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  Name: CONSCIOUS WEALTH INVESTMENTS LLC
  City: MIAMI BEACH
  State: FL
  Zip: 33139
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $131,553,000
  Total Value Change : $6,143,000
  Securities Held Change : -4
   
All Securities Held : 47
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 30
  Unchanged Positions : 2
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased 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
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 3 - $0.00 $5,776,000 130,393 4.39% -177,000 -4 0.005    N/A
   (HD)1 Year Chart         HD Home Depot Inc 4 - $328.01 $5,630,000 16,813 4.28% -333,000 -177 0.002    Home Improvement Stores
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 7 - $214.21 $3,664,000 17,495 2.79% 640,000 -21 0.002    Semiconductor Equipme...
   (PH)1 Year Chart         PH Parker Hannifin Corp 15 - $513.08 $3,162,000 5,811 2.4% 418,000 -5 0.005    Industrial Equipment ...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 21 - $413.52 $2,886,000 6,961 2.19% 56,000 -29 0    Application Software
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 37 - $49.67 $1,055,000 21,139 0.8% -198,000 -3,652 0.001    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 38 - $105.68 $1,004,000 9,452 0.76% -191,000 -1,628 0.001    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 39 - $164.90 $777,000 4,863 0.59% -787,000 -5,084 0.002    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 40 - $102.77 $590,000 5,184 0.45% -30,000 -1,356 0    Entertainment - Diver...
   (MCD)1 Year Chart         MCD McDonalds Corp 42 - $259.75 $553,000 2,083 0.42% -88,000 -75 0    Restaurants
   (UPS)1 Year Chart         UPS United Parcel Service Inc 43 - $138.42 $505,000 3,532 0.38% -97,000 -235 0    AirDelivery & Freight...
   (AAPL)1 Year Chart         AAPL Apple Inc 45 - $194.03 $359,000 2,122 0.27% -96,000 -219 0    Personal Computers
      12 Records Found
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