Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $138 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EMLP PFXF SPTI LGOV XLK HSCZ IAGG HDG 28 stocks |
$136,112
98.72% of portfolio
|
21
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,771
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|