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  Name: CONSULTIVA WEALTH MANAGEMENT CORP.
  City: SAN JUAN
  State: PR
  Zip: 00918
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $10,675,000
  Total Value Change : $-3,890,204,000
  Securities Held Change : -6
   
All Securities Held : 21
  New Positions : 3
  Closed Positions : 9
  Increased Positions : 3
  Unchanged Positions : 14
  Decreased Positions : 1

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 6 - $44.31 $236,000 5,313 2.21% -207,981,000 0 0.008    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 7 - $0.00 $137,000 1,997 1.28% -123,457,000 0 0.002    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond 9 - $0.00 $106,000 3,951 0.99% -97,879,000 0 0.002    N/A
   (FTSL)1 Year Chart         FTSL First Trust Senior Loan Fund 10 - $45.99 $100,000 2,173 0.94% -99,293,000 0 0    N/A
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 11 - $11.48 $96,000 8,093 0.9% -88,522,000 0 0.002    Closed - End Fund - Debt
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 12 - $0.00 $51,000 475 0.48% -49,012,000 0 0    N/A
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 13 - $44.38 $42,000 840 0.39% -33,280,000 0 0.001    N/A
   (XSHD)1 Year Chart         XSHD Invesco S&P Smallcap High D... 14 - $0.00 $24,000 1,545 0.22% -23,043,000 0 0.052    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 15 - $144.47 $22,000 135 0.21% -18,501,000 0 0    N/A
   (DVYE)1 Year Chart         DVYE Ishares Emerging Markets Di... 16 - $27.06 $16,000 630 0.15% -14,991,000 0 0.004    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 17 - $189.98 $9,000 53 0.08% -9,065,000 0 0    Personal Computers
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... 18 - $28.61 $8,000 261 0.07% -7,055,000 0 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 19 - $91.06 $6,000 61 0.06% -5,411,000 0 0    Closed - End Fund - E...
   (COMT)1 Year Chart         COMT iShares Commodities Select ... 20 - $27.26 $2,000 77 0.02% -2,243,000 0 0    N/A
      14 Records Found
  1    
Page 1 of 1
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