COLLABORATIVE WEALTH MANAGMENT INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 45K | $596.34K |
 | AAPL | 28K | $7.67M |
 | PFE | 19K | $465.04K |
 | T | 19K | $461.47K |
 | AGNC | 18K | $193.93K |
 | EPD | 16K | $511.20K |
 | F | 16K | $205.01K |
 | MCD | 12K | $3.66M |
 | NVDA | 10K | $1.91M |
 | SHEL | 9K | $668.96K |
 | UPS | 7K | $713.18K |
 | BAC | 7K | $393.47K |
 | WMT | 7K | $796.40K |
 | VZ | 6K | $248.09K |
 | CSX | 6K | $207.13K |
 | CSCO | 6K | $435.51K |
 | GOOGL | 5K | $1.71M |
 | AFL | 5K | $590.75K |
 | XOM | 5K | $639.95K |
 | NEE | 5K | $419.54K |
Cleveland-Cliffs Inc.
CLF
Shares Held
45K
Value
$596.34K
Apple Inc.
AAPL
Shares Held
28K
Value
$7.67M
Pfizer Inc.
PFE
Shares Held
19K
Value
$465.04K
AT&T Inc.
T
Shares Held
19K
Value
$461.47K
AGNC Investment Corp.
AGNC
Shares Held
18K
Value
$193.93K
Enterprise Products Partners L.P.
EPD
Shares Held
16K
Value
$511.20K
Ford Motor Company
F
Shares Held
16K
Value
$205.01K
McDonald's Corporation
MCD
Shares Held
12K
Value
$3.66M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.91M
Shell plc
SHEL
Shares Held
9K
Value
$668.96K
United Parcel Service, Inc.
UPS
Shares Held
7K
Value
$713.18K
Bank of America Corporation
BAC
Shares Held
7K
Value
$393.47K
Walmart Inc.
WMT
Shares Held
7K
Value
$796.40K
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$248.09K
CSX Corporation
CSX
Shares Held
6K
Value
$207.13K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$435.51K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.71M
Aflac Incorporated
AFL
Shares Held
5K
Value
$590.75K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$639.95K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$419.54K