Comprehensive Wealth Management, LLC Portfolio Holdings

Comprehensive Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Iv with a value of $41.8M, Vaneck ETF Tr Preferred Securi with a value of $41.1M, Spdr Ser Tr Spdr Portfolio Int with a value of $40.4M, Technology Sector Spdr with a value of $5.56M, and Ishares Tr Currency Hedged Msc with a value of $2.43M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $135M to 151M.

Comprehensive Wealth Management, LLC is based out at Lynnwood, WA

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