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| Happy Holidays!! thanks for using AUM13F!! |
| Conscious Wealth Investments LLC
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| CRD # | 319143 |
| SEC # | 801-123510 |
| CIK # | 0002011014 |
| AUM | $214.4 M (2025-04-04) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 305-876-6903 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011014 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 7.5 | ||
| Nvidia Corp | 6.2 | ||
| Netflix Inc | 5.0 | ||
| Microsoft Corp | 4.8 | ||
| Arista Networks Inc | 4.7 | ||
| KLA Tencor Corp | 4.6 | ||
| Schwab Charles Corp | 4.4 | ||
| Amazon Com Inc | 4.3 | ||
| Applied Materials Inc /DE | 4.3 | ||
| AutoNation Inc | 4.2 | ||
| Eaton Corp Ltd | 4.2 | ||
| BlackRock Inc | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| ServiceNow Inc | 4.0 | ||
| Phillips van Heusen Corp /DE/ | 4.0 | ||
| PepsiCo Inc | 3.8 | ||
| American Express Co | 3.7 | ||
| Arch Capital Group Ltd | 3.6 | ||
| Copart Inc | 3.6 | ||
| Abbott Laboratories | 3.5 | ||
| Pfizer Inc | 3.4 | ||
| Salesforce Com Inc | 3.3 | ||
| Adobe Systems Inc | 3.2 | ||
| EOG Resources Inc | 3.2 | ||
| Metropcs Communications Inc | 3.1 | ||
| CORN Products International Inc | 3.1 | ||
| Accenture PLC | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 10.4 |
| (b) Individuals (high net worth individuals) | 61 | 202.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 214.4 |
| By Discretionary | ||
| Discretionary | 353 | 213.5 |
| Non-Discretionary | 12 | 0.9 |
| Total | 365 | 214.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.5 | |
| United States Persons | 205.9 | |
| Total | 365 | 214.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011014] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RD Lewis Holdings Inc
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|
FL | 0.2 |
|
McBroom & Associates LLC
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|
NV | 0.2 |
|
Davidson Kahn Capital Management LLC
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|
CA | 0.2 |
|
Cutter Financial Group LLC
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|
MA | 0.2 |
|
Prevail Wealth Management LLC
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|
WA | 0.2 |
|
CHB Investment Group LLC
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|
PA | 0.2 |
|
Lansdowne Wealth Management LLC
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|
CT | 0.2 |
|
Crescent Sterling Ltd
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|
LA | 0.2 |
|
Sector Analysts LLC
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|
PA | 0.2 |
|
Paladin Advisory Group LLC
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|
IA | 0.2 |