Comprehensive Money Management Services LLC Incresed Positions in Q2 2025

Comprehensive Money Management Services LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
17.3K
+ 65.72%
$50.28 - $50.47 $870K - $873K
43.6K $2.19B
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
55.9K
+ 324.75%
$11.69 - $13.91 $654K - $778K
73.1K $877M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.8K
+ 17.43%
$49.57 - $50.27 $586K - $594K
79.7K $4.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6K
+ 60.0%
$50.36 - $50.68 $302K - $304K
16K $811M
IRM
Iron Mountain Inc

Real Estate
447
+ 3.13%
$76.93 - $105.25 $34.4K - $47K
14.7K $1.51B
Brookfield Renewable Corp
6.06K
+ 42.97%
N/A
20.2K $661M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.27K
+ 13.84%
$26.18 - $26.93 $217K - $223K
68K $1.81B
KOMP
Spdr S&P Kensho New Economies

ETFs
775
+ 3.99%
$40.86 - $54.38 $31.7K - $42.1K
20.2K $1.1B
Brookfield Infrastructure CO
812
+ 2.72%
N/A
30.6K $1.27B
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.21K
+ 6.58%
$50.48 - $50.71 $162K - $163K
52K $2.64B
RVT
Royce Value Trust, Inc.

Financial Services
5.27K
+ 11.25%
$12.5 - $15.21 $65.9K - $80.2K
52.1K $784M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
194
+ 1.09%
$60.21 - $75.37 $11.7K - $14.6K
18K $1.32B
VEGI
Ishares Inc Msci Global Agricu

ETFs
547
+ 2.08%
$33.43 - $41.08 $18.3K - $22.5K
26.8K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 2.69%
$167.32 - $223.3 $13.2K - $17.6K
3.02K $662M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
787
+ 2.64%
$36.63 - $39.88 $28.8K - $31.4K
30.6K $1.22B
GLDM
World Gold Trust

ETFs
1.3K
+ 30.38%
$58.96 - $67.97 $76.6K - $88.4K
5.58K $366M
CWCO
Consolidated Water Co. Ltd.

Utilities
1.36K
+ 13.54%
$22.81 - $30.14 $31.1K - $41.1K
11.4K $343M
FLS
Flowserve Corp

Industrials
1.13K
+ 18.27%
$39.49 - $53.64 $44.4K - $60.3K
7.28K $381M
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.6K
+ 9.85%
$29.07 - $29.38 $75.6K - $76.4K
29K $849M
SPMD
Spdr Portfolio

ETFs
295
+ 1.68%
$44.89 - $54.38 $13.2K - $16K
17.9K $972M
COMB
Graniteshares ETF Tr Bloomber

ETFs
4.18K
+ 14.12%
$19.77 - $22.01 $82.5K - $91.9K
33.7K $708M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
800
+ 3.84%
$50.09 - $51.09 $40.1K - $40.9K
21.7K $1.11B
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
4.76K
+ 7.65%
$8.72 - $10.05 $41.5K - $47.8K
67K $673M
GNR
Spdr S&P Global Natural Resour

ETFs
842
+ 7.79%
$45.66 - $55.03 $38.4K - $46.3K
11.6K $632M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
638
+ 4.06%
$35.35 - $42.68 $22.6K - $27.2K
16.3K $696M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.39K
+ 13.56%
$22.63 - $26.95 $31.3K - $37.3K
11.6K $313M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.99K
+ 8.35%
$18.94 - $21.67 $56.7K - $64.8K
38.8K $822M
Goldman Sachs ETF Tr
375
+ 6.4%
N/A
6.24K $311M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
3.55K
+ 22.53%
$7.35 - $9.25 $26.1K - $32.8K
19.3K $179M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
5
+ 0.02%
$23.19 - $25.35 $116 - $127
27.7K $701M
ENB
Enbridge Inc

Energy
433
+ 4.54%
$41.09 - $47.16 $17.8K - $20.4K
9.98K $452M
PFIX
Simplify ETF Simplify Int Rate

ETFs
125
+ 3.02%
$45.32 - $62.42 $5.67K - $7.8K
4.27K $225M
FPI
Farmland Partners Inc.

Real Estate
2
+ 0.0%
$9.8 - $11.79 $19.6 - $23.6
41.6K $478M
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 3.6%
$79.79 - $91.42 $23.9K - $27.4K
8.63K $769M
USRT
Ishares Core U.S. Reit ETF

ETFs
866
+ 2.41%
$50.37 - $57.97 $43.6K - $50.2K
36.8K $2.08B
GNOM
Global X Fds Genomics & Biotec

ETFs
150
+ 0.74%
$6.97 - $8.49 $1.05K - $1.27K
20.5K $173M
RIO
Rio Tinto PLC

Basic Materials
330
+ 6.74%
$52.32 - $62.75 $17.3K - $20.7K
5.22K $305M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
100
+ 1.12%
$40.82 - $43.14 $4.08K - $4.31K
8.99K $388M
GBDC
Golub Capital Bdc, Inc.

Financial Services
930
+ 8.72%
$13.03 - $15.28 $12.1K - $14.2K
11.6K $170M
PCH
Potlatchdeltic Corp

Real Estate
1.85K
+ 19.39%
$37.16 - $44.86 $68.7K - $83K
11.4K $437M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
500
+ 2.57%
$14.83 - $16.07 $7.42K - $8.04K
20K $316M
VDE
Vanguard Energy ETF

ETFs
612
+ 7.99%
$105.87 - $130.56 $64.8K - $79.9K
8.28K $986M
CRESY
Cresud Inc

Industrials
1.12K
+ 1.36%
$9.48 - $12.41 $10.7K - $13.9K
84.1K $905M
Healthcare Rlty Tr
400
+ 2.23%
N/A
18.3K $291M
RYN
Rayonier Inc

Real Estate
7.33K
+ 22.35%
$22.12 - $28.02 $162K - $205K
40.1K $890M
AAPL
Apple Inc.

Technology
127
+ 3.16%
$172.42 - $223.89 $21.9K - $28.4K
4.14K $850M
WY
Weyerhaeuser CO

Real Estate
4.65K
+ 5.94%
$24.69 - $29.48 $115K - $137K
82.9K $2.13B
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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