Collaborative Wealth Managment Inc. Incresed Positions in Q4 2024

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
813
+ 0.8%
$81.74 - $91.38 $66.5K - $74.3K
102K $8.95M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
19.7K
+ 43.39%
$28.25 - $28.72 $557K - $567K
65.2K $1.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
986
+ 3.04%
$198.04 - $221.51 $195K - $218K
33.4K $7.03M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.2K
+ 6.43%
$50.23 - $50.46 $412K - $414K
136K $6.83M
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 0.96%
$213.65 - $479.86 $5.34K - $12K
2.64K $1.07M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.19K
+ 3.19%
$55.86 - $60.21 $178K - $192K
103K $5.9M
SPMD
Spdr Portfolio

ETFs
4.58K
+ 2.8%
$54.13 - $59.56 $248K - $273K
168K $9.21M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.65K
+ 1.8%
$69.3 - $74.3 $115K - $123K
93.4K $6.67M
UPS
United Parcel Service Inc

Industrials
2.1K
+ 95.19%
$122.65 - $138.35 $258K - $291K
4.31K $542K
AVUV
American Centy ETF Tr Avantis

ETFs
1.97K
+ 2.76%
$94.37 - $106.41 $186K - $209K
73.2K $7.06M
IWM
Ishares Russell 2000 ETF

ETFs
767
+ 59.83%
$216.13 - $242.4 $166K - $186K
2.05K $452K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
18.8K
+ 6.12%
$21.43 - $22.55 $403K - $424K
326K $7.02M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.49K
+ 3.76%
$17.93 - $18.8 $80.4K - $84.3K
124K $2.26M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.1K
+ 3.88%
$25.3 - $26.31 $306K - $318K
324K $8.28M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.83K
+ 17.35%
$35.45 - $40.33 $100K - $114K
19.1K $685K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5K
+ 11.07%
$27.8 - $29.05 $139K - $145K
50.2K $1.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.53K
+ 11.88%
$50.67 - $50.9 $77.7K - $78K
14.4K $731K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
44
+ 0.57%
$45.39 - $62.98 $2K - $2.77K
7.75K $440K
MLPX
Global X Mlp & Energy Infrastr

ETFs
20
+ 0.18%
$54.89 - $64.32 $1.1K - $1.29K
11.2K $676K
GOOG
Alphabet Inc.

Communication Services
206
+ 15.99%
$163.08 - $198.16 $33.6K - $40.8K
1.49K $284K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.83K
+ 10.33%
$24.42 - $25.06 $69.1K - $70.9K
30.2K $738K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
506
+ 1.4%
N/A
36.7K $3.15M
XLF
Financial Sector Spdr

ETFs
17
+ 0.12%
$44.89 - $51.34 $763 - $873
14K $677K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.03K
+ 6.79%
$32.65 - $33.68 $66.2K - $68.3K
31.9K $1.05M
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 2.5%
$570.51 - $610.59 $17.7K - $18.9K
1.27K $747K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.18K
+ 5.15%
$28.88 - $29.33 $34K - $34.5K
24K $697K
META
Meta Platforms, Inc.

Communication Services
26
+ 5.96%
$554.08 - $632.68 $14.4K - $16.4K
462 $272K
XLE
Energy Sector Spdr

ETFs
497
+ 3.38%
$83.32 - $97.27 $41.4K - $48.3K
15.2K $1.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
179
+ 1.05%
$50.0 - $50.27 $8.95K - $9K
17.3K $864K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
296
+ 8.37%
$119.34 - $127.78 $35.3K - $37.8K
3.83K $457K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.15%
$46.48 - $51.32 $418 - $462
6.21K $299K
VIG
Vanguard Dividend Appreciation

ETFs
19
+ 0.3%
N/A
6.4K $1.16M
GLD
Spdr Gold Trust

ETFs
10
+ 1.04%
$236.59 - $257.5 $2.37K - $2.58K
976 $236K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
16.1K
+ 9.91%
$23.11 - $25.17 $372K - $405K
178K $4.12M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
250
+ 1.4%
$44.33 - $49.55 $11.1K - $12.4K
18.2K $815K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
53
+ 0.4%
$33.7 - $37.69 $1.79K - $2K
13.4K $461K
AVGE
American Centy ETF Tr Avantis
1.81K
+ 5.9%
N/A
32.4K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
64
+ 0.31%
$50.53 - $55.55 $3.23K - $3.56K
21K $1.07M
Simplify Exchange Traded Fun
883
+ 8.06%
N/A
11.8K $0
CION
Cion Investment Corp

Financial Services
16
+ 0.08%
$11.25 - $12.08 $180 - $193
21.1K $240K
MSFT
Microsoft Corp

Technology
2
+ 0.1%
$406.35 - $454.46 $813 - $909
2.04K $857K
SVOL
Simplify ETF Simplify Volatili

ETFs
532
+ 1.8%
$20.4 - $21.93 $10.9K - $11.7K
30.1K $626K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.7K
+ 200.06%
$26.93 - $84.95 $692K - $2.18M
38.6K $1.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
39
+ 0.6%
$67.29 - $73.38 $2.62K - $2.86K
6.52K $442K
AVEM
American Centy ETF Tr Avantis

ETFs
4.76K
+ 8.76%
$58.59 - $66.14 $279K - $315K
59.1K $3.47M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
260
+ 1.21%
$108.28 - $117.54 $28.2K - $30.6K
21.7K $2.36M
LLY
Eli Lilly & CO

Healthcare
10
+ 2.11%
$727.2 - $932.06 $7.27K - $9.32K
485 $374K
XLV
Select Sector Spdr Fund Health

ETFs
59
+ 1.49%
$136.28 - $154.74 $8.04K - $9.13K
4.03K $554K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.27K
+ 4.31%
$50.06 - $55.0 $63.7K - $70K
30.8K $1.55M
Activity Summary
Buys All Purchases 67 New Holdings 12 Increased Positions 55 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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