Collaborative Wealth Managment Inc. holdings history

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228 is the total number of securities Collaborative Wealth Managment Inc. has owned. The longest Collaborative Wealth Managment Inc. has owned a single stock is 8 quarters.

Collaborative Wealth Managment Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
WFHY WISDOMTREE TR612.22%2.86%3.68%Q1 2021Q3 20238
SPYG SPDR SER TR612.45%2.81%3.41%Q1 2021Q3 20238
AAPL APPLE INC612.38%2.77%3.21%Q1 2021Q3 20238
PFFD GLOBAL X FDS612.10%2.67%3.38%Q1 2021Q3 20238
SPYV SPDR SER TR611.23%2.53%3.77%Q1 2021Q3 20238
HYMB SPDR SER TR611.77%2.50%3.50%Q1 2021Q3 20238
SPIP SPDR SER TR611.75%2.28%2.90%Q1 2021Q3 20238
QQQM INVESCO EXCH TRADED FD...611.52%2.19%2.83%Q1 2021Q3 20238
SPMD SPDR SER TR610.70%2.07%3.31%Q1 2021Q3 20238
FIXD FIRST TR EXCHNG TRADED...610.81%1.92%2.62%Q1 2021Q3 20238
SPTM SPDR SER TR610.91%1.82%2.59%Q1 2021Q3 20238
EMCB WISDOMTREE TR611.51%1.72%1.98%Q1 2021Q3 20238
SPDW SPDR INDEX SHS FDS611.11%1.71%2.32%Q1 2021Q3 20238
VTI VANGUARD INDEX FDS611.27%1.56%1.89%Q1 2021Q3 20238
SPLB SPDR SER TR610.97%1.42%2.00%Q1 2021Q3 20238
FTCS FIRST TR EXCHANGE-TRAD...610.39%1.40%2.24%Q1 2021Q3 20238
XLU SELECT SECTOR SPDR TR610.86%1.36%1.64%Q1 2021Q3 20238
SPEM SPDR INDEX SHS FDS611.00%1.30%1.64%Q1 2021Q3 20238
MOAT VANECK ETF TRUST610.88%1.20%1.62%Q1 2021Q3 20238
VYM VANGUARD WHITEHALL FDS610.74%1.12%1.28%Q1 2021Q3 20238
FDL FIRST TR MORNINGSTAR D...610.53%1.08%1.44%Q1 2021Q3 20238
QQQ INVESCO QQQ TR610.85%1.06%1.38%Q1 2021Q3 20238
VCIT VANGUARD SCOTTSDALE FDS610.59%1.04%1.34%Q1 2021Q3 20238
OMFS INVESCO EXCH TRD SLF I...610.24%1.00%1.92%Q1 2021Q3 20238
BND VANGUARD BD INDEX FDS610.63%0.99%1.20%Q1 2021Q3 20238
DNL WISDOMTREE TR610.50%0.98%1.44%Q1 2021Q3 20238
XLK SELECT SECTOR SPDR TR610.42%0.98%1.50%Q1 2021Q3 20238
HDV ISHARES TR610.79%0.97%1.41%Q1 2021Q3 20238
VIG VANGUARD SPECIALIZED F...610.68%0.96%1.09%Q1 2021Q3 20238
DIVO AMPLIFY ETF TR610.58%0.96%1.16%Q1 2021Q3 20238
RNDV FIRST TR EXCHANGE-TRAD...610.62%0.96%1.23%Q1 2021Q3 20238
PBUS INVESCO EXCH TRADED FD...610.17%0.93%1.46%Q1 2021Q3 20238
TOTL SSGA ACTIVE ETF TR610.56%0.89%1.11%Q1 2021Q3 20238
SRLN SSGA ACTIVE ETF TR610.41%0.87%1.15%Q1 2021Q3 20238
