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Collaborative Wealth Managment Inc.

All holdings · as of Dec 31, 2025

239 positions

CompanyClassValueShares% of portfolio
MFS INTER HIGH INCOME FD$48.4K28,4730.0%
Nuveen Preferred & Income Opportunities FundJPCClosed-End Fund$83.5K10,2900.0%
Western Asset Municipal High Income Fund Inc.$103.2K15,0000.0%
ALLSPRING INCOME OPPORTUNIT$104.7K15,4400.0%
INVESCO MUN OPPORTUNITY TR$105.3K11,0000.0%
PIMCO CORPORATE & INCOME STRATEGY FUNDPCNClosed-End Fund$128.5K10,0710.0%
PUTNAM MUNICIPAL OPPORTUNITIES TRUSTPMOClosed-End Fund$143.4K13,4000.1%
AGNC Investment Corp.$193.9K18,0900.1%
INNOVATOR ETFS TRUST$204.7K6,4580.1%
FORD MOTOR CO$205.0K15,6260.1%
CSX CORP$207.1K5,7140.1%
INVESCO EXCHANGE TRADED FD T$208.5K1,3310.1%
iShares MSCI UAE ETF$208.9K1,0520.1%
SCHWAB STRATEGIC TR$210.0K7,0910.1%
ONEOK Inc$210.7K2,8670.1%
SPDR SERIES TRUST$211.3K4,8850.1%
MORGAN STANLEY ETF TRUST$213.5K2,9940.1%
SPDR SERIES TRUST$215.0K2,1890.1%
Quanta Services Inc$215.7K5110.1%
ISHARES INC$217.1K4,3010.1%
Duke Energy Corp$217.1K1,8520.1%
NUSHARES ETF TR$217.5K4,8710.1%
Merck & Co., Inc.$217.8K2,0690.1%
Intuitive Surgical Inc$219.7K3880.1%
UNITEDHEALTH GROUP INC$219.9K6660.1%
Salesforce Inc$220.1K8310.1%
CREDIT SUISSE HIGH YIELD CREDIT FUND$221.8K110,8980.1%
ISHARES TR$222.4K2,1690.1%
MORGAN STANLEY ETF TRUST$224.2K3,4960.1%
SPDR INDEX SHS FDS$225.7K2,4890.1%
iShares MSCI UAE ETF$225.9K3,4700.1%
O REILLY AUTOMOTIVE INC$227.6K2,4950.1%
ADVANCED MICRO DEVICES INC$229.2K1,0700.1%
ISHARES TR$234.5K2,4360.1%
ORACLE CORP$236.2K1,2120.1%
ISHARES TR$236.9K1,1260.1%
VANGUARD INDEX FDS$237.1K9190.1%
SPDR DOW JONES INDL AVERAGE$237.9K4950.1%
INVESCO EXCHANGE TRADED FD T$238.4K5,0800.1%
INNOVATOR ETFS TRUST$238.7K6,6010.1%
VERTEX PHARMACEUTICALS INC / MA$242.1K5340.1%
INNOVATOR ETFS TRUST$243.0K7,2510.1%
QUALCOMM INC/DE$245.1K1,4330.1%
AbbVie Inc.$247.7K1,0840.1%
iShares MSCI UAE ETF$247.7K10,7600.1%
VERIZON COMMUNICATIONS INC$248.1K6,0910.1%
VANECK ETF TRUST$248.8K7,1220.1%
MORGAN STANLEY ETF TRUST$248.9K4,9380.1%
Equinix Inc$249.8K3260.1%
ISHARES BITCOIN TRUST ETF$251.8K5,0720.1%
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