CONSCIOUS WEALTH INVESTMENTS, LLC
RIA/Wealth
CONSCIOUS WEALTH INVESTMENTS, LLC is a RIA/Wealth led by Brandon T Hatton, reporting $214.4M in AUM as of Q3 2025 with SPY as the largest holding (9% allocation).
PresidentBrandon T Hatton
- Portfolio Value
- $168.6M
- Positions
- 57
- Top Holding
- SPY at 9.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CONSCIOUS WEALTH INVESTMENTS, LLC's portfolio (41.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.5M | 9.18% | -$18.4K Sold | — 22.7K shares | |
Home Improvement Consumer Cyclical | $7.5M | 4.47% | -$5.7K Sold | 0.00% 19.9K shares | |
Semiconductors Technology | $7.0M | 4.18% | -$81.0K Sold | 0.00% 34.8K shares | |
ETF ETF | $6.4M | 3.79% | +$1.3M Bought | — 136.4K shares | |
Computer Hardware Technology | $6.2M | 3.66% | -$75.2K Sold | 0.00% 39.1K shares | |
Semiconductors Technology | $6.0M | 3.57% | -$99.1K Sold | 0.00% 5.0K shares | |
ETF ETF | $5.9M | 3.49% | +$16.4K Bought | — 69.9K shares | |
Internet Content & Information Communication Services | $5.7M | 3.37% | -$122.9K Sold | 0.00% 20.2K shares | |
Semiconductors Technology | $5.2M | 3.10% | -$50.1K Sold | 0.00% 22.5K shares | |
Entertainment Communication Services | $4.8M | 2.83% | -$24.6K Sold | 0.00% 4.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CONSCIOUS WEALTH INVESTMENTS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+63.65% | |
+24.48% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-2.11% | |
-1.62% | |
-1.21% | |
-1.14% |
Analytics
Portfolio insights and performance metrics for CONSCIOUS WEALTH INVESTMENTS, LLC
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