Comprehensive Money Management Services LLC Incresed Positions in Q1 2025

Comprehensive Money Management Services LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
11K
+ 29.19%
$50.44 - $50.7 $556K - $559K
48.8K $2.47B
VPU
Vanguard Utilities ETF

ETFs
1.03K
+ 6.21%
$161.24 - $173.33 $166K - $179K
17.6K $3.01B
NEM
Newmont Corp

Basic Materials
880
+ 4.61%
$37.79 - $48.39 $33.3K - $42.6K
20K $963M
RYN
Rayonier Inc

Real Estate
7.11K
+ 27.66%
$24.95 - $28.24 $177K - $201K
32.8K $914M
GOLD
Barrick Gold Corp

Basic Materials
1.7K
+ 3.92%
$15.45 - $19.56 $26.3K - $33.3K
45.1K $877M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.92K
+ 4.07%
$38.22 - $41.19 $111K - $120K
74.5K $3.01B
AGRO
Adecoagro S.A.

Consumer Defensive
8.45K
+ 17.18%
$9.42 - $11.4 $79.6K - $96.3K
57.6K $644M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4K
+ 7.17%
$25.69 - $26.89 $103K - $108K
59.8K $1.61B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1K
+ 2.16%
$33.84 - $37.77 $33.8K - $37.8K
47.3K $1.72B
KGC
Kinross Gold Corp

Basic Materials
450
+ 1.34%
$9.69 - $12.61 $4.36K - $5.67K
34.1K $430M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
350
+ 0.6%
$19.66 - $21.64 $6.88K - $7.57K
58.8K $1.26B
COMB
Graniteshares ETF Tr Bloomber

ETFs
2.43K
+ 8.96%
$19.9 - $21.85 $48.4K - $53.1K
29.6K $642M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
1.27K
+ 4.44%
$35.57 - $38.16 $45K - $48.3K
29.8K $1.12B
MWA
Mueller Water Products, Inc.

Industrials
385
+ 1.57%
$21.65 - $28.24 $8.34K - $10.9K
24.9K $634M
VAW
Vanguard Materials ETF

ETFs
385
+ 7.81%
$185.71 - $202.46 $71.5K - $77.9K
5.31K $1B
FCX
Freeport Mcmoran Inc

Basic Materials
1.95K
+ 24.1%
$34.5 - $43.01 $67.3K - $83.9K
10K $380M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.53K
+ 2.9%
$24.73 - $25.62 $37.8K - $39.2K
54.4K $1.39B
PCH
Potlatchdeltic Corp

Real Estate
220
+ 2.36%
$38.35 - $47.34 $8.44K - $10.4K
9.54K $430M
MXI
Ishares Global Materials ETF

ETFs
550
+ 14.84%
$77.39 - $84.98 $42.6K - $46.7K
4.26K $348M
SBSW
Sibanye Stillwater LTD

Basic Materials
2.25K
+ 5.91%
$3.19 - $4.58 $7.18K - $10.3K
40.3K $185M
VEGI
Ishares Inc Msci Global Agricu

ETFs
270
+ 1.04%
$35.02 - $38.62 $9.46K - $10.4K
26.3K $974M
Goldman Sachs ETF Tr
1.49K
+ 34.08%
N/A
5.86K $261M
PICK
Ishares Inc Msci Global Select

ETFs
760
+ 3.44%
$34.93 - $38.35 $26.5K - $29.1K
22.8K $819M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
3.15K
+ 5.81%
$7.63 - $8.31 $24K - $26.2K
57.3K $462M
BP
Bp PLC

Energy
200
+ 2.3%
$29.93 - $35.31 $5.99K - $7.06K
8.89K $300M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
59
+ 0.16%
N/A
37.8K $2.43B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
100
+ 0.14%
$3.88 - $4.37 $388 - $437
70.3K $307M
MBB
Ishares Tr

ETFs
368
+ 10.47%
$90.37 - $94.08 $33.3K - $34.6K
3.88K $364M
FLS
Flowserve Corp

Industrials
1.59K
+ 34.81%
$46.47 - $64.75 $73.9K - $103K
6.16K $301M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
550
+ 2.76%
$12.61 - $14.92 $6.94K - $8.21K
20.5K $293M
PFFV
Global X Variable Rate Preferr

Technology
1.35K
+ 2.23%
$23.51 - $24.14 $31.7K - $32.6K
61.8K $1.46B
BNDX
Vanguard Total International B

ETFs
910
+ 2.42%
$48.33 - $49.5 $44K - $45K
38.5K $1.88B
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.1K
+ 7.17%
$30.71 - $30.87 $33.8K - $34K
16.5K $507M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.14K
+ 1.22%
$5.3 - $5.8 $6.05K - $6.62K
94.7K $531M
BHP
Bhp Group LTD

Basic Materials
740
+ 11.98%
$48.18 - $52.11 $35.7K - $38.6K
6.92K $336M
USRT
Ishares Core U.S. Reit ETF

ETFs
397
+ 1.12%
$55.14 - $60.29 $21.9K - $23.9K
36K $2.07B
AVES
American Centy ETF Tr Avantis

ETFs
500
+ 5.59%
$44.71 - $48.65 $22.4K - $24.3K
9.44K $445M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
750
+ 4.01%
$15.05 - $16.47 $11.3K - $12.4K
19.5K $312M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
50
+ 0.54%
$65.44 - $70.64 $3.27K - $3.53K
9.28K $634M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
535
+ 5.53%
$23.43 - $25.55 $12.5K - $13.7K
10.2K $261M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
525
+ 1.49%
$20.2 - $22.24 $10.6K - $11.7K
35.8K $771M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
300
+ 2.02%
$18.36 - $20.51 $5.51K - $6.15K
15.2K $300M
RIO
Rio Tinto PLC

Basic Materials
300
+ 6.53%
$58.19 - $64.29 $17.5K - $19.3K
4.89K $294M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.19K
+ 6.19%
$15.88 - $17.78 $18.9K - $21.2K
20.4K $357M
Brookfield Renewable Corp
445
+ 3.26%
N/A
14.1K $394M
Healthcare Rlty Tr
800
+ 4.67%
N/A
17.9K $303M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 1.27%
$225.19 - $279.95 $2.7K - $3.36K
959 $235M
PEAK
Healthpeak Properties, Inc.

Real Estate
350
+ 2.26%
N/A
15.8K $320M
FLIN
Franklin Templeton ETF Tr

ETFs
375
+ 4.06%
$34.0 - $38.4 $12.8K - $14.4K
9.62K $354M
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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