Collaborative Wealth Managment Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lake Mary, FL
CIK
0001896419
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 169 184,655 SPYV, SPYG, HYMB, SPMD 13F-HR 2/7/2024 000189641924000002
Q3 2023 163 167,626 SPYV, HYMB, SPYG, PFFD 13F-HR 11/9/2023 000189641923000005
Q2 2023 169 168,118 SPYV, WFHY, SPYG, HYMB 13F-HR 8/7/2023 000189641923000004
Q1 2023 165 158,712 WFHY, SPYV, SPMD, PFFD 13F-HR 5/8/2023 000189641923000003
Q4 2022 173 152,161 WFHY, SPYV, SPMD, SPYG 13F-HR 2/10/2023 000189641923000002
Q3 2022 169 141,255 AAPL, WFHY, SPYG, PFFD 13F-HR 11/14/2022 000189641922000005
Q2 2022 183 152,354 SPYG, FIXD, AAPL, WFHY 13F-HR 8/15/2022 000189641922000004
Q4 2021 196 182,541 AAPL, SPYG, FIXD, FTCS 13F-HR 2/11/2022 000189641922000002
Q1 2021 189 173,454 AAPL, SPYG, FIXD, WFHY 13F-HR 5/12/2022 000189641922000003