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
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
28K
+ 201.14%
$10.25 - $12.25 $286K - $342K
41.8K $512M
CTAS
Cintas Corp

Industrials
1.32K
+ 39.53%
$190.11 - $227.66 $251K - $301K
4.66K $1.04B
MBB
Ishares Tr

ETFs
3.6K
New
$91.41 - $94.22 $329K - $339K
3.6K $338M
VIG
Vanguard Dividend Appreciation

ETFs
560
+ 2.68%
N/A
21.5K $4.39B
VRT
Vertiv Holdings CO

Industrials
2.63K
New
N/A
2.63K $338M
BSX
Boston Scientific Corp

Healthcare
3.14K
New
$89.7 - $107.41 $281K - $337K
3.14K $337M
First Tr Exchng Traded Fd Vi
10.5K
New
N/A
10.5K $328M
First Tr Exchng Traded Fd Vi
8.46K
New
N/A
8.46K $324M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.43K
New
$49.57 - $50.27 $319K - $323K
6.43K $323M
EFG
Msci Eafe Growth ETF

ETFs
2.88K
New
$89.8 - $112.0 $259K - $323K
2.88K $323M
AJG
Arthur J. Gallagher & Co.

Financial Services
999
New
$310.86 - $348.77 $311K - $348K
999 $320M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 4.76%
$23.55 - $27.67 $149K - $175K
139K $3.85B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.92K
New
$144.63 - $179.53 $278K - $345K
1.92K $317M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
976
New
$177.93 - $313.14 $174K - $306K
976 $306M
BME
Black Rock Health Sciences Trust

Financial Services
10K
+ 34.68%
$34.86 - $38.42 $349K - $385K
38.9K $1.42B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.1K
New
$29.41 - $37.21 $238K - $301K
8.1K $301M
IEMG
Ishares Inc

ETFs
3.75K
+ 30.06%
N/A
16.2K $975M
TT
Trane Technologies PLC

Industrials
490
+ 78.4%
$315.21 - $437.41 $154K - $214K
1.12K $488M
KLAC
Kla Corp

Technology
96
+ 10.87%
$576.53 - $902.94 $55.3K - $86.7K
979 $877M
Aim ETF Products Trust
8.56K
New
N/A
8.56K $275M
DBL
Double Line Opportunistic Credit Fund

Financial Services
18.7K
+ 27.34%
$15.1 - $15.75 $282K - $294K
87K $1.34B
VONG
Vanguard Russell 1000 Growth E

ETFs
260
+ 1.77%
$82.51 - $109.2 $21.5K - $28.4K
15K $1.63B
BAC
Bank Of America Corp

Financial Services
4.13K
+ 32.19%
$34.39 - $47.46 $142K - $196K
16.9K $802M
SHOP
Shopify Inc.

Technology
2.26K
New
$76.89 - $115.35 $173K - $260K
2.26K $260M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
5.76K
New
$38.96 - $44.84 $224K - $258K
5.76K $258M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.53K
+ 3.48%
$51.16 - $62.02 $78.3K - $95K
45.5K $2.82B
AEM
Agnico Eagle Mines LTD

Basic Materials
2.15K
New
$99.48 - $124.46 $214K - $267K
2.15K $255M
TXN
Texas Instruments Inc

Technology
1.03K
+ 73.03%
N/A
2.44K $506M
FNDX
Schwab Fundamental U S Large C

ETFs
8.26K
+ 16.06%
$20.84 - $24.54 $172K - $203K
59.7K $1.46B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.48K
New
$100.35 - $100.71 $249K - $250K
2.48K $250M
NRG
Nrg Energy, Inc.

Utilities
1.55K
New
$83.61 - $162.67 $130K - $253K
1.55K $250M
Arista Networks Inc
2.42K
New
N/A
2.42K $248M
JPIE
J P Morgan Exchange Traded Fd
5.28K
+ 46.78%
$45.12 - $46.32 $238K - $245K
16.6K $767M
IWD
Ishares Russell 1000 Val ETF

ETFs
616
+ 2.93%
$166.82 - $194.23 $103K - $120K
21.6K $4.2B
IYW
Ishares Dj Us Tech ETF

ETFs
1.42K
New
$122.57 - $173.27 $174K - $246K
1.42K $246M
DXCM
Dexcom Inc

Healthcare
2.82K
New
$59.83 - $87.57 $169K - $247K
2.82K $246M
Aim ETF Products Trust
7.07K
+ 54.83%
N/A
20K $631M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.02K
New
$180.84 - $240.32 $184K - $244K
1.02K $244M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.85K
+ 88.82%
$67.83 - $92.33 $329K - $448K
10.3K $750M
ITOT
Ishares Core S&P Total U.S. St

ETFs
249
+ 1.55%
$108.12 - $135.04 $26.9K - $33.6K
16.3K $2.21B
Bitwise Bitcoin ETF Tr
2.08K
+ 23.88%
N/A
10.8K $633M
GLD
Spdr Gold Trust

ETFs
3
+ 0.02%
$273.71 - $316.29 $821 - $949
14.4K $4.39B
CVNA
Carvana Co.

Consumer Cyclical
709
New
$162.57 - $345.64 $115K - $245K
709 $239M
Blackrock ETF Trust
6.6K
New
N/A
6.6K $235M
HII
Huntington Ingalls Industries, Inc.

Industrials
964
New
$183.31 - $241.46 $177K - $233K
964 $233M
LHX
L3 Harris Technologies, Inc.

Industrials
925
New
$200.21 - $256.99 $185K - $238K
925 $232M
UAL
United Airlines Holdings, Inc.

Industrials
2.91K
New
$56.15 - $84.23 $164K - $245K
2.91K $232M
CNP
Centerpoint Energy Inc

Utilities
6.31K
New
$35.5 - $39.05 $224K - $246K
6.31K $232M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.53K
New
$29.52 - $35.31 $193K - $231K
6.53K $231M
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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