Consolidated Portfolio Review Corp Purchases in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
669
+ 0.64%
$67.22 - $81.54 $45K - $54.6K
106K $8.64B
GOOG
Alphabet Inc.

Communication Services
1.89K
+ 14.79%
$146.58 - $180.01 $276K - $339K
14.6K $2.6B
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.08K
New
$91.23 - $97.27 $555K - $592K
6.08K $592M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.67K
+ 5.99%
$27.3 - $31.8 $237K - $276K
153K $4.88B
JPM
Jpmorgan Chase & CO

Financial Services
484
+ 4.93%
$210.28 - $289.91 $102K - $140K
10.3K $2.99B
PPLT
Abrdn Platinum ETF Trust

ETFs
610
+ 3.84%
N/A
16.5K $2.03B
TSLA
Tesla, Inc.

Consumer Cyclical
522
+ 7.65%
$221.86 - $362.89 $116K - $189K
7.34K $2.33B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.85K
+ 100.6%
$152.42 - $182.82 $434K - $520K
5.67K $1.04B
VTV
Vanguard Value ETF

ETFs
1.4K
+ 1.82%
$153.67 - $176.74 $215K - $247K
78K $13.8B
Aim ETF Products Trust
16.1K
New
N/A
16.1K $537M
Ge Vernova Inc
1.01K
New
N/A
1.01K $535M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.4K
+ 25.23%
$152.93 - $181.74 $366K - $435K
11.9K $2.16B
SMR
Nuscale Power Corp

Industrials
13K
New
$12.6 - $43.24 $164K - $564K
13K $516M
IEFA
Ishares Tr

ETFs
4.87K
+ 36.55%
$67.83 - $84.09 $330K - $410K
18.2K $1.52B
UGA
United States Gasoline Fund, LP

ETFs
8.3K
New
$55.29 - $67.34 $459K - $559K
8.3K $500M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.13K
+ 166.29%
$82.96 - $110.1 $343K - $455K
6.61K $728M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.6K
+ 68.43%
$51.14 - $57.0 $440K - $490K
21.2K $1.2B
NVBT
Aim ETF Prods Tr Allianzim U S
14.1K
New
N/A
14.1K $483M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
33K
+ 29.7%
$13.19 - $15.44 $435K - $509K
144K $2.19B
Themes ETF Tr
9.34K
+ 35.91%
N/A
35.3K $1.28B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.69K
New
$59.24 - $71.39 $397K - $478K
6.69K $477M
REXR
Rexford Industrial Realty, Inc.

Real Estate
13.4K
New
$31.57 - $39.41 $422K - $527K
13.4K $476M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.07K
+ 61.47%
$53.65 - $67.02 $326K - $407K
15.9K $1.07B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2.76K
+ 1.85%
$17.11 - $21.71 $47.2K - $59.9K
152K $3.3B
IBM
International Business Machines Corp

Technology
69
+ 0.73%
$221.03 - $294.78 $15.3K - $20.3K
9.53K $2.81B
BNDX
Vanguard Total International B

ETFs
9.12K
New
$48.77 - $49.55 $445K - $452K
9.12K $451M
PLTR
Palantir Technologies Inc.

Technology
3.21K
New
$74.01 - $144.25 $237K - $463K
3.21K $437M
First Tr Exchng Traded Fd Vi
14.4K
New
N/A
14.4K $437M
GIGB
Goldman Sachs ETF Access Invt
9.25K
+ 89.58%
N/A
19.6K $901M
FISV
Fiserv Inc

Technology
2.43K
New
N/A
2.43K $418M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
14.9K
+ 15.17%
$19.41 - $22.77 $289K - $339K
113K $2.57B
NOC
Northrop Grumman Corp

Industrials
800
New
$456.3 - $540.39 $365K - $432K
800 $400M
APH
Amphenol Corp

Technology
4.03K
New
$59.09 - $98.75 $238K - $398K
4.03K $398M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.59K
New
$72.32 - $86.4 $332K - $397K
4.59K $397M
PGR
Progressive Corp

Financial Services
1.46K
New
$255.27 - $288.74 $373K - $422K
1.46K $390M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
11.3K
+ 76.85%
$25.96 - $30.87 $293K - $348K
26K $805M
Aim ETF Products Trust
15.2K
New
N/A
15.2K $386M
JRS
Nuveen Real Estate Income Fund

Financial Services
49.5K
New
$6.92 - $8.3 $342K - $411K
49.5K $385M
GD
General Dynamics Corp

Industrials
1.32K
New
$247.68 - $291.66 $327K - $385K
1.32K $385M
IVE
Ishares S&P 500 Value ETF

ETFs
1.93K
+ 168.62%
$168.34 - $195.42 $325K - $377K
3.07K $600M
NOW
Service Now, Inc.

Technology
234
+ 38.87%
$721.65 - $1040.18 $169K - $243K
836 $859M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.82K
New
$99.1 - $99.49 $379K - $380K
3.82K $380M
NEAR
Blackrock Short Maturity Bond

ETFs
7.31K
New
$50.41 - $51.17 $368K - $374K
7.31K $373M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
7.27K
New
$50.29 - $50.56 $366K - $368K
7.27K $368M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.3K
+ 45.59%
$49.98 - $50.26 $365K - $367K
23.3K $1.17B
MUB
Ishares National Muni Bond ETF

ETFs
3.5K
New
$102.31 - $105.8 $358K - $371K
3.5K $366M
Aim ETF Products Trust
13.5K
New
N/A
13.5K $358M
EIX
Edison International

Utilities
6.93K
New
$48.32 - $59.92 $335K - $415K
6.93K $357M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.5K
+ 11.83%
$29.82 - $30.19 $342K - $346K
108K $3.27B
Activity Summary
Buys All Purchases 312 New Holdings 84 Increased Positions 228 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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