Comprehensive Money Management Services LLC Reduced Holdings in Q2 2025

Comprehensive Money Management Services LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-900
- 14.08%
$32.41 - $42.59 $29.2K - $38.3K
5.49K $234M
PICK
Ishares Inc Msci Global Select

ETFs
-923
- 4.04%
$30.23 - $38.24 $27.9K - $35.3K
21.9K $824M
BNDX
Vanguard Total International B

ETFs
-437
- 1.14%
$48.77 - $49.55 $21.3K - $21.7K
38.1K $1.88B
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-750
- 3.67%
$16.37 - $18.59 $12.3K - $13.9K
19.7K $363M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.13K
- 11.2%
$29.15 - $44.46 $32.8K - $50K
8.92K $387M
AVES
American Centy ETF Tr Avantis

ETFs
-1K
- 10.59%
$42.02 - $53.63 $42K - $53.6K
8.44K $452M
KR
Kroger CO

Consumer Defensive
-165
- 3.49%
$64.62 - $74.0 $10.7K - $12.2K
4.56K $327M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-845
- 5.79%
$32.86 - $40.05 $27.8K - $33.8K
13.7K $545M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-36
- 0.57%
$54.27 - $63.01 $1.95K - $2.27K
6.28K $394M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-470
- 3.73%
$24.38 - $30.18 $11.5K - $14.2K
12.1K $366M
GOOG
Alphabet Inc.

Communication Services
-104
- 5.78%
$146.58 - $180.01 $15.2K - $18.7K
1.7K $301M
SIVR
Abrdn Silver ETF Trust

ETFs
-462
- 2.46%
$28.36 - $35.37 $13.1K - $16.3K
18.3K $631M
NTR
Nutrien Ltd.

Basic Materials
-300
- 6.26%
$46.88 - $62.89 $14.1K - $18.9K
4.5K $262M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-230
- 3.36%
$78.98 - $90.1 $18.2K - $20.7K
6.61K $595M
FLIN
Franklin Templeton ETF Tr

ETFs
-100
- 1.04%
$35.01 - $39.98 $3.5K - $4K
9.52K $379M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-235
- 1.99%
$36.58 - $40.39 $8.6K - $9.49K
11.6K $468M
IHY
Vaneck ETF Tr International Hi

ETFs
-1.91K
- 2.87%
$20.23 - $22.1 $38.5K - $42.1K
64.5K $1.42B
JPM
Jpmorgan Chase & CO

Financial Services
-42
- 4.38%
$210.28 - $289.91 $8.83K - $12.2K
917 $266M
IGF
Ishares Global Infrastructure

ETFs
-275
- 2.62%
$50.55 - $59.83 $13.9K - $16.5K
10.2K $605M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.8%
$228.54 - $279.83 $9.14K - $11.2K
2.19K $611M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-70
- 0.89%
$71.86 - $82.66 $5.03K - $5.79K
7.76K $641M
SIMS
Spdr S&P Kensho Intelligent St

ETFs
-200
- 1.84%
$26.7 - $35.53 $5.34K - $7.11K
10.7K $378M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-13
- 0.03%
N/A
37.8K $2.47B
Saba Capital Income & Opport
-952
- 0.85%
N/A
111K $1.02B
FIW
First Trust Water ETF

ETFs
-5
- 0.08%
$90.26 - $108.05 $451 - $540
6.5K $702M
WMB
Williams Companies, Inc.

Energy
-74
- 0.43%
$54.33 - $62.87 $4.02K - $4.65K
17.3K $1.09B
EVX
Vaneck ETF Tr Environmental Se

ETFs
-310
- 1.34%
$31.9 - $38.44 $9.89K - $11.9K
22.8K $875M
XT
Ishares Tr Exponential Technol

ETFs
-100
- 1.26%
$49.86 - $65.25 $4.99K - $6.53K
7.84K $512M
GII
Spdr S&P Global Infrasture ETF

ETFs
-478
- 2.93%
$57.32 - $67.33 $27.4K - $32.2K
15.9K $1.07B
VPU
Vanguard Utilities ETF

ETFs
-248
- 1.41%
$158.36 - $178.82 $39.3K - $44.3K
17.4K $3.07B
IFRA
Ishares Tr

ETFs
-30
- 0.18%
$40.97 - $49.19 $1.23K - $1.48K
17K $835M
SBSW
Sibanye Stillwater LTD

Basic Materials
-5K
- 12.41%
$3.22 - $7.55 $16.1K - $37.8K
35.3K $255M
KGC
Kinross Gold Corp

Basic Materials
-2K
- 5.87%
$11.79 - $15.85 $23.6K - $31.7K
32.1K $501M
ICLN
Ishares

ETFs
-818
- 1.58%
$10.56 - $13.31 $8.64K - $10.9K
51.1K $669M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-237
- 0.81%
$34.72 - $42.74 $8.23K - $10.1K
28.9K $1.23B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-380
- 2.23%
$51.36 - $62.5 $19.5K - $23.8K
16.7K $1.04B
RING
Ishares Inc Msci Global Gold M

ETFs
-639
- 2.8%
$34.72 - $45.62 $22.2K - $29.2K
22.2K $971M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-145
- 0.87%
$60.34 - $74.89 $8.75K - $10.9K
16.4K $1.23B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-574
- 1.71%
$39.89 - $49.46 $22.9K - $28.4K
33K $1.63B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.01K
- 5.68%
$70.56 - $92.75 $71.3K - $93.7K
16.8K $1.51B
NEM
Newmont Corp

Basic Materials
-935
- 4.69%
$44.18 - $59.46 $41.3K - $55.6K
19K $1.11B
PAVE
Global X Fds Us Infrastructure

ETFs
-555
- 1.73%
$33.78 - $43.68 $18.7K - $24.2K
31.5K $1.37B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-665
- 1.41%
$32.66 - $40.75 $21.7K - $27.1K
46.6K $1.89B
VEA
Vanguard Ftse Developed Market

ETFs
-1.45K
- 3.52%
$45.65 - $57.01 $66K - $82.4K
39.6K $2.26B
MSFT
Microsoft Corp

Technology
-60
- 3.63%
$354.56 - $497.45 $21.3K - $29.8K
1.6K $793M
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 0.31%
$243.75 - $303.93 $6.09K - $7.6K
8K $2.43B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-775
- 1.04%
$37.77 - $46.15 $29.3K - $35.8K
73.7K $3.4B
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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