Collaborative Wealth Managment Inc. Reduced Holdings in Q4 2024

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
-215
- 2.92%
$40.15 - $42.9 $8.63K - $9.22K
7.15K $288K
VT
Vanguard Total World Stk Index

ETFs
-2
- 0.04%
$117.09 - $123.07 $234 - $246
4.86K $570K
PG
Procter & Gamble CO

Consumer Defensive
-17
- 1.1%
$161.05 - $179.7 $2.74K - $3.05K
1.52K $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.31%
$442.29 - $483.08 $1.33K - $1.45K
970 $439K
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.07%
$197.36 - $217.3 $395 - $435
2.9K $574K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1
- 0.02%
$41.74 - $46.2 $41.7 - $46.2
6.25K $261K
CVX
Chevron Corp

Energy
-10
- 0.7%
$141.15 - $162.53 $1.41K - $1.63K
1.41K $204K
IEMG
Ishares Inc

ETFs
-97
- 1.76%
N/A
5.42K $290K
VFH
Vanguard Financial ETF

ETFs
-260
- 7.76%
$108.87 - $126.2 $28.3K - $32.8K
3.09K $365K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-47
- 7.14%
$370.24 - $418.94 $17.4K - $19.7K
611 $245K
RNDV
First Tr Vi Us Equity Divid Se
-1.42K
- 5.12%
N/A
26.2K $0
XLK
Technology Sector Spdr

ETFs
-123
- 2.63%
$220.26 - $241.44 $27.1K - $29.7K
4.56K $1.06M
T
At&T Inc.

Communication Services
-153
- 1.34%
$21.22 - $23.88 $3.25K - $3.65K
11.3K $257K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-7
- 0.16%
$56.81 - $61.22 $398 - $429
4.36K $256K
EPD
Enterprise Products Partners L.P.

Energy
-1.1K
- 6.02%
$28.66 - $34.43 $31.5K - $37.8K
17.1K $537K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 1.05%
$521.84 - $558.82 $7.83K - $8.38K
1.41K $760K
XLC
Select Sector Spdr Tr Communic

ETFs
-32
- 1.27%
$89.66 - $102.16 $2.87K - $3.27K
2.48K $240K
VTI
Vanguard Total Stock Market Et

ETFs
-146
- 1.61%
$280.04 - $302.45 $40.9K - $44.2K
8.95K $2.59M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.27%
$378.79 - $428.11 $1.14K - $1.28K
1.11K $453K
VGT
Vanguard Information Technolog

ETFs
-6
- 0.63%
$571.78 - $647.97 $3.43K - $3.89K
950 $590K
WMT
Walmart Inc.

Consumer Defensive
-23
- 0.54%
$79.1 - $95.7 $1.82K - $2.2K
4.25K $384K
NVDA
Nvidia Corp

Technology
-91
- 2.3%
$117.0 - $148.88 $10.6K - $13.5K
3.86K $518K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 1.3%
$481.22 - $538.17 $21.7K - $24.2K
3.42K $1.75M
AAPL
Apple Inc.

Technology
-1.55K
- 5.86%
$221.69 - $259.02 $343K - $401K
24.9K $6.23M
AMZN
Amazon Com Inc

Consumer Cyclical
-29
- 0.43%
$180.88 - $232.93 $5.25K - $6.75K
6.65K $1.46M
Activity Summary
Buys All Purchases 67 New Holdings 12 Increased Positions 55 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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