Comprehensive Money Management Services LLC Portfolio Holdings

Comprehensive Money Management Services LLC

  • $121 Billion
  • Q4 2024

Comprehensive Money Management Services LLC has filed its 13F form on March 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $3.27B, Vanguard Global Ex U.S. Real with a value of $2.83B, Vanguard Utilities ETF with a value of $2.71B, Vanguard Emerging Mkts Govt Bd with a value of $2.39B, and Vanguard Total Stock Market Et with a value of $2.32B.

Examining the 13F form we can see an increase of $121B in the current position value.

Comprehensive Money Management Services LLC is based out at Coral Gables, FL

Below you can find more details about Comprehensive Money Management Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $84.4 Billion
Real Estate: $8.41 Billion
Financial Services: $7.39 Billion
Basic Materials: $4.85 Billion
Energy: $4.24 Billion
Technology: $1.8 Billion
Industrials: $1.78 Billion
Consumer Defensive: $783 Million
Other: $1.24 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$627M
$966 Million 0.8% of portfolio
76,456
Q4 2024 New
$630M
$496 Million 0.41% of portfolio
42,214
Q4 2024 New
$1.2B
$464 Million 0.38% of portfolio
49,180
Q4 2024 New
$400M
$329 Million 0.27% of portfolio
30,286
Q4 2024 New
$413M
$261 Million 0.21% of portfolio
10,065
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 178 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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