Comprehensive Financial Management LLC Portfolio Holdings by Sector
Comprehensive Financial Management LLC
- $3.59 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
PYPL 1 stocks |
$1.82 Million
50.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY BABA PDD CPNG 4 stocks |
$916,588
25.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD IWD IWN VBR VNQ SPY VXUS 7 stocks |
$619,534
17.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ZM WDAY SNOW DOCU BIGC 5 stocks |
$132,656
3.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU JPM 2 stocks |
$62,044
1.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL SNAP 3 stocks |
$12,242
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,228
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RXRX NAUT 2 stocks |
$6,450
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW 1 stocks |
$3,828
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$3,681
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$3,132
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR 1 stocks |
$3,067
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$1,139
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,061
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VCTR 1 stocks |
$784
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TWST 1 stocks |
$739
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|