Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EMLP PFXF SPTI XLK HSCZ IAGG WTMF HDG 27 stocks |
$149,268
98.68% of portfolio
|
23
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,906
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GAB 1 stocks |
$85
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|