Collaborative Wealth Managment Inc. Reduced Holdings in Q3 2025

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-9
- 0.19%
$42.43 - $45.05 $382 - $405
4.73K $208K
CVX
Chevron Corp

Energy
-7
- 0.49%
$145.57 - $161.83 $1.02K - $1.13K
1.43K $221K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-433
- 0.23%
$24.87 - $25.69 $10.8K - $11.1K
186K $4.73M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-27
- 0.67%
$62.11 - $67.12 $1.68K - $1.81K
4.02K $269K
MSFT
Microsoft Corp

Technology
-32
- 1.72%
$491.09 - $535.64 $15.7K - $17.1K
1.83K $945K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2
- 0.03%
$62.09 - $66.51 $124 - $133
6.71K $438K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-335
- 0.85%
$26.38 - $27.95 $8.84K - $9.36K
39.2K $1.07M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-649
- 2.24%
$46.97 - $48.89 $30.5K - $31.7K
28.3K $1.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 4.46%
$617.65 - $666.84 $45.7K - $49.3K
1.59K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-52
- 2.85%
$214.92 - $244.84 $11.2K - $12.7K
1.77K $428K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-154
- 5.51%
$546.99 - $602.2 $84.2K - $92.7K
2.64K $1.58M
IWV
Ishares Russell 3000 ETF

ETFs
-24
- 1.2%
$351.04 - $379.81 $8.42K - $9.12K
1.98K $748K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.39%
$620.67 - $670.08 $3.1K - $3.35K
1.26K $845K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-77
- 1.68%
$68.94 - $86.3 $5.31K - $6.65K
4.52K $389K
FDL
First Tr Morningstar Dividend

ETFs
-363
- 0.66%
$41.96 - $44.59 $15.2K - $16.2K
54.3K $2.36M
GOOG
Alphabet Inc.

Communication Services
-5
- 0.4%
$175.16 - $255.24 $876 - $1.28K
1.25K $303K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-284
- 1.11%
$42.67 - $46.91 $12.1K - $13.3K
25.3K $1.19M
NVDA
Nvidia Corp

Technology
-107
- 2.48%
$153.3 - $186.58 $16.4K - $20K
4.21K $784K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.18%
$291.67 - $316.99 $5.83K - $6.34K
10.9K $3.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.66K
- 0.86%
$52.12 - $55.33 $86.7K - $92K
191K $10.6M
AAPL
Apple Inc.

Technology
-188
- 0.8%
$202.38 - $256.87 $38K - $48.3K
23.4K $5.96M
Activity Summary
Buys All Purchases 85 New Holdings 19 Increased Positions 66 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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