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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC 13F portfolio summary

COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC of COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC has 193 current stock holdings with a reported portfolio value of $152.4M. The portfolio 1 year return is +15.40%. Top holdings include MWA (0.00%), PFFV (0.00%), BSV (0.00%), ICVT (0.00%), QQQ (0.00%).

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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
Latest filing: 2026-03-31

COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC runs COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC and currently holds 193 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $152.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC's portfolio at COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC has delivered returns of +15.40%. Their 3-year annualized return is +16.67%. Looking at the 5-year horizon, COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC has achieved +16.67% annualized returns at COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.40%
#0/1000
3 Year
+16.67%
#0/1000
5 Year
+16.67%
#0/1000

Portfolio Value

$152.44M

Alpha Score

15.1

#0 of 1000

Holdings

193

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change