CIK 2058921

Comprehensive Money Management Services LLC

Institutional 13F holdings & portfolio

Holdings

190

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–190 of 190

Ticker	Company	Shares	Value	Type
PSP	INVESCO EXCHANGE TRADED FD T	4K	$100K–$500K	SH
SHEL	SHELL PLC	4K	$100K–$500K	SH
KR	KROGER CO	5K	$100K–$500K	SH
IWC	ISHARES TR	2K	$100K–$500K	SH
REG	REGENCY CTRS CORP	4K	$100K–$500K	SH
NTR	NUTRIEN LTD	4K	$100K–$500K	SH
MNA	NEW YORK LIFE INVESTMENTS ET	8K	$100K–$500K	SH
QQQ	INVESCO QQQ TR	435	$100K–$500K	SH
BFC	BANK FIRST CORP	2K	$100K–$500K	SH
FLBR	FRANKLIN TEMPLETON ETF TR	14K	$100K–$500K	SH
XME	SPDR SERIES TRUST	3K	$100K–$500K	SH
MLPA	GLOBAL X FDS	5K	$100K–$500K	SH
UTF	COHEN & STEERS INFRASTRUCTUR	11K	$100K–$500K	SH
ISCF	ISHARES TR	6K	$100K–$500K	SH
FLMX	FRANKLIN TEMPLETON ETF TR	7K	$100K–$500K	SH
EMB	ISHARES TR	3K	$100K–$500K	SH
SCHC	SCHWAB STRATEGIC TR	5K	$100K–$500K	SH
BSV	VANGUARD BD INDEX FDS	3K	$100K–$500K	SH
PBR	PETROLEO BRASILEIRO SA PETRO	21K	$100K–$500K	SH
XLB	SELECT SECTOR SPDR TR	5K	$100K–$500K	SH
PFIX	SIMPLIFY EXCHANGE TRADED FUN	5K	$100K–$500K	SH
IWM	ISHARES TR	985	$100K–$500K	SH
GNOM	GLOBAL X FDS	5K	$100K–$500K	SH
AM	ANTERO MIDSTREAM CORP	13K	$100K–$500K	SH
XYLG	GLOBAL X FDS	9K	$100K–$500K	SH
JPST	J P MORGAN EXCHANGE TRADED F	5K	$100K–$500K	SH
BTAL	AGF INVTS TR	16K	$100K–$500K	SH
CG	CARLYLE GROUP INC	4K	$100K–$500K	SH
LAND	GLADSTONE LD CORP	24K	$100K–$500K	SH
IQDF	FLEXSHARES TR	7K	$100K–$500K	SH
LQD	ISHARES TR	2K	$100K–$500K	SH
EFV	ISHARES TR	3K	$100K–$500K	SH
SPIP	SPDR SERIES TRUST	8K	$100K–$500K	SH
UL	UNILEVER PLC	3K	$100K–$500K	SH
DOC	HEALTHPEAK PROPERTIES INC	12K	$100K–$500K	SH
GBDC	GOLUB CAP BDC INC	13K	$100K–$500K	SH
BDJ	BLACKROCK ENHANCED EQUITY DI	17K	$100K–$500K	SH
TRIN	TRINITY CAP INC	11K	$100K–$500K	SH
AES	AES CORP	10K	$100K–$500K	SH
IHD	VOYA EMERGING MKTS HIGH DIVI	14K	$50K–$100K	SH