ONEY SPDR SER TR610.37%0.75%1.18%Q1 2021Q3 20238
XLV SELECT SECTOR SPDR TR610.37%0.73%1.02%Q1 2021Q3 20238
DGRW WISDOMTREE TR610.50%0.73%0.86%Q1 2021Q3 20238
MUB ISHARES TR610.32%0.73%0.82%Q1 2021Q3 20238
DON WISDOMTREE TR610.44%0.67%0.76%Q1 2021Q3 20238
SPSM SPDR SER TR610.39%0.67%0.85%Q1 2021Q3 20238
DIAL COLUMBIA ETF TR I610.49%0.65%0.79%Q1 2021Q3 20238
DIA SPDR DOW JONES INDL AV...610.25%0.62%1.36%Q1 2021Q3 20238
SPY SPDR S&P 500 ETF TR610.58%0.62%0.71%Q1 2021Q3 20238
VBR VANGUARD INDEX FDS610.40%0.59%0.70%Q1 2021Q3 20238
DGRS WISDOMTREE TR610.34%0.58%0.79%Q1 2021Q3 20238
VOO VANGUARD INDEX FDS610.40%0.58%0.72%Q1 2021Q3 20238
MLPA GLOBAL X FDS610.37%0.55%0.63%Q1 2021Q3 20238
SPMB SPDR SER TR610.45%0.54%0.70%Q1 2021Q3 20238
AMZN AMAZON COM INC610.38%0.52%0.66%Q1 2021Q3 20238
VOE VANGUARD INDEX FDS610.36%0.52%0.61%Q1 2021Q3 20238
SPAB SPDR SER TR610.26%0.52%0.66%Q1 2021Q3 20238
XLI SELECT SECTOR SPDR TR610.40%0.51%0.62%Q1 2021Q3 20238
SPIB SPDR SER TR610.47%0.51%0.53%Q1 2021Q3 20238
QYLD GLOBAL X FDS610.29%0.50%0.79%Q1 2021Q3 20238
EWRE INVESCO EXCHANGE TRADE...610.34%0.50%0.62%Q1 2021Q3 20238
SPTI SPDR SER TR610.41%0.49%0.57%Q1 2021Q3 20238
MGV VANGUARD WORLD FD610.40%0.48%0.51%Q1 2021Q3 20238
MSFT MICROSOFT CORP610.44%0.48%0.50%Q1 2021Q3 20238
VHT VANGUARD WORLD FDS610.34%0.47%0.55%Q1 2021Q3 20238
AGGY WISDOMTREE TR610.25%0.47%0.65%Q1 2021Q3 20238
BJAN INNOVATOR ETFS TR610.38%0.46%0.49%Q1 2021Q3 20238
XLRE SELECT SECTOR SPDR TR610.30%0.45%0.68%Q1 2021Q3 20238
PKW INVESCO EXCHANGE TRADE...610.41%0.44%0.48%Q1 2021Q3 20238
HYD VANECK ETF TRUST610.24%0.44%0.49%Q1 2021Q3 20238
XLF SELECT SECTOR SPDR TR610.29%0.44%0.58%Q1 2021Q3 20238
XLP SELECT SECTOR SPDR TR610.15%0.41%0.57%Q1 2021Q3 20238
SPHQ INVESCO EXCHANGE TRADE...610.34%0.40%0.54%Q1 2021Q3 20238
HD HOME DEPOT INC610.26%0.39%0.59%Q1 2021Q3 20238
PZA INVESCO EXCH TRADED FD...610.30%0.38%0.63%Q1 2021Q3 20238
IJH ISHARES TR610.29%0.38%0.56%Q1 2021Q3 20238
VONV VANGUARD SCOTTSDALE FDS610.24%0.37%0.46%Q1 2021Q3 20238
MLPX GLOBAL X FDS610.31%0.37%0.43%Q1 2021Q3 20238
FTSM FIRST TR EXCHANGE-TRAD...610.32%0.37%0.42%Q1 2021Q3 20238
DES WISDOMTREE TR610.24%0.37%0.42%Q1 2021Q3 20238
VYMI VANGUARD WHITEHALL FDS610.26%0.37%0.41%Q1 2021Q3 20238
