Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
LGOV KORP SPTI XLK AIRR EDIV XLF IAGG 35 stocks |
$112,651
97.98% of portfolio
|
25
|
10
|
13
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,319
2.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|