Collaborative Wealth Managment Inc.
Q4 2023 13F Holdings
- Locationlake mary, FL
- Num holdings
169
- Value ($000)
$184,656
- Date Filed02/07/2024
- Form type13F-HR
- CIK0001896419
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $7.45 M | 4 % | 159,680 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $6.73 M | 4 % | 103,469 | ||
HYMB SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 | $6.65 M | 4 % | 262,651 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $6.60 M | 4 % | 135,511 | ||
PFFD GLOBAL X FDS | US PFD ETF | 37954Y657 | $6.28 M | 3 % | 323,668 | ||
QHY WISDOMTREE TR | US HGH YLD CORP | 97717X172 | $5.70 M | 3 % | 125,496 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.60 M | 3 % | 33,244 | ||
AAPL APPLE INC | COM | 037833100 | $5.20 M | 3 % | 27,030 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.00 M | 3 % | 55,698 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $4.98 M | 3 % | 85,269 |
Rows Per Page
10
- 10
- 50
- 100