MCD MCDONALDS CORP610.12%0.35%1.82%Q1 2021Q3 20238
IWV ISHARES TR610.32%0.33%0.35%Q1 2021Q3 20238
GRES INDEXIQ ETF TR610.20%0.32%0.39%Q1 2021Q3 20238
DHY CREDIT SUISSE HIGH YIE...610.21%0.32%0.40%Q1 2021Q3 20238
VFH VANGUARD WORLD FDS610.18%0.31%0.38%Q1 2021Q3 20238
FTGC FIRST TR EXCHANGE TRAD...610.15%0.31%0.59%Q1 2021Q3 20238
LEAD SIREN ETF TR610.22%0.29%0.42%Q1 2021Q3 20238
VGT VANGUARD WORLD FDS610.24%0.28%0.33%Q1 2021Q3 20238
HYLS FIRST TR EXCHANGE-TRAD...610.24%0.28%0.32%Q1 2021Q3 20238
VUG VANGUARD INDEX FDS610.22%0.28%0.43%Q1 2021Q3 20238
FMB FIRST TR EXCH TRADED F...610.23%0.28%0.31%Q1 2021Q3 20238
QUS SPDR SER TR610.19%0.28%0.38%Q1 2021Q3 20238
VTV VANGUARD INDEX FDS610.21%0.27%0.36%Q1 2021Q3 20238
IWM ISHARES TR610.15%0.26%0.40%Q1 2021Q3 20238
IEMG ISHARES INC610.17%0.26%0.41%Q1 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...610.20%0.26%0.28%Q1 2021Q3 20238
GRID FIRST TR EXCHANGE TRAD...610.17%0.26%0.40%Q1 2021Q3 20238
XOM EXXON MOBIL CORP610.15%0.25%0.30%Q1 2021Q3 20238
SPTS SPDR SER TR610.19%0.25%0.38%Q1 2021Q3 20238
DGRO ISHARES TR610.23%0.25%0.25%Q1 2021Q3 20238
JNJ JOHNSON & JOHNSON610.22%0.25%0.27%Q1 2021Q3 20238
VDE VANGUARD WORLD FDS610.16%0.24%0.28%Q1 2021Q3 20238
DVYE ISHARES INC610.19%0.24%0.30%Q1 2021Q3 20238
TIP ISHARES TR610.14%0.24%0.31%Q1 2021Q3 20238
AFL AFLAC INC610.19%0.24%0.28%Q1 2021Q3 20238
PFF ISHARES TR610.17%0.24%0.28%Q1 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...610.17%0.23%0.32%Q1 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...610.20%0.23%0.25%Q1 2021Q3 20238
ARKK ARK ETF TR610.17%0.23%0.36%Q1 2021Q3 20238
SVOL SIMPLIFY EXCHANGE TRAD...610.21%0.23%0.23%Q1 2021Q3 20238
NOBL PROSHARES TR610.17%0.22%0.25%Q1 2021Q3 20238
NJAN INNOVATOR ETFS TR610.19%0.21%0.22%Q1 2021Q3 20238
KJAN INNOVATOR ETFS TR610.17%0.21%0.22%Q1 2021Q3 20238
SCHH SCHWAB STRATEGIC TR610.12%0.21%0.25%Q1 2021Q3 20238
IJAN INNOVATOR ETFS TR610.17%0.20%0.22%Q1 2021Q3 20238
VIGI VANGUARD WHITEHALL FDS610.14%0.20%0.25%Q1 2021Q3 20238
PRF INVESCO EXCHANGE TRADE...610.15%0.19%0.21%Q1 2021Q3 20238
GSLC GOLDMAN SACHS ETF TR610.14%0.18%0.21%Q1 2021Q3 20238
MTUM ISHARES TR610.14%0.18%0.29%Q1 2021Q3 20238
IJR ISHARES TR610.15%0.18%0.19%Q1 2021Q3 20238
