Comprehensive Money Management Services LLC Reduced Holdings in Q1 2025

Comprehensive Money Management Services LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-90
- 0.89%
$136.53 - $186.74 $12.3K - $16.8K
10K $1.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.28K
- 19.25%
$50.29 - $50.5 $316K - $317K
26.3K $1.32B
AAPL
Apple Inc.

Technology
-480
- 10.68%
$209.68 - $247.1 $101K - $119K
4.01K $892M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.4K
- 10.17%
$14.93 - $16.85 $80.6K - $91K
47.7K $720M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.25K
- 3.75%
$37.31 - $43.82 $46.6K - $54.8K
32.1K $1.21B
KOMP
Spdr S&P Kensho New Economies

ETFs
-742
- 3.68%
$46.49 - $54.36 $34.5K - $40.3K
19.4K $904M
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
-920
- 2.93%
$36.18 - $41.46 $33.3K - $38.1K
30.5K $1.11B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-761
- 4.39%
$67.03 - $74.61 $51K - $56.8K
16.6K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
-98
- 3.23%
$190.26 - $242.06 $18.6K - $23.7K
2.94K $559M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-417
- 2.59%
$40.03 - $46.81 $16.7K - $19.5K
15.7K $640M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-710
- 1.68%
$16.57 - $18.85 $11.8K - $13.4K
41.5K $691M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-5.3K
- 12.85%
$18.46 - $19.19 $97.8K - $102K
35.9K $690M
SPMD
Spdr Portfolio

ETFs
-119
- 0.67%
$50.21 - $57.73 $5.97K - $6.87K
17.6K $900M
XT
Ishares Tr Exponential Technol

ETFs
-700
- 8.1%
$57.56 - $64.0 $40.3K - $44.8K
7.94K $457M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-350
- 1.77%
$25.57 - $29.31 $8.95K - $10.3K
19.4K $499M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-262
- 1.66%
$39.02 - $42.89 $10.2K - $11.2K
15.5K $613M
SIMS
Spdr S&P Kensho Intelligent St

ETFs
-350
- 3.12%
$30.94 - $35.21 $10.8K - $12.3K
10.9K $336M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.8K
- 6.39%
$28.92 - $29.24 $52.1K - $52.6K
26.4K $772M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.01K
- 16.86%
$59.6 - $67.2 $60.2K - $67.9K
4.98K $318M
REET
Ishares Global Reit ETF

ETFs
-2.24K
- 6.72%
$23.24 - $25.16 $52.1K - $56.4K
31.1K $755M
IFRA
Ishares Tr

ETFs
-280
- 1.62%
$44.8 - $49.25 $12.5K - $13.8K
17K $766M
FPI
Farmland Partners Inc.

Real Estate
-664
- 1.57%
$10.72 - $12.51 $7.12K - $8.31K
41.6K $463M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-273
- 3.37%
$75.99 - $81.58 $20.7K - $22.3K
7.83K $600M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-500
- 5.88%
$54.25 - $57.64 $27.1K - $28.8K
8.01K $441M
VIS
Vanguard Industrial ETF

ETFs
-30
- 0.91%
$243.63 - $273.99 $7.31K - $8.22K
3.28K $811M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.1K
- 3.75%
$11.85 - $13.1 $13K - $14.4K
28.3K $343M
REG
Regency Centers Corp

Real Estate
-347
- 7.44%
$68.83 - $77.74 $23.9K - $27K
4.32K $318M
EMB
Ishares Tr

ETFs
-295
- 10.06%
$88.64 - $92.03 $26.1K - $27.1K
2.64K $239M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.1K
- 5.68%
$27.01 - $28.54 $29.6K - $31.3K
18.2K $508M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-150
- 4.12%
$110.75 - $119.78 $16.6K - $18K
3.5K $404M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.98K
- 9.12%
$8.29 - $8.97 $16.4K - $17.7K
19.7K $169M
VTV
Vanguard Value ETF

ETFs
-100
- 4.25%
$167.73 - $179.21 $16.8K - $17.9K
2.26K $390M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-330
- 4.96%
$58.32 - $65.09 $19.2K - $21.5K
6.32K $380M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-1.07K
- 5.09%
$16.06 - $16.99 $17.1K - $18.1K
19.8K $331M
BXSL
Blackstone Secured Lending Fund

Financial Services
-165
- 0.95%
$31.3 - $34.5 $5.16K - $5.69K
17.2K $555M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-550
- 3.12%
$52.16 - $56.68 $28.7K - $31.2K
17.1K $950M
EFV
Msci Eafe Value ETF

ETFs
-500
- 12.48%
$51.88 - $60.73 $25.9K - $30.4K
3.51K $207M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-175
- 1.02%
$24.07 - $24.5 $4.21K - $4.29K
17K $411M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.1K
- 7.02%
$34.25 - $37.6 $37.7K - $41.4K
14.6K $537M
ENB
Enbridge Inc

Energy
-475
- 4.74%
$41.54 - $45.45 $19.7K - $21.6K
9.54K $423M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-70
- 0.33%
$49.42 - $50.43 $3.46K - $3.53K
20.9K $1.04B
CBON
Vaneck ETF Tr China Bd ETF

ETFs
-100
- 1.04%
$21.87 - $22.2 $2.19K - $2.22K
9.47K $209M
MNA
Iq Merger Arbitrage ETF

ETFs
-300
- 3.83%
$33.08 - $34.35 $9.92K - $10.3K
7.53K $258M
KR
Kroger CO

Consumer Defensive
-500
- 9.57%
$58.36 - $67.72 $29.2K - $33.9K
4.73K $320M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-352
- 2.72%
$100.59 - $103.47 $35.4K - $36.4K
12.6K $1.3B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-337
- 3.73%
$25.21 - $26.38 $8.5K - $8.89K
8.71K $230M
ICLN
Ishares

ETFs
-100
- 0.19%
$10.94 - $11.86 $1.09K - $1.19K
51.9K $592M
GNR
Spdr S&P Global Natural Resour

ETFs
-615
- 5.39%
$50.12 - $54.48 $30.8K - $33.5K
10.8K $575M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-567
- 1.91%
$37.07 - $40.63 $21K - $23K
29.1K $1.15B
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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