Collaborative Wealth Managment Inc. Incresed Positions in Q1 2025

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
15.2K
+ 133.13%
$43.63 - $46.01 $663K - $699K
26.6K $1.17M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15.1K
+ 78.65%
$32.49 - $37.99 $489K - $572K
34.2K $1.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.02K
+ 1.24%
$33.84 - $37.77 $68.5K - $76.4K
165K $6.02M
AVEM
American Centy ETF Tr Avantis

ETFs
3.52K
+ 5.95%
$57.11 - $62.4 $201K - $219K
62.6K $3.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
562
+ 52.97%
$551.42 - $612.93 $310K - $344K
1.62K $907K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
13.7K
+ 23.27%
$22.83 - $23.75 $314K - $326K
72.8K $1.68M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
5.17K
+ 2.9%
$22.98 - $24.13 $119K - $125K
184K $4.38M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.01K
+ 1.23%
$21.23 - $22.14 $85.2K - $88.9K
330K $7.27M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.05%
$279.74 - $321.29 $1.4K - $1.61K
11K $3.43M
XLE
Energy Sector Spdr

ETFs
1.17K
+ 7.72%
$85.7 - $93.96 $100K - $110K
16.4K $1.53M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.38K
+ 28.56%
$49.69 - $50.76 $168K - $171K
15.2K $760K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
5.58K
+ 8.55%
$28.04 - $28.63 $156K - $160K
70.8K $1.99M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.74K
+ 2.01%
$50.29 - $50.5 $138K - $138K
139K $6.97M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2.76K
+ 1.29%
$21.73 - $23.02 $60K - $63.5K
216K $4.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.41K
+ 1.29%
$49.78 - $53.19 $120K - $128K
189K $9.66M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.8K
+ 5.84%
$49.22 - $51.73 $88.6K - $93.1K
32.6K $1.65M
SHEL
Shell PLC

Energy
6
+ 0.07%
$62.84 - $73.29 $377 - $440
9.1K $666K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
781
+ 3.6%
$106.44 - $113.12 $83.1K - $88.3K
22.5K $2.46M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.6K
+ 3.18%
$27.64 - $28.58 $44.1K - $45.6K
51.8K $1.48M
EPD
Enterprise Products Partners L.P.

Energy
430
+ 2.51%
$31.75 - $34.14 $13.7K - $14.7K
17.6K $599K
MLPX
Global X Mlp & Energy Infrastr

ETFs
384
+ 3.43%
$59.6 - $67.2 $22.9K - $25.8K
11.6K $738K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
781
+ 5.64%
$22.91 - $25.71 $17.9K - $20.1K
14.6K $371K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
48
+ 0.74%
$67.08 - $76.14 $3.22K - $3.65K
6.57K $483K
LLY
Eli Lilly & CO

Healthcare
17
+ 3.51%
$725.72 - $929.72 $12.3K - $15.8K
502 $414K
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.44 - $118.93 $105 - $119
3.28K $389K
CVX
Chevron Corp

Energy
11
+ 0.78%
$146.71 - $167.97 $1.61K - $1.85K
1.42K $238K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.45K
+ 14.92%
$22.25 - $23.0 $32.2K - $33.3K
11.2K $256K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
135
+ 1.28%
$126.11 - $135.06 $17K - $18.2K
10.7K $1.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
496
+ 20.04%
$102.49 - $119.96 $50.8K - $59.5K
2.97K $310K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.14%
$48.65 - $53.06 $438 - $478
6.22K $323K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.5K
+ 5.18%
$14.22 - $14.83 $21.3K - $22.2K
30.5K $440K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
408
+ 2.83%
$50.72 - $50.92 $20.7K - $20.8K
14.8K $754K
FLMI
Franklin Dynamic Municipal Bon

ETFs
843
+ 2.79%
$24.22 - $24.86 $20.4K - $21K
31.1K $759K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
50
+ 0.76%
$39.65 - $43.35 $1.98K - $2.17K
6.64K $279K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
120
+ 2.59%
$42.18 - $45.16 $5.06K - $5.42K
4.76K $210K
QCOM
Qualcomm Inc

Technology
69
+ 5.14%
$151.94 - $175.86 $10.5K - $12.1K
1.41K $216K
SPSB
Spdr Portfolio Short Term Corp

ETFs
230
+ 2.84%
$29.82 - $30.1 $6.86K - $6.92K
8.33K $250K
VIG
Vanguard Dividend Appreciation

ETFs
42
+ 0.66%
N/A
6.44K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
103
+ 2.52%
$104.71 - $107.69 $10.8K - $11.1K
4.19K $442K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
104
+ 0.6%
$50.03 - $50.27 $5.2K - $5.23K
17.4K $869K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.26%
$158.56 - $176.26 $634 - $705
1.53K $260K
SUB
Ishares Short Term National Mu

ETFs
18
+ 0.53%
$105.3 - $106.24 $1.9K - $1.91K
3.39K $357K
Innovator Etfs Trust
2.55K
+ 45.21%
N/A
8.19K $0
Innovator Etfs Trust
5.72K
+ 86.78%
N/A
12.3K $0
WMT
Walmart Inc.

Consumer Defensive
98
+ 2.3%
$84.5 - $105.05 $8.28K - $10.3K
4.35K $381K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.87%
$576.36 - $736.67 $2.31K - $2.95K
466 $268K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
435
+ 2.07%
$48.02 - $53.02 $20.9K - $23.1K
21.4K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 3.47%
$507.05 - $563.67 $24.8K - $27.6K
1.46K $750K
CION
Cion Investment Corp

Financial Services
3
+ 0.01%
$10.35 - $12.55 $31 - $37.7
21.1K $218K
Activity Summary
Buys All Purchases 64 New Holdings 3 Increased Positions 61 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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