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
AES
Aes Corp

Utilities
21.5K
New
$9.63 - $12.55 $207K - $270K
21.5K $227M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.13K
+ 6.24%
$32.66 - $40.75 $69.6K - $86.8K
36.3K $1.47B
CCL
Carnival Corp

Consumer Cyclical
7.89K
New
$16.43 - $28.12 $130K - $222K
7.89K $222M
MPWR
Monolithic Power Systems Inc

Technology
303
New
$455.19 - $737.73 $138K - $224K
303 $222M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.14K
New
$100.44 - $129.37 $215K - $277K
2.14K $221M
CMCSA
Comcast Corp

Communication Services
6.15K
New
$32.84 - $36.72 $202K - $226K
6.15K $219M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
5.2K
New
$37.32 - $42.19 $194K - $219K
5.2K $219M
MA
Mastercard Inc

Financial Services
350
+ 21.73%
$479.92 - $590.74 $168K - $207K
1.96K $1.1B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.15K
New
$97.29 - $105.63 $209K - $227K
2.15K $218M
GPN
Global Payments Inc

Industrials
2.69K
New
$67.47 - $99.6 $181K - $268K
2.69K $215M
TDG
Trans Digm Group Inc

Industrials
137
New
$1231.75 - $1520.64 $169K - $208K
137 $208M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.48K
New
$45.12 - $46.23 $202K - $207K
4.48K $207M
CGDV
Capital Group Divid Value ETF

ETFs
5.22K
New
$31.93 - $39.49 $167K - $206K
5.22K $206M
IWB
Ishares Tr Russell 1000 ETF

ETFs
601
New
$272.36 - $339.57 $164K - $204K
601 $204M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.83K
New
$53.5 - $71.62 $152K - $203K
2.83K $203M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.32K
New
$70.56 - $87.22 $164K - $202K
2.32K $202M
Bitwise Ethereum ETF
6.28K
+ 37.05%
N/A
23.2K $420M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.51K
+ 14.58%
$58.41 - $72.69 $88K - $110K
11.8K $861M
VBK
Vanguard Small Cap Growth ETF

ETFs
12
+ 0.18%
$219.76 - $276.94 $2.64K - $3.32K
6.6K $1.83B
IFN
India Fund Inc

Financial Services
4.79K
+ 4.19%
$13.8 - $16.82 $66.2K - $80.6K
119K $1.97B
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.38K
+ 4.27%
N/A
33.7K $1.48B
CARY
Angel Oak Fds Tr Income Etf(De
7.82K
+ 47.28%
N/A
24.4K $507M
IRBO
Ishares Robotics & Artificial

ETFs
318
+ 2.23%
N/A
14.6K $597M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.48K
+ 8.79%
$79.56 - $82.92 $118K - $123K
18.3K $1.52B
AMAT
Applied Materials Inc

Technology
10
+ 0.27%
$126.95 - $183.52 $1.27K - $1.84K
3.7K $678M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.45K
+ 1967.07%
$87.84 - $1441.89 $567K - $9.3M
6.78K $611M
STEW
Boulder Growth & Income Fund

Financial Services
3.03K
+ 1.5%
$15.52 - $17.85 $46.9K - $54K
205K $3.62B
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
9.92K
+ 5.73%
$10.85 - $11.98 $108K - $119K
183K $2.19B
BMAR
Innovator U.S. Equity Buffer E

ETFs
1.27K
+ 6.14%
$41.56 - $49.04 $52.9K - $62.5K
22K $1.08B
ADBE
Adobe Inc.

Technology
292
+ 4.86%
$340.0 - $420.68 $99.3K - $123K
6.3K $2.44B
PIM
Putnam Master Intermediate Income Trust

Financial Services
33.9K
+ 10.29%
$3.18 - $3.37 $108K - $114K
363K $1.22B
ISRG
Intuitive Surgical Inc

Healthcare
183
+ 43.57%
$451.58 - $565.94 $82.6K - $104K
603 $328M
KO
Coca Cola CO

Consumer Defensive
1.66K
+ 30.26%
$68.37 - $73.9 $113K - $123K
7.14K $505M
VDC
Vanguard Consumer Staples ETF

ETFs
475
+ 1.1%
$204.89 - $224.73 $97.3K - $107K
43.6K $9.54B
Innovator Etfs Trust
769
+ 4.67%
N/A
17.2K $874M
PLD
Prologis, Inc.

Real Estate
1.4K
+ 25.72%
$89.76 - $112.34 $126K - $157K
6.84K $719M
CLOV
Clover Health Investments, Corp.

Healthcare
37.6K
New
$2.74 - $3.77 $103K - $142K
37.6K $105M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
51
+ 0.06%
$9.1 - $11.73 $464 - $598
91.3K $1.07B
MO
Altria Group, Inc.

Consumer Defensive
1.85K
+ 28.59%
$55.56 - $60.91 $103K - $113K
8.34K $489M
IGM
Ishares Expanded Tech Sector E

ETFs
257
+ 8.1%
$79.8 - $112.34 $20.5K - $28.9K
3.43K $385M
BTI
British American Tobacco P.L.C.

Consumer Defensive
850
+ 9.37%
$39.43 - $49.34 $33.5K - $41.9K
9.93K $470M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.69K
+ 8.41%
$23.96 - $24.27 $88.3K - $89.5K
47.5K $1.15B
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.29%
$228.54 - $279.83 $2.74K - $3.36K
4.18K $1.17B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.52K
+ 8.12%
$25.04 - $25.18 $88.2K - $88.7K
46.9K $1.18B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.62K
+ 8.01%
N/A
48.9K $1.19B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.22K
+ 8.19%
$20.93 - $22.05 $67.3K - $70.9K
42.5K $937M
QJUN
First Tr ETF
1.89K
+ 19.18%
$24.35 - $29.57 $46.1K - $55.9K
11.8K $348M
ETN
Eaton Corp PLC

Industrials
17
+ 1.8%
$246.52 - $356.99 $4.19K - $6.07K
959 $342M
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.22K
+ 18.56%
$16.69 - $23.43 $37.1K - $52K
14.2K $305M
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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