CION INVT CORP610.10%0.17%0.24%Q1 2021Q3 20238
DIS DISNEY WALT CO610.13%0.17%0.22%Q1 2021Q3 20238
PG PROCTER AND GAMBLE CO610.16%0.17%0.18%Q1 2021Q3 20238
DRI DARDEN RESTAURANTS INC610.14%0.16%0.18%Q1 2021Q3 20238
EAD ALLSPRING INCOME OPPOR...610.13%0.16%0.21%Q1 2021Q3 20238
NUSC NUSHARES ETF TR610.14%0.16%0.18%Q1 2021Q3 20238
PTY PIMCO CORPORATE & INCO...610.13%0.15%0.18%Q1 2021Q3 20238
AMLP ALPS ETF TR610.11%0.14%0.16%Q1 2021Q3 20238
PHT PIONEER HIGH INCOME FU...610.10%0.12%0.14%Q1 2021Q3 20238
PCN PIMCO CORPORATE & INCM...610.10%0.11%0.15%Q1 2021Q3 20238
PMO PUTNAM MUN OPPORTUNITI...610.08%0.10%0.12%Q1 2021Q3 20238
CIF MFS INTER HIGH INCOME FD610.07%0.10%0.14%Q1 2021Q3 20238
VMO INVESCO MUN OPPORTUNIT...610.05%0.08%0.10%Q1 2021Q3 20238
JNK SPDR SER TR510.13%0.43%0.56%Q1 2021Q2 20237
SPBO SPDR SER TR510.13%0.38%0.49%Q1 2021Q2 20237
SPHY SPDR SER TR310.16%0.32%0.47%Q1 2021Q3 20237
VT VANGUARD INTL EQUITY I...610.28%0.31%0.33%Q1 2021Q3 20237
SCHD SCHWAB STRATEGIC TR310.16%0.28%0.39%Q1 2021Q3 20237
KNG FIRST TR EXCHANGE-TRAD...610.14%0.28%0.47%Q1 2021Q3 20237
PXH INVESCO EXCH TRADED FD...510.20%0.26%0.30%Q1 2021Q2 20237
GSY INVESCO ACTIVELY MANAG...510.13%0.20%0.34%Q1 2021Q2 20237
SHM SPDR SER TR410.12%0.19%0.24%Q1 2021Q3 20237
MBB ISHARES TR510.15%0.18%0.20%Q1 2021Q2 20237
VIOV VANGUARD ADMIRAL FDS INC510.13%0.16%0.18%Q1 2021Q2 20237
CVX CHEVRON CORP NEW610.14%0.16%0.20%Q1 2021Q3 20237
EES WISDOMTREE TR510.14%0.15%0.17%Q1 2021Q2 20237
WMT WALMART INC510.12%0.14%0.15%Q1 2021Q3 20237
PBND INVESCO EXCH TRADED FD...410.26%1.15%1.40%Q1 2021Q1 20236
BMAY INNOVATOR ETFS TR660.94%0.95%0.98%Q2 2022Q3 20236
VNQ VANGUARD INDEX FDS410.21%0.25%0.27%Q1 2021Q1 20236
SPD SIMPLIFY EXCHANGE TRAD...310.12%0.21%0.29%Q1 2021Q2 20236
MUST COLUMBIA ETF TR I510.18%0.21%0.24%Q4 2021Q3 20236
QCOM QUALCOMM INC410.17%0.20%0.23%Q1 2021Q1 20236
OMFL INVESCO EXCH TRD SLF I...310.13%0.18%0.21%Q1 2021Q2 20236
IGI WESTERN ASSET INVT GRA...410.17%0.18%0.20%Q1 2021Q1 20236
VBF INVESCO BD FD410.16%0.17%0.18%Q1 2021Q1 20236
NEE NEXTERA ENERGY INC410.15%0.17%0.19%Q1 2021Q1 20236
IWF ISHARES TR310.13%0.15%0.19%Q1 2021Q3 20236
JQUA J P MORGAN EXCHANGE TR...551.14%1.68%2.17%Q3 2022Q3 20235
PBTP INVESCO EXCH TRADED FD...310.46%0.50%0.54%Q1 2021Q4 20225
