-
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.