News + Filings Holdings
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Collaborative Wealth Managment Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| CJNK | Common | 26,933 | 26,933 | 615,158,000 | 615,158,000 | 0.37 | |
Hist
| 06/30/2023 |
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Invesco Exchange-Traded Self-Indexed Fund Trust
| OMFL | Exchange Traded Fund | 4,330 | 4,330 | 212,069,000 | 212,069,000 | 0.13 | |
Hist
| 06/30/2023 |
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Merck & Co., Inc.
| MRK | COM | 1,775 | 1,775 | 204,829,000 | 204,829,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYH | Common | 726 | 726 | 203,463,000 | 203,463,000 | 0.12 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 891 | 891 | 201,099,000 | 201,099,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 768 | 768 | 201,039,000 | 201,039,000 | 0.12 | |
Hist
| 06/30/2023 |
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NUVEEN SELECT TAX FREE INCM
| NXP | SH BEN INT | 11,561 | 11,561 | 166,600,000 | 166,600,000 | 0.10 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| PGX | Common | 13,986 | 13,986 | 159,018,000 | 159,018,000 | 0.09 | |
Hist
| 06/30/2023 |
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AGNC Investment Corp.
| AGNC | REIT | 10,190 | 10,190 | 103,225,000 | 103,225,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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