Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Collaborative Wealth Managment Inc. > 13F Holdings

Instuitional Investor - Collaborative Wealth Managment Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 189,130 $9,658,869 4.52%
2.
Spdr Series Trust
 169,855 $8,693,190 4.07%
3.
Spdr Series Trust
 325,517 $8,209,548 3.84%
4.
Spdr Series Trust
 101,128 $8,127,643 3.8%
5.
Global X Fds - US PFD ETF
 414,831 $7,898,380 3.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)