Collaborative Wealth Managment Inc.

Q1 2025 13F Holdings

Location
Lake Mary, FL
Holdings as of
3/31/2025
Value
$214M
Num holdings
173
Date filed
5/8/2025
Form type
13F-HR
Prev filing
2/10/2025
Next filing
8/8/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type