Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $131 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EMLP PFXF SPTI XLK HSCZ IAGG WTMF HDG 27 stocks |
$129,181
98.51% of portfolio
|
21
|
6
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,948
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|