Comprehensive Wealth Management, LLC Portfolio Holdings by Sector
Comprehensive Wealth Management, LLC
- $127 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
EMLP SPTI VGLT XLK IAGG WTMF XMMO HSCZ 26 stocks |
$125,240
98.47% of portfolio
|
  19  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,949
1.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|