XLE SELECT SECTOR SPDR TR550.26%0.31%0.42%Q3 2022Q3 20235
XSOE WISDOMTREE TR210.13%0.25%0.49%Q1 2021Q1 20235
FLTR VANECK ETF TRUST550.22%0.25%0.33%Q3 2022Q3 20235
IUSG ISHARES TR310.13%0.23%0.38%Q1 2021Q4 20225
GOF GUGGENHEIM STRATEGIC O...310.20%0.22%0.22%Q1 2021Q4 20225
PSR INVESCO ACTIVELY MANAG...310.17%0.20%0.24%Q1 2021Q4 20225
NUSI ETF SER SOLUTIONS410.16%0.19%0.28%Q4 2021Q3 20235
GLD SPDR GOLD TR550.13%0.19%0.26%Q2 2022Q2 20235
PSK SPDR SER TR310.15%0.18%0.19%Q1 2021Q4 20225
SCHY SCHWAB STRATEGIC TR410.14%0.17%0.18%Q4 2021Q3 20235
QYLG GLOBAL X FDS410.12%0.16%0.19%Q1 2021Q3 20235
T AT&T INC110.09%0.12%0.14%Q1 2021Q3 20235
EVN EATON VANCE MUNI INCOM...310.07%0.08%0.08%Q1 2021Q4 20225
AVUV AMERICAN CENTY ETF TR440.18%1.64%2.38%Q4 2022Q3 20234
IVV ISHARES TR440.62%0.66%0.68%Q4 2022Q3 20234
SWAN AMPLIFY ETF TR210.17%0.41%0.58%Q1 2021Q3 20224
QCLN FIRST TR EXCHANGE-TRAD...210.16%0.23%0.27%Q1 2021Q3 20224
XLC SELECT SECTOR SPDR TR210.14%0.23%0.30%Q1 2021Q3 20224
ADME ETF SER SOLUTIONS210.18%0.20%0.22%Q1 2021Q3 20224
SPLV INVESCO EXCH TRADED FD...310.15%0.19%0.21%Q1 2021Q4 20224
IEFA ISHARES TR210.15%0.19%0.22%Q1 2021Q3 20224
PFE PFIZER INC110.13%0.15%0.19%Q1 2021Q4 20224
BJUL INNOVATOR ETFS TR440.14%0.15%0.16%Q4 2022Q3 20234
QEFA SPDR INDEX SHS FDS310.12%0.14%0.15%Q4 2021Q3 20234
TSLA TESLA INC110.12%0.14%0.15%Q1 2021Q2 20234
IYH ISHARES TR110.12%0.12%0.14%Q1 2021Q2 20234
EMLC VANECK ETF TRUST331.04%1.34%1.56%Q1 2023Q3 20233
SPLG SPDR SER TR110.41%0.48%0.54%Q1 2021Q2 20223
DWAS INVESCO EXCH TRADED FD...110.39%0.47%0.53%Q1 2021Q2 20223
MDYG SPDR SER TR110.43%0.47%0.52%Q1 2021Q2 20223
PDP INVESCO EXCHANGE TRADE...110.37%0.45%0.52%Q1 2021Q2 20223
PTF INVESCO EXCHANGE TRADE...110.35%0.44%0.52%Q1 2021Q2 20223
PTH INVESCO EXCHANGE TRADE...110.35%0.41%0.46%Q1 2021Q2 20223
DLN WISDOMTREE TR330.27%0.40%0.46%Q1 2023Q3 20233
PBW INVESCO EXCHANGE TRADE...110.29%0.38%0.44%Q1 2021Q2 20223
FPXI FIRST TR EXCHANGE TRAD...110.32%0.35%0.40%Q1 2021Q2 20223
MDYV SPDR SER TR110.30%0.34%0.39%Q1 2021Q2 20223
IUSV ISHARES TR110.14%0.21%0.25%Q1 2021Q2 20223
ADX ADAMS DIVERSIFIED EQUI...110.18%0.19%0.19%Q1 2021Q2 20223
CSX CSX CORP110.15%0.16%0.17%Q1 2021Q2 20223
VO VANGUARD INDEX FDS110.13%0.14%0.14%Q1 2021Q2 20223
