Comprehensive Money Management Services LLC Portfolio Holdings

Comprehensive Money Management Services LLC

  • $132 Billion
  • Q2 2025

Comprehensive Money Management Services LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $4.01B, Vanguard Global Ex U.S. Real with a value of $3.4B, Vanguard Utilities ETF with a value of $3.07B, Blackrock Ultra Short Term Bon with a value of $2.64B, and Vanguard Emerging Mkts Govt Bd with a value of $2.47B.

Examining the 13F form we can see an increase of $7.96B in the current position value, from $124B to 132B.

Comprehensive Money Management Services LLC is based out at Coral Gables, FL

Below you can find more details about Comprehensive Money Management Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $92.6 Billion
Real Estate: $8.37 Billion
Financial Services: $7.38 Billion
Basic Materials: $5.45 Billion
Energy: $4.45 Billion
Industrials: $1.87 Billion
Technology: $1.64 Billion
Consumer Defensive: $791 Million
Other: $1.31 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$784 Million 0.6% of portfolio
52,100
Q2 2025 Added 11.25%
$0
$673 Million 0.51% of portfolio
66,988
Q2 2025 Added 7.65%
$0
$595 Million 0.45% of portfolio
76,955
Q2 2025 Added 34.2%
$0
$482 Million 0.37% of portfolio
33,680
Q1 2025 Added 2.28%
$0
$418 Million 0.32% of portfolio
72,128
Q2 2025 Reduced 23.82%
$0
$334 Million 0.25% of portfolio
26,950
Q2 2025 Reduced 4.67%
$0
$320 Million 0.24% of portfolio
19,845
Q1 2025 Reduced 5.09%
$0
$316 Million 0.24% of portfolio
19,965
Q2 2025 Added 2.57%
$0
$313 Million 0.24% of portfolio
11,596
Q2 2025 Added 13.56%
$0
$307 Million 0.23% of portfolio
69,896
Q2 2025 Reduced 0.57%
$0
$179 Million 0.14% of portfolio
19,305
Q2 2025 Added 22.53%
$0
$166 Million 0.13% of portfolio
18,664
Q2 2025 Reduced 5.25%
$0
$85.8 Million 0.07% of portfolio
14,450
Q2 2025 Reduced 40.9%
$0
$49.4 Million 0.04% of portfolio
15,550
Q2 2025 Reduced 11.4%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $132 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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