Comprehensive Wealth Management
Latest statistics and disclosures from Comprehensive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMLP, VGLT, SPTI, STIP, SCHO, and represent 73.08% of Comprehensive Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: EMLP (+$5.5M), IAGG, SPMB, AAPL, HSCZ, XLK, EDV, WTMF.
- Started 1 new stock position in AAPL.
- Reduced shares in these 10 stocks: VGLT (-$5.7M), FBND, ICVT, STIP, SCHO, IGEB, XMMO, SPTI, MSFT, RSPN.
- Comprehensive Wealth Management was a net seller of stock by $-1.8M.
- Comprehensive Wealth Management has $111M in assets under management (AUM), dropping by 4.24%.
- Central Index Key (CIK): 0001535202
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Comprehensive Wealth Management holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Comprehensive Wealth Management
SEC 13F filings are viewable for Comprehensive Wealth Management going back to 2021
- Comprehensive Wealth Management 2023 Q1 filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q2 filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q3 filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q4 filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q2 filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q3 filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q4 filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q1 filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q2 filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q3 filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q4 filed Jan. 12, 2024
- Comprehensive Wealth Management 2020 Q4 filed Jan. 10, 2024
- Comprehensive Wealth Management 2021 Q1 filed Jan. 10, 2024