IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Collaborative Wealth Managment Inc.

Q1 2023 Holdings

Filed 2023-05-08 | 165 holdings | $158.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wisdomtree TR(EMCB)WSDM EMKTBD FD97717X784$2.9M46,7771.8%
Spdr SER TR(SPLB)PORTFOLIO LN COR78464A367$3.0M126,2801.9%
J P Morgan Exchange Traded F(JQUA)US QUALTY FCTR46641Q761$3.0M73,6381.9%
American Centy ETF TR(AVUV)US SML CP VALU025072877$3.1M41,5561.9%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$3.7M113,9942.3%
Invesco Exch Traded FD TR II(QQQM)NASDAQ 100 ETF46138G649$4.0M30,2632.5%
Spdr SER TR(SPTM)PORTFOLI S&P150078464A805$4.1M80,7772.6%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$4.2M76,1322.7%
Spdr SER TR(SPIP)PORTFLI TIPS ETF78464A656$4.5M167,7162.8%
Apple Inc(AAPL)COM037833100$4.6M27,7752.9%
Spdr SER TR(HYMB)NUVEEN BLOOMBERG78464A284$4.9M195,2043.1%
Global X FDS(PFFD)US PFD ETF37954Y657$4.9M248,6223.1%
Spdr SER TR(SPMD)PORTFOLIO S&P40078464A847$4.9M112,4413.1%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$5.5M136,0393.5%
Wisdomtree TR(QHY)US HGH YLD CORP97717X172$5.8M130,6613.7%
PreviousPage 4 of 4