Comprehensive Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$134M
Signature - Title
Christina Ybarra - CCO
Location
Lynnwood, WA
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Wealth Management, LLC reported 30 stock holdings with total value $134M as of Q4 2024. Top holdings included EMLP, PFXF, SPTI, XLK, and HSCZ.
Holdings Value