Consolidated Portfolio Review Corp Purchases in Q3 2024

Consolidated Portfolio Review Corp

  • $448 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
1.39K
+ 5.62%
$84.35 - $93.39 $118K - $130K
26.2K $2.3B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
355
+ 5.63%
$52.1 - $59.66 $18.5K - $21.2K
6.66K $394M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.33K
+ 4.36%
$23.13 - $23.43 $30.7K - $31.1K
31.7K $743M
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.2K
+ 7.91%
$21.89 - $22.6 $26.2K - $27.1K
16.4K $370M
UGI
Ugi Corp

Utilities
168
+ 1.19%
$22.23 - $25.05 $3.73K - $4.21K
14.3K $358M
UNP
Union Pacific Corp

Industrials
26
+ 2.03%
$221.78 - $256.09 $5.77K - $6.66K
1.31K $322M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.31K
+ 4.42%
$23.88 - $24.01 $31.4K - $31.5K
31.1K $745M
CSCO
Cisco Systems, Inc.

Technology
102
+ 2.22%
$44.74 - $53.22 $4.56K - $5.43K
4.7K $250M
XOM
Exxon Mobil Corp

Energy
141
+ 2.12%
$109.72 - $119.0 $15.5K - $16.8K
6.8K $797M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.15%
$256.4 - $289.78 $513 - $580
1.36K $385M
BLW
Blackrock LTD Duration Income Trust

Financial Services
876
+ 3.3%
$13.87 - $14.61 $12.2K - $12.8K
27.4K $397M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
111
+ 0.74%
$11.52 - $13.05 $1.28K - $1.45K
15.1K $198M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
696
+ 4.26%
$22.76 - $23.41 $15.8K - $16.3K
17K $399M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
855
+ 4.85%
$22.94 - $23.16 $19.6K - $19.8K
18.5K $427M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
39
+ 1.57%
$85.03 - $94.56 $3.32K - $3.69K
2.52K $234M
NFLX
Netflix Inc

Communication Services
3
+ 0.62%
$598.55 - $722.26 $1.8K - $2.17K
487 $345M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
191
+ 1.0%
$14.2 - $15.12 $2.71K - $2.89K
19.3K $292M
AIQ
Global X Funds Global X Artifi

ETFs
158
+ 2.21%
$31.85 - $37.36 $5.03K - $5.9K
7.31K $272M
IGM
Ishares Expanded Tech Sector E

ETFs
121
+ 3.99%
$84.03 - $98.62 $10.2K - $11.9K
3.15K $302M
IBHD
Ishares Ibonds 2024 Term High

ETFs
664
+ 4.18%
$23.11 - $23.29 $15.3K - $15.5K
16.6K $386M
BAC
Bank Of America Corp

Financial Services
419
+ 3.36%
$36.65 - $44.13 $15.4K - $18.5K
12.9K $511M
PFL
Pimco Income Strategy Fund

Financial Services
344
+ 1.69%
$8.1 - $8.57 $2.79K - $2.95K
20.7K $177M
USA
Liberty All Star Equity Fund

Financial Services
279
+ 1.59%
$6.43 - $7.14 $1.79K - $1.99K
17.8K $126M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
27
+ 0.23%
$17.93 - $18.61 $484 - $502
11.6K $215M
SOXX
Ishares Semiconductor ETF

ETFs
87
+ 10.46%
$199.29 - $265.49 $17.3K - $23.1K
919 $212M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
260
+ 1.59%
$20.69 - $21.17 $5.38K - $5.5K
16.6K $348M
VVR
Invesco Senior Income Trust

Financial Services
2.51K
+ 7.91%
$4.02 - $4.41 $10.1K - $11.1K
34.3K $140M
SRLN
Ssga Active Trust

ETFs
63
+ 0.88%
$40.93 - $41.85 $2.58K - $2.64K
7.21K $301M
EVTV
Envirotech Vehicles, Inc.

Consumer Cyclical
1.75K
+ 7.45%
$1.56 - $2.54 $2.73K - $4.45K
25.3K $45.5M
ADBE
Adobe Inc.

Technology
35
+ 5.68%
$508.13 - $586.55 $17.8K - $20.5K
651 $337M
AMAT
Applied Materials Inc

Technology
461
+ 15.76%
$174.88 - $254.97 $80.6K - $118K
3.39K $684M
KLAC
Kla Corp

Technology
13
+ 1.64%
$696.17 - $892.35 $9.05K - $11.6K
806 $624M
ASML
Asml Holding Nv

Technology
19
+ 7.09%
$749.82 - $1098.95 $14.2K - $20.9K
287 $239M
INSW
International Seaways, Inc.

Energy
179
+ 2.15%
$47.67 - $60.19 $8.53K - $10.8K
8.51K $439M
AVGO
Broadcom Inc.

Technology
2.38K
+ 684.73%
$136.27 - $1745.86 $324K - $4.15M
2.72K $470M
SCHW
Schwab Charles Corp

Financial Services
79
+ 0.5%
$61.74 - $76.08 $4.88K - $6.01K
15.7K $1.02B
INTC
Intel Corp

Technology
187
+ 0.28%
$18.9 - $34.87 $3.53K - $6.52K
67.3K $1.58B
LRCX
Lam Research Corp

Technology
5
+ 0.23%
$731.56 - $1127.3 $3.66K - $5.64K
2.17K $1.77B
Activity Summary
Buys All Purchases 189 New Holdings 33 Increased Positions 156 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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