COLLABORATIVE WEALTH MANAGMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 45K | $547.48K |
 | AAPL | 23K | $5.96M |
 | CION | 19K | $183.93K |
 | AGNC | 18K | $177.10K |
 | EPD | 17K | $536.60K |
 | T | 14K | $396.64K |
 | F | 13K | $151.19K |
 | MCD | 11K | $3.33M |
 | SHEL | 9K | $651.21K |
 | AFL | 5K | $597.57K |
 | UPS | 5K | $446.05K |
 | WMT | 4K | $454.13K |
 | NVDA | 4K | $784.65K |
 | XOM | 3K | $373.95K |
 | OKE | 3K | $209.18K |
 | HD | 3K | $1.16M |
 | TSLA | 3K | $1.27M |
 | DIS | 3K | $301.45K |
 | MSFT | 2K | $945.68K |
 | PG | 2K | $259.76K |
Cleveland-Cliffs Inc.
CLF
Shares Held
45K
Value
$547.48K
Apple Inc.
AAPL
Shares Held
23K
Value
$5.96M
CION Investment Corporation
CION
Shares Held
19K
Value
$183.93K
AGNC Investment Corp.
AGNC
Shares Held
18K
Value
$177.10K
Enterprise Products Partners L.P.
EPD
Shares Held
17K
Value
$536.60K
AT&T Inc.
T
Shares Held
14K
Value
$396.64K
Ford Motor Company
F
Shares Held
13K
Value
$151.19K
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.33M
Shell plc
SHEL
Shares Held
9K
Value
$651.21K
Aflac Incorporated
AFL
Shares Held
5K
Value
$597.57K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$446.05K
Walmart Inc.
WMT
Shares Held
4K
Value
$454.13K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$784.65K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$373.95K
ONEOK, Inc.
OKE
Shares Held
3K
Value
$209.18K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.16M
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.27M
The Walt Disney Company
DIS
Shares Held
3K
Value
$301.45K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$945.68K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$259.76K