Collaborative Wealth Managment Inc.

Q1 2021 13F Holdings Report, Stock Holdings

Signature - Title
Sandra Stickney - CCO
Location
Lake Mary, FL
Holdings as of
March 31, 2021
Value $
$156M
Num holdings
189
Date filed
5/12/2022, 12:49 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPYG, FIXD, QHY, FTCS, and PFFD.
* 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
Sandra Stickney CCO Lake Mary, Florida 5/12/2022