Comprehensive Money Management Services LLC Reduced Holdings in Q3 2025

Comprehensive Money Management Services LLC

  • $133 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-215
- 1.33%
$24.39 - $24.93 $5.24K - $5.36K
16K $395K
FCX
Freeport Mcmoran Inc

Basic Materials
-270
- 3.03%
$35.34 - $47.21 $9.54K - $12.7K
8.65K $339K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
-1.03K
- 9.63%
$35.91 - $43.13 $36.9K - $44.3K
9.63K $408K
GLDM
World Gold Trust

ETFs
-1.44K
- 25.88%
$64.73 - $76.45 $93.5K - $110K
4.14K $316K
MXI
Ishares Global Materials ETF

ETFs
-685
- 16.09%
$83.91 - $92.47 $57.5K - $63.3K
3.57K $330K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.78K
- 11.73%
$21.69 - $23.34 $38.6K - $41.5K
13.4K $311K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.9K
- 7.05%
$12.46 - $13.22 $23.7K - $25.1K
25.1K $325K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-1.5K
- 7.51%
$15.52 - $16.28 $23.3K - $24.4K
18.5K $299K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.4K
- 12.03%
$24.0 - $27.1 $33.5K - $37.8K
10.2K $252K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-25
- 0.5%
$59.5 - $62.99 $1.49K - $1.57K
4.96K $310K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-5.85K
- 8.37%
$4.36 - $5.16 $25.5K - $30.2K
64K $330K
RIO
Rio Tinto PLC

Basic Materials
-100
- 1.91%
$57.66 - $66.01 $5.77K - $6.6K
5.12K $338K
VALE
Vale S.A.

Basic Materials
-2.24K
- 7.21%
$9.53 - $10.95 $21.3K - $24.5K
28.8K $312K
Invesco Exchange Traded Fd T
-10
- 0.23%
N/A
4.35K $0
REG
Regency Centers Corp

Real Estate
-127
- 3.06%
$68.62 - $73.81 $8.71K - $9.37K
4.02K $292K
Healthcare Rlty Tr
-20
- 0.11%
N/A
18.3K $0
PEAK
Healthpeak Properties, Inc.

Real Estate
-190
- 1.22%
N/A
15.4K $292K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-1.55K
- 10.76%
$15.39 - $17.94 $23.9K - $27.8K
12.9K $204K
EMB
Ishares Tr

ETFs
-15
- 0.57%
$91.52 - $95.59 $1.37K - $1.43K
2.62K $249K
HL
Hecla Mining CO

Basic Materials
-250
- 0.63%
$5.59 - $12.1 $1.4K - $3.03K
39.6K $478K
IWC
Russell Micro Cap ETF

ETFs
-56
- 3.06%
$127.86 - $151.39 $7.16K - $8.48K
1.78K $264K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-260
- 3.26%
$25.83 - $26.47 $6.72K - $6.88K
7.73K $203K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.62K
- 8.67%
$8.7 - $9.11 $14.1K - $14.7K
17K $155K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
-200
- 1.38%
$5.79 - $6.25 $1.16K - $1.25K
14.3K $89K
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Comprehensive Money Management Services LLC Portfolio

Follow Comprehensive Money Management Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Money Management Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Money Management Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email