Comprehensive Wealth Management, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Christina Ybarra - CCO
Location
Lynnwood, WA
Holdings as of
31 Mar 2024
Value $
$128M
Num holdings
28
Date filed
01 May 2024, 12:49
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included EMLP, SPTI, VGLT, XLK, and IAGG.
Previous filing
Q4 2023 - 12 Jan 2024
Next filing
Q2 2024 - 13 Aug 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christina Ybarra CCO Lynnwood, Washington 01 May 2024