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
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
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
GIGB
Goldman Sachs ETF Access Invt
9.25K
+ 89.58%
N/A
19.6K $901M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
14.9K
+ 15.17%
$19.41 - $22.77 $289K - $339K
113K $2.57B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
11.3K
+ 76.85%
$25.96 - $30.87 $293K - $348K
26K $805M
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
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.5K
+ 11.83%
$29.82 - $30.19 $342K - $346K
108K $3.27B
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
VIG
Vanguard Dividend Appreciation

ETFs
560
+ 2.68%
N/A
21.5K $4.39B
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 4.76%
$23.55 - $27.67 $149K - $175K
139K $3.85B
BME
Black Rock Health Sciences Trust

Financial Services
10K
+ 34.68%
$34.86 - $38.42 $349K - $385K
38.9K $1.42B
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
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.53K
+ 3.48%
$51.16 - $62.02 $78.3K - $95K
45.5K $2.82B
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
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
Aim ETF Products Trust
7.07K
+ 54.83%
N/A
20K $631M
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.13K
+ 6.24%
$32.66 - $40.75 $69.6K - $86.8K
36.3K $1.47B
MA
Mastercard Inc

Financial Services
350
+ 21.73%
$479.92 - $590.74 $168K - $207K
1.96K $1.1B
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
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
Track This Portfolio

Track Consolidated Portfolio Review Corp Portfolio

Follow Consolidated Portfolio Review Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Portfolio Review Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Portfolio Review Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email