,815$46,449
ISHARES TR (IWB) 142,801 -139 $41,131
     IWB142,801-139$41,131
INVESCO EXCH TRADED FD TR II (CGW) 576,813 -4,690 $32,030
     CGW576,813-4,690$32,030
VANGUARD WHITEHALL FDS (VYM) 262,155 -16,406 $31,718
     VYM262,155-16,406$31,718
VANGUARD INDEX FDS (VNQ) 285,538 -4,985 $24,693
     VNQ285,538-4,985$24,693
SPDR DOW JONES INDL AVERAGE (DIA) 58,454 -1,868 $23,251
     DIA58,454-1,868$23,251
ISHARES TR (IJR) 208,377 -133,942 $23,030
     IJR208,377-133,942$23,030
INVESCO QQQ TR 50,126 -1,596 $22,257
     QQQ50,126-1,596$22,257
PACER FDS TR 329,060 +329,060 $16,177
     CALF329,060+329,060$16,177
ISHARES TR (AGG) 122,812 +4,746 $12,028
     AGG122,812+4,746$12,028
ISHARES TR (IWV) 36,791 +47 $11,040
     IWV36,791+47$11,040
VANGUARD SCOTTSDALE FDS (VGSH) 188,513 +2,037 $10,947
     VGSH188,513+2,037$10,947
VANGUARD WORLD FD (VOX) 69,533 +351 $9,124
     VOX69,533+351$9,124
VANGUARD TAX MANAGED FDS (VEA) 146,596 -8,461 $7,355
     VEA146,596-8,461$7,355
SPDR GOLD TR (GLD) 32,441 -1,662 $6,674
     GLD32,441-1,662$6,674
ISHARES INC (EZU) 117,149 +4,545 $5,982
     EZU117,149+4,545$5,982
SELECT SECTOR SPDR TR (XLC) 71,141 +1,218 $5,809
     XLC71,141+1,218$5,809
ISHARES TR (IWR) 60,450 -2,795 $5,083
     IWR60,450-2,795$5,083
INVESCO EXCHANGE TRADED FD T (PHO) 73,219 -439 $4,874
     PHO73,219-439$4,874
SPDR SER TR (XBI) 40,813 +1,822 $3,873
     XBI40,813+1,822$3,873
VANECK ETF TRUST (MOO) 49,750 -214 $3,738
     MOO49,750-214$3,738
VANGUARD INDEX FDS (VO) 14,952 -1,445 $3,736
     VO14,952-1,445$3,736
VANGUARD SPECIALIZED FUNDS (VIG) 20,112 -5,117 $3,673
     VIG20,112-5,117$3,673
VANGUARD WORLD FD (VDC) 16,325 +1,065 $3,333
     VDC16,325+1,065$3,333
SPDR INDEX SHS FDS (GNR) 56,978 -668 $3,301
     GNR56,978-668$3,301
ISHARES TR (IYK) 48,481 +32,105 $3,279
     IYK48,481+32,105$3,279
VANECK ETF TRUST (BBH) 18,954 -670 $3,153
     BBH18,954-670$3,153
APPLE INC 18,054 +430 $3,096
     AAPL18,054+430$3,096
ISHARES TR (IYH) 41,474 +33,222 $2,567
     IYH41,474+33,222$2,567
INVESCO EXCHANGE TRADED FD T (RSP) 13,039 +1,909 $2,208
     RSP13,039+1,909$2,208
ISHARES TR (IYW) 16,155 -265 $2,182
     IYW16,155-265$2,182
ISHARES INC (EEMV) 36,364 -375 $2,058
     EEMV36,364-375$2,058
COMCAST CORP NEW 42,006 -1,281 $1,821
     CMCSA42,006-1,281$1,821
ISHARES TR (IEUR) 29,069 +585 $1,682
     IEUR29,069+585$1,682
SPDR SER TR (SDY) 9,675 -757 $1,270
     SDY9,675-757$1,270
VANGUARD INTL EQUITY INDEX F (VWO) 29,954 -650 $1,251
     VWO29,954-650$1,251
AMAZON COM INC 6,601 -605 $1,191
     AMZN6,601-605$1,191
ISHARES INC (IEMG) 22,649 -20,754 $1,169
     IEMG22,649-20,754$1,169
CHEVRON CORP NEW 6,973 +30 $1,100
     CVX6,973+30$1,100
ISHARES TR (IEV) 18,309 +3,073 $1,019
     IEV18,309+3,073$1,019
VANGUARD WORLD FD (VGT) 1,883 +2 $987
     VGT1,883+2$987
MICROSOFT CORP 2,280 +36 $959
     MSFT2,280+36$959
VANGUARD INDEX FDS (VB) 3,933 -1,986 $899
     VB3,933-1,986$899
VANGUARD WORLD FD (VHT) 3,323 +6 $899
     VHT3,323+6$899
VANGUARD INDEX FDS (VUG) 2,597 UNCH $894
     VUG2,597UNCH$894
ISHARES TR (IJH) 14,256 +11,355 $866
     IJH14,256+11,355$866
ALPHABET INC 5,408 -440 $823
     GOOG5,408-440$823
EXXON MOBIL CORP 7,067 +21 $822
     XOM7,067+21$822
WISDOMTREE TR 12,991 -1,912 $776
     DFE12,991-1,912$776
VANGUARD INDEX FDS (VTV) 4,652 -73 $758
     VTV4,652-73$758
ISHARES TR (EFA) 9,225 +114 $737
     EFA9,225+114$737
