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
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
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
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
BEN
Franklin Resources Inc

Financial Services
305
+ 1.79%
$16.66 - $23.85 $5.08K - $7.27K
17.4K $415M
Aim ETF Products Trust
2.28K
+ 27.49%
N/A
10.6K $338M
WM
Waste Management Inc

Industrials
384
+ 34.69%
$216.47 - $242.1 $83.1K - $93K
1.49K $341M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.16K
+ 7.78%
$37.18 - $42.23 $43.1K - $49K
16.1K $678M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.65K
+ 13.6%
$34.34 - $40.99 $56.8K - $67.8K
13.8K $562M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.49K
+ 8.38%
$23.29 - $23.38 $81.2K - $81.5K
45.1K $1.05B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.27K
+ 31.46%
$45.88 - $54.4 $58.3K - $69.1K
5.31K $289M
BOND
Pimco Active Bond Exchange Tra

ETFs
877
+ 18.18%
$89.87 - $92.93 $78.8K - $81.5K
5.7K $526M
UBER
Uber Technologies, Inc

Technology
203
+ 6.91%
$64.62 - $93.3 $13.1K - $18.9K
3.14K $293M
VTC
Vanguard Scottsdale Fds Total

ETFs
983
+ 20.55%
$74.71 - $77.33 $73.4K - $76K
5.77K $446M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.42K
+ 12.32%
$23.95 - $29.34 $33.9K - $41.6K
12.9K $379M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.27K
+ 8.34%
$22.3 - $22.57 $73K - $73.9K
42.5K $957M
Innovator Etfs Trust
1.54K
+ 10.55%
N/A
16.2K $518M
TGT
Target Corp

Consumer Defensive
1.11K
+ 18.37%
$88.76 - $105.77 $98.7K - $118K
7.17K $707M
PANW
Palo Alto Networks Inc

Technology
83
+ 4.88%
$152.44 - $204.64 $12.7K - $17K
1.79K $365M
XLI
Industrial Sector Spdr

ETFs
252
+ 11.3%
$116.42 - $147.52 $29.3K - $37.2K
2.48K $366M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
315
+ 1.94%
$107.61 - $119.09 $33.9K - $37.5K
16.6K $1.96B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.66K
+ 8.09%
$24.94 - $25.42 $66.3K - $67.6K
35.5K $904M
XLP
Consumer Staples Sector Spdr

ETFs
934
+ 15.26%
N/A
7.05K $571M
AVDE
American Centy ETF Tr Avantis

ETFs
131
+ 1.67%
$59.32 - $74.36 $7.77K - $9.74K
7.99K $591M
AIQ
Global X Funds Global X Artifi

ETFs
207
+ 2.53%
$31.5 - $43.69 $6.52K - $9.04K
8.4K $367M
MGF
Mfs Government Markets Income Trust

Financial Services
27.8K
+ 7.38%
$3.04 - $3.17 $84.4K - $88K
404K $1.26B
XLU
Utilities Sector Spdr

ETFs
696
+ 17.8%
$73.09 - $82.77 $50.9K - $57.6K
4.61K $376M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.81K
+ 7.01%
$22.09 - $22.44 $62.1K - $63K
42.9K $959M
NRZ
New Residential Investment Corp.

Real Estate
7.51K
+ 6.76%
N/A
119K $1.34B
MS
Morgan Stanley

Financial Services
115
+ 5.71%
$99.83 - $140.86 $11.5K - $16.2K
2.13K $300M
BA
Boeing CO

Industrials
31
+ 2.14%
$136.59 - $217.51 $4.23K - $6.74K
1.48K $311M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 1.05%
$171.4 - $227.1 $3.09K - $4.09K
1.73K $393M
LMT
Lockheed Martin Corp

Industrials
67
+ 3.67%
$430.82 - $486.45 $28.9K - $32.6K
1.9K $878M
TLT
Ishares Barclays 20+ Year Trea

ETFs
847
+ 13.7%
$83.97 - $92.85 $71.1K - $78.6K
7.03K $620M
XOM
Exxon Mobil Corp

Energy
1.68K
+ 15.13%
$99.93 - $119.04 $168K - $200K
12.8K $1.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
751
+ 14.38%
$72.02 - $73.82 $54.1K - $55.4K
5.98K $440M
XSMO
Invesco S&P Smallcap Momentum

ETFs
212
+ 3.0%
$55.15 - $68.11 $11.7K - $14.4K
7.28K $495M
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