Comprehensive Money Management Services LLC Reduced Holdings in Q3 2025

Comprehensive Money Management Services LLC

  • $133 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
-799
- 4.6%
$175.25 - $189.41 $140K - $151K
16.6K $3.14M
WY
Weyerhaeuser CO

Real Estate
-6.8K
- 8.21%
$24.1 - $26.83 $164K - $182K
76.1K $1.89M
KMI
Kinder Morgan, Inc.

Energy
-1.25K
- 1.94%
$26.23 - $28.5 $32.7K - $35.5K
63.1K $1.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-285
- 0.61%
$39.8 - $42.86 $11.3K - $12.2K
46.3K $1.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-543
- 1.65%
$49.43 - $54.52 $26.8K - $29.6K
32.4K $1.76M
IAU
Ishares Gold Trust

ETFs
-2.19K
- 8.45%
$61.62 - $72.77 $135K - $160K
23.8K $1.73M
IRM
Iron Mountain Inc

Real Estate
-1.17K
- 7.91%
$89.46 - $104.46 $104K - $122K
13.6K $1.38M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.87K
- 11.17%
$86.72 - $111.84 $162K - $209K
14.9K $1.67M
BX
Blackstone Inc.

Financial Services
-15
- 0.16%
$152.77 - $188.68 $2.29K - $2.83K
9.49K $1.62M
PAVE
Global X Fds Us Infrastructure

ETFs
-881
- 2.8%
$44.02 - $47.63 $38.8K - $42K
30.6K $1.46M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-115
- 0.7%
$74.93 - $80.73 $8.62K - $9.28K
16.3K $1.32M
NEM
Newmont Corp

Basic Materials
-668
- 3.51%
$57.35 - $85.25 $38.3K - $56.9K
18.3K $1.55M
WMB
Williams Companies, Inc.

Energy
-1.19K
- 6.87%
$56.52 - $64.01 $67.2K - $76.1K
16.1K $1.02M
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
-450
- 1.52%
$36.22 - $39.63 $16.3K - $17.8K
29.2K $1.14M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-167
- 1.0%
$61.4 - $65.41 $10.3K - $10.9K
16.5K $1.06M
Saba Capital Income & Opport
-2.15K
- 1.93%
N/A
109K $0
SPMD
Spdr Portfolio

ETFs
-30
- 0.17%
$54.43 - $58.29 $1.63K - $1.75K
17.9K $1.02M
RING
Ishares Inc Msci Global Gold M

ETFs
-3K
- 13.51%
$42.96 - $64.71 $129K - $194K
19.2K $1.24M
Barrick Mng Corp
-1.58K
- 3.54%
N/A
42.9K $0
CRESY
Cresud Inc

Industrials
-3.39K
- 4.03%
$8.52 - $11.95 $28.8K - $40.5K
80.7K $742K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-24.6K
- 33.58%
$11.75 - $12.05 $289K - $296K
48.6K $574K
EVX
Vaneck ETF Tr Environmental Se

ETFs
-825
- 3.61%
$38.12 - $40.21 $31.4K - $33.2K
22K $857K
AAPL
Apple Inc.

Technology
-40
- 0.97%
$202.38 - $256.87 $8.1K - $10.3K
4.1K $1.04M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.15K
- 3.95%
$29.12 - $29.34 $33.3K - $33.6K
27.8K $816K
IFRA
Ishares Tr

ETFs
-195
- 1.15%
$49.77 - $52.82 $9.71K - $10.3K
16.8K $886K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.3K
- 58.13%
$50.47 - $50.74 $469K - $472K
6.7K $339K
IEMG
Ishares Inc

ETFs
-185
- 1.51%
N/A
12K $646K
REET
Ishares Global Reit ETF

ETFs
-430
- 1.46%
$24.45 - $25.91 $10.5K - $11.1K
29K $740K
FIW
First Trust Water ETF

ETFs
-283
- 4.35%
$107.54 - $115.08 $30.4K - $32.6K
6.22K $698K
ICLN
Ishares

ETFs
-1.34K
- 2.62%
$13.22 - $15.48 $17.7K - $20.7K
49.7K $769K
WELL
Welltower Inc.

Real Estate
-295
- 7.07%
$150.71 - $178.14 $44.5K - $52.6K
3.88K $690K
GNR
Spdr S&P Global Natural Resour

ETFs
-45
- 0.39%
$54.23 - $59.34 $2.44K - $2.67K
11.6K $686K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-170
- 0.52%
$19.01 - $19.39 $3.23K - $3.3K
32.8K $633K
SIVR
Abrdn Silver ETF Trust

ETFs
-615
- 3.35%
$34.34 - $44.62 $21.1K - $27.4K
17.7K $788K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.2K
- 2.88%
$14.46 - $15.29 $17.4K - $18.3K
40.5K $609K
IGF
Ishares Global Infrastructure

ETFs
-361
- 3.53%
$58.29 - $61.43 $21K - $22.2K
9.86K $602K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-750
- 2.09%
$16.46 - $17.1 $12.3K - $12.8K
35.1K $596K
MWA
Mueller Water Products, Inc.

Industrials
-438
- 1.82%
$23.94 - $27.39 $10.5K - $12K
23.7K $604K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-315
- 3.57%
$61.56 - $66.95 $19.4K - $21.1K
8.51K $568K
VBR
Vanguard Small Cap Value ETF

ETFs
-3
- 0.1%
$195.41 - $212.37 $586 - $637
2.86K $597K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-381
- 2.77%
$39.39 - $42.09 $15K - $16K
13.4K $558K
XT
Ishares Tr Exponential Technol

ETFs
-115
- 1.47%
$65.04 - $71.97 $7.48K - $8.28K
7.73K $555K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-348
- 2.67%
$38.52 - $39.39 $13.4K - $13.7K
12.7K $498K
KGC
Kinross Gold Corp

Basic Materials
-4.21K
- 13.11%
$15.19 - $24.85 $63.9K - $104K
27.9K $692K
VB
Vanguard Small Cap ETF

ETFs
-30
- 1.43%
$237.58 - $259.17 $7.13K - $7.78K
2.07K $526K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-165
- 1.04%
$30.71 - $30.86 $5.07K - $5.09K
15.6K $482K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-400
- 1.19%
$14.01 - $14.33 $5.6K - $5.73K
33.3K $466K
FPI
Farmland Partners Inc.

Real Estate
-123
- 0.3%
$10.47 - $11.59 $1.29K - $1.43K
41.4K $450K
AVES
American Centy ETF Tr Avantis

ETFs
-145
- 1.72%
$53.51 - $57.96 $7.76K - $8.4K
8.3K $475K
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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