ISHARES TR (IVV) 1,363 +214 $717
     IVV1,363+214$717
META PLATFORMS INC 1,418 +1 $688
     META1,418+1$688
CONOCOPHILLIPS 5,179 +14 $659
     COP5,179+14$659
ALPHABET INC 3,844 -226 $580
     GOOGL3,844-226$580
VANGUARD INTL EQUITY INDEX F (VGK) 8,251 +36 $556
     VGK8,251+36$556
HOME DEPOT INC 1,404 -22 $538
     HD1,404-22$538
ISHARES TR (IVW) 6,020 -47 $508
     IVW6,020-47$508
LAM RESEARCH CORP 518 -30 $503
     LRCX518-30$503
ISHARES SILVER TR (SLV) 21,979 UNCH $500
     SLV21,979UNCH$500
ISHARES TR (IWM) 2,258 -1,748 $475
     IWM2,258-1,748$475
GLOBUS MED INC 8,701 UNCH $467
     GMED8,701UNCH$467
VANECK ETF TRUST (PPH) 5,029 -468 $456
     PPH5,029-468$456
GLOBAL X FDS 11,107 +52 $442
     PAVE11,107+52$442
SPDR SER TR (SPYD) 10,712 +60 $436
     SPYD10,712+60$436
SPDR INDEX SHS FDS (SPDW) 12,122 UNCH $434
     SPDW12,122UNCH$434
SELECT SECTOR SPDR TR (XLRE) 10,841 +44 $429
     XLRE10,841+44$429
ISHARES TR (EEM) 10,232 -11,033 $420
     EEM10,232-11,033$420
SPDR INDEX SHS FDS (DWX) 11,103 +4 $390
     DWX11,103+4$390
GLOBAL PMTS INC 2,920 UNCH $390
     GPN2,920UNCH$390
ISHARES TR (IVE) 2,080 UNCH $389
     IVE2,080UNCH$389
NVIDIA CORPORATION 420 UNCH $379
     NVDA420UNCH$379
VANGUARD INDEX FDS (VTI) 1,387 UNCH $360
     VTI1,387UNCH$360
SHOPIFY INC 4,420 UNCH $341
     SHOP4,420UNCH$341
VANGUARD INDEX FDS (VOO) 697 +13 $335
     VOO697+13$335
ISHARES TR (MUB) 3,010 -69,847 $324
     MUB3,010-69,847$324
VANECK ETF TRUST (ITM) 6,840 UNCH $318
     ITM6,840UNCH$318
MCDONALDS CORP 1,076 +2 $303
     MCD1,076+2$303
PALO ALTO NETWORKS INC 1,039 +71 $295
     PANW1,039+71$295
INTEL CORP 6,611 -681 $292
     INTC6,611-681$292
BERKSHIRE HATHAWAY INC DEL      $285
     BRK.B677-40$285
PNC FINL SVCS GROUP INC 1,709 -66 $276
     PNC1,709-66$276
URBAN OUTFITTERS INC 6,250 -18,750 $271
     URBN6,250-18,750$271
WALMART INC 4,417 +2,948 $266
     WMT4,417+2,948$266
JOHNSON & JOHNSON 1,676 -94 $265
     JNJ1,676-94$265
MERCK & CO INC 1,998 +2 $264
     MRK1,998+2$264
FIRST TR EXCH TRADED FD III (FMB) 5,005 UNCH $257
     FMB5,005UNCH$257
ENERGY TRANSFER L P 15,912 +320 $250
     ET15,912+320$250
EOG RES INC 1,921 UNCH $246
     EOG1,921UNCH$246
AMGEN INC 851 UNCH $242
     AMGN851UNCH$242
HAMILTON LANE INC 2,150 UNCH $242
     HLNE2,150UNCH$242
LOWES COS INC 888 +888 $226
     LOW888+888$226
CONSOLIDATED EDISON INC 2,450 +2 $223
     ED2,450+2$223
KKR & CO INC 2,204 +2,204 $222
     KKR2,204+2,204$222
ABBVIE INC 1,195 +1,195 $218
     ABBV1,195+1,195$218
VANGUARD SCOTTSDALE FDS (VCSH) 2,755 -123 $213
     VCSH2,755-123$213
KINDER MORGAN INC DEL 11,553 UNCH $212
     KMI11,553UNCH$212
PEPSICO INC 1,205 UNCH $211
     PEP1,205UNCH$211
SPDR SER TR (JNK) 2,191 UNCH $209
     JNK2,191UNCH$209
VALE S A 13,585 UNCH $166
     VALE13,585UNCH$166
SACHEM CAP CORP 23,346 UNCH $104
     SACH23,346UNCH$104
COMPASS PATHWAYS PLC 10,363 UNCH $86
     CMPS10,363UNCH$86
ATAI LIFE SCIENCES NV 10,002 UNCH $20
     ATAI10,002UNCH$20
CYBIN INC 33,500 -6,600 $14
     CYBN33,500-6,600$14
BEASLEY BROADCAST GROUP INC 16,054 +0 $13
     BBGI16,054UNCH$13
ISHARES TR $0 (exited)
     IWF0-1,134$0
PROSHARES TR $0 (exited)
     NOBL0-4,902$0
VANGUARD INDEX FDS 0 -2,261 $0 (exited)
     VV0-2,261$0

See Summary: Conservest Capital Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Conservest Capital Advisors Inc.

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