CONSCIOUS WEALTH INVESTMENTS, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CONSCIOUS WEALTH INVESTMENTS, LLC opened 33 positions, added to 211, reduced 140 and sold out of 17.
- Q2 2026: Stock MRK; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock PG; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock ABBV; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock AMGN; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011014), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 0 | 31,066 | +31,066 | $0 | $3,921,796 | +$3,921,796 | 2026-08-11 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 0 | 1,901 | +1,901 | $0 | $281,538 | +$281,538 | 2026-08-11 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 0 | 1,004 | +1,004 | $0 | $257,124 | +$257,124 | 2026-08-11 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 0 | 607 | +607 | $0 | $222,308 | +$222,308 | 2026-08-11 |
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| Q2 2026 | INTC
INTEL CORP | United States | COM | 0 | 2,036 | +2,036 | $0 | $214,696 | +$214,696 | 2026-08-11 |
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| Q1 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 22,671 | +22,671 | $0 | $5,851,061 | +$5,851,061 | 2026-04-23 |
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| Q1 2026 | YUM
YUM BRANDS INC | United States | COM | 0 | 27,625 | +27,625 | $0 | $4,473,496 | +$4,473,496 | 2026-04-23 |
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| Q1 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 0 | 26,708 | +26,708 | $0 | $4,382,488 | +$4,382,488 | 2026-04-23 |
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| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 0 | 3,991 | +3,991 | $0 | $3,612,656 | +$3,612,656 | 2026-04-23 |
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| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 1,490 | +1,490 | $0 | $706,394 | +$706,394 | 2026-04-23 |
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| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 0 | 563 | +563 | $0 | $378,100 | +$378,100 | 2026-04-23 |
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| Q1 2026 | GEV
GE VERNOVA INC | United States | COM | 0 | 221 | +221 | $0 | $217,888 | +$217,888 | 2026-04-23 |
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| Q4 2025 | FITB
FIFTH THIRD BANCORP | United States | COM | 0 | 4,000 | +4,000 | $0 | $215,160 | +$215,160 | 2026-02-13 |
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| Q2 2025 | ETN
EATON CORP PLC | | SHS | 0 | 10,804 | +10,804 | $0 | $4,214,059 | +$4,214,059 | 2025-08-01 |
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| Q2 2025 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 0 | 612 | +612 | $0 | $202,278 | +$202,278 | 2025-08-01 |
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| Q1 2025 | KLAC
KLA CORP | United States | COM NEW | 0 | 5,078 | +5,078 | $0 | $3,561,012 | +$3,561,012 | 2025-05-13 |
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| Q1 2025 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 39,503 | +39,503 | $0 | $3,418,172 | +$3,418,172 | 2025-05-13 |
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| Q1 2025 | GMED
GLOBUS MED INC | United States | CL A | 0 | 43,760 | +43,760 | $0 | $2,450,188 | +$2,450,188 | 2025-05-13 |
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| Q1 2025 | SYY
SYSCO CORP | United States | COM | 0 | 10,015 | +10,015 | $0 | $708,561 | +$708,561 | 2025-05-13 |
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| Q1 2025 | TT
TRANE TECHNOLOGIES PLC | | SHS | 0 | 1,179 | +1,179 | $0 | $477,177 | +$477,177 | 2025-05-13 |
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| Q1 2025 | GE
GE AEROSPACE | United States | COM NEW | 0 | 2,011 | +2,011 | $0 | $432,285 | +$432,285 | 2025-05-13 |
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| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 2,009 | +2,009 | $0 | $306,875 | +$306,875 | 2025-05-13 |
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| Q1 2025 | MO
ALTRIA GROUP INC | United States | COM | 0 | 4,042 | +4,042 | $0 | $240,216 | +$240,216 | 2025-05-13 |
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| Q1 2025 | HSY
HERSHEY CO | United States | COM | 0 | 1,388 | +1,388 | $0 | $237,209 | +$237,209 | 2025-05-13 |
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| Q1 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 0 | 1,341 | +1,341 | $0 | $211,422 | +$211,422 | 2025-05-13 |
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| Q1 2025 | CAT
CATERPILLAR INC | United States | COM | 0 | 647 | +647 | $0 | $210,676 | +$210,676 | 2025-05-13 |
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| Q4 2024 | BLK
BLACKROCK INC | United States | COM | 0 | 3,399 | +3,399 | $0 | $3,415,318 | +$3,415,318 | 2025-02-04 |
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| Q3 2024 | PVH
PVH CORPORATION | United States | COM | 0 | 27,550 | +27,550 | $0 | $2,559,265 | +$2,559,265 | 2024-10-24 |
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| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 0 | 224 | +224 | $0 | $201,414 | +$201,414 | 2024-10-24 |
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| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 0 | 2,180 | +2,180 | $0 | $267,246 | +$267,246 | 2024-08-09 |
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| Q1 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 0 | 47,419 | +47,419 | $0 | $2,926,229 | +$2,926,229 | 2024-04-24 |
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| Q1 2024 | NOW
SERVICENOW INC | United States | COM | 0 | 3,602 | +3,602 | $0 | $2,682,411 | +$2,682,411 | 2024-04-24 |
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| Q1 2024 | PEP
PEPSICO INC | United States | COM | 0 | 13,731 | +13,731 | $0 | $2,299,884 | +$2,299,884 | 2024-04-24 |
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