Collaborative Wealth Managment Inc. Reduced Holdings in Q4 2024

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.26K
- 54.23%
$567.81 - $607.81 $714K - $764K
1.06K $621K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.53K
- 43.1%
$71.75 - $75.11 $396K - $415K
7.3K $524K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.47K
- 33.24%
$80.13 - $83.77 $278K - $290K
6.96K $558K
MCD
Mcdonalds Corp

Consumer Cyclical
-462
- 4.04%
$288.47 - $316.54 $133K - $146K
11K $3.18M
XLU
Utilities Sector Spdr

ETFs
-1.47K
- 4.19%
$74.89 - $82.93 $110K - $122K
33.6K $2.54M
DIS
Walt Disney CO

Communication Services
-3.52K
- 46.15%
$92.39 - $117.6 $325K - $413K
4.1K $456K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-5.3K
- 6.85%
N/A
72.2K $3.31M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-2.65K
- 7.36%
$64.45 - $66.99 $171K - $178K
33.4K $2.17M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.69K
- 24.64%
$39.3 - $41.34 $184K - $194K
14.3K $564K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.83K
- 5.02%
$40.06 - $45.21 $73.3K - $82.7K
34.6K $1.41M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-6.33K
- 9.69%
$23.42 - $24.25 $148K - $154K
59.1K $1.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.65K
- 9.44%
$38.37 - $42.82 $102K - $113K
25.4K $974K
HYD
Vaneck High Yield Muni ETF

ETFs
-2.59K
- 35.53%
$51.09 - $53.06 $132K - $137K
4.69K $243K
XOM
Exxon Mobil Corp

Energy
-796
- 19.56%
$105.51 - $125.37 $84K - $99.8K
3.27K $352K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.45K
- 12.3%
$25.25 - $26.34 $87.2K - $91K
24.6K $623K
HDV
Ishares Core High Dividend ETF

ETFs
-303
- 2.77%
$110.82 - $121.28 $33.6K - $36.7K
10.6K $1.19M
SRLN
Ssga Active Trust

ETFs
-2.13K
- 15.51%
$41.48 - $42.08 $88.2K - $89.5K
11.6K $483K
DIAL
Columbia ETF Tr I Diversified

ETFs
-2.1K
- 4.12%
$17.52 - $18.45 $36.8K - $38.8K
48.9K $856K
VHT
Vanguard Health Care ETF

ETFs
-100
- 4.91%
$250.81 - $283.3 $25.1K - $28.3K
1.94K $491K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.24K
- 9.5%
$50.02 - $51.24 $62.1K - $63.6K
11.8K $593K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-874
- 9.27%
$77.23 - $82.11 $67.5K - $71.8K
8.55K $665K
MUB
Ishares National Muni Bond ETF

ETFs
-603
- 12.85%
$105.78 - $108.7 $63.8K - $65.5K
4.09K $435K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 10.72%
$65.67 - $69.79 $67.8K - $72.1K
8.61K $576K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.28K
- 8.13%
$50.34 - $56.61 $64.5K - $72.6K
14.5K $741K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-76
- 0.31%
$42.84 - $45.38 $3.26K - $3.45K
24.8K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-949
- 11.07%
$61.68 - $67.87 $58.5K - $64.4K
7.63K $475K
XLI
Industrial Sector Spdr

ETFs
-246
- 4.14%
$131.76 - $143.99 $32.4K - $35.4K
5.69K $750K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.14K
- 7.1%
$24.94 - $26.14 $28.3K - $29.7K
14.8K $370K
PFF
Ishares Trust Ishares Pfd And

ETFs
-898
- 9.09%
$31.23 - $33.51 $28K - $30.1K
8.98K $282K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-173
- 1.55%
$80.93 - $85.66 $14K - $14.8K
11K $887K
SHEL
Shell PLC

Energy
-85
- 0.93%
$60.63 - $70.23 $5.15K - $5.97K
9.09K $570K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-8.5K
- 6.91%
$2.14 - $2.24 $18.2K - $19K
115K $245K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-947
- 4.71%
$23.29 - $23.93 $22.1K - $22.7K
19.2K $449K
VEA
Vanguard Ftse Developed Market

ETFs
-85
- 1.69%
$47.57 - $52.44 $4.04K - $4.46K
4.95K $236K
VDE
Vanguard Energy ETF

ETFs
-200
- 7.28%
$116.67 - $136.78 $23.3K - $27.4K
2.55K $308K
MBB
Ishares Tr

ETFs
-154
- 6.54%
$91.26 - $95.82 $14.1K - $14.8K
2.2K $201K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-779
- 7.42%
$22.39 - $23.45 $17.4K - $18.3K
9.71K $223K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-237
- 3.07%
$114.02 - $125.22 $27K - $29.7K
7.47K $860K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1K
- 8.61%
$13.32 - $14.3 $13.3K - $14.3K
10.6K $142K
VTV
Vanguard Value ETF

ETFs
-70
- 3.72%
$168.32 - $181.87 $11.8K - $12.7K
1.81K $306K
FTCS
First Trust Capital Strength E

ETFs
-72
- 1.46%
$87.62 - $94.03 $6.31K - $6.77K
4.87K $427K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-104
- 0.97%
$126.68 - $134.74 $13.2K - $14K
10.6K $1.35M
LEAD
Siren Divcon Leaders Dividend

ETFs
-4
- 0.06%
$66.53 - $71.39 $266 - $286
7.22K $480K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-111
- 7.63%
$201.32 - $217.44 $22.3K - $24.1K
1.34K $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-104
- 4.03%
$113.92 - $127.38 $11.8K - $13.2K
2.48K $285K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1K
- 3.34%
$14.28 - $14.81 $14.3K - $14.8K
29K $416K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-52
- 1.96%
$154.42 - $163.91 $8.03K - $8.52K
2.61K $403K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-32
- 0.69%
$43.02 - $47.32 $1.38K - $1.51K
4.64K $200K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-34
- 4.57%
$417.69 - $450.94 $14.2K - $15.3K
710 $302K
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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