BA BOEING CO330.12%0.14%0.15%Q4 2022Q2 20233
LOW LOWES COS INC110.12%0.13%0.15%Q1 2021Q2 20233
AMERICAN CENTY ETF TR220.21%0.37%0.52%Q2 2023Q3 20232
XLB SELECT SECTOR SPDR TR110.18%0.18%0.18%Q1 2021Q4 20212
BSV VANGUARD BD INDEX FDS110.14%0.14%0.14%Q1 2021Q4 20212
IDV ISHARES TR110.14%0.14%0.14%Q1 2021Q2 20222
BNDX VANGUARD CHARLOTTE FDS110.14%0.14%0.14%Q1 2021Q4 20212
MRK MERCK & CO INC220.12%0.13%0.14%Q2 2023Q3 20232
LHX L3HARRIS TECHNOLOGIES INC110.12%0.13%0.14%Q1 2021Q2 20222
BAC BK OF AMERICA CORP110.12%0.12%0.13%Q1 2021Q4 20212
PGX INVESCO EXCH TRADED FD...220.10%0.11%0.12%Q2 2023Q3 20232
NXP NUVEEN SELECT TAX-FREE...220.09%0.10%0.10%Q2 2023Q3 20232
AGNC AGNC INVT CORP220.06%0.06%0.06%Q2 2023Q3 20232
WISDOMTREE TR110.52%0.52%0.52%Q3 2023Q3 20231
KLDW INVESTMENT MANAGERS SE...110.32%0.32%0.32%Q4 2021Q4 20211
CCOR LISTED FD TR110.23%0.23%0.23%Q4 2021Q4 20211
GOOG ALPHABET INC110.21%0.21%0.21%Q4 2021Q4 20211
VTEB VANGUARD MUN BD FDS110.19%0.19%0.19%Q3 2023Q3 20231
MOTI VANECK ETF TRUST110.19%0.19%0.19%Q4 2021Q4 20211
FRDM EA SERIES TRUST110.18%0.18%0.18%Q2 2022Q2 20221
DRSK ETF SER SOLUTIONS110.17%0.17%0.17%Q4 2021Q4 20211
JMST J P MORGAN EXCHANGE TR...110.15%0.15%0.15%Q3 2023Q3 20231
SUB ISHARES TR110.14%0.14%0.14%Q3 2022Q3 20221
JMUB J P MORGAN EXCHANGE TR...110.14%0.14%0.14%Q3 2023Q3 20231
FLMI FRANKLIN TEMPLETON ETF TR110.14%0.14%0.14%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.12%0.12%0.12%Q4 2021Q4 20211
SSGA ACTIVE TR110.12%0.12%0.12%Q3 2023Q3 20231
IYLD ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
FSK FS KKR CAP CORP110.12%0.12%0.12%Q3 2023Q3 20231
JPIB J P MORGAN EXCHANGE-TR...110.12%0.12%0.12%Q4 2021Q4 20211
IWD ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
TGT TARGET CORP110.11%0.11%0.11%Q4 2021Q4 20211
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The securities at the top of the list , including WISDOMTREE TR, SPDR SER TR, and APPLE INC, are the highest-conviction holdings of Collaborative Wealth Managment Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Collaborative Wealth Managment Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Collaborative Wealth Managment Inc. owns currently or has owned in the past.