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| Name: |
Collaborative Wealth Managment Inc. |
| City: |
LAKE MARY |
| State: |
FL |
| Zip: |
32746 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHEL |
Shell plc |
73 |
New |
$71.92 |
$615,000 |
9,175 |
0.31% |
615,000 |
9,175 |
0 |
Integrated Oil & Gas |
|
|
SDVY |
First Trust Smid Cap Rising... |
90 |
New |
$0.00 |
$505,000 |
14,490 |
0.25% |
505,000 |
14,490 |
0.016 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
95 |
New |
$177.81 |
$464,000 |
2,641 |
0.23% |
464,000 |
2,641 |
0 |
Auto Manufacturers |
|
|
NVDA |
NVIDIA Corporation |
121 |
New |
$924.79 |
$303,000 |
335 |
0.15% |
303,000 |
335 |
0 |
Semiconductor - Speci... |
|
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SUB |
iShares S&P S/T Natnl AMT-F... |
126 |
New |
$104.63 |
$291,000 |
2,775 |
0.15% |
291,000 |
2,775 |
0.003 |
Closed - End Fund - Debt |
|
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QCOM |
QUALCOMM Inc |
146 |
New |
$193.86 |
$226,000 |
1,337 |
0.11% |
226,000 |
1,337 |
0 |
Communication Equipment |
|
|
FB |
Meta Platforms Inc |
150 |
New |
$471.91 |
$217,000 |
447 |
0.11% |
217,000 |
447 |
0 |
Internet Service Prov... |
|
|
PSX |
Phillips 66 |
153 |
New |
$147.08 |
$212,000 |
1,298 |
0.11% |
212,000 |
1,298 |
0 |
Oil & Gas Refining, P... |
|
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PXLG |
Invesco Russell Top 200 Pur... |
156 |
New |
$104.58 |
$208,000 |
1,954 |
0.1% |
208,000 |
1,954 |
0.004 |
N/A |
|
|
MPLX |
Mplx Lp |
160 |
New |
$40.45 |
$203,000 |
4,884 |
0.1% |
203,000 |
4,884 |
0.018 |
Oil & Gas Pipelines &... |
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IWZ |
iShares Russell 3000 Growth |
163 |
New |
$119.55 |
$201,000 |
1,719 |
0.1% |
201,000 |
1,719 |
0.001 |
Closed - End Fund - E... |
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