Consolidated Portfolio Review Corp Incresed Positions in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.84K
+ 4.66%
$354.56 - $497.45 $652K - $915K
41.3K $20.5B
Fidelity Wise Origin Bitcoin
9.6K
+ 6.81%
N/A
150K $14.1B
IVV
Ishares Core S&P 500 ETF

ETFs
5.08K
+ 269.99%
$498.8 - $620.9 $2.54M - $3.16M
6.97K $4.33B
NVDA
Nvidia Corp

Technology
4.89K
+ 12.71%
$94.31 - $157.99 $461K - $773K
43.4K $6.85B
VUG
Vanguard Growth ETF

ETFs
284
+ 0.77%
$329.49 - $438.4 $93.6K - $125K
37.3K $16.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
335
+ 0.9%
$320.42 - $421.7 $107K - $141K
37.7K $16B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.86K
+ 43.13%
$416.06 - $551.64 $1.19M - $1.58M
9.49K $5.23B
RWL
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 42.6%
$89.02 - $104.29 $1.6M - $1.87M
60.1K $6.27B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.41K
+ 11.31%
$60.61 - $87.72 $449K - $650K
72.9K $6.18B
Blackrock Income Tr Inc
149K
+ 311.81%
N/A
197K $2.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.14K
+ 45.06%
$496.48 - $617.85 $1.06M - $1.32M
6.9K $4.26B
BHK
Blackrock Core Bond Trust

Financial Services
160K
+ 1179.27%
$9.5 - $11.0 $1.52M - $1.76M
173K $1.68B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
122K
+ 98.44%
$11.76 - $13.64 $1.44M - $1.67M
246K $3.13B
VEA
Vanguard Ftse Developed Market

ETFs
3.09K
+ 1.66%
$45.65 - $57.01 $141K - $176K
189K $10.8B
VZ
Verizon Communications Inc

Communication Services
33.8K
+ 30.85%
$41.67 - $45.62 $1.41M - $1.54M
143K $6.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.7K
+ 63.48%
$456.74 - $568.03 $777K - $967K
4.38K $2.49B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.85K
+ 2.68%
$97.68 - $121.38 $181K - $225K
71K $8.62B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.7K
+ 320.64%
$59.8 - $60.07 $998K - $1M
21.9K $1.31B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
22.9K
+ 135.78%
N/A
39.8K $1.58B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.6K
+ 3.88%
$40.94 - $52.1 $188K - $240K
123K $6.41B
RVT
Royce Value Trust, Inc.

Financial Services
60.9K
+ 131.25%
$12.5 - $15.21 $761K - $926K
107K $1.61B
AVGO
Broadcom Inc.

Technology
1.97K
+ 52.35%
$146.29 - $275.65 $288K - $543K
5.73K $1.58B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.1K
+ 15.11%
$77.74 - $78.78 $782K - $792K
76.6K $6.03B
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.02K
+ 2.15%
$19.6 - $24.44 $118K - $147K
286K $7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.08K
+ 70.73%
$96.84 - $99.46 $782K - $803K
19.5K $1.93B
SLV
I Shares Silver Trust

ETFs
18K
+ 15.31%
$27.08 - $33.74 $486K - $606K
135K $4.43B
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
20K
+ 123.78%
$31.98 - $36.65 $638K - $732K
36.1K $1.33B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
410
+ 4.17%
$299.15 - $396.54 $123K - $163K
10.2K $4.06B
Lam Research Corp
2.32K
+ 10.56%
N/A
24.2K $2.36B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 3.54%
$22.27 - $29.21 $113K - $149K
149K $4.35B
PAXS
Pimco Access Income Fund

Financial Services
52.6K
+ 52.96%
$14.15 - $16.12 $745K - $849K
152K $2.3B
WMT
Walmart Inc.

Consumer Defensive
2.7K
+ 6.17%
$81.79 - $99.98 $221K - $270K
46.4K $4.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31K
+ 32.45%
$24.32 - $27.87 $754K - $864K
127K $3.35B
GOOGL
Alphabet Inc.

Communication Services
1.9K
+ 12.11%
$144.7 - $178.6 $275K - $340K
17.6K $3.1B
META
Meta Platforms, Inc.

Communication Services
337
+ 13.34%
$484.66 - $738.09 $163K - $249K
2.86K $2.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.01K
+ 0.73%
$39.89 - $49.46 $40.4K - $50.2K
141K $6.95B
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
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
COST
Costco Wholesale Corp

Consumer Defensive
494
+ 45.74%
$908.13 - $1056.85 $449K - $522K
1.57K $1.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.4K
+ 25.23%
$152.93 - $181.74 $366K - $435K
11.9K $2.16B
IEFA
Ishares Tr

ETFs
4.87K
+ 36.55%
$67.83 - $84.09 $330K - $410K
18.2K $1.52B
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
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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