Comprehensive Wealth Management, LLC Incresed Positions in Q4 2024

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
3.3K
+ 13.4%
$220.26 - $241.44 $727K - $797K
28K $6.5M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
37.8K
+ 202.71%
$22.43 - $23.09 $847K - $872K
56.4K $1.27M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
25.5K
+ 34.32%
$31.59 - $32.95 $807K - $842K
100K $3.2M
PXE
Invesco Exchange Traded Fd Tr

ETFs
24.5K
+ 122.82%
$28.09 - $32.7 $689K - $802K
44.5K $1.32M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
15.7K
+ 84.76%
$33.77 - $44.09 $529K - $691K
34.1K $1.16M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.75K
+ 8.27%
$49.87 - $52.46 $187K - $196K
49K $2.45M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
351
+ 3.29%
$119.61 - $136.3 $42K - $47.8K
11K $1.36M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
212
+ 4.31%
$213.99 - $238.91 $45.4K - $50.6K
5.13K $1.15M
USTB
Victory Portfolios Ii Victorys

ETFs
1.58K
+ 13.25%
$50.06 - $50.85 $78.8K - $80.1K
13.5K $675K
LKOR
Flexshares Cr Scored Us Long C

ETFs
2.72K
+ 20.49%
$41.91 - $45.64 $114K - $124K
16K $671K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.48K
+ 16.27%
$28.6 - $29.27 $70.9K - $72.5K
17.7K $507K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
288
+ 4.66%
$105.85 - $112.84 $30.5K - $32.5K
6.47K $713K
XSMO
Invesco S&P Smallcap Momentum

ETFs
648
+ 6.2%
$65.08 - $73.72 $42.2K - $47.8K
11.1K $734K
MSFT
Microsoft Corp

Technology
191
+ 4.31%
$406.35 - $454.46 $77.6K - $86.8K
4.62K $1.95M
XLV
Select Sector Spdr Fund Health

ETFs
911
+ 17.83%
$136.28 - $154.74 $124K - $141K
6.02K $828K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
34
+ 0.99%
$198.04 - $221.51 $6.73K - $7.53K
3.47K $730K
IYK
Ishares U.S. Consumer Staples

ETFs
1.28K
+ 14.48%
$65.32 - $70.92 $83.5K - $90.7K
10.1K $663K
RING
Ishares Inc Msci Global Gold M

ETFs
4.94K
+ 20.45%
$27.93 - $36.45 $138K - $180K
29.1K $818K
SYLD
Cambria Shareholder Yld ETF

ETFs
733
+ 7.72%
$68.06 - $76.27 $49.9K - $55.9K
10.2K $700K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
2.48K
+ 23.65%
$34.66 - $42.95 $85.8K - $106K
12.9K $456K
RGI
Invesco S&P 500 Equal Weight I

ETFs
639
+ 2.43%
N/A
26.9K $0
UTES
Virtus Reaves Utilities ETF
705
+ 5.29%
N/A
14K $0
Capitol Ser Tr
1.24K
+ 15.1%
N/A
9.42K $0
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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