Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $128 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
LGOV KORP XLK SPTI AIRR EDIV VT XLF 35 stocks |
$125,133
98.06% of portfolio
|
23
|
12
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,482
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|